Is a mouse a match for a global recession? Mortal mice might buckle, but if you're talking about Disney's (NYSE:DIS) Mickey Mouse, then you've got a serious clash of titans.

Disney's first quarter certainly showed that the company isn't immune to recessionary forces, as net income fell 46% from the prior year. However, with a particularly deep lineup -- which includes all things Hannah Montana, Desperate Housewives, the ESPN network, and a collection of Disney theme parks -- it'd be surprising to see the Mouse held down for long.

Though Disney hasn't quite hit the five-star level, The Motley Fool's CAPS community has given the stock four stars, which definitely makes it worth a closer look. More than 3,700 CAPS members have rated Disney an outperformer, but none have read the stock as well as primetime300, who has made three on-the-money outperform calls on Disney starting at the beginning of 2008, racking up 34 points on those picks.

primetime300 is one of CAPS' All-Stars -- players with a rating of 80 or greater -- and has managed an impressive stock-picking accuracy of 74% while racking up more than 2,100 points. Disney isn't this player's only great call. Here's a look at a few of the other prescient picks:

Company

Date Picked

Call

Points

CAPS Rating (out of 5)

Citigroup (NYSE:C)

Feb. 27, 2009

Outperform

58

**

Chesapeake Energy (NYSE:CHK)

Feb. 13, 2008

Outperform

53

*****

Halliburton (NYSE:HAL)

Feb. 4, 2008

Outperform

50

****

Data from CAPS.

So what is this investor looking at these days? Here are a few of the most recent calls on CAPS:

Company

Date Picked

Call

CAPS Rating (out of 5)

Interoil (NYSE:IOC)

July 6, 2009

Underperform

*

Linn Energy (NASDAQ:LINE)

June 24, 2009

Outperform

****

Visa (NYSE:V)

June 12, 2009

Underperform

***

Data from CAPS.

While not all of these picks may pan out, they could be a good place to start some further research. I decided to take a closer look at Visa.

Who's right on Visa?
It's important to note that although Visa has only a three-star rating on CAPS, the vast majority of members who have rated it have a favorable outlook. There have been enough members rating the stock an underperformer though, that its rating is stuck at that three-star purgatory.

Why the disagreement? If we asked CAPS All-Star TotoMMB to speak on behalf of the bears, here's what we'd get:

Was bullish with IPO, but downturn is going to hit this hard. They were silently profiting while credit was doled out without a second thought. Now, with banks raising rates and slashing limits, they are mandating frugality - or at least using cash. When the populace is doing whatever they can to not have debt, you can't charge a percentage on 0. Good for the masses, bad for the banks (and therefore Visa and [MasterCard]).

Of course, the bulls have a pretty compelling case of their own. djmassi recently rated the stock an outperformer and said:

As cash based transactions shrink at an exponential rate Visa will reap the benefits as the best positioned company globaly. This stock got beat down a bit because some lumped it in with banks, but with check cards all the rage Visa will continue to get their fee for transactions, even during the downturn!

Although I really like Visa's business model -- particularly the fact that it doesn't take on credit risk directly -- I'm not quite ready to give the stock a thumbs-up in my CAPS portfolio. I've been concerned about the stock's valuation since it came public in March 2008, and though the valuation is well down from its peak, it's still a little rich for my taste.

But here's the important question: What's your take on it? Will Visa's enviable business model and strong brand prove that it deserves a premium valuation? Get in the action by clicking over to CAPS. It's absolutely free, and our community already has more than 135,000 stock-pickers chipping in to find the best stocks out there.

Related Foolishness:

Walt Disney is a Motley Fool Stock Advisor selection. Chesapeake Energy and Walt Disney are Motley Fool Inside Value selections. Try any of our Foolish newsletters today, free for 30 days

Fool contributor Matt Koppenheffer does not own shares of any of the companies mentioned. He is keeping a close eye on some of these stocks through his CAPS portfolio. You can also connect with Matt on Twitter @KoppTheFool. The Fool's disclosure policy thinks working like a dog seems like a great life -- especially if you're Matt's dog, Lucy.