Podcasts about mastercard ma

Dan Dolev discusses the payment space and breaks down the recent gains in payment stocks, such as Block (XYZ) and Affirm (AFRM), following the tariff announcement and whether the fundamentals have changed. Dolev explains why he prefers Mastercard (MA) over Visa (V). He also talks about the state of the consumer, noting pressure on the low-end side but stability at the high end.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Paul Golding says Visa's (V) earnings seemed relatively stable with guidance that may withstand tariff volatility. Cross-border travel metrics show cracks forming but thinks it can still outperform markets. Tom White offers example options trades in Visa and Mastercard (MA).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

GESTIONNAIRES EN ACTION. Dans le contexte de guerre commerciale qui a grimpé de plusieurs crans cette semaine, certains investisseurs pourraient vouloir protester à leur façon en vendant les titres de sociétés américaines qu’ils détiennent en portefeuille. Marc L’Écuyer, gestionnaires de portefeuille à Cote 100, estime qu’il s’agit d’une mauvaise idée. «On pense que ce serait une erreur d'agir de la sorte. Pourquoi? Parce qu'au niveau boursier, il n'y a rien qui se compare aux États-Unis. La quantité d'entreprises disponibles, on ne retrouve pas ça ailleurs», dit-il. Selon lui, les investisseurs qui veulent bâtir un portefeuille avec des entreprises de qualité n’ont pas le choix de regarder du côté américain. «On croit que ce serait une erreur de se faire du tort pour protester contre les politiques américaines», explique-t-il. Il concède que dans les cas où on peut trouver deux entreprises semblables dont l’une serait américaine, il serait possible de privilégier celle qui ne l’est pas. «Toutefois, je pense que ce serait une erreur de dire qu'on exclut les entreprises américaines. Oui, on est prêt à éviter certains produits américains, mais certains sont irremplaçables», juge-t-il, citant les exemples des sept magnifiques et des émetteurs de cartes de crédit Visa (V, 339,39$US) et MasterCard (MA, 530,55$US). Il ajoute que le marché boursier américain est également bien diversifié. La Bourse américaine chute au premier trimestre En excluant les récentes chutes du début du mois d’avril, l’indice principal de la Bourse de New York, le S&P 500, a reculé de 4,8 % durant le premier trimestre, alors que le MSCI World excluant les États-Unis a progressé de 8,3%. Marc L’Écuyer estime qu’il est toujours bon d’avoir une certaine diversification géographique dans les portefeuilles. «Cela étant dit, on pense qu’il est difficile de remplacer le marché américain. Aujourd'hui, si j'avais à privilégier le marché qui va le mieux performer pour un investisseur à long terme comme nous, disons sur les 10 prochaines années, je miserais sur le marché américain», dit-il. Aux investisseurs qui sont inquiets de la guerre commerciale entre les États-Unis et une grande partie du reste du monde, il conseille de ne pas s'attarder aux événements qui se produisent quotidiennement. «On veut continuer d’être présent. Ça sera peut-être juste de s'ajuster et de peut-être éviter les entreprises qui sont tributaires d'exportations aux États-Unis ou à l’international», dit-il. Toutefois, il répète que les investisseurs ne devraient pas complètement changer leur portefeuille malgré les soubresauts des marchés boursiers.Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

Kevin Green admits "nobody really knows" what to expect with today's highly anticipated tariffs announcement. From auto parts to lumber to copper, KG walks through various corners of the economy that could face higher prices and pressures. Meanwhile, payment stocks like MasterCard (MA) and Visa (V) are among Goldman Sachs' defensive names amid market uncertainty. For the S&P 500 (SPX), Kevin highlights the tariff announcement coming after Wednesday's close which could spell more volatility for Thursday instead.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

David Miller thinks we'll be higher at the end of the year. His picks include Mastercard (MA) and Visa (V), looking at their “amazing” margins, and “oligopolist positions.” He also likes Transdigm (TDG) and Kinsale (KNSL) for similar reasons, particularly pricing power. He talks about the fallout of the U.S. weaponizing the SWIFT banking system against Russia, especially with how it pushes central banks all over the world to buy gold instead.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

David Ellison says the reason why rates fall matters – especially if due to a recession. However, the banks he's talked to don't seem concerned about the economy, though he thinks big banks have the advantage over regionals. He likes Visa (V), Mastercard (MA), JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C). “The smaller you get, the more you need consolidation,” he adds.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Moshe Orenbuch of TD Cowen dives into Visa (V) and Mastercard's (MA) quarterly reports. He thinks the divergence between stocks today is from Mastercard's reported acquisition costs. “The good news is” that U.S. strength remains, and he saw “no specific red flags” in either quarterly statement. He has a Buy rating on both stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

UPS Inc. (UPS) hit a 52-week low after announcing it will cut business with Amazon (AMZN) by 50%. Meanwhile, Mastercard (MA) hit an all-time high after posting an earnings beat. ServiceNow (NOW) sold off after its disappointing earnings but Diane King Hall says she won't be surprising if the move is short-lived. She dives into the morning's biggest earnings reports. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

KB Home (KBH) got a much needed rally after posting an earnings beat and better-than-expected outlook. In the credit card space, Seaport Research downgrades Mastercard (MA) but upgrades Visa (V). Loop Capital considers AMD Inc. (AMD) underrated by initiating a buy rating on the stock. Diane King Hall dives into the morning movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Uber Technologies (UBER) reported an earnings beat but investors have an issue with its bookings outlook. A rising competitor in Doordash (DASH) posted its first-ever profit. Brian Niccol takes the helm with Starbucks (SBUX) reporting its official earnings report, and Mastercard (MA) cashes in on its beat. Diane King Hall breaks down the earnings reports. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Hey Traders, today we're tackling a hot topic: why are interest rates going up, even after the Fed cut rates? It seems counterintuitive, right? We'll break down the Fed's latest moves and dig into how inflation, government borrowing, and market psychology are keeping rates high on things like mortgages, credit cards, and car loans. We'll also go over a bunch of stocks, such as Mastercard (MA), Intuitive Surgical (ISRG), and Eli Lilly (LLY), and analyze how these rate changes are affecting their movements. Using OVTLYR's Golden Ticket Trading Strategy, we'll discuss the buy and sell signals we've been seeing lately and how to use them to your advantage in the current trading environment. Stick around for a breakdown of our strategies on how to spot early stock moves, plus a closer look at the behavioral analytics we're using to stay ahead. This video is all about helping you make sense of today's market, save time, and ultimately make smarter trades with less risk. Ready to get started? Hit play, and let's dive in! #FedRateCuts #RisingRates #MarketAnalysis #StockTrading #GoldenTicketStrategy #InterestRates #FinancialTips #TradingInsights #InvestingStrategies #StockMarketExplained

