If you would like a copy of the Stock Valuation Model then click on the link 👇🏽 where you can grab this now! www.buymeacoffee.com/DIVIDENDTALKS Feel free to also buy me a coffee 👆🏽 Join the community👇🏽 in our Discord! www.patreon.com/DividendTalks
Have and will be a LT holder of both. I always look for what may be a better advantage buy on dips in either at various times and build positions slowly. Currently MA is a HOLD. Waiting for dip in V somewhere in 220's or less. Again, thanks for your vids. I enjoy regardless of company topic as am always open to opinion.
Prime example (no offense) of why not to chase hype. Having a duopoly like Visa you should never sell. Its competitive advantage is unique and don’t see Many like it.
@@kohnfutner9637 visa a better company and have more competitive advantage. Operating as a duopoly. Next time you look at your debit card look at what name is on it . If I ain’t mistaken I believe 86% of card holders have a Visa in their possession.
Like both. Americans are running up debt to all time highs. Carrying balances. I reason that its good for me if a fraction of those payments end up in my pocket.
Then you need to invest in the banks that distribute the cards. Visa and Mastercard get their funds from a transactional fee between them and the institution not from the consumer owing debt. If you have a "Chase" card then JP Morgan Chase gets the 25% interest and owns your debt.
I agree, they both are incredibly strong Companies and I’d personally go 50:50 but always wait until you have a good enough margin of safety. Thanks, glad you are enjoying the content my friend 😊
@@DividendTalks Yeah, there would be a comparison but it's a tough one as I don't know on which stock exchange you would be able to compare them. It's BAE Systems vs Rheinmetall AG. It could also draw some attention to the video as there are not many detailed analysis about these two on RUclips. But it's up to you!
AMEX suffers from default risk and is in the hook when borrowers don't pay. AMEX has not had nearly the growth of these two issues in the recent past. As such AMEX should trade at lower multiples. How much lower is the question. Edit: Long V.
If you have highe growth in stock price and dividends you will always have a lower starting yield but in the long term you will not only outperform high dividend stock in price appreciation but als dividend yield on cost.
@@theadirondackstacker yeah that’s true Visa around 9% is my second biggest position after S&P Global around 10% ( Spgi) and I plan to start to buy my first position in Mastercard in January.
Total return is more important than dividend yield. $T is a perfect example of this. Huge dividend yield, but you were way better off investing in V or MA as both have outperformed the S&P 500 and NASDAQ 100 since their respective IPOs while T has massive underperformed both indexes. Do not fall into the dividend yield trap as dividend yield alone is not a good way to evaluate both companies.
If you would like a copy of the Stock Valuation Model then click on the link 👇🏽 where you can grab this now!
www.buymeacoffee.com/DIVIDENDTALKS
Feel free to also buy me a coffee 👆🏽
Join the community👇🏽 in our Discord!
www.patreon.com/DividendTalks
Compare the oil stocks next! XOM vs. CVX vs. VLO vs. COP.
I own both !
I know it’s not a duopoly but I know many shops that won’t accept American Express, or discover.
The best strategy in my opinion!
Agreed.
Have and will be a LT holder of both. I always look for what may be a better advantage buy on dips in either at various times and build positions slowly. Currently MA is a HOLD. Waiting for dip in V somewhere in 220's or less. Again, thanks for your vids. I enjoy regardless of company topic as am always open to opinion.
What if that dio doesn't come
I did the Most idiot Trade last year. Sold my big Position in Visa and bought Paypal.
Try to learn from your mistake and think of systems how this never happens again . After all we are investors and should start thinking as investors
Prime example (no offense) of why not to chase hype. Having a duopoly like Visa you should never sell. Its competitive advantage is unique and don’t see Many like it.
@@WorldWideWeasel thats right
Well don't sell PayPal to buy Visa because it might go back the other way lol I think PayPal is worthwhile. I have $100 in Visa, MC and PayPal.
@@kohnfutner9637 visa a better company and have more competitive advantage. Operating as a duopoly. Next time you look at your debit card look at what name is on it . If I ain’t mistaken I believe 86% of card holders have a Visa in their possession.
MA and V are an example of an effective duopoly in which I am more than happy to own both and add when they come into fair or undervalued territory.
This is exactly the strategy I would take. Hold both, add when either is undervalued 👌🏽
Any thoughts on the role these companies will play in relation to cbdc’s?
Like both. Americans are running up debt to all time highs. Carrying balances. I reason that its good for me if a fraction of those payments end up in my pocket.
Then you need to invest in the banks that distribute the cards. Visa and Mastercard get their funds from a transactional fee between them and the institution not from the consumer owing debt. If you have a "Chase" card then JP Morgan Chase gets the 25% interest and owns your debt.
@@JoeFromSomewhere2303 good point!
I personally hold Mastercard but you could easily argue a strong case for both holdings! Awesome analysis, hope all is well! 😊
I agree, they both are incredibly strong Companies and I’d personally go 50:50 but always wait until you have a good enough margin of safety.
Thanks, glad you are enjoying the content my friend 😊
@@DividendTalks my average entry with MA is $387, a little high, but I add on any dips I can, I didn't mind paying a premium for a premium company.
At the moment it’s Visa for me. Waiting for Mastercard to dip below $360
@@neilanderson2374I would agree, you are getting a better margin of safety with V now than you are MA
Paradox of choice 🤔 I hold both 😂
Lovely comparison mate
Glad you think so my friend 😊 and other comparisons you’d like to see?
@@DividendTalks Yeah, there would be a comparison but it's a tough one as I don't know on which stock exchange you would be able to compare them. It's BAE Systems vs Rheinmetall AG. It could also draw some attention to the video as there are not many detailed analysis about these two on RUclips. But it's up to you!
Isn’t Amex a better buy at the moment?
AMEX suffers from default risk and is in the hook when borrowers don't pay. AMEX has not had nearly the growth of these two issues in the recent past. As such AMEX should trade at lower multiples. How much lower is the question.
Edit: Long V.
@@PopeyeSailor-wz7ew fair comment. I only
Own visa at the moment
Don't forget ones age, income, and interests.
Both dividends are tiny. Less than 1 percent.
If you have highe growth in stock price and dividends you will always have a lower starting yield but in the long term you will not only outperform high dividend stock in price appreciation but als dividend yield on cost.
@@hatter1179 yeah obviously. Looking at this 20, 10, or 5 year chart this thing is a no brainer. I wish I got into it sooner. Glta 😎
@@theadirondackstacker yeah that’s true Visa around 9% is my second biggest position after S&P Global around 10% ( Spgi) and I plan to start to buy my first position in Mastercard in January.
Total return is more important than dividend yield. $T is a perfect example of this. Huge dividend yield, but you were way better off investing in V or MA as both have outperformed the S&P 500 and NASDAQ 100 since their respective IPOs while T has massive underperformed both indexes. Do not fall into the dividend yield trap as dividend yield alone is not a good way to evaluate both companies.
Actually it seems Visa has a stronger potential then MasterCard, although both are fantastic companies!
Invest in both
This is probably the best option :)