Reddit Posts
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 $AUNXF look to be sinking ships at .02.
Just 3 Stocks Power 75% Of Warren Buffett's Profit
Why does BRK trade for 1.5 Price to Book? Understanding its Balance Sheet…
Analysis-In Apple versus Epic Games, courtroom battle is only half the fight
Mentions
>Buffet bought [$AAPL](https://twitter.com/search?q=%24AAPL&src=cashtag_click) in 2016 when it was a $500B company. **Today, it's worth $3T. That's a 600% return.** `The selling of Apple from the portfolio doesn't seem to just be "raising cash." Yes, he raises cash from the sale, but it begs the obvious question...` `Why raise cash from your Apple stake when you could trim from many other companies, including` [`$KO`](https://twitter.com/search?q=%24KO&src=cashtag_click) `CocaCola or` [`$AXP`](https://twitter.com/search?q=%24AXP&src=cashtag_click) `American Express -- or even his energy stocks that have done incredibly well with the recent rise of oil prices like` [`$OXY`](https://twitter.com/search?q=%24OXY&src=cashtag_click) `and` [`$CVX`](https://twitter.com/search?q=%24CVX&src=cashtag_click)`.` `It just makes you question why they chose` [`$AAPL`](https://twitter.com/search?q=%24AAPL&src=cashtag_click) `to sell from...13% decrease is not a small amount...` `Berkshire's` [`$BRK.B`](https://twitter.com/search?q=%24BRK.B&src=cashtag_click) `full holdings by % below:`
He told that he sold AAPL due to tax reasons (21%). He said that KO and AXP are great businesses, but AAPL is a better business. Additionally, AAPL will remain the largest investment by end of 2024 according to WB. But he told that the tax rate is most likely up later on (2025). So, he signals potential more selling shares later on.
Approximately 75% of the aggregate fair value of investments in equity securities as of March 31, 2024, for BRK.B was concentrated in five companies: American Express (AXP) $34.5B vs. $28.4B as of December 31, 2023. Apple (AAPL) $135.4B vs. $174.3B as of December 31, 2023. Bank of America (BAC) $39.2B vs. $34.8B as of December 31, 2023. Coca-Cola (KO) $24.5B vs. $23.6B as of December 31, 2023. Chevron (CVX) $19.4B vs. $18.8B as of December 31, 2023.
I'll upvote bc AXP. Good non tech pick!
Put that shit on credit! Calls on AXP and Visa?
I never said that inflation was bad and I prefer POS cryptos over POW because of inflation but when you’re entire currency is reliant on I checked inflation and BEYOND EXTREME levels of debt there are massive problems. And unlike normal currencies growth in crypto just like in gold is internal > the value of the asset continuously increases because of continuous increases in demand meaning a deflationary currency backs a inflationary currency. Like Gold did to Fiat. And in itself gold is both deflationary and inflationary because it is continuously climbing in value but new gold is always being mined. Same way bitcoin is currently inflationary Anyways. And counterfeiting is an extreme issue. Just look the pound and CAD and it’s rampant €$2 coin counterfeiting. And if all currency becomes electronic than bitcoin is better than fiat again because it is not controlled by a central organisation and it is regulated by “code” instead of in people of power. And although I agree bitcoin is not efficiently it is not “wasteful” either but it is a step in the right direction has all of humanity has always been moving in advancements. Wether bitcoin was worth $100k or $1 though I would still buy it even if it only stayed at a $1 because I like sending money globally and I also like travelling and currency conversion done by at stores is expensive and so is sending money globally plus it gets taxed to oblivion> the solution to that is bitcoin. Like I told him it is not an investment it is a currency and it might not be the global currency that will be used in every transaction but the technology that bitcoin holds will be used in every transaction (or a very similar improvement) and until that comes I will be putting a lot of my chips into bitcoin. Just like I put a lot of my chips into AMD and TSLA and AXP because good companies and good technology is rare 🤷♂️. And people making shitcoins and selling random jpegs although albeit extremely stupid just proves how easily accessible and how widely useable “crypto” technology really is. And when the bubble does collapse I will be buying a lot more even if it never recovers until there is better technology. Just like I’ve been finding and trying out any “AI” site/tech I can get my hands on.
