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Can't decide between stocks! Stuck between NKE, BA and TSLA...maybe even GS or AXP
American Express (NYSE: AXP) reports third quarter EPS of $3.30, $0.34 better than the analyst estimate of $2.96
American Express (AXP) potential dip if more write-offs are issued next earnings call?
Goldman Sachs is looking to end its partnership with Apple (per WSJ):
3 cheap Fintech Stocks to buy before the comeback.
2023-05-03 Wrinkle Brain Plays - In the style of Olde English
Started a few months ago, and so far it's not so bad. I tried to pick some other stocks like AXP, BAC and XOM. Which stocks you guys think would be more suitable for my portfolio??
Technical Analysis & Trades: SPY QQQ IWM // LVS UNG PFG AXP WBD K KHC
American Express strong 2023 guidance, to boost dividend after Q4 earnings (NYSE:AXP)
CNBC's Dan Nathan "one of us" Appreciation Post #TSLQ
Am I the only one who thinks AmEx is concerning?
Warren Buffet now has 73% of his portfolio in 5 stocks?
2022-11-04 Wrinkle-brain Plays (Mathematically derived options plays)
Dodd-Frank Bank Liquidity Stress Test
2022-10-20 Better Tasting Crayons (Mathematically derived options plays)
Mastercard will help banks offer cryptocurrency transactions, do you think this move will have a positive effect on future sales of Mastercard?
Unsolicited Technical Analysis: Earnings Week of 7/18
Unsolicited Technical Analysis: Earnings Week of 7/18
Warren Buffett says these are the best stocks to own when inflation spikes — with consumer prices still surging, it's time to follow his lead - $CXV $AAPL $KO $AXP
What u scoopn when the market poops a crap?
Please help! I bought puts on AXP and SPY and the value is going down. But shouldn’t I be making more money when the value goes down? Is this a glitch in the Robinhood app?
Does anyone who knows transaction processors well explain why AXP has a significantly lower P/E than V and MA?
Don't worry about a US recession? U.S. stocks report strong consumer demand
Latest Earnings Calender, All I want to know is TSLA and AXP
Nancy Pelosi exercised her call options in American Express $AXP, Apple $AAPL, PayPal $PYPL and Disney $DIS
Nancy Pelosi exercised her call options in American Express $AXP, Apple $AAPL, PayPal $PYPL and Disney $DIS
Wake up honey, new Pelosi financial disclosure just dropped
SEC “temporarily” banned naked short-selling in 2008: SEC Chair Chris Cox: "[The] SEC has zero tolerance for abusive naked short selling."
SEC tEmPoRaRiLy banned naked short-selling in 2008: SEC Chairman Christopher Cox: "These several actions today make it crystal clear that the SEC has zero tolerance for abusive naked short selling."
American Express Earnings, Revenue Beat in Q4 $AXP
Thoughts on a portfolio based mainly on Projected 5-Yr EPS Growth?
Why are financial stocks so "fairly valued" in an overpriced market?
$ROCK, $HMC, and other companies that hired the most employees in November
Amazon to stop accepting Visa credit cards issued in the UK, citing high fees
American Express sees continued spending recovery as earnings easily top expectations
Should I liquidate my stocks to pay for credit card debts?
Last weeks positive divergence made me 10% in AXP (I bought Monday). PYPL has positive divergence in daily chart.....Expect 10% within the next 3 months if you buy Monday.
$AXP why would you not invest in Credit Cards?
$BAYP and $AUNXF look to be sinking ships at .02.
Just 3 Stocks Power 75% Of Warren Buffett's Profit
Why does BRK trade for 1.5 Price to Book? Understanding its Balance Sheet…
Analysis-In Apple versus Epic Games, courtroom battle is only half the fight
Mentions
AXP earnings and guidance are good. Costs are up nominally, which given the state of the world is quite a wonder.
AXP down, SOFI up on respective Q4 earnings.
