American Express

AXP-N

NYSE:AXP

98.48
0.31 (0.32%)
The American Express Company, also known as Amex, is an American multinational financial services corporation headquartered in Three World Financial Center in New York City.
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Analysis and Opinions about AXP-N

Signal
Opinion
Expert
WAIT
WAIT
July 19, 2016

Got Stopped out of this about a year ago. Felt that the brand was getting a little bit tarnished when Costco (COST-Q) walked away. He would prefer Visa (V-N) instead. They are reporting shortly and he would wait to see how they have done.

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Got Stopped out of this about a year ago. Felt that the brand was getting a little bit tarnished when Costco (COST-Q) walked away. He would prefer Visa (V-N) instead. They are reporting shortly and he would wait to see how they have done.

COMMENT
COMMENT
June 7, 2016

A very good company, but he prefers Visa (V-N), because it has the largest electronic payment system in the world. This will give you some dividend growth, but it won’t be very high.

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A very good company, but he prefers Visa (V-N), because it has the largest electronic payment system in the world. This will give you some dividend growth, but it won’t be very high.

DON'T BUY
DON'T BUY
April 13, 2016

Financial services segment is quite weak right now. Technically this one has a major uphill climb right now. There is a very consistent negative revision cycle for earnings. Prefers Visa (V-N) or MasterCard (MA-N).

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Financial services segment is quite weak right now. Technically this one has a major uphill climb right now. There is a very consistent negative revision cycle for earnings. Prefers Visa (V-N) or MasterCard (MA-N).

DON'T BUY
DON'T BUY
April 6, 2016

It has a bit of an uphill battle to get back to double digit EPS growth. Visa is at 15%. A lot of competition has come through. He prefers other credit card names.

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It has a bit of an uphill battle to get back to double digit EPS growth. Visa is at 15%. A lot of competition has come through. He prefers other credit card names.

COMMENT
COMMENT
December 22, 2015

He fundamentally believes in the company. They have a closed loop network. A great company and well-run. Right now this is not the best stock. Earnings revisions have been down. They lost the Costco exclusive. Right now he would prefer a Visa (V-N) or MasterCard (MA-N). (See Top Picks.)

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American Express (AXP-N)
December 22, 2015

He fundamentally believes in the company. They have a closed loop network. A great company and well-run. Right now this is not the best stock. Earnings revisions have been down. They lost the Costco exclusive. Right now he would prefer a Visa (V-N) or MasterCard (MA-N). (See Top Picks.)

COMMENT
COMMENT
July 22, 2015

The natural reaction in a discussion in this company is that if interest rates rise, are they going to suffer greater credit losses which will inhibit earnings. Probably not because the profile of the average American Express card holder is very positive and tends to be wealthier individuals. He prefers the Visa (V-N), MasterCard (MC-N) group over this company’s model. This one takes on credit risks, while the other 2 are just transaction companies. (See Top Picks.)

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The natural reaction in a discussion in this company is that if interest rates rise, are they going to suffer greater credit losses which will inhibit earnings. Probably not because the profile of the average American Express card holder is very positive and tends to be wealthier individuals. He prefers the Visa (V-N), MasterCard (MC-N) group over this company’s model. This one takes on credit risks, while the other 2 are just transaction companies. (See Top Picks.)

DON'T BUY
DON'T BUY
July 7, 2015

Would be more inclined to play Visa (V-N) in this area, as it is showing better International growth. They are all facing the same headwinds of more competition from online payments. Visa has done a better job even though it is a little bit more expensive. You are better off owning the better grower.

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Would be more inclined to play Visa (V-N) in this area, as it is showing better International growth. They are all facing the same headwinds of more competition from online payments. Visa has done a better job even though it is a little bit more expensive. You are better off owning the better grower.

BUY
BUY
May 4, 2015

Underperformed relative to peer group. AMEX carries a receivable risk whereas Visa and MasterCard do not. He prefers V-N, but has no trouble buying any of them.

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Underperformed relative to peer group. AMEX carries a receivable risk whereas Visa and MasterCard do not. He prefers V-N, but has no trouble buying any of them.

