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| TOP PICK | 41.360 | Jonathen Wellum, B. Comm, B. Sc | It controls Western Union. Has over 220 million transfers of money a year globally. Controls the backbone that supports 25% of interactive transactions in the US, almost 50% of credit card transactions. The free cash flow, divided by the market cap is over 6%. | 2005-02-04 | |
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| TOP PICK | 41.700 | Nicholas Sargen | | 2004-03-19 | |
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| PAST TOP PICK | 39.470 | Jonathen Wellum, B. Comm, B. Sc | (A top pick Dec 12/03. Up 2.5%.) There is 15%+ growth in the money transfer business. Generates a lot of cash. Good price. | 2004-02-20 | |
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| WAIT | 40.020 | Matt Barasch | One of the few tech stocks that continues to trade at a reasonable multiple. They are in the process of acquiring Concorde EFS and will have to divest some operations sold in the near term, there will be some hiccups. | 2004-02-19 | |
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| TOP PICK | 39.300 | Jonathen Wellum, B. Comm, B. Sc | Expects a world with more integration, transfers of money, they have the size and skills to deliver. Try to buy in the mid-$30's. Big cash flow generator. | 2003-12-12 | |
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| BUY | 40.220 | Brian Milner | They are into the debit system business which will steal a lot of business from Master Card and Visa. | 2003-05-02 | |
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| BUY | 35.630 | Paul O'Neil | Fantastic company. Good numbers. Owns two great franchises. | 2002-07-17 | |
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| TOP PICK | 82.040 | Brad Willock | Growing at over 50% | 2002-04-19 | |
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| PAST TOP PICK | 85.360 | Paul O'Neil | (Was a top pick on Dec 12 up 10%) Still likes. | 2002-03-18 | |
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| PAST TOP PICK | 82.300 | Paul O'Neil | (Was a top pick on Dec 12 up 7%) Still likes. | 2002-02-11 | |
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| DON'T BUY | 75.050 | David Driscoll | Trading at 30 X earnings. 1/3 of revenues comes from affiliates. Questionable. | 2001-12-14 | |
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| TOP PICK | 76.650 | Paul O'Neil | Very high margins. A global operation. | 2001-12-12 | |
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| TOP PICK | 57.250 | Geoff MacDonald | | 2001-01-16 | |
Experts that have talked about First Data Corp
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