Want to support Global Value? https://www.patreon.com/GlobalValue Chuck Akre owns 21 stocks in his portfolio worth 13.3 billion dollars. In this video we're covering his top 10 biggest positions including one that doesn't show on his normal filings. Starting with Costar Group (CSGP). Akre's other stocks include Brookfield (BN), Visa (V), Roper Technologies (ROP), O'Reily Automotive (ORLY), American Tower (AMT), KKR (KKR), Constellation Software (CSU), Moody's (MCO), and Mastercard (MA). Chuck Akre is a legendary, long-term value investor who founded Akre Capital Management in 1989. He coined the "three-legged stool" investing approach that analyzes strong business models, healthy rates of return, and reinvestment opportunities. Akre invests in a small number of stocks that he believes to be exceptional businesses. His portfolio has significant holdings in high-performing stocks that demonstrate long-term growth potential and stability. Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! - TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue - Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ - Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) - Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue

Noticias Económicas y Financieras Es probable que un juez federal rechace un acuerdo de $30B propuesto por Visa $V y Mastercard $MA, lo que supondrá un importante revés para las redes de tarjetas en la larga disputa sobre las tarifas por transferencia bancaria. En una audiencia, la jueza Margo Brodie dijo que "probablemente no aprobará el acuerdo", ya que no parece proporcionar suficiente alivio. El juez planea emitir una decisión por escrito en aproximadamente una semana. Términos del acuerdo: Según el acuerdo histórico, las empresas acordaron reducir las tarifas de deslizamiento durante tres años y limitar las tarifas durante cinco años, y se estima que las medidas generarán al menos $29.79B en ahorros. El influyente comerciante de acciones de memes Keith Gill, conocido en línea como Roaring Kitty, parece haber vendido sus opciones de compra en GameStop $GME mientras aumentaba su montón de acciones. Gill ahora posee más de 9 millones de acciones del minorista de videojuegos, frente a los 5 millones del lunes, y su posición de efectivo parece haberse reducido a $6.3M desde $29.4M. Mientras tanto, GameStop pospuso su reunión anual, ya que su sitio web para inversores colapsó varias veces el jueves debido al intenso tráfico. Las acciones de GameStop han estado en una montaña rusa durante el último mes, después de que el regreso de Gill a las redes sociales reavivara el interés en las acciones de memes, mientras la compañía sacaba provecho del frenesí para recaudar más de $3B. En un intento por cortejar a los líderes empresariales, Donald Trump dijo a alrededor de 100 directores ejecutivos de algunas de las empresas más grandes que planeaba reducir la tasa del impuesto corporativo al 20% desde el 21% actual, si fuera elegido. Hizo las declaraciones extraoficialmente en una reunión de la Mesa Redonda de Negocios, a la que asistieron directores ejecutivos, entre ellos Tim Cook de Apple $AAPL, Jamie Dimon de JPMorgan $JPM y Doug McMillon de Walmart $WMT. Trump había reducido la tasa del impuesto corporativo en 2017 del 35% al ​​21% cuando estaba en el cargo. El candidato presidencial republicano también planteó la idea de una "política totalmente arancelaria" a los legisladores republicanos como un medio para eliminar eventualmente el impuesto sobre la renta en EE.UU. La Corte Suprema confirmó unánimemente el acceso a la píldora abortiva mifepristona, diciendo que los demandantes no tenían capacidad legal para impugnar la aprobación del medicamento por parte de la Administración de Alimentos y Medicamentos. Los demandantes, liderados por la Alianza para la Medicina Hipocrática, intentaron revertir las flexibilizaciones de los requisitos regulatorios para el acceso a la mifepristona impuestas por la FDA en 2016 y 2021. "Según el Artículo III de la Constitución, el deseo de un demandante de hacer que un medicamento esté menos disponible para otros no establece legitimación para demandar", escribió el juez Brett Kavanaugh en el fallo. Cabe señalar que Missouri, Kansas e Idaho están presentando impugnaciones similares, cuyos abogados creen que les irá mejor en cuanto a su situación legal. Los accionistas de Tesla $TSLA aprueban el paquete salarial de Musk y la medida de Texas. $ADBE Adobe se dispara con resultados mejores de lo esperado y perspectivas sólidas. $SONY Sony sigue “merodeando por el aro” de la empresa matriz de Paramount.

The odds are fairly good for another green week on Nasdaq, though perhaps not as strong as last week when the Nasdaq rose more than 4%. In the $1,000 challenge, betting on Snap last week paid off, boosting the $1,000 portfolio to $2,784. We are now on the hunt for the next milestone at $4,000. The upcoming week will be busy with major quarterly results from companies such as Starbucks (SBUX), Coca-Cola (KO), Marathon Petroleum (MPC), 3M (MMM), Mastercard (MA), Qualcomm (QCOM), Pfizer (PFE), Apple (AAPL), and Novo Nordisk (NVO), to name a few. The highlight of the week will undoubtedly be the Federal Reserve minutes on Wednesday. Tune in for more updates!

Interested in understanding how cybersecurity works, the different types of cybersecurity solutions out there, and how companies in this fast-growing industry make money? In this video, Chip Stock Investor does a deep dive into its new Cybersecurity Industry Flow chart, designed to help investors get a better understanding of this critical software service in a new era of cloud computing and AI. Cybersecurity stocks have been great long-term investments, but the top companies can be tricky to understand. Nick and Kasey discuss cybersecurity software from a high level view, and provide visuals to aid in understanding how data infrastructure works and how it gets protected by various security hardware and services. You can find our accompanying Cybersecurity Industry Flow show notes on our Ko-Fi Shop, as well as our Semiconductor Industry Flow in our shop as well. And get this and all of our content via a YouTube or Ko-Fi membership, which also includes access to our Discord channel, for just $5 a month!

The release of Mastercard's latest earnings report offered information about the company's ongoing initiatives and strategies. In the call, the CEO emphasized the company's commitment towards both competition and innovation. With the statement, "I believe that for the long-term, we will be partnering with Capital One across a variety of topics," it's clear that collaborative ventures are part of the company's future plans. Acknowledging robust competition in their market, the CEO highlighted the proliferation of alternative payment methods as an indication of a vibrant industry landscape. In line with themes identified in the Last Quarter Earnings Call Analysis, the activities of the company demonstrate Mastercard's strategic focus on diversification and advancements in digital technology. Their strategic plan includes adoption and application of artificial intelligence (AI) and blockchain technologies. AI is currently being employed to provide chatbot support to small businesses and is under exploration in collaboration with Billboard within the music industry. Blockchain technology, on the other hand, is being utilized to enhance transactional transparency. Providing further insight into the company's growth strategy during the earnings call, the CEO underscored the importance of value-added services, stating "Value-added services, again, a very important and strategic part of our strategy as an organization. This is how we differentiate with our customers in this space of data, cyber, and loyalty." The emphasis on serving customer needs was evident in Mastercard's development of a health-oriented credit card named 'Ness,' offering AI-assisted shopping experience and cashback on wellness purchases. Mastercard's activities indicate a broader vision that extends beyond traditional payment methods. Integrating advanced technologies, tailoring services to customer needs, and investing in infrastructure for enhanced payment experiences are parts of the company's strategic growth plan. However, it is essential to recognize that while the company seems well-poised for future success based on its current activities, the dynamic nature of the industry, compounded with various external factors, could influence Mastercard's trajectory. It remains imperative for Mastercard to continue adapting and evolving in a rapidly changing financial landscape. MA Company info: https://finance.yahoo.com/quote/MA/profile For more PSFK research : www.psfk.com  This email has been published and shared for the purpose of business research and is not intended as investment advice.

