AXP

RIPPYGOD1

!banbet AXP 328.60 2d

Happy_Discussion_536

Once banks pass stress tests, they are going to unleash upon ber buybacks and dividend hikes. For financials I am going to keep 💎🤲ing MS, JPM, V, AXP.

DaytonaPanda

I feel this pain. AXP is heading to ATH, NVDA hits ATH... But the sum is still lower than last year...

RIPPYGOD1

I bought the dip on MA and AXP🫡

Usykgoat62

PEP (1) -15.52% BB (5) -3.36% VZ (2) -0.50% PYPL (1) +6.80% AMZN (1) +8.40% INTC (5) +9.46% F (5) +12.31% AXP (3.14) +25.87% UBER (1) +28.17% TKO (21) +33.12% LYFT (2) +37.73% Started investing about a few months ago. I think I’m doing pretty well!

RIPPYGOD1

Bought AXP and MA dip 🫡

meNriveBabylon

AXP is better imo.

txholdem

this got to be some kind of conspiracy. i did not jump in blindly. AXP was up by 5. and Visa was not moving. (other banking stocks were strong.) it was more than 1 hour after open. so i sold 2 puts on V. immediately after that, V fucking dumped $20! news? nothing other than those from 2-3 days ago.

Additional-Factor994

No you don't understand. I suggest you go read V and Mastercard earnings and their business models then. Also why isn't AXP affected then? Also I meant Live Nation not as an issuer but their ticketing and other business affected esp secondary ticket market with Blockchain.

greenpride32

>just having a more efficient settlement system in it of itself doesn't necessarily mean they can replace the current legacy system just on that merit alone, right? I suggest you do some research on basic blockchain technology - maybe wiki will suffice. I think the picture becomes more clear if you have a better understanding. You don't need to build out a network, it already exists, the blockchains are public. The benefit to an AMZN or WMT is they don't need to pay a slice of every transaction to a V/MA/AXP/COF. There "cost" is to build a reserve/backing for the stablecoin, and build an interface to tranasct the stablecoin. These are more or less one time operations, that can be iterated on going forward. I don't think a company the size of LYV can really support a stablecoin, it needs to be a cash rich company.

greg_r_

V and MA crashing, AXP mooning? Can someone non-regarded explain?

765cc_Triple

AXP is up though.

_hiddenscout

I think its around this: > Visa (V), MasterCard (MA) and American Express (AXP) down 2.2%, 2.1% and 1.9%, respectively, after The Wall Street Journal reported that Walmart (WMT), Amazon (AMZN), and other multinational companies have explored whether to issue their own stablecoins in the U.S. to get around traditional payment restrictions and offer the possibility for a quicker process

phosphate554

$AXP

Virtual-Moose5921

Why AXP recovering so fast 🧐 https://preview.redd.it/1q1cxn0jel6f1.jpeg?width=1179&format=pjpg&auto=webp&s=1056d5c3afec59f480d70e05da2b1934c7c00b0c

shodogrouch

I would encourage you to diversify. I think different countries use different processing firms. I was just in Japan and Visa was being advertised everywhere. Maybe it’s new to them. Go get yourself MA, V, AXP annnnnnd FICO. The world can’t help itself. Debt is king and these guys all benefit from it…..tremendously. A lot of these guys are out here trying to be billionaires overnight. Nothing wrong with that but I’ll take the steady returns the 4 above offer all day.

JRcred

I own both and add during significant dips. They’re similar, but I don’t mind owning both. I also own AXP. I feel like payment processors have long run ways for growth

msaleem

I own AXP instead and am up 92% over the last 3 years which is more or less comparable to V and MA over that period. 

LilRobloz

i prefer V and AXP rather than V and MA

Jewtorious

AXP

cd80808080

Vista, Msft, Costco, Amzn, Googl, Meli, AXP, CRWD, TMUS, META

timtam_z28

AXP has been around for almost 200 years...