To be honest I wouldn’t sell unless you needed the money right now. Think of it like this, let’s say you bought 10 random stocks January 1st 2000. And 5 years later they all performed decently well 8 out of the 10 stocks had an average of a 9% return however one of those stocks actually went down 50% and the last one was APPL and that returned idk 200%? So now it’s actually 18%ish of your portfolio. What do u do? Obviously you should sell APPL and then buy the last stock because it’s down 50% if u double down when it comes up you’ll make double what u invest in it back. OBVIOUSLY that is wrong. The reason APPL did so good is because it is a AMAZING COMPANY WITH AMAZING TECHNOLOGY AND AMAZING LEADERSHIP (I think?) The last thing you want to do is sell your winners to buy more losers. Yea it becoming a reasonable high percent of your portfolio, but that is because of how WELL IT IS PERFORMING. If it instead was down 20% would u be thinking of selling or just “sticking it through” because it’s only 4% of your portfolio. WHEN CRYPTO performs negatively expect your ENTIRE portfolio to be performing negatively because bitcoin has ALWAYS followed the S&P 500 and all other (real) cryptos follow bitcoin and in the rare occasions it hasn’t followed the S&P it has actually performed to the upside while the S&P was trailing downwards. Currently the economy seems to be in a critical condition, where there is a lot of fear but equally as much greed, and the economic outlook of the near future has no certainty, however the problem stems from MONETARY POLICIES AND EXTREME INFLATION. where can you find save haven from inflation? In true currencies like GOLD and silver. However this is not the 1700s and i don’t know about you but I do NOT want to be carrying around gold which has also never belonged to the people because it has CONTINUOUSLY been confiscated. NO-ONE can confiscate your bitcoin, it is virtual gold and it is a lot safer than gold has every been because it is the only currency that can be owned INDIVIDUALLY BY THE PEOPLE. DO NOT SELL YOUR CRYPTO BECAUSE IT IS N O T AN INVESTMENT, the only reason it feels like an investment is because you don’t feel you can use it like if you had bought Yen or Pounds. People are just realising the true value of decentralised currencies Whilst ALL OTHER currencies are failing (due to the underlying problems with normal fiat currencies) BITCOIN IS A CURRENCY AND IT IS THE ONLY OTHER GLOBAL CURRENCY OTHER THAN GOLD AND USD. However USD WILL FAIL because eventually the US will lose its global dominance AS ALL OTHER EMPIRES in the past have. Whether you agree or not is irrelevant. Do not sell just for the fact that once you buy an extremely good company like APPL or GOOGL or NVDA or AMD or MSFT OR AXP you NEVER want to sell it because it will ALWAYS perform better than the market in the long run. GOOD companies and GOOD technology is extremely hard to come by. Do not Sell your winners because they will ALWAYS outperform mediocrity in the long run. Crypto is a good technology and the proof is in the fact of how aggressively it has outperformed the rest of your portfolio maybe in the near future it will perform negatively more so than the rest of your portfolio but if you could somehow buy APPL at a 20% downturn, would u not hop on the opportunity instead of selling your shares? Bitcoin will always outperform the S&P just like how gold has always outperform fiat. Yea it might have an aggressive 40% downturn but it will never (in the foreseeable future) go to 0 and instead of selling it you should actually be looking to buy more when that 40% downturn happens. And also learn about the technology behind it. Because although there is a lot of bullsh/t and scamming and unknown in the market, the technology of bitcoin is there and if it were to somehow fail than the entirety of the worlds financial sectors would also fail and we would be back to trading apples for eggs. Do NOT SELL
If I want financial exposure I’m buying either MA, V or AXP
23 year old with no plans to sell for 10+ years. I buy once a week. 20% AMZN 20% MSFT 15% NVDA 15% TSMC 10% AXP 10% INTC 5% WMT 5% V
About 60% of BRK.b is direct investments in wholly owned subsidiaries. (BNSF, GEICO, etc). Another 20% is investments in AAPL, KO, BA, AXP, and other lesser portions of major corporations. The remainder goes to indices, and bonds. How much of how little is within the feedback loop you're pointing out? It's just another store of liquid assets to them
Ahhh AXP the most manipulated POS on the market. Market goes down, it goes up. Market goes up, it goes up even more. Now featuring credit card delinquencies at 08 levels are bullish now apparently
I would like to know who the fuck is buying up AXP every day.