Dans ce 55e épisode, je fais la synthèse du livre « The Little Book of Valuation » d'Aswath Damodaran publié en 2011 à partir de cinq éléments clés à retenir : 1. Approche #1 : l'évaluation relative 2. Approche #2 : l'évaluation intrinsèque 3. Valoriser selon le stade de développement! 4. Valorisation de certains secteurs 5. La vérité sur la valorisation…   Abonne-toi pour soutenir mon travail et obtenir un épisode supplémentaire chaque mois : ⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/financesfondamentales/subscribe⁠⁠⁠⁠   Je t'invite aussi à suivre la page Facebook « Finances Fondamentales - éducation et investissement » pour avoir accès à l'image synthèse de l'épisode et pour me poser tes questions. Page Facebook : ⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100088196588852⁠⁠⁠⁠   Tu pourras également y consulter l'analyse fondamentale des compagnies de la semaine, soit : 1) Corcept Therapeutics (CORT), 2) Mastercard (MA) et 3) Parex Resources (PXT.TO).   Gmail: ⁠⁠⁠⁠Financesfondamentales@gmail.com⁠⁠⁠⁠   Avertissement : Je ne suis pas conseiller financier et mes synthèses sont naturellement teintées par ma subjectivité. Tu dois effectuer tes propres recherches et développer TA littératie financière avant d'investir. Les informations communiquées dans le podcast sont dans un but strictement éducatif et ne constituent pas un conseil d'investissement. Je ne suis pas responsable de tes décisions financières personnelles.

Dans ce 34e épisode, je fais la synthèse du livre « Money : Master the Game » de Tony Robbins publié en 2016 à partir de cinq éléments clés à retenir : 1. Escalade ta montagne 2. Escalade plus vite! 3. Le « All-Season Portfolio » 4. « Income is the Outcome » 5. Et ton bonheur dans tout ça?   Abonne-toi pour soutenir mon travail et obtenir un épisode supplémentaire chaque mois : ⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/financesfondamentales/subscribe⁠⁠⁠⁠   Je t'invite aussi à suivre la page Facebook « Finances Fondamentales - éducation et investissement » pour avoir accès à l'image synthèse de l'épisode et pour me poser tes questions : ⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100088196588852⁠⁠⁠⁠ Tu pourras également y consulter l'analyse fondamentale des trois compagnies en bourse de la semaine, soit : 1) Cohen & Steers (CNS); 2) Mastercard (MA) et 3) Regeneron Pharmaceuticals (REGN).   Gmail: ⁠⁠⁠⁠Financesfondamentales@gmail.com⁠⁠⁠⁠   Avertissement : Je ne suis pas conseiller financier. Tu dois effectuer tes propres recherches et développer TA littératie financière avant d'investir. Les informations communiquées dans le podcast sont dans un but strictement éducatif et ne constituent pas un conseil d'investissement. Je ne suis pas responsable de tes décisions financières personnelles.

En este episodio hablaremos de los eventos más relevantes relacionados a los mercados financieros de Estados Unidos en la semana laboral que terminó el viernes 14 de julio de 2023. En la idea de la semana hablaremos de Visa (V) y Mastercard (MA) (07:02) Y en la sección educativa vamos a hablar sobre los Tigres Asiáticos (10:19) Les dejo la liga del blog donde estaremos subiendo las transcripciones de los episodios: www.ramonlog.com

Dans ce 15e épisode, je fais la synthèse du vidéo Youtube : « Investing in your financial literacy » publié sur la chaîne de Ben Félix en 2022 à partir de cinq éléments clés à retenir : 1. Votre littératie financière = votre meilleur investissement 2. Comment perdre avant de commencer? 3. Littératie financière n'égale pas éducation générale 4. Cinq questions pour tester votre littératie financière 5. La magie des intérêts composés! Je fais également la synthèse des 15 premiers épisodes parce que la prochaine fois on commence à parler du « COMMENT » investir! Je vous invite à vous abonner à la page Facebook « Finances Fondamentales - éducation et investissement » pour avoir accès à l'image synthèse de l'épisode et pour me poser vos questions. Page Facebook: https://www.facebook.com/profile.php?id=100088196588852 Vous pourrez également y consulter l'analyse fondamentale des trois compagnies en bourse de la semaine, soit : 1) Veeva Systems (VEEV), 2) Vertex Pharmaceuticals (VRTX) et 3) Mastercard (MA). Bonne écoute! Gmail: Financesfondamentales@gmail.com Avertissement : Je ne suis pas conseiller financier. Veuillez effectuer vos propres recherches et développer votre littératie financière avant d'investir. Les informations communiquées dans le podcast sont dans un but strictement éducatif et ne constituent pas un conseil d'investissement. Je ne suis pas responsable de vos décisions financières personnelles.

DOT investigates Southwest Airlines (LUV) over 'unacceptable' flight cancellations. Shares of China's biggest funeral company (OTC:FSHUF) soar as zero-COVID abandoned. U.S. retail sales up 7.6% in holiday season as deals lure consumers - Mastercard (MA) report. Tesla (TSLA) to pursue reduced Shanghai production through January - Reuters.

Ben Rains dives the some of the mixed signals that the stock market and economy are sending at the moment. Despite the volatility and slowing growth, long-term investors might consider buying stocks in December for 2023, even if that means starting tiny positions or dollar-cost averaging into blue chips. The two stocks we explore today are Intuit (INTU) and Mastercard (MA). (1:00) - Stock Market Update: Everything You Need To Know Right Now (7:10) - Does Intuit Fit Into Your 2023 Portfolio As A Long Term Investment? (12:00) - Is Mastercard A Strong Play Against Volatility In 2023?

