Chase Proves Banking is Back!!

Chase Pay will be integrated with both PayPal’s digital wallet and the Braintree merchant platform, TechCrunch reported. That means Chase Pay users might be able to use the app to pay at merchants will Braintree accounts.

Read more

Will Amazon and Walmart Kill Nordstrom?

These numbers show us that Nordstrom is neither a value investment nor Amazon-proof because it operates at a very narrow margin. All Amazon or Walmart would have to do to seriously damage Nordstrom is take 3% to 5% of its customers away.

Read more

Will Pacifica Save Fiat Chrysler?

Instead it is rideshare drivers; those hardworking immigrants and unemployed factory workers who make their living through Uber and Lyft that will make Pacifica a hit. As I noted last year the Pacifica seems designed for ridesharing. Some of its basic features include:

Read more

Does UnitedHealth Make Money?

Strangely enough not getting single-payer is also a potential nightmare for UnitedHealth; because if Buffett’s predications about costs come true, its business might become unsustainable at some point. Health insurers might be forced to drop all but the youngest and healthiest policyholders; or raise deductibles so high that their coverage becomes useless for most people, if costs spiral out of control.

Read more

Are Automobiles still a Value Investment?

There is a simple reason why traditional automakers will dominate the future of ground transportation: they have a lot of cash. Even vehicle manufacturers in trouble have a lot of money in the bank.

Read more

Is Cummins Making Money?

That makes Cummins a great way of hedging for the advent of electric vehicles (EVs). If EVs come Cummins will make a lot of money providing the powertrains for them, if they do not it still has a lucrative diesel business to fall back upon. Persons that want to make a bet on electric vehicles should ignore the money losing Tesla and invest in Cummins instead.

Read more

Own a Piece of the Market with ICE

All of this makes ICE an infrastructure provider for the financial services industry – and we all know that infrastructure is a value investment. Infrastructure is a product that everybody in the industry needs but few people see. Value investors like Warren Buffett have long favored infrastructure providers such as pipeline companies.

Read more

The Value in Finance Bank of New York Mellon

Trump has proposed a tax holiday to let companies bring the money back, something that might be politically impossible to sell to Congress. Although a Republican Congress did give President George W. Bush a tax holiday in 2004 when two thirds of the earnings were repatriated, Wells noted.

If such a holiday were to occur; and it is a big if, a lot of the money would come through BNY Mellon. CNBC estimated that companies would bring $1.7 trillion back to the U.S. That might generate fees for Bank of New York which moves funds for big companies.

Such a holiday might be unlikely now because few Congressmen or Senators would want to be seen giving big corporations a huge tax break in today’s political climate. Hostility to Wall Street and big business is running high and destroying the careers of politicians seen as puppets of moneyed interest such as Hillary Clinton.

Read more

Will Walmart Overcome Amazon?

The ecommerce growth is impressive but it is not cheap. The latest earnings report; that from April 30, 2017, indicates Walmart paid for the ecommerce growth with its net income.

Read more

Can Facebook Ever Stop Growing

Facebook (NASDAQ: FB) might be the fastest growing company in the world. The company’s social media footprint, income and revenues

Read more