For financials JPM, V, AXP, MS are amazing buys. BRK is on firesale. u/chainer3000
my AXP 360 call eoy gonna be a 2 bagger lmao
Thanks! I am very familiar with Apple silicon. I did internals on the Alpha AXP in my younger days. When Jobs purchased that group, P.A. Semi group, I have followed very closely. Thanks for the link. We can return to this when the implement and see who ended up being correct. It will be fun (snuk).
Should MSFT drop a little more, it’s such a no brainer stock to add to. 450 is the number I have in mind. Hoping for someone to fan some fire to get more of a drop on Credit Card gang ( V, MA, COF, AXP, SYF) to pick 1-2 candidates.
AXP has actually been good, but they are not just a processor they’re a bank as well though
This makes me bullish on AXP and JPM. AXP because their debtor profile is higher quality, and JPM because they can actually deal with this shit.
.....and AXP.... I lost quite a chunk of change
They aren't down because of interest rate cap. Earlier this week some of the other retailers tanked (ANF, URBN, etc.) after ANF released updated guidance which shows a lot of softening in consumer retail demand. As a result of this, ANF tanked around 20%, URBN around 10%, and a few other consumer discretionary stocks sold off hard as well. Along with these you saw the same exact selling happening on credit card companies (V/MA/AXP) presumably because big money thinks that the credit card processors will have slowing transaction revenues due to the softening consumer.
Which has the most upside out of COF, AXP, SYF, V, MA? This trump tantrum is a big ol' buying opp
I do like to find these stocks by filtering out ones that are close to their respective put walls. By this logic, MRVL TTD AXP BBY AMDL are good opportunities across less popular tickers.
The argument is more about less people will be able to get credit cards if they are capped at 10%. Also, the credit card companies might not be able to give as good as offers to those who do use them, for things like cash back. All this would lead to less transactions. It all comes down to you if think it will actually happen. I own SYF, but I am thinking of dipping my toes into AXP.
Great way to ensure you keep your money and sanity. I have sister. She's married with a kid so she spends her money on diapers. p.s. OP is right about the K-shaped economy, but a better choice for that play is AXP, LVMUY, DAL, AAPL, TPR, or BLK. Most of those have ran up massively already. One quick google search shows that Aritzia is Canadian which immediately means it's a meme and OP is just shilling his own book.
Agreed. I have had COF on my watchlist for a bit. AXP & SYF are great too.
Just opened positions that are slightly larger than starter positions in COF and AXP. Will do some formal DD on both by the end of the week. Both are gambles on the never-going-to-happen cap on credit card interest stuff. I'll almost certainly sell one, maybe both, within the next 30 days although I wouldn't be surprised if AXP ends up being a buy and hold position.
AXP seems to be one of those names that never gets stupid cheap or stupid expensive. Just grinds out 10-15% annually, with a built in inflation hedge. Like, it's sort of a perfect anchor position. Throw money at it when it's "cheap" and just ride it for decades.
This is classic TACO opportunity. SYF, COF, AXP have a sudden discount based on unenforceable edicts.
AXP might be the bigger opportunity. MA/V didn't sell off much, as expected. AXP down about 5%.... interesting.
The credit cap stuff is so dumb, lost like all the gains in SYF lol. Still holding and thinking about taking a position in AXP/MA.
Cheaper AXP calls? Don't mind if i do
I'd say markets are starting to ignore what Trump says. If not daily, not even a week and we will see AXP, V, MA... defense... up again
Great opportunity to get into JPM and AXP
My AXP calls are gonna take a big hit lol
Guess how much gap down financials on Monday. $V, $MA, $AXP. Time to rotate back to Tech?
TRUMP: WILL NO LONGER LET CREDIT CARD COMPANIES TO CHARGE 20-30% INTEREST RATES TRUMP: JAN 20 WILL CALL FOR ONE YEAR CAP OF CC INTEREST RATES TO 10% AXP puts about to pay
Was thinking more the lines of $V, $MA, $AXP, but I agree
Which stock is currently best prepared and positioned for a market downturn or crash in 2026? BRK? KO? AXP? GOOGL? AMZN? Something else?
Which stock is currently best prepared and positioned for a market downturn or crash in 2026? BRK-B? KO? GOOGL? AMZN? AXP? Something else?