What's up, hypergrowth investors? And welcome back to our Hypergrowth Investing podcast! We're now a few days past the Black Friday/Cyber Monday holiday shopping extravaganza. And this season has been surprisingly strong! Now, we've been bullish on retail stocks heading into the holiday shopping season for a while – especially e-commerce stocks. And these sales numbers only bolster our conviction.Analysts expected sales this past weekend to be weak, and it makes sense why. Consumer confidence has plunged to near all-time-low levels. Excess savings has been wiped out. Portfolios have been crushed. Everyone's talking about a recession. Inflation is still high – so are record sales enough to counteract the year's dramatic increase in prices? Well, it turns out, yes.According to Mastercard (MA), Black Friday sales were up 12%, and online sales were up 14%. But… how? The labor market is showing some signs of weakness, but it's still strong. The unemployment rate remains low. So long as consumer still have jobs, they'll keep spending. And that's why we think a deep recession in 2023 is unlikely. Our economy has withstood one of the most aggressive quantitative tightening cycles ever, and the U.S. consumer is still chugging along. We're starting to see reacceleration in e-commerce growth trends. The post-pandemic pent-up demand for in-store shopping has diminished, and folks are returning to online purchases. E-commerce growth trends have normalized, and they're going strong. That's not all we're bullish on… Guess who's back in the Clubhouse? Bob Iger. And since this CEO changing of the guard, the stock has languished at its COVID lows. But we think Iger's return is fantastic news for Disney (DIS) stock. Disney is trying to build out its streaming ability to become a tech company, not a legacy one. Former CEO Bob Chapek was on the fence about it. But Bob Iger is bullish on this development. And upon his return, we're likely to see Disney return to its streaming-first narrative.Is this the new market regime?That's the ideology we're seeing everywhere at the moment. But we have trouble with that sentiment. The data strongly supports the idea that what really drives stock prices is earnings. And when you look at earnings guidance for the coming years, it's the tech stocks that will have tremendous growth. So, while the Dow might be outperforming right now, the Nasdaq's tech stocks will still reign supreme in the long run. “New School” companies are here to stay.But what about oil? Well, oil and gas are part of those “Old School” stocks. And here in 2022, we've been bullish on the “New School” clean tech. Have things changed going into 2023? Nope!Up until this point, each year, companies spent more capital on oil and gas infrastructure and operations than they did on renewable energies. That changed in 2022, helped along by legislation promoting the acceleration of clean energy production around the world. Align with these decisions and invest alongside them. We're talking solar, hydrogen, energy storage stocks – they'll continue to work very well going into 2023 and will be some of the market's biggest winners throughout the 2020s.Before we wrap things up, lets talk about a favorite of ours – quantum computing. The computational power of a quantum computer is exponentially more than that of a classical computer. That has profound implications for nearly every industry out there, and now we're finally seeing its real-world benefits.But this revolution will take time to take off. There are some promising quantum stocks out there right now. Invest with significant patience. This cake won't bake overnight.

Spending growth is slowing but still growing, says Ivan Feinseth. He discusses the major takeaways from Mastercard's (MA) earnings. He talks about how consumer are shifting to multiple forms of electronic payments, and how Mastercard continues to offer new and innovative payment services and protections for consumers and card issuers. He then goes over how Mastercard's 3Q revenue was $5.75B versus an estimated $5.66B. Tune in to find out more about the stock market today.

This episode is sponsored by ZenGo.The most valuable crypto stories for Monday, Oct. 17, 2022.Mastercard (MA) has formed a partnership with crypto trading platform Paxos to offer a program that will help financial institutions offer cryptocurrency trading, the payments company said Monday. Plus, Solana non-fungible token (NFT) mainstay Magic Eden is moving to an optional royalty model, the marketplace said in a Friday night Twitter thread.See also: Mastercard Joins With Paxos to Help Banks Offer Crypto TradingNFT Marketplace Magic Eden Moves to Optional Royalty Model-This episode has been edited by Michele Musso. Our executive producer is Jared Schwartz. Our theme song is “Neon Beach.”-ZenGo crypto wallet is an on-chain crypto wallet with no private key vulnerability, leveraging advanced cryptography called MPC. Get started at ZenGo.com/HASH and use code HASH to get $20 back on your first purchase of $200 or more. Terms and conditions apply. See site for details.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Web traffic data suggests Affirm (AFRM) and Klarna (KLAR) are continuing to gain market space, says Paul Golding. He and Moshe Katri discuss buy-now-pay-later stocks. Moshe notes that MasterCard (MA) allies itself with the buy-now-pay-later providers as it compares to launch its own buy-now-pay-later product. They also examine recent trends in the fintech space. Tune in to find out more about the stock market today.

Mizuho has a buy rating and a $42 price target on Affirm (AFRM). Dan Dolev discusses fintech stocks. He talks about the long-term outlook for payment stocks, such as Mastercard (MA), Visa (V), PayPal (PYPL), and Block (SQ). He then goes over what's ahead for Block (SQ). Tune in to find out more about the stock market today.

"Payment processors have businesses that are inherently inflation hedged. The benefit. Payment stocks benefit substantially from businesses being denominated in nominal dollars. I continue to prefer the AXP, MA, and V stocks. American Express is well positioned due to the travel business and affluent customers," says Dryden Pence. Next, Moshe Katri weighs in on the Block (SQ), Mastercard (MA), PayPal (PYPL), and Visa (V) fintech stocks.

Visa said third-quarter revenue increased 19% year-over-year to $7.28 billion, which beat the estimate of $7.06 billion. How does that fare overall in the payment space? Paul Golding has an outlook in light of news about possible government legislation.

Mastercard (MA) reports earnings tomorrow, July 28th, premarket. Stephen Biggar discusses credit card stocks. He talks about how MA 2Q card-member spending is up 30% on a currency-adjusted basis, and it added 3.2M new proprietary cards in 2Q. He also talks about the outlook for other credit card companies Visa (V) and American Express (AXP). He then goes over what credit card company earnings tell us about the state of the consumer. Tune in to find out more.

Ben Rains explores where the market stands at the start of July following the worst first half since 1970. Soaring prices, higher interest rates, and recession fears remain the key economic and market worries. The current uncertainty and bearish sentiment  from many on Wall Street might offer investors a chance to start positions  in fantastic stocks at nice entry points. The three stocks we explore today are Align Technology, Inc. (ALGN), Mastercard (MA), and Intuit (INTU). (0:30) - Stock Market Update: Everything You Need To Know Heading into the Second Half of 2022 (5:00) - Align Technology's Strong Foothold Creates A Long Term Investment (11:50) - Mastercard Boosts Growth for the Long Haul (16:25) -  Is Intuit Recession Proof? Podcast@Zacks.com

What's next for Bitcoin and Altcoins as the crypto market crashes again? NFT transactions took another step into the mainstream as payments giant Mastercard (MA) said Thursday that its cardholders can now buy non-fungible tokens (NFTs) on various marketplaces without needing to first purchase cryptocurrency. Fidelity CEO: I see crypto winter as an opportunity to double down and go extra hard into crypto. Arrington Capital launches $100M growth fund for Moonbeam Ecosystem.UFC taps VeChain as first official Layer 1 blockchain partner.