COMMENT
COMMENT
January 28, 2015

Thinks we are in the late stages in the market, and he is not sure that you want to own any large caps trading at 14X earnings with a pretty small dividend yield. He would be very cautious on this. These things can go down a lot in a correction. Yield of 1.25% and he would stick with the companies that have a better dividend.

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American Express (AXP-N)
January 28, 2015

Thinks we are in the late stages in the market, and he is not sure that you want to own any large caps trading at 14X earnings with a pretty small dividend yield. He would be very cautious on this. These things can go down a lot in a correction. Yield of 1.25% and he would stick with the companies that have a better dividend.

COMMENT
COMMENT
January 27, 2015

This is not growing at the same massive rate that you are seeing with Visa (V-N) and MasterCard (MA-N). The issue is that they want to keep their service level very high and they want to cater to the elite high end customer, so they really have to walk a fine balance between cutting costs. Their mobile initiatives are excellent. They are also doing Optblue, going after the small merchants, which could be very large. Valuation is pretty attractive versus its 2 rivals. Owning all 3 would not be a bad play either.

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American Express (AXP-N)
January 27, 2015

This is not growing at the same massive rate that you are seeing with Visa (V-N) and MasterCard (MA-N). The issue is that they want to keep their service level very high and they want to cater to the elite high end customer, so they really have to walk a fine balance between cutting costs. Their mobile initiatives are excellent. They are also doing Optblue, going after the small merchants, which could be very large. Valuation is pretty attractive versus its 2 rivals. Owning all 3 would not be a bad play either.

SELL
SELL
January 26, 2015

There is multiple compression coming into their space. No one knows how this shakes out. Step aside and wait for the dust to settle. The other two are fine to invest in.

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American Express (AXP-N)
January 26, 2015

There is multiple compression coming into their space. No one knows how this shakes out. Step aside and wait for the dust to settle. The other two are fine to invest in.

COMMENT
COMMENT
November 3, 2014

This company is doing some good things. Last report was very constructive and very good. He prefers Visa (V-N), which doesn't have credit risks and is just a transactional type of business.

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American Express (AXP-N)
November 3, 2014

This company is doing some good things. Last report was very constructive and very good. He prefers Visa (V-N), which doesn't have credit risks and is just a transactional type of business.

COMMENT
COMMENT
August 14, 2014

MasterCard or American Express for a long-term hold? This has this great brand name. Their clientele is much more affluent. The problem with it is that not every place takes it. Trades at a much lower multiple. If he was pushed, he would say that MasterCard is probably the better.

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American Express (AXP-N)
August 14, 2014

MasterCard or American Express for a long-term hold? This has this great brand name. Their clientele is much more affluent. The problem with it is that not every place takes it. Trades at a much lower multiple. If he was pushed, he would say that MasterCard is probably the better.

PAST TOP PICK
PAST TOP PICK
May 6, 2014

(A Top Pick May 1/13. Up 28.06%.) Raised their dividend and 4.4 billion common shares are going to be bought back in the next 12 months. Still a core holding. This correction is a great buying opportunity.

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(A Top Pick May 1/13. Up 28.06%.) Raised their dividend and 4.4 billion common shares are going to be bought back in the next 12 months. Still a core holding. This correction is a great buying opportunity.

COMMENT
COMMENT
April 1, 2014

Visa (V-N) or American Express (AXP-N)? At present she does not hold a credit card company, but it is a group that she is looking at because they have all pulled back close to their 50 day moving average. Visa and MasterCard trade at a much higher multiple (25X forward earnings) but growth rates are arguably stronger than American Express. Between this and Visa she would probably prefer Visa because it is a larger, more dominant player.

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Visa (V-N) or American Express (AXP-N)? At present she does not hold a credit card company, but it is a group that she is looking at because they have all pulled back close to their 50 day moving average. Visa and MasterCard trade at a much higher multiple (25X forward earnings) but growth rates are arguably stronger than American Express. Between this and Visa she would probably prefer Visa because it is a larger, more dominant player.

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