ProfitConstant5238

This is why you should buy V, MA, AXP, and DFS.

ssralf

AXP makes sweet love to me but over the course of a boring lifetime in my boring ass account

BlueXDShadow

Bought shares of AXP within a few % from the bottom. Up over 22% since then

Nianque

Was not aware he owned so much AXP. ...Huh that one is in my portfolio.

ssralf

The only thing worth a fuck today was AXP and i only have boring shares 

Silver-Cap6361

55% of Berkshire’s portfolio is equity portfolio like $AAPL $AXP etc and $336B in cash. The cash isn’t worth 6% less. And the dude is 94 and remaining CEO until next year when he will continue to be Chairman like Bezos Gates etc and announced Abel 4 years ago. Thought 6% down at the time was overreaction

RagingBearBull

I think Its time for me to own, AXP, BAC, CO, CVX.

RedditIsSoBad69

So APPL and AXP make up 44% of Berkshires port, and they're down 18% and 8% YTD, while Berkshire is up 19% YTD sitting on a shit load of cash. This is one of the dumbest fucking things I've ever seen, and Buffets Price to book will literally be at ATH and like double where he said he'd even consider buying it.

MrMiddletonsLament

Thinking of buying some financial stocks. Have to do research but so far the list looks like. JPM, AXP, GS, MS, COF, MA. Good or bad?

Vivid-Avocado9342

Calls on AXP I guess

Misaiato

I’d go maybe up to 60%. I understand why he holds AAPL, KO, BOA, AXP. I’m not hot on Liberty Media, Oxy Petro Whatever, Sirius satellite, and he has holdings that aren’t registered on any U.S. stock exchange. He owns Sees Candies and Nebraska Furniture Mart along with GEICO outright. Lots to love. Lots I don’t understand. Lots of cash. He’s almost out the door. Let’s see if his lieutenants can come anywhere close to his returns. They’re starting with essentially black hole money though - it would be hard (but not impossible) for them to fuck it up and let a deal escape their cosmic dark energy pull.

Southern-Cross-3879

I always recall what Scott Galloway observed regarding this stock... it's real value is closer to 13 or 14 USD. Absolutely concur. Much happier holding AXP and GE.

edfitz83

I’ve owned AXP for years, and I swear every time they beat on revenue or earnings, the stock drops 2-4%. It’s nuts.

DangerStranger138

[Why Even High-Quality Financial Stocks American Express, Blackstone, and Ally Financial Plunged Today](https://www.aol.com/why-even-high-quality-financial-191343630.html) Shares of large-cap financial stocks, even [blue chip](https://www.fool.com/investing/stock-market/types-of-stocks/blue-chip-stocks/?utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=83241e6e-bd67-4571-829e-4925486f7632) names such as **American Express** (NYSE: AXP), **Blackstone** (NYSE: BX), and **Ally Financial** (NYSE: ALLY), plunged on Monday, with the above three stocks falling 4.3%, 7.8%, and 5.1%, respectively, as of 2:17 p.m. ET. An ongoing tariff war, along with uncertainty regarding the Fed's independence to keep inflation in check, is roiling basically all economically sensitive stocks. In addition, the yield on the 10-year Treasury Bond actually rose today, perhaps reflecting those inflation fears. While higher rates would, in a vacuum, be somewhat beneficial to lenders like American Express and Ally Financial, a recessionary scenario could lead to lower lending activity and increased charge-offs. A recessionary scenario could also impact payment volumes over American Express' card network. While the depressed market could open up opportunities for Blackstone to deploy its $177 billion of "dry powder" cash, it could also make "exits" from existing investments more difficult, and could therefore lower its variable dividend payouts in the near term *American Express is an advertising partner of Motley Fool Money. Ally is an advertising partner of Motley Fool Money. Bill*[ ](https://www.fool.com/author/16731/)*Duberstein's and/or his clients have positions in Blackstone. The Motley Fool has positions in and recommends Blackstone.* 

CommanderLeona

My plays this week: CSX puts (failed, stock flatlined and IV crushed -40%) AXP calls (failed, stock flatlined and IV crushed -40%) 

Empty-Tackle783

Why is AXP down? Beat everything financially, even outlook was strong lol.

StocksStormTrooper

AXP beat earnings yet red Pre-Market

CommanderLeona

was busy at work. Missed huge dump, lost 40% of account on AXP calls, felt like absolute shit, switched to CSX puts, went back to work and made it all back...wtf was today

StrictRenegade

AXP puts perhaps???

Usykgoat62

AXP and TKO are doing great!

Usykgoat62

AXP and TKO are doing great!

