American Express (NYSE: AXP) Archives - Page 3 of 4

Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

daniel November 8, 2016 American Express (NYSE: AXP), is Wells Fargo a good basic investment?, revenues grew by $450 million, Warren knew, Wells Fargo (NYSE: WFC), Wells Fargo is a Good Income Investment, Wells Fargo is making a Lot of Money, Wells Fargo's Business is growing, Wells Fargo’s business is growing in spite of the scandal, WFC’s financial numbers, What did Warren Buffett Know?

Is Wells Fargo Now a Value Investment?

Cynics might wonder if Uncle Warren knew; or at least suspected, what was going on at Wells Fargo when he bought all that stock in the company. He realized the mess would hit the fan at some point and force changes that would make his investment more valuable.

Opportunities

daniel October 28, 2016 American Express (NYSE: AXP), American Express is Still a Cash Rich Company, American Express is still a value investment, American Express is struggling, American Express’s (NYSE: AXP) business is shrinking right before our eyes, AMEX, Costco Wholesale (NASDAQ: COST), PayPal Holdings (NASDAQ: PYPL), Square (NYSE: SQ), Will American Express Raise its Dividend?

The Incredibly Shrinking American Express

Although its business is shrinking, the third quarter earnings report indicates that American Express is still a cash rich company

Long Ideas

daniel September 16, 2016September 16, 2016 A Growing Market with Lots of Competition, American Express (NYSE: AXP), Berkshire Hathaway (NYSE: BRK.B), Capital One (NYSE: COF), Is Western Union a Takeover Target?, Is Western Union a Value Investment?, MasterCard (NYSE: MA), money-transfer app, PayPal Holdings (NASDAQ: PYPL), remittances, unbanked, underbanked, Venmo, Visa (NYSE: V), Walmart Stores Inc. (NYSE: WMT), Western Union (NYSE: WU), Western Union’s Days are numbered, Why Western Union Might be Doomed, XOOM

Is Western Union Doomed or an Income Value?

Western Union is making a lot of money and generating a lot of float for its size. It’s also easy to see why its stock value is going up. Ycharts reported that investors were rewarded with a dividend yield of 3.13% and a return on equity of 63.2% on September 16, 2016.

Good Stocks Stocks

daniel September 2, 2016 American Express (NYSE: AXP), Bank of Internet (NASDAQ: BOFI), Capital One (NYSE: COF), Capital One delivered a dividend yield of 2.32%, Capital One is a value investment, Capital One is making a Lot of Money, Capital One is Tremendously Undervalued, Capital One’s success, Consumer Focus Pays Off at Capital One, Discover Financial (NYSE: DFS), most interesting thing about Capital One, Synchrony Financial (NYSE: SYF), The most impressive number at Capital One

Capital One: The Value in Banks and Credit Cards

Capital One is a value investment because it makes a lot of money and carries a lot of float like a bank. Yet it is also experiencing a lot of growth, which makes a really good long-term buy and hold play.

Grocery Wars

daniel August 24, 2016 American Express (NYSE: AXP), An Opportunity for Walmart, Citi (NYSE: C), Citi Sends Costco Members False Cancellation Message, Costco (NASDAQ: COST), Costco Anywhere, Jet.com, Sams Club, Shipping Pass, Walmart Stores Inc. (NYSE: WMT)

Citi Sends Costco Members False Cancellation Message

This is certainly an opportunity for Walmart Stores Inc. (NYSE: WMT), which owns Costco’s biggest competitor Sam’s Club. Sam’s Club now takes American Express in an attempt to lure Costco members.

Good Stocks

daniel August 11, 2016 Actually making cash from financing, American Express (NYSE: AXP), Capital One Financial (NYSE: COF), Citi (NYSE: C), Costco Wholesale (NASDAQ: COST), Discover Financial Services (NYSE: DFS), Discover the Value in Credit Cards, dividend yield of 1.97%, Growing Assets of $87.51 billion, Growing income, Growing revenue, MasterCard (NYSE: MA), mex is definitely overpriced, PayPal Holdings (NASDAQ: PYPL), return on equity of 21.42%, Visa (NYSE: V), Visa and MasterCard are overpriced, Visa to drop to a share price $60 or below, Why You Need Discover in your Portfolio

Is Discover the Value Investment in Credit Cards?

