Unger : Just wait for earnings and we fly

Space Dust : WMT has been superb for the year.. so irritating to miss something so obvious in hindsight. but isn't it always.
If you were cornered by an eager investor, and forced to play both sides of a debate on MasterCard, and GPN..
would you go with either on a long term slow roll in?
and if both, what percent allocation?
Or , do you have a thought on something else in the payment space?.

Space Dust : oh, and what do you think about the following.
Opera?
Red Violet?