Overnight Mastercard (MA US) rallied +3.5% after delivering a strong earnings report, we don’t hold MA in our MM International Portfolio but the sentiment flowed through Visa (V US) which is only around 3% below the level where we are now considering cutting this lacklustre position.
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Buy Hold Sell: The best and worst performers of FY25
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Thursday 10th July – Dow up +217pts, SPI +41pts
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MM is considering cutting Visa (V US) ~$US205
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Thursday 10th July – Dow up +217pts, SPI +41pts
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