Usykgoat62

I have a long term vision with no plans to sell anything. Buying and holding only. Here’s my portfolio: BB: -28.32% PYPL: -9.63% AMZN: -8.86% PEP: -7.17% LYFT: -4.56% INTC: -3.11% F: -1.77% UBER: +3.55% VZ: +3.98% AXP: +6.14% TKO: +102% Would love to hear your thoughts, feedback, and critiques!

Slim--Slimy

Thoughts on AXP calls?

salty0waldo

You are 100% correct and pardon my stupidity. I am referring to commercial banking but also the big money centers. Now that you bring it up, also interested in regional banks. Large banks looking at still are C, JPM, GS (yeah not traditional bank) Regionals: PNC, M&T V, MA, and AXP are always interesting.

Willmont21475

AXP calls??

Landslide_Micro

Tariffs will shrink world GDP. I am not sure if it would change the competence of US companies (AVGO PFE CHV MCO WMT BOA AXP VISA NVDA APPL F GOOGL DELL BOBCAT APD NUCOR and many more)

VegasWorldwide

its definitely a long position for Buffet and I see no adjustment for him since his laster quarterly report. The companies he did adjust was selling a lot of BAC & APPL. but he didn't cut shares of OXY? I'll pass for now but with this guys track record, watch it get back to $60 within the next year. I did buy up some AXP.

cupcake0calypse

I bought more JPM, AXP, and reits a few days ago but Im in this for at least 15 more years.

Live_Studio_Emu

Topped up an all world fund, bought AXP which is wanted for a while, trimmed BARC to take some profits since it was becoming a little heavy allocation wise. If things drop another 8% or so I’ll go in heavier, otherwise doing nothing

tastypieceofmeat

Might buy AXP

ReincarnatedFatass

I bought 50k VISA and 20k AXP last week am I cooked?

williego

These tariffs are going to be a nothingburger real quick. They'll be resolved. Look at Trump's inauguration: CEOs of TSLA, META, AMZN were there, supported him during his run. CEOs from CAT, BX, AXP, BUD, all crypto, JPM, GS, MS all supported him outwardly and financially. It seems crazy to think Trump is going to hurt these CEOs with a Tariff. Markets will zoom higher and reddit can go back to "Trump only thinks about these CEOs and the rich".

chandlero69

I feel like AXP should not be down 10% because they have the wealthy customers that are not going to stop spending

joe4942

Surprised BRK wasn't down more today. AAPL, AXP, OXY are core holdings and all were down -10%+.

mrchakra7

Buying now (META, NVDA, AMZN, AXP), take profits when the next relief rally shows up.

gamerinn_

AXP 

Usykgoat62

AXP…

prattbatt

Of course people and Reddit users would tell you 50% in SP500 lol. I was looking at Starbucks on Friday but went with AXP instead. Another one is XOP. I don’t want to give all my picks now😉

Upper-Discount5060

I’m reading the comments and just wanna say this.. AXP (for example) is 18.4% down from its high of about $325 on 1/23/2025. So almost a fifth of the value is gone in just over two months. It could go down more but for someone who recently got back in the market and wants to own this stock, I’ll be buying some most likely this week. Can say the same about a lot of other great large cap stocks. AAPL, AMZN, GOOGL, NVDA, AVGO, DECK, etc..

Landslide_Micro

I would focus on dividend stocks Warren Buffett has. Coca cola. Sirius Xm. Mudis. AXP. CHV. OXY.

BellyFullOfMochi

yup. NGL I just copy a lot of his trades if they're still at a good value by the time I find out what he has added. My biggest positions have been AXP, APPL, etc.

arbitraryBlue

I'm buying more GOOGL and AXP. Take me higher 

ButterPotatoHead

You can think of Berkshire as about 1/3 cash, the rest about 10 stocks primarily AAPL, AXP, BAC, KO and CVX, and insurance businesses, BNSF railroad, an energy production business, and a bunch of manufacturing businesses. It isn't really an index, has little exposure to technology, exposure to only a very small segment of the overall market.

Far_Error_2814

Amex (AXP), Google, Coinbase all have very appealing P/E ratios and meet your criteria

LeBhikariLe

AXP went from 320 to 260 in less than 2 months. Dump on financials since he took office has been nothing short of crazy

Winter-Journalist993

This is always a hilarious rebuttal. Put spreads on just about everything banked all last week and into today. The man couldn’t even say the word recession so a continued pullback from last week was inevitable. I sold many assets at the top. That includes AXP, HOOD, BBAI, SPY, you name it. They’ve shrunk back to levels I’d be comfortable buying, but I’m not a fan of catching falling knives either. Which calls have you bought?

