American Express Archives - Page 2 of 4

daniel June 2, 2015March 13, 2016 Alibaba, Amazon, American Express, AMZN, Apple Pay, BABA, China opening to American ecommerce, EBAY, eBay Inc., Mr. Market, Mr. Money Mustache, PayPal, Plug Power, Value Investing, Venmo, Wal-Mart, Warren Buffett, WMT, YAHOF, YAHOO, Yahoo Japan, YHOO

Beijing’s New Open Door Bodes Well for Alibaba and Other Online Retailers

Other organizations that could benefit could be Netflix, Etsy (NASDAQ: ETSY), Sears (NYSE: SHLD), Staples (NASDAQ: SPLS), Best Buy (NYSE: BB) and Walmart (NYSE: WMT). All of these retailers could get access to the $404 billion Chinese market through alliances with Alibaba and stores on Tmall. Walmart, which already has a presence in China and a working relationship with Alibaba, could be in a great position here.

Long Ideas

daniel May 28, 2015February 9, 2016 Amazon, American Express, AMZN, Apple Stock, Bank of America, Benjamin Graham, Family Dollar, GOOG, Target, TGT, Wal-Mart, Warren Buffett, WMT

Walmart Reveals Some Intriguing Online Capabilities

Walmart is now one of the leaders in the world of ecommerce. Its cutting edge capabilities make it a company to watch.

The Death Spiral

daniel May 22, 2015March 22, 2016 Amazon, American Express, AMZN, Charley Munger, COST, Costco, Disruptive Technology, Eddie Lampert, Lampert, Retail Apocalypse, Sears, Sears Canada, Sears Closing, Sears Closings, SHLD, SRSC, Target, TGT, Warren Buffett, WMT

Is Sears Canada Worse Than Sears USA?

When is a $59.1 million loss and a 4.3% percent decline in same-store sales good news for a retailer? When the company is Sears Canada (NASDAQ: SRSC), that’s when.

Long Ideas

daniel May 20, 2015January 28, 2016 AAPL, ABX, Amazon, American Express, Apple Pay, Apple Stock, BAC, Benjamin Graham, Costco, GOOG, Google, Income Inequality, LC, lending club, Mr. Money Mustache, P2P, Peer to Peer Bubble, Peer to Peer Lending, Prosper, Warren Buffett, WMT

Is Lending Club Really Bubble Proof?

To be fair, there are some signs Lending Club is starting to make money. According to its financials, Lending Club had $64.6 million in cash and short-term investments when it went public. Yet on March 31, 2015, Lending Club had $874.13 million in cash and short-term investments. That shows us that it is capable of generating a lot of cash in a very short period of time, but can it keep that up?

Crazy Stocks Stocks

daniel May 19, 2015March 6, 2016 Amazon, American Express, AMZN, Apple Pay, Berkshire Hathaway, Charley Munger, COST, Costco, Disruptive Technology, KR, Kroger, TGT, Value Investing, Wal-Mart, WMT

Target Switches Gears in the Grocery Aisle

hat gives Target more control over pricing and promotion and increases its ability to offer special discounts or promotions to loyal customers; for example, lower prices to those who use its popular shopping apps and credit cards. This strategy has worked well for Kroger, which often undercuts Walmart Stores Inc.’s (NYSE: WMT) prices with its house brands. A similar strategy has worked well for Costco Wholesale Inc. (NASDAQ: COST), which heavily pushes its store brands.

My Thoughts

daniel May 14, 2015March 11, 2016 AAPL, American Express, AMZN, Apple Pay, Apple Stock, Argentina, Bank of America, Bitcoin, Cryptocurrency, Digital Wallet, Google Wallet, Payment, PayPal, Venmo, What Argentina Can Teach Us about Bitcoin

Argentina Shows Just How Disruptive Bitcoin Could Be

It looks as if bitcoin could have a future in the real world, and that could be the most disruptive development yet. We may need to completely rethink our concept of money and our ideas of economics because of it.

Market Insanity

daniel May 1, 2015March 28, 2016 AAPL, ABX, American Express, Apple Pay, BAC, Bank of America, Bank of Internet, Benjamin Graham, Berkshire Hathaway, BOFI, BofI Holding, Disruptive Technology, EVER, EverBank, EverBank Financial, Foreclosure, mortgages, Mr. Money Mustache, NetBank, PayPal, The Dark Side of BOFI, Value Investing, Warren Buffett

Is Bank of Internet a Value Investment?

The number of delinquent loan balances at BOFI doubled between June 30, 2014, and September 30, 2014, which indicates that the bank’s loan book could quickly melt down.

Good Stocks

daniel April 28, 2015April 28, 2015 AAPL, ABX, American Express, AMZN, Apple Pay, Apple Stock, AXP, Benjamin Graham, Bitcoin, Charley Munger, COST, Costco, Disruptive Technology, GOOG, MA, MasterCard, PayPal, V, Value Investing, Venmo, Visa, Warren Buffett, WMT

US Credit Card Companies Allowed into China

The loss of Costco Canada is already hurting American Express, where revenue fell slightly between December 2014 and March 2015. AmEx reported a TTM revenue of $34.04 billion on March 31, down from $34.29 billion on December 31. The loss of Costco Canada hit American Express hard because the club store giant is huge in Canada, as anybody who visits the country knows.

Market Insanity

daniel April 27, 2015March 23, 2016 Amazon, American Express, AMZN, Charley Munger, COST, Costco, Disruptive Technology, Dollar General, Dollar Tree, KR, Target, TGT, Value Investing, Wal-Mart, Warren Buffett, WMT

Lilly Pulitzer Mess Shows What’s Wrong at Target

It is no coincidence that Amazon reported a TTM revenue growth rate of 15.08% on March 31, while Target and Walmart’s sales were staying flat. America’s middle class has changed its shopping habits dramatically in the past decade.

Long Ideas

daniel April 14, 2015 AAPL, ABX, Amazon, American Express, AMZN, Apple Pay, Apple Stock, Bank of Internet, Benjamin Graham, Berkshire Hathaway, BOFI, BofI Holding, Capital Bank Financial, CBF, Charley Munger, EVER, EverBank, Food Prices, GDOT, Green Dot, lending club, LNKD, Mr. Money Mustache, OnDeck, PayPal, Prosper, Square, Warren Buffett, WMT

What Will PayPal Do Next?

Something else that is also obvious is that PayPal would be an acquisition target; purchasing it would give a large bank, retailer or credit card company access to a vast financial network and tens of millions of potential customers.