Part of Berkshire Hathaway (NYSE: BRK.A) CEO Warren Buffett’s success is his ability to identify stocks with long-term growth potential.Notably, Buffett’s portfolio consists of what can be referred to as ‘forever’ stocks, which have a reputation for offering sustainable competitive advantages while allowing investors to buy and hold them for an extended period.With the fourth quarter of 2024 approaching amid the lingering economic uncertainty surrounding a possible recession, some of Buffett’s ‘forever’ sto ...

The Oracle of Omaha has long been bullish on this outstanding financial company.As of this writing, Berkshire Hathaway is now in the trillion-dollar club, joining a short list of businesses to make the cut. Warren Buffett's conglomerate fully owns multiple businesses in a range of industries, but it also has a gargantuan portfolio of public equities. Apple gets a lot of the attention. But there's a financial stock that is currently Berkshire's second-largest holding that investors need to know about. In fac ...

会议主要讨论的核心内容 1) 公司在商业服务业务方面的表现和前景 [1][2][3][4] - 商业服务业务占公司收入的25%，2022年收入约148亿美元 - 公司在美国小企业卡业务中占据47%的市场份额，在疫情后保持了略有增长 - 公司在全球商务差旅支出恢复方面表现良好，但不同行业有差异 - 公司在海外商业和中小企业业务方面增长强劲，未来仍有较大增长空间 2) 公司在信用风险管理方面的做法和成效 [19][22][23] - 公司有强大的决策科学和建模能力，能够实时监控和调整信用风险 - 公司的信用表现一直保持行业领先水平，小企业业务的逾期率低于疫情前 - 公司会密切关注一些可能出现问题的行业和细分领域，保持"建设性偏执" 3) 公司在商业客户服务和产品创新方面的举措 [35][36][37][38][41] - 公司除了卡产品外，还在为中小企业提供现金流管理、贷款等其他服务 - 这些新业务不仅能为公司带来新的收入来源，还能提高客户粘性和交叉销售 - 公司正在利用大数据和人工智能技术不断优化信用风险管理和客户体验 问答环节重要的提问和回答 1) 分析师询问公司在加拿大市场的表现和洞见 [13][14][15][16] - 公司在加拿大市场占有较小份额，主要聚焦于高端客户群体 - 公司正在不断投资拓展商户覆盖面和提升产品竞争力，以实现长期增长 2) 分析师询问公司如何应对支付行业的交易费用压力 [43][44] - 公司通过提供优质的客户体验和增值服务来与商户建立合作关系 - 公司正在不断创新和优化支付模式，提高商户的接受度和客户粘性 3) 分析师询问公司在技术和创新方面的投入和布局 [50][51][63][64][65] - 公司高度重视数据分析和人工智能技术在风险管理、反欺诈等方面的应用 - 公司正在与金融科技公司建立合作关系，既学习借鉴也提供开放平台 [2][3]

American Express Company’s (AXP) shares have risen 37.2% in the year-to-date period, outperforming the industry’s growth of 6.5%. It also outperformed its peers like Mastercard Incorporated (MA) , Visa Inc. (V) , and Euronet Worldwide, Inc. (EEFT) , which have gained 3.9%, 10.6% and 3.5%, respectively, in the same time frame.A strong revenue growth outlook, continued growth in card fees, and discount revenues are buoying the company’s price performance. AXP expects its long-term revenue and EPS growth to be ...

These are both Warren Buffett stocks -- and Buffett knows how to pick a good dividend stock.Investing doesn't have to be complicated, but it's not as simple as finding the next big thing, at least for most people. Long-term investing success requires a strategy that includes diversification, with a mix of different stock types that help grow your portfolio under good circumstances and shield it under worse circumstances. Only having growth stocks could be a risky allocation, especially when there are bear m ...

In the latest trading session, American Express (AXP) closed at $253.88, marking a +1.03% move from the previous day. This change outpaced the S&P 500's 0.32% loss on the day. On the other hand, the Dow registered a gain of 0.16%, and the technology-centric Nasdaq decreased by 0.85%.Coming into today, shares of the credit card issuer and global payments company had gained 2.2% in the past month. In that same time, the Finance sector gained 2.55%, while the S&P 500 gained 1.52%.The investment community will ...

American Express Company (AXP) stocks fell 2.7% yesterday, following Bank of America Securities analysts downgrading the integrated payments company to Neutral from Buy. Analysts raised concerns as the stock is operating in a challenging spending environment and has a premium valuation, which is limiting its upside potential.AXP Stock’s ValuationAmerican Express' valuation seems expensive at the current levels. The stock is now trading at 17.31X forward 12-month price-to-earnings, which is higher than its f ...

Buffett has said he'll never sell this stock.Warren Buffett was making headlines for some of his recent trades even before his 13F filing last week, which detailed all of Berkshire Hathaway's trades in the second quarter. But that latest Securities and Exchange Commission filing brought even more news, and not just about stocks he bought and sold. One of his best-loved stocks has climbed into the No. 2 spot in the Berkshire Hathaway portfolio, and it's a name Buffett-watchers know well.What happened in the ...

Key TakeawaysAmerican Express (Amex) has "limited incremental upside," according to Bank of America Securities (BofA) analysts.The investment firm downgraded Amex stock to "neutral" from "buy," while retaining a price target of $263 a share.Analysts warned of Amex facing a challenging spending environment, even among high-end consumers. American Express (AXP) shares traded lower Wednesday after Bank of America Securities analysts raised concerns that the stock was trading at a premium without too much poten ...

Many corporations have reported earnings over the past few weeks. The steady stream of earnings reports gives investors a better idea of how to value companies and what to expect from them moving forward.Some growth stocks continued to excel, posting rising revenue and profit margins. However, other growth stocks demonstrated possible challenges along the horizon. Those corporations often posted decelerating year-over-year (YOY) revenue and net income growth.Buying and holding reliable corporations allows i ...