Key_Variety_6287

My 2cents will be don't reinvent the wheel. There is no need to go out looking for esoteric unheard of names of either a cheap stock or yet to be discovered amazing business. Some of the best business are in plain sight - available to all - google, MCO, spgi, AXP, ice, V, MA etc. They alone held with conviction over long term will do fabulous.

faggy_d

I'd do 45-90d puts on 1-3 stocks whose value is highly associated with consumer spending. The issue is: these have gotten hammered over the past week. Example: American Express (AXP).

racks_long

AXP -28% 

ssralf

Hugging AXP "i love you bro" 🫂 

Happy_Discussion_536

Everything SPY will moon but for individual picks, high quality compounders and cash printers with giant moats. JPM, Visa, AXP for financials. COST WMT as prices rise. META is very aligned with admin and dominant. AMZN, NVDA, MSFT, AAPL, NFLX etc. 🌽 will do fantastic.

kellendreilly

Hey man, thanks for doing this. Very informative and humbling. Im too late to the thread but thought Id throw out a question in case youre still checking. I believe were at the end of a larger economic cycle and started exiting my real estate investments in 2022. However, I still have about a $4m equity position in two real estate investments that I havent been able to sell. The buildings are office and largely vacant at the moment. I think the downside risk is a 30-40% loss in equity. Ive been stressed about my risk so decided to hedge with puts on in the stock market. Ive only traded options recreationally and never held onto any of my gains. Up about $100k over the last year but it was mostly luck. I took the following positions because the premiums were cheap so I figured I had good leverage and could limit my invested capital in something I dont know enough about yet. And mostly that the type of economic conditions that would hurt my real estate would also hurt these stocks: $40k AXP 240p sept19 $40k GS 520p jun20 $60k MMM 130p sep19 $60k SAP 240p jun20 $60k TMUS 240p jun20 $50k WMT 82.5p sep19 Reading your comments in this thread, I realize theres no surefire payout the way I was imagining as a hedge. Even if the market goes down, it may not pay out on these specific trades. These stocks are all high relative to their mean forward PE ratios, but Im realizing I could lose money on both my real estate and these puts. Is there a better way to go about this? I know youre a real estate guy as well so maybe you have a similar hedge. Hopefully you dont feel like you have to hold my hand but maybe just a quick reality check or point me in a better direction. Thanks again for your time. Cheers, Kellen

Kachowxboxdad

We talked about stock picks a couple days ago and I went with AXP, JPM, MS, BLK, and V as my financial picks. Do you have any others you think would be strong over the next couple years? Trying to decide on Capital One and BoA

Happy_Discussion_536

For financials JPM, AXP and Visa. BRK and MS as well but not as relevant here.

prettysureiminsane

AXP finally going back up. Not worth day trading, but will load more shares in my boomer acct.

ssralf

Ngl i felt so sick this morning looking at the chart but i ended the day +1200 on AXP calls

Arrowhead_Pride15

How do you figure? How would BRK returns be higher if they paid out millions in cash every year? If they had paid a 1% dividend the last 30-40 years how many less shares of AAPL, AXP, KO would they own today? How would that affect the private businesses they own? And then consider how much taxes their shareholders would have to pay on dividends over those 30-40 years?

Arrowhead_Pride15

Warren has acknowledged that early in his career he would seek out "cigar butts" which was a Benjamin Graham ultra-value investing method however Warren moved away from that philosophy over time to favor excellent businesses at fair prices instead of fair businesses at excellent prices. Consider their current portfolio, AAPL, AXP, BAC, KO, all at all time highs, none are exactly "bargains" at today's prices but all are excellent businesses and solid stock performers. He isn't combing pink sheets trying to find some distressed value cigar butts and hasn't for decades

ssralf

AXP

Good-Bid-7325

V, MA and AXP down 2-3% today, I hope they'll get even cheaper next week

MFalcone19

Regular Brokerage acct (24 yo) 15% Googl 11% Amzn 10% AXP 10% LVMH 10% NKE 10% MSFT 9% TSM 8% V 7% AAPL 4% LMT 3% LOW 2% HD