Mastercard (MA), Visa (V), American Express (AXP), PayPal (PYPL), Block (SQ), and Affirm (AFRM) are some of the best positioned payment stocks in today's market. Stephen Biggam and Andrew Graham discuss these stocks, as well as the takeaways from latest consumer credit report. They also go over how rising inflation affects credit card stocks. Tune in to find out more.

While stocks may drift lower in the short run, value would suggest there is no need for a big decline, says Craig Callahan. He discusses how the markets slip from session highs. He also talks about how Treasury Secretary, Yellen, admits she was wrong that inflation would be “transitory.” He then goes over stock picking opportunities in a volatile market highlighting Mastercard (MA), Visa (V), PayPal (PYPL), and Block (SQ). He also talks about finding value in today's markets and takeaways from market performance in 2022. Tune in to find out more.

Following better-than-expected earnings releases from large financial services companies Mastercard (MA) and Visa (V) this week, Paul Golding discusses the previous performance of these companies amid numerous economic headwinds including elevated inflation and rising interest rates as well as delivers his outlook for future growth.

This episode is brought to you by StockMarketHats.com -- claiming to be stylish and funny. To avoid ads, consider becoming a premium subscriber. Allen Bond, managing director and portfolio manager at Jensen Investment Management in Lake Oswego, Ore., joins the podcast to provide some stock picks for an increasingly uncertain -- and inflationary -- time in global financial markets. Content Highlights Investors have two major issues they're grappling with right now: Ukraine and inflation (5:51); To protect against inflationary pressures, Jensen looks for businesses that have pricing power (11:11); Mastercard (MA) and TJX (TJX) are two such stocks (13:29); Background on the guest (19:36); Three additional stock ideas, starting with ADP (ADP), another company that is difficult to displace (28:54); Broadridge Financial Solutions (BR), the leading provider of proxy services (35:51); Pfizer (PFE) has sold off since making Covid vaccine headlines last year, but continues to generate a ton of cash -- and put it to productive use (43:26). More Information on the Guest Website: JensenInvestment.com; LinkedIn. Not intended as investment advice.

