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Started By
Message
Visa's valuation
Posted on 1/10/18 at 11:53 am
Posted on 1/10/18 at 11:53 am
V is currently trading at 44x TTM earnings and is trading at 10x book value. PEG is close to 1.7. All very high marks for any stock.
I have been waiting for a pull back in valuation for a significant time and this stock never seems to cooperate. I want this in my portfolio as a core holding. My instinct is to be patient as I have been trying to do for the better part of a year. Should I initiate a position and DCA down if there's a correction?
What is the MB take on the valuation of V? Are there high margins and wide moat enough to justify a position at it's current valuation? And would it be an amateur move to finally take the plunge at these levels?
I have been waiting for a pull back in valuation for a significant time and this stock never seems to cooperate. I want this in my portfolio as a core holding. My instinct is to be patient as I have been trying to do for the better part of a year. Should I initiate a position and DCA down if there's a correction?
What is the MB take on the valuation of V? Are there high margins and wide moat enough to justify a position at it's current valuation? And would it be an amateur move to finally take the plunge at these levels?
6
Posted on 1/10/18 at 12:40 pm to wutangfinancial
I struggled with the same thing.. kept waiting for a pull back.. never happened.. I went ahead and bought +4 DITM Leaps as a stock replacement for next year.. If it finally dips I can pick up more but I was a start to my taper in/out strategy that I like to do.
This post was edited on 1/10/18 at 12:41 pm
Posted on 1/10/18 at 1:37 pm to wutangfinancial
Great company, rich valuation but if you look into the possible growth you might talk yourself into starting a position. Take a look at DFS as well as a possible more reasonably valued company even though it has started to shoot up as well recently.
Posted on 1/10/18 at 2:18 pm to wutangfinancial
I took the approach that visa will be around when I retire so I pulled the trigger at 88 a share last year...
Posted on 1/10/18 at 2:44 pm to philabuck
I've been watching it since low $70s lol I almost pulled the trigger today because it's rare to see a down market the past few months. At this point I'm just losing gains because of my reluctance.
Does anybody know about short term catalyst besides earnings?
Does anybody know about short term catalyst besides earnings?
Posted on 1/10/18 at 3:28 pm to wutangfinancial
Someone started a thread about this a couple of years go here. I looked into it and went for it. Relatively small position but it has been great for my IRA.
Posted on 1/10/18 at 4:39 pm to castorinho
I believe that was the famous DaBigFella
Posted on 1/10/18 at 5:25 pm to philabuck
quote:
I pulled the trigger at 88 a share last year...
as did I , March 2017 at $88. I like holding positions on segment leaders.
Posted on 1/17/18 at 2:39 pm to wutangfinancial
You baws may wanna get in before it’s too late.
Posted on 1/17/18 at 8:05 pm to windshieldman
Lol it's already too late. It could just get worse now.
Posted on 1/17/18 at 8:25 pm to wutangfinancial
Man it could be $175 2-3 years from now
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