Berkshire was like 20% AAPL, 17% AXP. As a private investor you can concentrate more into great companies. Yes it is more risk, but also more reward. Just remember to follow the business. Buffet would always give analogy of a punch card and you only get so many punches. You should be very picky and concentrate into those businesses.
The predatory lending thesis is sound but the stocks don't work: **BNPL Reality:** - Klarna: Private (can't buy) - Afterpay: Acquired by Block (SQ) in 2022 - Affirm (AFRM): **Still unprofitable** after years of operation The problem with "predatory" fintech is they're competing on customer acquisition, not milking existing customers. They lose money on every loan trying to grab market share. **Compare to actual predatory lenders (payday):** | Ticker | Company | Op Margin | Business | |:-------|:--------|:----------|:---------| | CURO | CURO Group | -15% | Payday lending | | WRLD | World Acceptance | 8% | Subprime installment | Even traditional payday lenders have compressed margins due to regulation. **The better "predatory" play:** Credit card companies (V, MA, AXP) that make money on interchange + interest. They're the actual winners of consumer debt - 50%+ operating margins and no regulatory pressure on their core business. Visa (V) has **67% operating margins**. That's more predatory than any BNPL app.
Absolutely.. that shit would have gone straight into nice dividend stocks and etfs like AXP, V, SCHD, etc.
AIPO - I like the AI infrastructure story, this is a way to play that theme. I have total faith in Greg Abel, long Berkshire. Financials - C and WFC are my banks and AXP is the best run. I think energy is cheap, likely can't stay cheap forever.
I regret not buying AXP, it greatly benefits from the K shaped economy
Not me. I use to be an index only guy. Got bored during COVID. It was just too obvious to not buy the biggest dips. I sold VOO and went like 70% in on VBK (small cap) because they took a bigger hit. IIRC it gained more than VOO as well. Then I bought VDE (Energy) dip. Then I bought AMC meme just for fun, only $500 worth unfortunately. Then I sold VBK in 2021 for NVDA, PLTR, COST, AXP, MSFT. Imagine if I had listened to Reddit advice...
Same. It was just too obvious to not buy the biggest dips. I sold VOO and went like 70% in on VBK (small cap) because they took a bigger hit. IIRC it gained more than VOO as well. Then I bought VDE (Energy) dip. Then I bought AMC meme just for fun, only $500 worth unfortunately. Then I sold VBK in 2021 for NVDA, PLTR, COST, AXP, MSFT Imagine if I had listened to Reddit advice...
I have so many investments — all of the Magnificent 7, plus MasterCard, Wells Fargo, BAC, AXP, Costco, etc. I consider myself lucky. While I’ve had many winners, I’ve also had some losses, such as BlackBerry, AT&T, and Enron. I’d estimate my total actual loss of real money to be around $250K. I’m 68 years old and started investing when I was about 38. I believe I had around $100K in my 401(k) at the time. After working with a financial advisor and not being satisfied, I decided to start managing my own portfolio. Today, I have around $15 million — again, very fortunate. My favorite investment is LLY. Back in 2013, I purchased $100K of BMS at around $60 per share. I was later in an accident and, while in the hospital, overheard two doctors talking about LLY. I asked why, and told them I owned BMS. The doctors told me to dump BMS and buy LLY instead. I sold my BMS and bought LLY at about the same price, around $60 per share. Today, BMS shares are around $55, while LLY is over $1,000. My $100K investment is now worth about $1.6 million. It’s funny — if it weren’t for that accident, I might never have bought LLY.
something to think about over the weekend... why AXP, BAC, WFC, XLF and more financials make all time highs today?
They already have. The repackaging of AI debt with higher interest consumer debt has started. Looks and sounds and smells like the mortgage repackaging that was happening in 2005-08. I’m looking at COF, AXP and all of these consumer debt companies starting to make rip roaring gains too. The ignorant VCs are starting to realize that all AI is right now is a sophisticated chatbot. It doesn’t matter how much more compute you put into it. It doesn’t learn and you can’t train the current model of AI
Bruh you are missing the whole point. They will never enter this market. However I do actually invest slightly in them through etfs... put your money where you mouth is then... like I said im heavily invested in Ma, V, and AXP... with Googl... oh and I'm up 95% with axp in the last two years, fuck me me right.