Happy Friday,Welcome to a different kind of weekly update. I’m not going to talk about the weekly performance of the market or my portfolio. Thinking about that is a distraction from my goal of relentlessly finding, studying, and owning the best companies I can for the next 30 years. I’ll do performance updates once a month (or quarter). Instead, we’re going to cover My current portfolio Any meaningful news from my companies this weekWhat I’m buying with next week’s contributionsUpcoming posts for subscriberBonus section: Mean tweets from the haters 1. My current portfolioYou can always see my latest transactions & current portfolio on Commonstock (link)The rest: Mercardolibre (MELI) 4.3%, Twilio (TWLO) 4.3%, Zoom (ZM) 4.2%, Fidelity National Financial (FNF) 2.7%, Mastercard (MA) 2.7%, Broadcom (AVGO) 2.6%, American Tower (AMT) 2.6%, Advanced Auto Parts (AAP) 2.6%, Lowes (LOW) 2.6%, Abvie (ABBV) 2.6%, 3m (MMM) 2.5%, Raytheon (RTX) 2.5%, Amgen (AMGN) 2.5%A quick thought about my allocation strategyI think about my portfolio in two buckets on a sliding scale. Bucket #1 is dividend growth stocks: I currently have 25% of the portfolio and future contributions allocated to dividend growth stocks. This bucket consists of 10 stocks at a 2.5% allocation of my total contributions each. Bucket #2 Growth Stocks: I currently have 75% of the portfolio and future contributions allocated to growth stocks. This bucket consists of 25 stocks at roughly a 5% allocation each. You can see the exact numbers at the link above.This scale will slide between 75% growth stocks and 25% dividend growth stocks to the other extreme of 75% dividend growth and 25% growth stocks. Right now it is weighted towards the growth extreme because I believe there is very good risk/reward in high-quality growth stocks. As (or if) those multiples start to come up, then I’ll adjust my portfolio to be weighted more towards dividend growth stocks as I see fit. I will generally try to make these adjustments over time through new contributions instead of by selling to avoid taxes. 2. Company NewsTwilio (TWLO) CEO Jeff Lawson at Morgan Stanley 2022 ConferenceNo major announcements from this conference, but here are my key takeawaysBelieves their customers’ digital roadmaps were accelerated by 6 years due to Covid. However, that doesn’t mean all of the work was piled into year 1 or 2.Even brick and mortar businesses have drastically accelerated digital projects which likely would not have happened nearly as quickly pre-covid.Twilio roadmap is informed by customer needs/demand from data on their platformTwilio’s customer data platform (CDP) Segment is #1 in market and growing very fast because of two tailwinds. #1 was need to move to digital #2 was need to understand all of the new data companies had on customers from new digital intiatives.Lawson believes there is still tremendous growth ahead for Twilio but that they should, can, and will do it as a profitable company starting in 2023. He’s committed and excited for that for the company. When asked about domestic growth slowing (direct quote here) “The biggest thing is messaging is obviously a big part of our business. In the U.S., there's been about trusted communications. So, when you get a text message from I don't know, you're a pharmacy or your kid's school, you know that it's authentic. Right now, you get text messages from businesses, what are they? They're a 10-digit number or like a 6-digit number, claiming to be the pharmacy. You're like is this my kid's school? Is this the pharmacy, or is this just a robo dialer or a hacker or some fraud scheme going on, right?The ecosystem needs trust. So, we need to attach identity to these phone numbers. We need to verify who those customers are, and then we need to pass it through. So, when you get a text message, it doesn't say from +1 415, something. It says from pharmacy. It's coming from the school. And there's a green pad mark on it that says, you trust it. That will open up so many more avenues of interest in commerce that can be done over these channels. But, it's a bit of a painful evolution. As we've been retooling our product, it has not been without pain. And so, we are working every day to remove friction from that process, but I think it has impacted some of our domestic growth.”Jeff also spoke about the recent executive turnover and emphasized that it’s a natural part of a company growing and that they made those transitions very thoughtfully up to a year in advance. I’m comfortable with those answers.ServiceNow (NOW) CFO Gina Mastantuono at MS Media & Telecom ConferenceCustomer/partner retention has been very strong as NOW evolves from a set of products to a platform company. 7 out of 10 large partners have committed to $1 billion businesses with them over the next few years with the remaining 3 planning to commit this year.Have seen no slowdown in demand from situation in Ukraine/Europe.ServiceNow wants to be the defining enterprise software company of the 21st century. Revenue target is $10 billion in subscription revenues by 2024, $15 billion by 2026. For reference, NOW earned $5.57B in subscription revenue for 2021. If they hit these targets they will be tripling revenue in 5 years.Here’s a direct quote from the CFO of how they intend to get there:with our current customers and current products, there's the ability to grow 5x our ACV. And that's all about the platform, right? It's all about really leaning into customers who only have one or two workflows and really being able to help accelerate time to value, help accelerate productivity and efficiency. Less than 20% of our customers today have three or more workflows, right? So, the white space for up-sell and cross-sell remains phenomenal. So that's one vector.If you think about our penetration in the US, which is by far our largest penetration, I think Gartner says IT is like 50% penetrated. We're taking out legacy homegrown systems. There's no reason why that 50% is not 80% and 100%, so a lot of continued white space on IT. And then if you think about outside the US, where penetration is quite low comparatively, there's such opportunity in both Europe and APJ.And then if you think about the innovation that we've been pulling through the platform, if you think about AI, machine learning, you think about our enterprise and pro SKUs, there's continued upside and penetration that we can continue to drive there. So those are three levers that I would say are pretty meaningful in our path to $10 billion by 2024 and $15 billion plus in 2026.On competition in the marketplace from Salesforce, Pegasystems, Appian, and even Microsoft:Yes. I think we're seeing all of them in the marketplace. I mean they all have platform capabilities and low-code capabilities. Where I think we differentiate is we're able to build complex applications in days as opposed to months, right? Simple applications are easier to do. But the more complex ones, I think we're winning where the more complex applications are what they're trying to build. And so again, it's a one-platform approach. It's really being that trusted platform of the IT organization. And it's really where complex workflow orchestration is required. It's where you're seeing us win.Upstart launches mobile-first auto-retail online platform and a big partnership with Volkswagen.This is an exciting development and shows how Upstart is innovating and leveraging its AI-lending model to grow into new markets. Link to press releaseUpstart Auto Retail adoption among car dealers grew nearly 4X1 in 2021 thanks to its unique combination of in-store customization for dealers and online access for customers. In addition, VW is the latest OEM to announce support for Upstart Auto Retail. Upstart introduced AI-powered financing in 2021, so dealerships could offer affordable financing to more of their customers.Dealers on our online platform see 66 percent of their traffic come from mobile devices. If you want to deliver the modern buying experience that today's car buyers expect, you absolutely need a world class mobile experience,” said Michia Rohrssen, GM of Upstart Auto Retail, “Buying a new car is not always a linear process, so we designed the new, mobile-first, online platform not only to adapt to the mobile usage of customers, but also to give the dealer more options to customize for each type of shopper and the pace of purchase.Upstart Auto Retail is also slated to introduce a new device-agnostic in-store platform and make its AI-powered financing solution available to more customers around the country later this year.Upstart Auto Retail’s digital retail platform seamlessly combines the online and in-store experience with financing and manager tools, making it easy for car buyers to browse, shop, and build deals any way they choose. The Upstart Auto Retail digital retail platform consists of four key components — Online, In-Store, Real-Time Approvals, and Manager Portal. Pricing for the complete platform is $599 per monthSalesforce and Sprout Social Partner to Manage Full-Social Media PresenceThis really isn’t that big of an announcement for Salesforce, but it does show they are still leaning into finding ways to improve their platform and offer deeper CRM capabilities in new areas for customer.Today, Sprout Social, Inc. (Nasdaq: SPT) and Salesforce (NYSE: CRM) announced a global partnership to make it easy for Salesforce customers to manage their full social media presence - engagement, publishing & scheduling, analytics, listening, advocacy and platform integrations - through Sprout’s industry-leading social suite.3. What I’m buying with next week’s contributionsI’ll have contributions coming into the portfolio next week so I’ll be opening a new position in Amazon (AMZN) in my growth bucket and Magna International (MGA) in my dividend growth bucket.Why Amazon? Amazon’s business doesn’t need much explanation. They sell books.Okay but seriously, Amazon has a proven track record, and a lot of growth ahead in Cloud, advertising, and who knows what other lines of business in the future. Over the last 10ish years, Amazon has traded at an avg P/OCF ratio of 27. It’s currently sitting right around that point as shown by the black line (representing current share price) intersecting the blue line (representing average P/OCF ratio). According to Fastgraph’s data OCF is expected to grow by 88% in FY 2022, 22% in FY 23, and 30% in FY 24. If that happens and Amazon trades at 27x P/OCF by 12/24, shares will be trading around $7,200 (not split-adjusted).That’s a 38% annualized return from here. Obviously no guarantees, but I’m happy with a 10% annualized rate of return in this crazy market. Why Magna International? MGA pays a 3% dividend yield (FWD) and is relatively undervalued (see chart).Shares are currently trading at a P/E of 11 with expected EPS growth of 23%, 34%, and 20% in FY 22, 23, and 24 respectively. If shares trade at a PE of 10 by 12/24 the annualized return would be 22%. If they trade at a PE of 15, the annualized return would be 40%. I’m happy with 10% and some nice dividends. Here’s a look at the company’s earnings history from the last 20 quarters. 15 EPS beats and 15 revenue beats. Over the past 10 years, annualized return has been 15% vs 14% for the S&P and the Average annual dividend growth rate has been 13%. Pretty solid return considering how much shares have sold off recently.Now you know what I’ll be buying next week (and probably in the first week of April) so you can front run me!4. Upcoming Posts I’m getting tired of typing so you must be getting tired of reading. Weekly updates will be more focused on covering my companies and new companies on my radar than today’s was since I won’t have big changes to the portfolio.March 23rd: Snowflake (SNOW) Deep Dive (paying subscribers only)March 25th: Weekly Update (free)April 1st: Weekly Update (free)April 6th: Digital Ocean (DOCN) Deep Dive (paying subscribers only)* Missing next week’s update due to scheduling conflicts but you already know what I’ll be buying and I won’t be selling anything.5. Mean Tweets 😅 This is just a reminder not to take ourselves too seriously and to be good to others. Take care of yourselves, your loved ones, random strangers, and your finances This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit austin.substack.com/subscribe

Bottleneck businesses is a framework coined and used by Akre Capital Management. The two exmaples they gave as bottleneck businesses are Mastercard (MA) and American Tower (AMT). Using this framework, I go through our portoflio and see what other companies could be bottleneck businesses. And I think Visa (V), Microsoft (MSFT), and Broadridge Financial Solutions (BR) would count as bottleneck businesses. And then a brief update on recent trades involving Broadridge Financial. Subscribe Join the AMM Newsletter Links Bottleneck Businesses AMM Dividend Letter #45: Broadridge Financial Solutions AMM Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 AMM Dividend Letter Vol. 4 Wisdom on Value Investing Fact Sheet AMM Dividend Growth Strategy Q4 2021 Learn more about American Money Management, LLC. www.amminvest.com Contact Glenn Busch (858) 755-0909 gbusch@amminvest.com

Mastercard (MA) earnings beat on EPS and revenue as consumer spending rebounds. Wedbush's Moshe Katri says that they are maintaining an outperform rating and a $380 price target on the MA stock. Katri believes strength in value as added services and debit will likely help to offset potential weakness in credit and cross-border volumes. Lee Bohl also weighs in on the Visa (V) earnings expectations.