I think to have a fair comparison, you would need to compare entire banking industry to credit service industry. You have essentially 3 major credit service companies - V, MA and AXP. MA and V combined profit is 29B. AXP's profit is 9B but they collect interest as well, so they overlap with what banks do to earn money. There are a ridiculous amounts of US banks alone, then foreign banks. Foreign banks use V or MA as the payment processor, so V and MA's 29B profit is global revenue. If you add up just the top 10 banks listed in US, net profit is almost 200B. The combined profits of Japanese banks alone, or Australian banks alone or Canadian banks alone are equal or greater than V + MA profits. He's right that banks make more money as an industry overall. V and MA appear to make a lot of money because there's only two companies for the entire western market. Japan, Australia, Canada, UK, US, European banks etc issue V or MA cards
I’m big on V and AXP. I think the COF/DFS acquisition sounds good in theory but the default rates for Discover are pretty high and Capital One’s aren’t that great to begin with.
Visa gonna pump after-hours today like AXP did last week after earnings
AXP is the most manipulated piece of shit I have ever fucking seen in the markets
It's all about the future charge card fee hikes. Their beats on earnings and their business model has all been about increasing the amount of redeemable credits you can earn against their charge cards, while they increase prices on those charge cards. This past quarter AXP recorded a "one time" $196 million benefit to Card Member Rewards expense, which will fluctuate but continue into the foreseeable future as the discrepancy between their rewards reserves and actual redemptions increases. It's an enviable strategy, especially considering the member growth seen amongst Gen Z/Millennials. Those cohorts did not see the years of strong, class leading concierge support with exclusive treatment when having the platinum card for example. I think the legislative action around credit card fees will affect all terminals but it's mostly short term noise. The current system benefits consumers and banks overall domestically, and I don't see that being unwinded because some merchants are unhappy. It's a solid earnings report from a solid company that I don't own but occasionally follow.
A full anything portfolio is bad. I own a lot of tech stocks, but I also balance it out with stable growth companies in different sectors such as V, AXP and WMT.
That seems like a fair assessment - I'm just dubious if companies will rise, even if they beat. Based on multiples, its seems as though the gains were front-loaded (less so now with the \~5% pullback) - That's why companies are beating and even guiding higher, but still tanking. The companies that have beat and rallied have relatively low PEs - It's not a large sample, but United Health and AXP are two recent examples - PEs of 17
I think market will keep tanking because hardly anyone's earnings will justify the hopium stock prices. The only stocks that have gone up so far are trading below the markets current PE levels - EX: UAL pe 5... AXP pe = 18 Then May 22nd , NVDA will probably crush it again - small market rally as everyone tries to project a single company's once in a generation revenue boom to the rest of the market - just like they did last quarter with ASML, AMD, TSM, etc.. (and we know how that worked out) Market then trades sideways until NVDA earnings in August, when they fail to offer the same lofty forward revenue projections, market takes a huge dump. SPY approx $300 within a year.
Oh hush….many have done more with less lol. You need to stop being a leader or trendsetter and start being a follower. 3 great examples this week: ARM, NVDA, SMCI. All 3 had at least 1 bloody day (arm had 2-3!). When the sell off happens, stop taking a look at what the option was the day before. Yeah a 50,000% gain is SEXY AF, but you know what else is? Hopping in when it’s got this vortex of doom in the middle or first third, riding it down, setting a stop loss and seeing what happens. On the flip side, look at MARA today or AXP. They jumped, kept moving up, don’t immediately think it’s gonna reverse and let it ride a little bit. Plenty of ways to make 20-100% in literally an hour. I missed out on this 3 times today. Wasn’t touching ARM but planned entry around 9:45 1) tried HOOD 17c 4/19, it was $0.09 and volume wasn’t large enough for me so I waffled and….like 30 minutes later it was $0.25+. Easy double+ 2) pissed I didn’t get those HOODy calls, I moved to QQQ. This was a lucky play because I grabbed $442c 4/19 and sold almost at the peak. 7 minutes later 23% gain. 3) saw SMCI and had a bid or two on puts between 830-850 but spread was big. Fuck I wish they filled so that’s a miss 4) SPY reversals are almost guaranteed between 12:40 and 1:15 start. I missed the 12:40 and was miffed it fell that much in the AM but targeted $498c 4/19. Told myself I got lucky on #2 don’t press it and boom within 45 minutes this was up like 150%. Am I bummed I missed out on 1 3 and 4? Yeah you bet my account would’ve been bussing today! But I got #2, yeah I made money on QQQ calls today of all days. So I count it as a W. Moral of the story is this market is fucked up. And since you’re playing options time in the market is just as important as timing the market. I don’t think it’s wise to hold contracts for very long due to volatility, could help you but also could totally F you sideways. To give yourself some confidence, look to play options in the coming week with one of 2 approaches: contacts expiring no sooner than 5/3 or contract entry exit occurring within the same day. The benefit of the “longer” options is you can fuck up and not lose it all. Target close to ATM and get your 20% gains, get some momentum, get some confidence, but also know when you aren’t feeling confident and TAKE A BREAK. I hit my PDT limit and just bought some boring stuff, actual stocks, just so I wouldn’t end up holding contracts over the weekend cuz Lordy only knows what’ll happen the next few days. Best of luck bruv
AXP did pretty good today and they smoked earnings. It’s all about guidance and Netflix’s was tepid
Wait till like 400, QQQ pulls back pretty hard when it does if you holding below cost basis I wouldnt worry too much either. I'd buy AXP, MA, ARCC debt, and BDCS gonna do well with higher for longer.