I invest heavily in MA, V, and AXP. Only thing that could potentially stop them is cryptocurrency.... which I think is a joke.
I am too afraid to do any calls other than Covered calls, but I hope you do well. I am not of the mind that we are in an AI bubble yet that is about to pop. More and more people are purchasing, including average joe every day retail, AI access. It may be under priced but sale and use are increasing. Eventhough current revenue can't cover the costs of build out it still is revenue. Compared to the dot com era thousands of "companies" were just ideas, not actual companies with goods and services already producing income. I think it will continue to increase in diameter before the big kaplow. I hope the Markets react positively Wednesday, I just increased my shares in SOFI, JPM, BAC, AXP, and XLF. Not overweight just a little increase, just in case.
Get real. I got AXP at 5.00 . 40,000 invested in MS is now more than million worth in my portfolio and giving around 30,000+ in DRIP. Of course, we can have fun money aside, but very few get rich with trading.
$LVMH $V $MA $AXP $KXP $MBG $AZZ Dont mind me, just practicing my new rap song
$19.17 from AXP reinvested into 0.052 shares 💪🏽
Aye same here!! GOOGL, RDDT, AXP, COST for me.
A **really** good lesson for the young investors here and one I wish I knew when I first starting investing in my 20s: Oftentimes the best buy is the stock you already own. You don't need to go looking around. Just buy more of x. I bought AXP in 2008 @ 26/share, AAPL in 2011 @ 12/share, META in 2022 @ ~120/share. Actually also NVDA in 2008 at .2/share but let's not talk about that one. And in all cases - outside of dividend reinvestment - I never averaged up cause I was looking around for the next undervalued trade when in fact I already owned it.
V and MA have those higher margins and higher growth. They model their businesses after each other. AXP as a financial payment processor follows a model more closely resembling Ferrari is to the rest of the auto industry. Their members are treated with a certain amount of exclusivity. Their members also come from the upper class. While their market share is lower, they retain control of a segment that other banks will aspire to take market share from, but will never be able to.
AXP never shows up in my screens because their operating margin is much lower than V and MA. For me, a high operating margin is the proof of the moat. That equals market share and pricing power.
Cramer's wife has a black card, calls on AXP
From a person perspective when I see debt first thing comes to my mind is Credit card. Do you gains of stock like $AXP is based upon the revenues from overspending by people?
Because Berkshire is a giant conglomerate who's investment timeline and goals are not a 1:1 match with mine? I understand why I like AXP/DAL/BAC because I understand why they bought/sold those. I don't like See's candy, understand Buffett's railroad obsession (must be a boomer thing since Biden loves the choochoos too), nor want to hold $381,000,000.00 in cash while inflation eats away at it. I prefer vanilla and leveraged index funds to get my broad market diversification.
Gotta say. I've always felt Buffett was my teacher and someone to learn from. I also developed portfolio habit of mirroring Buffett/BRK during the pandemic: buying DAL when he sold, buying BAC after they did, DCAing into AXP, etcetc. Because I just assume they'll do the homework for me and keep doing that homework. Now I see them buying 4B into Alphabet which I've owned since the days before the GOOG/GOOGL split. Am I the sensei now? Is this a vote of approval in my investment skills? Dunno. Just knows it feels fucking good.
Available just a few months ago: JPM: $202 ----> $322 +59% MS: $94 ----> $171 +82% AXP: $220 ----> $377 +71% Ber cries nonstop there are no deals ever in this market, tech is the only choice. Here are 3 buy and hold forever mega durable, high quality compounders that quietly keep hitting new ATHs. This won't be the last either. Plenty of incredible stocks are and will be on firesale throughout the year if you're looking.
Rotation to financials, too. JPM, AXP hit record highs again.
Morgan Stanley, JPM, AXP High quality compounders quietly hitting new ATHs. Buy dips of durable companies with dominant market positions and favorable economics. It's that simple.
AXP has been performing very well for me this year.
