The world’s most poorly kept secret, a sweeping overhaul of the interchange network fee schedule, has been disclosed by Visa Inc. A headline announcement to the media is that certain interchange fees, such as transaction costs associated with certain real…
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Mastercard (MA-NYSE, $329.12) & Visa (V-NYSE, $203.56) Broadly Based Fee Hikes Planned for 2020.
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Visa Inc. (N-NYSE, $198.97) Delivers a Resounding Miss on Fiscal Quarter Earnings for the Period Ended December 31st, 2019.
(Q.) When is a 10% EPS growth rate a miss? (A.) When that 10% growth rate is goosed up by a share buyback sufficient to move earnings up by about 1%; otherwise, the core earnings growth rate would have clearly…
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Mastercard (MA-NYSE, $319.16) Reports Q4 Earnings. Guides Towards a Somewhat Slower Revenue Growth Rate for 2020.
https://s2.q4cdn.com/242125233/files/doc_financials/2019/q4/4Q19-Earnings-Release.pdf
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Media Overblowing the Human Risks of Coronavirus.
Fear plays well in certain media circles. What plays out better in long term investing is science, statistics and facts. The new strain of corona virus (a broad category of virus that includes the common cold, all strains of influenza,…
Posted in Portfolio Model Subscription
Global Large Cap Model Portfolio 2019 Return of 51.6%.
The global large cap portfolio closed out December 31st, 2019 with a value of $326.45 USD per share. This compares with a value of $215.28 per share at year end 2018. The return for 2019 was 51.6% US. For 2019,…
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