"We think payment names could remain a preferred option for investors to hide out in as the Omicron variant could alter the pace of recovery in payment volumes," says CFRA's David Holt. Currently, CFRA has buy ratings on Global Payments (GPN), Mastercard (MA), and Visa (V). Other payment stocks include Square (SQ) and PayPal (PYPL).

Square (SQ) stock price is down over 25% year-to-date, while the PayPal (PYPL) stock price is is down almost 18% year-to-date. Finally, Affirm (AFRM) stock price is up over 1% year-to-date. Mizuho's Dan Dolev weighs in on these fintech stocks. Currently, he has a neutral rating on Toast (TOST) due to some concerns about the company. Finally he discusses how the shift to online spending has impacted traditional names like Vista (V) and Mastercard (MA).

1. Today is 'Whipsaw Wednesday' and this is usually the most choppy session of the week before options expiration Friday. Rallies will often fade and sell-offs will usually recover with big bounces. Get ready for a day of chop. So far, this week's action in the market looks to be just a lot of options expiration related action and game playing by the institutional crowd. 2. Gold (GLD) and silver (SLV) are both rebounding today from yesterday's decline. Right now, the precious metals are holding up well and more range bound consolidation will signal another move higher. At the moment, gold is still into its resistance area. Silver trading back above its neckline, which is highly positive. 3. Visa (V) is down over 5% on news that Amazon.com (AMZN) will stop accepting Visa credit cards in the UK next year due to high transaction fees. This is important because this could start to happen elsewhere and begin a new trend. MasterCard (MA) is also down in sympathy.  A sign of Amazon's pricing power. 4. Bitcoin coming under some pressure now. It made a big move, tried to get to 70k and now it has pulled back. It appears to be a natural consolidation. If it loses 52k, trouble could be ahead.

PayPal (PYPL), Square (SQ), Visa Inc. (V), Affirm (AFRM), Coinbase (COIN), Global Payments (GPN), and Mastercard (MA) are payment stocks that Dan Dolev, Managing Director and Senior Analyst of Fintech Equity Research at Mizuho Securities USA, discusses on the watch list. He talks about the latest trends in payment stocks, as well as previews earnings for SQ and PYPL. He also goes over the Mizuho ratings for the payment stocks. Tune in to find out more.

The Visa (V) stock is down more than 6% this week. However, recent earnings beat estimates with $1.62 in EPS and $6.6B in revenue. The company also raised their dividend to $0.375 as the Justice Department is probing the relationship with fintech firms. Jefferies' Trevor Williams weighs in and looks into the Mastercard (MA) stock as it is also down more than 6% this week. Jefferies has a buy rating on both the V and MA stocks.

The Watch List puts payment stocks in focus following stand-out earnings from American Express (AXP) that resulted in the company's stock gaining more than 5% Friday, Oct. 22, 2021. Industry experts Michael Miller and Moshe Katri weigh in on AXP's earnings as well as other headlines dominating the payment space, including speculation around PayPal (PYPL) potentially buying Pinterest (PINS) and Mastercard (MA) earnings that come out next week.

"Interest rates will largely determine who wins out between growth and value stocks," says Rhys Williams. He believes that REITs should continue to win out if interest rates remain low, especially the industrial (e-commerce), towers, and apartments sub-sectors. Finally, he provides his stocks to watch: Mastercard (MA) and Disney (DIS).

PayPal (PYPL) is up more than 20% in 2021. George Mihalos, Senior Analyst at Cowen, and Caleb Silver, Editor-In-Chief at Investopedia, focus in on fintech stocks. They look at catalysts for growth in fintech stocks, specifically including Square (SQ), Mastercard (MA), PayPal (PYPL), Visa (V), and American Express Company (AXP). They also talk about which fintech and payment stocks are best positioned right now. Tune in to find out more.

The markets are mixed following hotter than expected PPI report. Scott Bauer, CEO of Prosper Trading Academy, discusses the PPI report, as well as payment stocks such as American Express (AXP), Mastercard (MA), and Visa (V). Daiwa Capital has downgraded American Express to neutral and announced a $180 price target. Daiwa Capital has also downgraded Mastercard to neutral and announces $385 price target. Finally, he previews Airbnb (ABNB) and DoorDash (DASH) earnings reports which will be released later today. Tune in to find out more.

Mizuho has a buy rating on PayPal (PYPL). Dan Dolev, Senior Analyst of Fintech Equity Research at Mizuho Securities USA, discusses the PayPal earnings report. He also talks about finding long-term investing opportunities in Fintech. He then mentions payment stocks which include American Express (AXP), Mastercard (MA), and Visa (V). Tune in to find out more.

Mastercard (#MA) stock is trading +1.66% higher since the company announced Q2 earnings this morning. The financial services company reported Q2 Non-GAAP EPS of $1.95 (beats by $0.20) and revenue of $4.5B (+36.4% Y/Y). Many investors are excited to see revenues of $4.5B because it represents post-pandemic growth from 2020 and topping 2019 revenues of $4.4B. But does the company still have room to grow? Shares are only 2.93% away from all time highs, which leaves many investors wondering if now is the right time to buy #Mastercard stock.

Join Nate and Mike as they take a stroll down memory lane and discuss the market capitalization of Apple ($AAPL) then and now. Microsoft ($MSFT) became the second company to reach $2 trillion. Will Amazon ($AMZN) or Google ($GOOGL) be the next? Facebook ($FB) is knocking on the door to become the 5th company to $1 trillion. Mike found a website, www.etf.com, to get information on ETF's (Exchange Traded Funds). You can search by popular companies, sector, and, industries to find ETF ideas. This leads to a discussion of expense ratios, and a couple ETF ideas. The Ecofin Digital Payments Infrastructure Fund ($TPAY) has several fintech companies that Nate and Mike discuss including Afterpay, Docusign ($DOCU), Square ($SQ), Paypal ($PYPL), MasterCard ($MA), Visa ($V), American Express ($AXP), Lending Club ($LC), and crypto exposure. The other ETF they dive into is, VanEcks eSport fund ($ESPO), which focuses on video games. Stocks included in the top 10 of the funds holdings are, Activision Blizzard ($ATVI), Nvidia ($NVDA), SEA Limited ($SE), Nintendo ($NTDOY), and Netease ($NTES). Nate is a fan of both of these spaces, as many of the stocks talked about have multiple paths to profitability. The two wrap up with a would you rather, and a teaser to next weeks continuation of ETF talk. All this and more!