It's definitely a tough call with AXP hitting new highs! It sounds like you've got a good grasp on the fundamentals supporting its growth, and it's smart to consider how broader market trends might impact it. For tracking these kinds of movements and analyzing potential entry points, having a clear stock dashboard can really help visualize the data.
Why would card companies tank in an “ai bubble”? I’m bullish on MA, V and AXP, but AXP most of all. They’ve adapted to the market better than any of the card companies and their wealthy market is poised for further growth over the next decade plus. They’re also the leaders in rewards and loyalty. Lots of excellent narratives for them, and that’s not even considering their extremely strong performance and fundamentals
>He'd have done (much) better just buying more AXP or KO during that time than holding cash. If he could tell the future, not really fair to play with hindsight. And it is not like he sold all and is 100% cash rn. If there is a major crash tomorrow, you'll be calling him a genius for pulling out.
If you look at Buffet/Berkshire cash pile, it started to grow from $100b way back in 2015 all the way to the $350b or so it sits at today. If you look at SP500 gains over that same time period, well you missed out quite a bit sitting on cash. Buffet has said many times over the years, he buys what he knows. Separately, he has said many times over the years he does not understand tech. If you look at market growth past 10 years, it's primarily driven by tech. If you put his 2 quotes together - I believe that is the main reason he sits on cash. Legacy businesses have matured and it's harder to find value in them. Growth resides in the tech he does not understand. He'd have done (much) better just buying more AXP or KO during that time than holding cash.
Shop, Googl, NVDA, AXP, Uber
Sold off profit in COST and losses in NVO to buy NVDA and more AXP/UBER. Long term i think the right move
AXP another new ATH. A quiet super high quality compounder with massive moat. Scales with inflation and high income spenders. Dominant among luxury spenders.
Buffet clearly likes companies that do regular buybacks (AXP, AAPL) and owning a larger chunk of a smaller pie, but he is clearly very stingy on applying that to his own company. Now a size problem, less options to move the needle? Like Chuck Norris he waits. :/
Everybody predicts it (talk), but Burry actually put his money behind one and won. That said, I don't think watching Burry is productive as he truly is smarter than most, moves too fast to mirror/inverse, trades in a way with capital that retail can't mimic, and is too off smart AND spectrum for most to hope to comprehend the mechations under his skull. I find mirroring or inversing Berkshire is a more profitable endeavor. I mirror them for things I like with hopes that they have done the homework for me: BAC/AXP. Meanwhile I've bought what they sold at times because they are too big to hold or can't hold. Like when they sold DAL during the pandemic lows (likely because there was a conflict with DAL receiving government handouts while Buffett had so much cash laying around).
If ber stopped crying about how much of a "bubble" we are in they could have bought some of the most durable and powerful companies in history for dirt cheap. Gains in just a few months: AAPL $169 ---> $267 +60% GOOGL $143 ---> $268 +88% AXP $227 ---> $361 +59% No options, just shares.
RSG is certainly AI-proof. "Will NVIDA keep giving at least 20% annual returns like it historically has done for the past 10 years" I've owned NVDA for years - for the company to get back to my cost basis it would have to be in financial trouble. It's been a particularly amazing stock for the last few years, but before that I sat through more than one 50%+ drawdown. You had close to a 40% drawdown earlier this year. It's currently a 4.5T company. Do I think it will continue to be a good company? Yes. Do I think it will repeat this run and become a 9T company? No. Too many people think the market of the last 5 years can continue indefinitely and everyone is all-in on the same stocks. I trimmed a bit of NVDA last year, trimmed a bit more this year. Do well while this unusually fantastic period for investing continues but I just think people shouldn't get too into the mindset that the escalator up goes to the moon. Twice in the last 5 years (2022, 2025) people gave a lot of the fantastic gains from the prior two years back in a hurry and how many people sold at some point in those declines and didn't buy back, or wound up buying back higher eventually? "dividend ETF" I don't think you should go with a dividend etf either. IMO, create a diversified portfolio that has a portion devoted to aggressive growth themes/names, but don't make it every single stock that everyone else has. Find 1-2 things that are the next thing. That's a portion of your portfolio and if it's a portion of your portfolio then it forces you to be selective rather than buying every growth stock that sounds interesting. Take the other portion of your portfolio and find high quality/slow growth (preferably buying when the names are oversold/temporarily out of favor) and maybe a value idea or two. This portion of your portfolio is the foundation - steady, high quality, well-managed companies that have delivered year in/year out for years. Not something as conservative as KO, but to use the example of RSG, something like that. SPGI, AXP, CBOE, MA, JPM, etc. etc (not necessarily those but something along those lines.) These are probably not going to be that exciting, but when the market turns, you're going to likely lose less here. The lowered volatility of this side of your portfolio offsets to some degree the likely higher volatility of the other side. When the market isn't "growth stocks only go up", you'll be happy that you have at least some buffer rather than a portfolio full of highly speculative growth names that are going to lose half the next time there's a 2022 or early 2025. You're talking about the very long-term (which is good! too many people have turned too ultra short-term with investing) and I think what I'm trying to suggest is how do you create something broadly that you can stick with through good times and bad (and there will absolutely be other bad market times in the years ahead.)
