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Actionable news in V: VISA Inc,

Visa: Sub-1% Dividends, 30% Overpriced, And Disruptive Innovation As Headwinds

Every month, I go long on one Dow stock and short on another to hedge for market risk.

My eye is on Visa as the short leg.

Visa has run away during this bull market to a clear overpricing and now faces new headwinds.

Every month, I go short on one Dow stock to hedge for market risk. I use one month as my holding period because this is easily done with options. But more importantly, most of the stocks in the Dow index have a sort of seasonality that can be reliably leveraged for a better risk-reward profile than merely shorting the...