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Hedge Fund Trade of the Week: Visa

Where’s the fast money finding opportunity? In this regular feature Anthony Scaramucci aka The Hedge reveals his latest greatest pick!

This week’s trade is long Visa , the credit card giant at the forefront of global payments technology. It's worth noting that although Visa processes transactions it does not extend credit, issue cards or set rates.

Take a look at some of the company’s stats:

Visa (V)
Sector: Financial
Industry: Consumer Financial Services
Market Cap: $60 billion
Based in; San Francisco, CA
52-week high: $97.19
52-week low: $64.90

Anthony Scaramucci thinks this stock is a value. “This is a very cheap stock,” he says. “It’s trading at 14.8 times earnings; it’s a consistent revenue grower and it’s been growing earnings at 20%”

”Also we see pricing power and P/E expansion,” he adds.

Scaramucci isn't the only hedge fund giant that likes Visa. Stephen Mandel’s Lone Pine Capital, Ricky Sandler’s Eminence Capital and Robert Atchinson, Phil Gross’ Adage Capital also hold the stock.

How much upside is Scaramucci looking for?

”I think it trades to $100 share over the next 12-18 months,” he says.

Click here to check out other Hedge Fund Trade Of The Week posts

* Anthony Scaramucci runs SkyBridge Capital, a leading alternative asset manager with more than $7 billion under management. Every week on Fast Money, Scaramucci, aka 'The Hedge', takes you behind the hedges, giving you an unprecedented look at the names getting the most chatter amongst the hedge fund community.



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Trader disclosure: On Feb. 3, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Joe Terranova owns (VRTS), (C), (UPL), (GM), (PEP), (MS), (LTD), (CVI), (CVE), (SU), (CPX), (CNQ) and (POT). Guy Adami Owns (AGU), (C), (GS), (INTC), (MSFT), (NUE) and (BTU). Steve Cortes owns (SVU), (MO), (PM), (K), (SWY) and (EXC). Steve Cortes are long U.S. Treasuries. Steve Cortes is short (LVS). Steve Cortes is short Gold. Steve Cortes is short Crude. Karen Finerman owns (BAC), (AAPL), (BP), (C), (WMT), (MSFT), (JPM), (GOOG) and (HPQ).
Comcast is the parent company of CNBC
Comcast is the parent company of NBCUniversal
GE owns 49% of NBCUniversal
GE owns 49% of CNBC
KAREN FINERMAN
Finerman's firm is short (MDY)
Finerman's firm is short (SPY)
Finerman's firm is short (IWM)
Finerman's firm is short (IJR)
Finerman's firm is long S&P puts
Finerman's firm is long Russell 2000 puts
Finerman's firm owns (AAPL)
Finerman's firm owns (BAC) leaps
Finerman's firm owns (BP)
Finerman's firm owns (FCX) puts
Finerman's firm owns (HPQ)
Finerman's firm owns (IBM)
Finerman's firm owns (JPM) and (JPM) leaps
Finerman's firm owns (MSFT)
Finerman's firm owns (PLCE) and (PLCE) calls
JOE TERRANOVA
Terranova is Chief Market Strategist of Virtus Investment Partners, LTD
Virtus Investment Partners Owns More Than 1% Of (ABAX)
Virtus Investment Partners Owns More Than 1% Of (AMKR)
Virtus Investment Partners Owns More Than 1% Of (CCG)
Virtus Investment Partners Owns More Than 1% Of (CASS)
Virtus Investment Partners Owns More Than 1% Of (CSVI)
Virtus Investment Partners Owns More Than 1% Of (EXR)
Virtus Investment Partners Owns More Than 1% Of (FCFS)
Virtus Investment Partners Owns More Than 1% Of (IGE)
Virtus Investment Partners Owns More Than 1% Of (KRC)
Virtus Investment Partners Owns More Than 1% Of (LDR)
Virtus Investment Partners Owns More Than 1% Of (LPHI)
Virtus Investment Partners Owns More Than 1% Of (NRCI)
Virtus Investment Partners Owns More Than 1% Of (DBV)
Virtus Investment Partners Owns More Than 1% Of (XLB)
Virtus Investment Partners Owns More Than 1% Of (XLV)
Virtus Investment Partners Owns More Than 1% Of (XLP)
Virtus Investment Partners Owns More Than 1% Of (XLY)
Virtus Investment Partners Owns More Than 1% Of (XLE)
Virtus Investment Partners Owns More Than 1% Of (XLF)
Virtus Investment Partners Owns More Than 1% Of (XLI)
Virtus Investment Partners Owns More Than 1% Of (XLK)
Virtus Investment Partners Owns More Than 1% Of (XLU)
Virtus Investment Partners Owns More Than 1% Of (SUBK)
Virtus Investment Partners Owns More Than 1% Of (WDFC)
Virtus Investment Partners Owns More Than 1% Of (YDNT)
Virtus Investment Partners Owns More Than 1% Of (DPUKF)

GUY ADAMI
Adami's wife works for (MRK)
BRIAN KELLY
Accounts Managed By Kanundrum Capital Own (YGE)
Accounts Managed By Kanundrum Capital Own (TLT)
Accounts Managed By Kanundrum Capital Own (IAU)
Accounts Managed By Kanundrum Capital Own (SLV)
Accounts Managed By Kanundrum Capital Own (ATW)
Accounts Managed By Kanundrum Capital Own (BAC)
Accounts Managed By Kanundrum Capital Own (UAL)
Accounts Managed By Kanundrum Capital Own (DAL)
Accounts Managed By Kanundrum Capital Own (DBA)
Accounts Managed By Kanundrum Capital Own (JJG)
Accounts Managed By Kanundrum Capital Own (DO)
Accounts Managed By Kanundrum Capital Own (APA)
Accounts Managed By Kanundrum Capital Own (MS)
Accounts Managed By Kanundrum Capital Own (JEF)
Accounts Managed By Kanundrum Capital Own (MON)
Accounts Managed By Kanundrum Capital Are Short The Yen
Accounts Managed By Kanundrum Capital Are Short The Australian Dollar
BARRY RITHOLTZ
Ritholtz has no disclosures
ANDY BUSCH
Busch has no disclosures
ANTHONY SCARAMUCCI
Scaramucci and SkyBridge Capital own (V)
CHRISTOPHER VERRONE
Verrone has no disclosures
BRIAN STUTLAND
Stutland owns (CSCO), is short (CSCO) calls
GORDON JOHNSON
Johnson has no disclosures
FAST FIRE 12/21/2010
Guy Adami had no disclosure in (JEF) on 12/21/2010




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