Tag: Visa Europe

Payments Volume Growth Propels Visa To All-Time Highs

Posted on February 18, 2017February 17, 2017 by Noah Kiedrowski

Introduction

Visa Inc. (NYSE:V) reported a great quarter that has subsequently propelled the stock to all-time highs. The Visa Europe acquisition is beginning to bear fruit for the company, translating into phenomenal transaction and volume growth. Visa posted great growth across all segments of its enterprise. Meanwhile the company continues to grow its dividends and engage in consistent share repurchases. Visa has continued to be a best-in-class large-cap growth stock and continues to make a compelling investment as a great long-term core portfolio holding. I feel that Visa is a great long-term holding that offers growth and stability independent of banks and/or interest rates. Taken together, the Visa Europe acquisition and major client wins will enable sustained and durable growth now and into the future. Continue reading "Payments Volume Growth Propels Visa To All-Time Highs" →

Visa Delivers - Visa Europe Integration Begins To Shine

Posted on November 28, 2016November 25, 2016 by Noah Kiedrowski

Introduction

As cashless societies forge ahead, Visa remains at the forefront of this movement with its dominance in the credit card space. Visa Europe acquisition, growing dividends, share buybacks and accelerating revenue and EPS growth culminates into a compelling investment as a great long-term core portfolio holding. As many countries make a secular transition towards cashless societies, the credit card transaction space will continue to reap the rewards of this trend via swipe fees and other services. Globally, Visa has been at the forefront of this space, accounting for more than 45% and 68% of all credit card and debit card transactions, respectively. Visa Inc. (NYSE:V) has it eyes set on capturing more market share from competitors, notably American Express via securing long-term branded credit card relationships with Costco, Fidelity and USAA. Visa has recently signed a partnership with PayPal which allows U.S. merchants with a Visa payWave reader to accept PayPal as a form of payment thus leveraging Visa’s payments network while benefiting Visa and merchants alike. Visa is unique in that it does not take on any financial liability as it serves as an intermediary to process payment transactions and capturing a fee for its payments technology/network. I feel that Visa is a great long-term holding that offers growth and stability independent of banks and/or interest rates. This thesis is further supported by the most recent earnings announcement. Continue reading "Visa Delivers - Visa Europe Integration Begins To Shine" →