Tech: AAGHAHAHA THE END IS NEIGH! AXP : 
I think it's literally AXP and JPM - or it would be dead.
AXP only thing keeping my portfolio alive 😭😭
AXP has gone up $1.50 every 30 minutes since open 
I had a dream AXP went to 227… It’s 225 now 🫣
Fucking boomer problems on AXP earnings call. So embarrassing.
AXP beats but offers conservative guidance. Stock down 0.6%. Their customer base continues to encompass younger client, which is excellent value proposition and overall bullish.
$AXP | American Express Q1 Earnings Highlights: - GAAP EPS: $3.33 (Est. $2.95) - Total Revenues: $15.801B (Est. $15.786B) FY'24 Outlook: - Revenue Growth: 9-11% - EPS: $12.65-$13.15 (Est. $12.08) Q1 Operational Highlights: - Billed Business: $367 billion, UP 6% - 1Q Spending by U.S. Consumer Card Members: Up 8% - 1Q New Card Acquisitions: 3.4 million - Millennial and Gen Z Consumers: Over 60% of new consumer account acquisitions Strategic Updates: - Fee-Based Products: About 70% of 1Q new account acquisitions - Strong demand from Millennial and Gen Z customers CEO Commentary: - “We have started 2024 off strong, with our Q1 results reflecting the positive trends we have seen in our business the last several years.”
AXP beat earnings but is down pre market. Why
What happened to AXP? Same shit as NFLX?
AXP as well blew out massive ER beat but this nasty fear war environment won’t let it pump 
$AXP American Express stays winning
AXP big beat, pump it emote:t5\_2th52:4276
Calls on AXP. Consumer doing well and spending.
AXP will likely go up after ER. They offer very good products and many people I know find their products attractive.
I'm hoping. I know they're completely different companies, but with NFLX selling on a big beat, I'm getting worried what AXP will need to get it up.
im 2/2 for earnings. I had JPM puts last week, and BX puts for this morning. There's no way I go 3/3. I am going AXP puts. Inverse me for 100% win chance.
AXP earnings will be a big beat with good guidance. The definitive "Higher for longer" earnings play.
Lmao after looking at that DFS earnings report I am dumping my COF shares. I bought in because I thought COF owning the discover payment network would be huge but taking on all the unpaid loans that Discover has piling up just makes it not worth it. AXP for life
Calls on AXP….consumer still doing very well
Holding my AXP 4/19 for earnings on friday 🙌 It’s looking good boys
You are looking for confirmation bias. Otherwise you have your answer up top. COF will never, ever, ever succeed against AXP.
AXP, MA, & IBM are some of my favorites.
I would reduce the number of positions you have. I like your WMT but I have AMZN instead, I like your MSFT and I like your JNJ, Perhaps swap out of one of your stocks into AXP or MA so you have some financial exposure and you have 2 electric car companies so pick one (I have TSLA) and get some more AI exposure, I don't own it byt DELL is going to have a hay day coming and probably Intel as they are making the AI chips for the PC refresh, everyone is going to need AI PC to replace the one they have now
AXP up, NKE up, AAPL up, Costco up, Monster up, OXY up, PepsiCo up, Sony up, Visa up. Half my watchlist is green. My stocks are neutral or max -2%
Let’s get some good number on AXP!
AXP gonna go down faster than the fat girl at prom
AXP is a fucking beast of a company. Love it.
Honestly it prob is. I guarantee that if DAL rallies tmr, AXP will do the same
They prob are honestly. A good portion of their business is related to issuing Delta branded credit cards. If you compare AXP to DAL stock prices, they tend to follow eachother
>Stock prices automatically adjust downward for both regular and special dividends on the dividend ex-date. No they don't, there are no "automatic" adjustments on an open market. Buyers and sellers set prices, period. Those market participants would, all else being equal, adjust the stock price down by the amount of the per-share dividend. *But they don't.* In one study that covered 40 years of dividend payors, the average price adjustment down on ex-div day was only 63%. >By issuing a dividend, the company is essentially saying "this fucking clueless regard on WSB knows what to do with the cash better than we do. We will trust them to manage the cash for us." Some of Berkshire's larger positions - Coke and AXP - pay out a larger quarterly dividend than what Buffett originally paid to acquire the shares.