June Stock Draft, (USO) and Mastercard (MA)

"The definition of crypto is combining everything you do not know about money with everything you do not know about computers. Data revolution is going to be an investment theme for a long time," says Tom Plumb. He also weighs in on the shift in emphasis from structural growth to cyclical growth. His stock picks are Mastercard (MA), Autodesk (ADSK), and EXACT Sciences (EXAS).

Thoughts on Mastercard (MA) & Great Summer Stocks

Here's what is happening in the markets today, Thursday, May 13th.Inflation concerns: the major indices haven't found a direction yet after yesterday's slide. Yesterday, the CPI report showed that inflation in the year to April hit a 13-year high. It climbed at its fastest pace since 2008. The Consumer Price Index came in at 4.2% vs. expectations of 3.6%, which is already ahead of the Fed's 2% target. Yes, we know that this is due to shortages caused by COVID, but there are concerns over how long it will take for prices to settle down. The only CPI reading that matters is the next one. Future readings will better help policymakers understand whether inflation is less “transitory” than it appears to be. The Dow had its worst day since January, while the S&P 500 and Nasdaq fell over 2%.What does the Fed say? Investors today will be looking for further comments on the inflation situation as the Fed's Thomas Barkin, Christopher Waller and James Bullard speak at several events. Should the price pressures run too hot for a sustained period of time, the Fed may be forced to taper or even bring some rate hikes forward. The sentiment saw U.S. stock index futures flash red again overnight.More data is also ahead, with producer prices for April and weekly jobless claims.The Colonial Pipeline, the largest gasoline pipeline in the U.S., reopened late on Wednesday after a ransomware attack caused it to close five days ago. Colonial doesn't plan to make a payment to the hackers (Dark Side), according to the Washington Post.  Yesterday, the criminal gang posted the names of another three new targets on the dark web that have been cyberattacked. While the companies have not publicly confirmed the breaches, one is said to be based in Illinois, one in the U.K. and the other in Brazil.Bitcoin (BTC-USD) is falling after Tesla's (TSLA) CEO Elon Musk is ditching Bitcoin. He said he would suspend vehicle purchases using Bitcoin. "We are concerned about rapidly increasing use of fossil fuels for Bitcoin mining and transactions, especially coal, which has the worst emissions of any fuel," he wrote in a tweet. "Cryptocurrency is a good idea on many levels and we believe it has a promising future, but this cannot come at a great cost to the environment." Isn't it odd that Musk, who runs an electric vehicle company with the mission of reducing fossil fuel emissions, wasn't aware of the vast amounts of energy used to mine bitcoin? Facebook (FB) is making another effort at cryptocurrencies. Their crypto called Diem (formerly known as Libra), is relocating its main operations from Switzerland to the U.S. as it scales back its global ambitions. "It's a realization that the effort will require a presence that is acceptable to U.S. regulators,". Facebook first unveiled Libra in June 2019 as part of an effort to expand beyond social networking and "empower the billions of people" that don't have bank accounts. Founding members are including PayPal (PYPL), eBay (EBAY), Stripe (STRIP), Visa (V) and Mastercard (MA).CDC recommends Pfizer (PFE) vaccine for 12- to 15-year-olds.Earnings: Jack In The Box (JACK) stock fell 5% after the burger chain predicted higher cost pressures, seeing commodity cost inflation of about 3% and labor cost inflation of 5% to 6%.Gov. Mike DeWine of Ohio said the state would give five people $1 million each for getting vaccinated.This wraps up today's stock market news.If you enjoyed the "Stock Market Today" video, make sure to subscribe to this channel. And for more stock market news,  visit https://rockwelltrading.com.#todaysstockmarket #stockmarkettoday #stockmarket

Mastercard (#MA) announced Q1 earnings and beat analyst expectations! The card company reported Non-GAAP EPS of $1.74 (beats by $0.18) and revenue of $4.2B (+5.0% Y/Y). Since the pandemic in 2020, cross-border transactions have dragged revenues at #Mastercard down. This quarter the company managed to boost revenues to pre-pandemic levels while cross-borders transactions still dragged, which signals more growth as travel spending comes back. Shares of Mastercard were trading down after the earnings news and may provide a support buy for investors. Is Mastercard a stock a buy if it continues to dip?

Tom Plumb discusses how Mastercard (MA) is better poised than its peers to benefit from a worldwide economic recovery. Plumb says the company will benefit from a a resurgence in travel and entertainment expenses from both companies and individuals, and sees 25 percent revenue growth over the next few years.

Every week on Saturday we do the Wealthy Conversations segment of the Finance Rebel Show. We go over the markets and any interesting stories that I come across. Financial Term of the Day: PE Ratio, Price to Earnings Ratio Main Story: Did Covid Kill Cash Article Link https://www.barrons.com/articles/covid-is-making-cash-history-how-to-profit-from-the-digital-payment-future-51600462858?mod=hp_HERO Stocks mentioned today about Today: Paypal (PYPL), Square ( SQ) , MasterCard (MA), Visa (V), Global Payment Net (GPN), Fidelity National Information Services (FIS) Text Your Financial Questions to 484-278-1357 Buy Some Finance Rebel Gear TODAY! Click the link http://bit.ly/FR_Store **** This IS NOT INVESTMENT/TAX ADVISE**** These Broadcasts are for entertainment and educational purposes only. Before buying or selling any investment, you should speak with your investment and/or tax advisor. Pass performance does not indicate future results.

Mental Models discussed in this podcast: Credit Rent-Seeking Networking Effects Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Support the Podcast on Patreon This is a podcast supported by listeners like you. If you'd like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron. You can find out more information by listening to episode 11 of this podcast. Show Outline: Credit Card Company Investing The full show notes for this episode are available at https://www.diyinvesting.org/Episode43 Four Major Credit Card Companies Visa (V) - payment processor Mastercard (MA) - payment processor American Express (AXP) - payment processor and bank (high-end focus) Discover Financial (DFS) - payment processor and bank The Business Model of Credit Card Companies Take a cut of all transactions on the payment network Credit risk vs no credit risk Payment processor Extremely valuable service to the marketplace Quality of the business: Extremely high for Visa and Mastercard Quite high for American Express and Discover as well Automatically inflation-adjusted sales growth Potential Threats Overvaluation (particularly for Visa and Mastercard) New payment mechanisms such as digital currency like bitcoin A resurgence in cash (unlikely) Summary Investing in credit card companies is an extremely attractive proposition. They are some of the highest quality companies in the world with clear inflation-adjusted growth. References https://en.wikipedia.org/wiki/Card_scheme