written by reader Payments stocks Visa, Mastercard, Paypal, Crypto

By Matt, October 20, 2021

I’ve been watching the payments sector stocks and how they have recently been lagging the market. Most news bases the claim on lower volumes, less purchases, less travel revenues. There was a little bump around mid year and then a 3rd (I think) round of increase in covid infections seems to have delayed the re-opening plays.
Newer payments stocks, such as paypal, seems to be growing at bigger trajectories than the old dogs (V and MA).
Does anyone think Visa and Mastercard are bargain plays at current levels? My thinking is once