>but for those who do, it looks like bond market participants (***who are much smarter than your average regard***) Just a reminder that those "bond market participants" are not much smarter than us. They are larger institutions who have much more cash being handled by teams of smarter folks working to achieve different goals. Sure that might mean they have Ivy quants, economists, statisticians, etcetc working with programs, algos, and AI to give them correct choices and outlooks, but they are also limited to their options. Warren Buffett and Berkshire are a player in the bond space. It's not that they LOVE or HATE bonds at 3% in 2019, 0% in 2020-2021, or near 5% now. It's that they have no other option. They can only hold so much AAPL, buy so much of AXP before buying more becomes a bad investment due to high P/E buy, only buy so many companies without SEC getting up in their asses, can only takeover certain companies without the Biden admin blocking them, etcetcetc. The """"""""""""""smart money"""""""""""""" you are talking about who's buying all those US bonds? It's countries. * """"""""""""""smart money"""""""""""""" countries like China and Japan who were holding over a TRILLION in USTs paying 3% in 2019 only to have the dollar get devalued to shit when the Powell and Congress pumped US M2 from $15T to >$21T literally making money free. * Even dumber is that """"""""""""""smart money"""""""""""""" didn't sell their 3% USbonds during the 2020 to buy the dip. * Those """"""""""""""smart money"""""""""""""" also held those bonds as the US kept going through inflation where literally EVERYTHING went up 50%-9001% from burgers to cacao to diapers to stocks. * Not only that, the """"""""""""""smart money"""""""""""""" held those bonds paying 2-3% like the cuckold bitches they are even as the US started paying out 5% rates to crush inflation. * https://www.ceicdata.com/en/china/holdings-of-us-treasury-securities/holdings-of-us-treasury-securities It's not that the """"""""""""""smart money"""""""""""""" are regards. Again they are the equivalent of the US Fed and treasury with the smartest IVY equivs with the best data/tech. It's just that they ***CAN'T*** 0DTE into SPY, buy LEAPS on QQQ, or buy out AAPL. Their own government won't let them, the numbers are too big that even the biggest banks couldn't execute them, and even if they could the US won't let them and everyone is watching their moves. Global central banks and asset managers aren't looking for MAX RETURNS so they can get a yacht, lambos, hookers, and coke when allocating capital. They are looking for risk management and wealth preservation, currency stability, and supporting long term local government goals.
If the Fed cuts due to inflation improving like they have been saying, then yes it is broadly bullish for the economy in general and most equities, asset classes including payment processors. But it's important to note the unique place those companies have in the financial system. They make money from network assessment fees and in the case of Amex also the Intercontinental Exchange Fee (ICE). If nominal consumer spending keeps rising at a strong pace as it has been, they will continue to strongly benefit. AXP for example is both card issuer (bank) with revolving customer balances and has their own payment network. Therefore they can thrive in an environment of higher interest rates as well.
If the Fed cuts due to inflation improving like they have been saying, then yes it is broadly bullish for most equities, the economy in general and asset classes including yes payment processors. But it's important to note the unique place those companies have in the financial system. They make money from network assessment fees and in the case of Amex also the Intercontinental Exchange Fee (ICE). If consumer spending keeps rising at a strong pace as it has been, they will continue to perform well. AXP for example is both card issuer (bank) and has their own payment network. Therefore they benefit from higher interest rates.
Things have changed a lot in the last few months. Many within the banking sector were undervalued, like C, BAC, AXP, but those have now exploded. At this point, I'm not seeing much undervalued. I think a few select REITs like ADC might be a little undervalued, but I'm not expecting a 50+% jump like I did with C. I think a few preferreds are still attractive at Thursday's close, like BEPI, LANDO.
buy a call at 200, eg, and sell one at 220, expiring the same date. Before they expire but are profitable, open a new set - but at 210 and sell at 230, eg. then close the original when close to full profit. AXP, MA, V, C…they all seem like good candidates (until they top, of course)
I’ve been running call ladders on AXP since Jan 1. Everyone of the profitable. Figured it’d been done by now but….
