Visa (V 1.22%) and MasterCard (MA 0.85%) are often cited as examples of companies that have enviable competitive positions. The two companies yield market share dominance in multiple countries and consistently produce high returns on capital. However, the recent turmoil between the U.S. and Russia have investors wondering if the two companies are in trouble.

In the following video, Motley Fool analysts David Hanson and Matt Koppenheffer discuss the possible implications of the sanctions for Visa and MasterCard and why investors should pay attention to these developments.