Calls on these companies and why: GOOGL doing quantum shit, MSFT did windows 98, BROS good, over priced coffee, AXP has LULU credit, POET because I'm trying to get my MFA
I bought shares of $AXP two days before earnings during after hours but not overnight. Checked the bid ask level two data and was 327.95 and 328.27 respectively (after a down day) so I just regardly bought as market order thinking I’d fill at 328.27 but NO. RH sold e to me at 337.00 each. I’m like how did I FUCJING overpay by almost $9? Violated best price policy or some shit. It wasn’t overnight it was around 4:30 pm pst. Anyway always always do limit order regardless of lying Ass level 2 book. I bought a double order at limit ask and it filled so my DCA worked out well: Sold the shares for $346.50 on Friday after good earnings grind all day still profited but left a lot on the table by my stupid mistake.
The same six core stocks I've always bought. AXP, COST, MSFT, DE, AAPL and ORI. Sure I dabble in other stuff (thank you ASTS!) and I'll take small fliers on interesting stories (right now GT, KDP, QXO) but I buy my core six on moderate dips and carry on.
And yet AXP is up over twenty dollars. I read that rich people use american express, so it's going to do well in the current climate. It's been doing well for years.It just keeps going higher
my luck with earnings play is so shit. Bought 1 JPM call before their earnings and that shit tanked with the market, skipped AXP and they soar
AXP will hit new ATH soon.
AXP been giving me life changing days lmao
AXP calls were the move, people love that platinum card
So if there is a systemic credit crisis at hand, as every single commenter here thinks, why aren't BDCs seeing massive upticks in non-accruals? Why did AXP report a 1.9% charge off rate two days ago? Why aren't equity tranches in CLOs getting wiped out?
AXP running like an AI stock lol
AXP dropping before earnings? It's gonna moon
Earnings Play: AXP 350 Calls!!!
$AXP American Express calls here for some earnings lotto
I want to get in AXP as well. Love my card and the customer service is great and always helpful. One of those brands that I just swear by, even if the AF is getting increasingly more expensive.
I used to own PEP when I was a soda drinker. That got me over the guilt of drinking that crap. I own RRR and frequently go to their casinos. Own AXP because I have a couple of their cards. Own GOOGL but I think that’s like what someone else said about about Apple: engrained in society
Too many - AXP, NFLX, AMZN, NVDA, Apple and several others years ago when they were much lower.
Consumer facing financials getting hit today. $COF $AXP quite a bit. Any reason why?
Never get a new phone, fellas. Been spending weeks trying to get back into my robinhood with AXP 300c gains that expired on the 19th. I don't even know how much cash is just sitting in there i cant access and their customer support is useless
AXP new ATH today 💦💦💦.
AXP is raising their platinum fees by 200 dollars, which is $895. 🤯🤯🤯
JPM, AXP, MS new ATHs yet again 🥰. I keep telling you guys to buy these high quality compounders. They will quietly keep growing for years.
JPM, MS, AXP, GOOGL, RDDT all new ATHs 💦💦💦.