Here's the makeup of my portfolio at close today: 34.01% -- $VOO 12.64% -- $LVMUY (LVMH) 11.56% -- $AXP 11.47% -- $DTE 10.00% -- $CROX 5.83% -- $FSELX 5.69% -- $H 4.32% -- $KO 3.63% -- $SCS I try to play it safe with two thirds of my portfolio: a minimum of 33% of my portfolio stays in VOO, and I try to keep another \~33% in stable blue chips like AXP, KO, and LVMUY (LVMH). That last third gets split up between between stable speculative plays (DTE and SCS due to yield with some strong upside potential as well) and more volatile speculative plays like semi-conductors with FSELX, retail/apparel with CROX, and luxury and business travel with H.
I'm in AXP and hoping TMC pops a little post-earnings
Warren Buffett thinks 3 stocks and the Jaoanese trading houses are hold forevers. [OXY KO AXP](https://finance.yahoo.com/news/warren-buffett-just-revealed-8-110700652.html)
You and Buffet both. I realize that it is likely an unreasonable stance. But yes, I am anti- the whole sector. No insurance companies, fintech, big banks, regionals, etc. All those companies can go to zero overnight because of lies or liquidity. With an industrial, tech, communications, energy, retail... you name it, there are signs before the end. Financials can give you the real rug-pull. Ive thought about making exceptions for V, PYPL, AXP etc. Then I think back on BearStearns, WaMu, Wachovia, SVB, Conseco, AIG, etc. I also count a company as a financial when a company stops its main purpose and basically becomes a financial a la GE and ENRON.
Never heard anyone warn against the whole pack of em. I’ve made retirement-sized piles off AXP.
You couldn’t be normal and short $TSLA… you had to pick AXP.
The amount of unprofitable and overpriced stocks on the market and you choose to buy puts on AXP which has a PE ratio of 20...? What's the reasoning behind this?
So glad I sold AXP and DFS but kept V and MA
AXP, GOOGL, BRK, LMT. I understand the value of all these companies well, and have a very strong thesis for owning them.
I know you're joking but him piling up existing positions is possible. Problem is he and the company can't just buy back BRK.A or BRK.B without posting first. And 0% chance that Biden regulators allow them to do a secret buyback when they are cockblocking literally every M&A deal they see. More likely is an existing position they with to buy a larger stake in or potentially take private. If that's the case then it's not AAPL since they are over positioned there. KO doesn't look like Buffett is buying it. Occidental could be it, but the news was out already. BAC is cheap and has gone up so maybe? But it's not breaking out massively. So that leads me to believe it's AXP. AXP earnings are good but it's having a massive breakout past it's prior peaks. As for companies which Buffett doesn't own? I say most likely Discover, Capital one, Blackrock, or Morgan Stanley. Not sure why but I feel Buffett is in financials.
AXP is gonna keep ripping
Moves tomorrow: $RIVN $NVDA $Z $AXP lottos, maybe $aapl too
I feel you homie. It’s tough not having a bunch of liquidity to throw around. I’m in the same boat. I have AXP 230c 4/19 for now, and my long play is just gonna be INTC 60c and 75c for 1/17
It’s difficult but not impossible. I’ve invested heavily in 5-8 individual stocks that I think will kick ass. I’ve beaten the market 3 years out of 4. I also have a boutique stock broker that helps me out and makes sure I don’t screw anything up. Names I’ve owned over the years: LULU MSFT AXP NVDA(bought4.2023) SITM TSLA(bought5.2022) DOCU(prepandemic) DXCM WDAY CEG Currently holding MSFT AXP NVDA CEG SITM TSLA … in sun, it can be done.. but it does take a good amount of effort
u/TheBarnacle63 : why do you think DLT, INVH , PLD, AXP, BX and BLK are sells ? I’d rate them holds at the worst max personally, I’ve been watching them for entry points.
AXP doesn’t go red anymore I guess
BRK.B, PG, V, AXP. Just think which thinks everyone will use daily regardless.
Tell that to AXP. Another good stock to own. Also COF + DFS might make a decent run as well.
My sugar baby complained that her boss is making her do more than 3 days a week return to office and said that she needs to show him how much she wants that job. AXP 250
His portfolio is 79% AAPL, BAC, KO, CVX, and AXP. He does own 39,400 shares of SPY, though.
The date on this is April of 2000. AXP split 3:1 in May of 2000, so these 64 shares would be 192 shares, worth about $39k at today’s price of $215 per share. I don’t see anything indicating the certificate has been negated, so these shares might not yet have been moved into a brokerage account.