My take is that both Visa and MasterCard are overpriced; and headed for a fall, but Discover is not. Visa in particular is on shaky ground because its booming revenue is not translating into net income.

Long Ideas Stocks

daniel July 29, 2016 A dividend yield of 1.81%, A profit margin of 24.47%., American Express (NYSE: AXP), American Express is an excellent value and contrarian investment, Amex is also a really good value investment, Amex is swimming in cash right, Assets of $160 billion. Amex’s Assets grew by $1.18 billion during the last quarter., Lending Club (NYSE: LC), MasterCard (NYSE: MA), OnDeck Capital (NYSE: ONDK), PayPal Holdings (NASDAQ: PYPL), return on equity of 26.54%, Should American Express buy Square?, Square (NYSE: SQ), Visa’s (NYSE: V)

American Express is a Great Contrarian Play in Finance

There is no better contrarian play in finance than American Express right now. It is making a lot of money, and in a great position to take advantage of the exciting opportunities offered by Fintech.

Crazy Stocks

daniel July 26, 2016 Amazon (NASDAQ: AMZN), American Express (NYSE: AXP), Is Visa Making Money?, MasterCard’s (NYSE: MA) Masterpass, PayPal’s (NASDAQ: PYPL); revenues, value investment argument for Visa, Visa (NYSE: V), Visa (NYSE: V) has a big problem, Visa has a lot of float, Visa is Still a Good Investment, Visa is still making a lot of money from its operations, Visa’s assets have grown significantly in recent months, Visa’s cash from operations, Visa’s income and cash flow collapsing, Visa’s revenue growth, Visa’s share price will drop significantly in coming months, Walgreens (NASDAQ: WBA), Why are Visa’s Income and Cash Flow Collapsing?

Visa has a Big Problem

Those numbers indicate that Visa’s revenue growth; and perhaps its business model, is not sustainable. Particularly disturbing is the sudden; and inexplicable income, drop which threatens the whole value investment argument for Visa. This company might not be the cash cow that some of us have assumed.

Grocery Wars

daniel July 17, 2016 American Express (NYSE: AXP), Android Pay, Apple Pay, Bank of America (NYSE: BAC), Chase Pay, Citi (NYSE: C), JPMorgan CHASE NYSE: JPM), MasterCard (NYSE: MA), MasterPass, Office Depot (NASDAQ: ODP), PayPal (NASDAQ: PYPL), Visa (NYSE: V), Walmart Pay

MasterCard Joins the Payment App Wars

MasterPass looks like a serious contender in the payment wars that has a few advantages over Apple Pay. A big one is the existing MasterCard payment network. One critical step the company has done is to get the big monster banks including BOA and Citi (NYSE: C) onboard. Notably missing is Chase which is pushing its own Chase Pay solution.

Long Ideas Market Wisdom

daniel July 14, 2016 50 straight quarters of revenue growth, A Great Finance and Technology Play, A Low Cost Growth Portfolio, American Express (NYSE: AXP), Bank of America (NYSE: BAC), Buffett-favorite, Fiat-Chrysler Automobiles’ (NYSE: FCA), Ford Motor (NYSE: F), Kroger (NYSE: KR), PayPal Holdings (NASDAQ: PYPL), The Bargain in Banks, The Best Bargain on Wall Street, The King of Grocers, tremendously undervalued company

A Low Cost Growth Portfolio

It is my belief that a few of these stocks can be used to create a low-cost growth portfolio that would be ideal for retirement or other long-term buy and hold purposes. These equities were chosen for their stability and durability, as well as their low price. Yet they have strong potential for growth, which is what makes them good buy and hold plays.