RIPPYGOD1

Lost 11k on the NVDA deepshit fiasco but I’m back better than ever 20k in google 20k in AXP 10k in SOFI S h a r e s

seamonkey31

COIN ended 2/12 at 274. On 2/13, it rose dramatically and ended at 301. A dramatic increase for a stock. On 2/14, it dropped back to 274 at close. It lost the entire value from the earnings spike and ended up continuing the value from 2 days before. Crypto stocks are dramatic, but other stocks will have this earning bump period start 1 or 2 weeks before earnings, and it will lose that earnings bump after earnings. GOOG, AXP are two stocks this earnings cycle that I noticed that strongly with. There are website that graph average changes around earnings, and most stocks follow this pre-earnings spike, dramatic drop (regardless of outlook), and then return to a previous price recently before. There are exceptions of course. The short term value gained and lost is a function of short term traders trying to capitalize on earnings. COIN will continue gaining and losing value for other reasons, but earnings are being gamified. The losses are unrelated to fundamentals, and I think COIN has good fundamentals for the next year.

ssralf

AXP few weeks out calls

ssralf

AXP and SPY march calls what im chilling on Observing 👁👄👁

ssralf

My loss on grabbing AXP calls too early today is overshadowed by the gains on spy leaps and weeklies

dvdmovie1

Mastercard and Visa are fine although the latter is to the point where any deal they try to do will probably be denied. PYPL no interest, BAC no interest, SOFI no interest. AXP maybe next time the economy turns South. NU is theoretically interesting long-term but it's going to be obliterated every time there's a downturn. 10 steps forward, 7-8 steps back. " I am curious how much of your portfolio you consider or hold good for this industry" None at the moment. I really liked fintech a number of years ago but now imo it feels overcrowded and most of it has little moat. If there was a material pullback in MA/V (or even perhaps AXP next downturn) I'd be interested but none of it is high on my shopping list.

TeBp242

AXP

msaleem

\- AXP - American Express \- NTDOY - Nintendo \- NVO - Novo Nordisk

glitched_system1

As long as AXP doesn't touch 312 today I'm safe 90 more minutes to go

JaysonBrown

AXP has me thinking puts after dividends payouts might be the move. I’m going to back test this

Paul_Robert_

Calls on $BAC, $WFC, or $AXP

seamonkey31

Also consider payment processors like V, AXP, MC Then pure credit card companies like COF, AXP, DFS Then asset holding companies like BLK Then startup-tech-bank types SOFI NU LC All around, good track records, and they have a good chance of beating SPY

TrophyWifeAspiration

RFL’s $1.2M in credit card debt really just makes him a man of the people. Puts on USA, calls on AXP

johntryllyfu

That’s what I thought with AXP

telepathyORauthority

Damn… Why not just put it in Amazon and just sit on it? I don’t think you’re in a bad spot though. A lot of analysts are saying AMD is a good buy. It’s a bit overpriced now, so people will sell off quite a bit over and over… It’s bound to happen with AMD. But they seem well positioned to do very well over time. No fear, right? If I had $6 mil, I would put it into AXP, AMZN, GOOGL, and NVDA. Maybe also COST and WMT… AMD from what I hear has some solid fundamentals long term. I would just sit on the shares a few years and let it rebound. I don’t personally like AMD. NVDA is my thing. I love their company. They are like Apple for computer chips. People love innovation, not copy cats.

testmonkeyalpha

NOW.  ServiceNow stock tanked the other day so I bought the dip.  The reason for the drop was due to lower guidance on projected revenue growth.  They are still expecting 19.5-20% growth in 2025 which is still excellent growth.  The market greatly overreacted.  I plan on dumping half the stock when I get a 10% return and playing long with the rest (hoping for 20% in a year). V, MA, AXP.  Cash is all but dead and V/MA have a stranglehold on payment processing.  Their revenue is tied to the health of the economy but the risk of them ever going under is next to nil.  Good long holds with a small dividend bonus.

Skepticalpositivity9

You don’t agree that past returns are not indicative of future returns. The premise of your post is entirely based on extrapolating past returns into the future. That said, many financials have still outperformed over the past 5 years. Look at JPM, GS, COF, BLK, AXP, PGR, MMC, and those are just a few I thought to look at.