Monthly Archives: January 2016

MasterCard (MA-NYSE, $88.43) & Visa Inc. (V-NYSE, $72.97) Report Financial Results.

MasterCard reported total card growth of 10.8% for fiscal 2015. http://investor.mastercard.com/investor-relations/events-and-presentations/event-details/2016/Q4-and-Full-Year-2015-MasterCard-Inc-Earnings-Conference-Call/default.aspx The highlights were as follows. Reports Q4 (Dec) earnings of $0.79 per share, $0.10 better than the Capital IQ Consensus of $0.69; revenues rose 4.4% year/year to $2.52 bln

Posted in Open Blog

Significant Index Decline Equals Significant Buying Opportunity for Active Managers.

For many investors, the first month of 2016 has started off on a down-beat note. A total and utter collapse in oil prices based upon oversupply, as was predicted in an earlier post, has come to fruition. Those that were

Posted in Open Blog

HNA Infrastructure (0357-HK, $9.46). 2015 Passenger Throughput Increases by 16.7%.

A record throughput was recorded in terms of passenger traffic at the Haikou Meilan International Airport for 2015. http://www.mlairport.com/autoweb/autoweb/secondpage/hkml_en_tzzgxhken_jb.html?id=0TL4prj5XFv4rbjenull9mFa43KK29MBLdAhken_jb&name=Operation%20Data&t1=Operational&t2=s_c_name_scsj%20s_j_c&t3=3&t4=8

Posted in Open Blog

Visa Inc. (V-NYSE, $77.55) Financial Modelling of the Fidelity Investment Account Win.

The Visa Inc. win of Fidelity Investment portfolio processing represents approximately $.08 per share of incremental earnings for fiscal 2016 and potentially up to $.17 in 2017. Assuming that their is no multiple expansion awarded to Visa, this represents a

Posted in Portfolio Model Subscription

Visa Inc. (V-NYSE, $77.55) Wins the Fidelity Account for Processing.

In yet another blow to American Express, Visa Inc. announced the winning of the Fidelity Investments credit card processing account. Along with the notable win of the Costco Inc. account in the United States by Visa, Fidelity represented, by most

Posted in Open Blog