The fintech industry has shown its resilience even in tough times. Despite an uncertain economy, a high inflationary environment and a long period of low consumer spending, financial companies have stood strong. This industry still hasn’t peaked. With the introduction of artificial intelligence (AI) and new technologies, the scope of fintech stocks room to run continues to expand.Besides tech, I believe the fintech industry has shown tremendous growth over the past year. Adding fintech stocks to your portfo ...

American Express Company (AXP) is set to report second-quarter 2024 results on Jul 19, 2024, before the opening bell. Growing network volumes, total cards-in-force and interest income are expected to have supported its performance.The Zacks Consensus Estimate for second-quarter earnings is currently pegged at $3.22 per share, implying solid growth of 11.4% from the year-ago reported number. The estimate was revised upward by two analysts in the past week against no movement in the opposite direction, result ...

The fintech stocks had their heyday back in 2020-21 when it was thought they’d pose a serious threat to the market share of traditional financial institutions (think the banks). When the pandemic lockdowns happened and online shopping went into overdrive in what was a “roaring start” to the 2020s, it seemed like the market’s fintech darlings could only go higher. The blistering momentum eventually ran out of steam, and fintech stocks were among the first of the dominoes to fall as the 2022 market sell-off u ...

文章核心观点 - 基本面分析关注公司财务、催化剂、估值等长期影响股票表现的因素,而不考虑技术指标[1] - 关注长期股票有助于投资者采取更被动的投资策略,而不是寻找时机买卖股票[2] - 但过度被动也可能出现问题,需要评估公司估值并寻找安全边际较好的公司[3] 公司总结 American Express (AXP) - 公司正吸引更多年轻客户,新增的金卡和白金卡超过75%来自千禧一代和Z世代[6] - 2024年第一季度,公司收入同比增长11%,净利润同比增长34%,净利润率为16.9%[6] - 公司股价过去5年上涨83%,目前市盈率为19倍,低于同行[7] - 公司为股息增长股,股息收益率为1.19%,连续多年实现两位数增长[8] Texas Roadhouse (TXRH) - 公司为股息增长股,过去5年股价上涨220%,今年以来涨幅达44%[11] - 公司市盈率为35倍,股息收益率为1.42%,连续多年实现两位数增长[12] - 2023年第一季度,公司收入同比增长12.5%,净利润同比增长31.9%,同店销售增长8.4%[13] - 公司估值合理,与同行高增长公司相比仍有较大上涨空间[13] CommVault Systems (CVLT) - 公司为云安全领域的企业,该行业预计未来10年复合年增长率为9.7%[15] - 2024财年第四季度,公司收入同比增长10%,订阅收入同比增长27%,占总收入超过一半[16] - 全年收入同比增长7%,年经常性收入达7.7亿美元,其中订阅收入5.97亿美元,同比增长25%[17] - 公司盈利能力良好,股价今年以来上涨59%,过去5年上涨142%[17]

Blue-chip stocks tend to carry less risk than micro-cap stocks. Investing in established corporations with vast moats and plenty of recognition can lead to steady gains in the long run.Some household names are better than others, and investors can find several opportunities that feature undervalued blue-chip stocks. These stocks offer a higher margin of safety than most publicly traded corporations. Furthermore, each of these companies is still displaying solid growth numbers. These aren’t companies that ha ...

In the latest market close, American Express (AXP) reached $237.75, with a +1.38% movement compared to the previous day. The stock's performance was ahead of the S&P 500's daily gain of 0.07%. Elsewhere, the Dow saw a downswing of 0.13%, while the tech-heavy Nasdaq appreciated by 0.14%.Shares of the credit card issuer and global payments company have appreciated by 0.89% over the course of the past month, outperforming the Finance sector's loss of 5.5% and lagging the S&P 500's gain of 4.34%.The investment ...

文章核心观点 - 美国运通公司(AXP)推出了全新的美国运通Essential Rewards信用卡,该卡提供丰厚的奖励,可用于餐饮、零售和流媒体服务等日常消费[1][2][3][4] - 该卡每月收取9美元的费用,但提供了诸如手机屏幕保护、购买保护和欺诈保护等免费保险服务,为持卡人提供了额外的安全保障[3] - 通过推出这张新卡,美国运通旨在吸引澳大利亚的Z世代和千禧一代客户群,满足他们在日常消费中最大化奖励的需求[4][5] - 美国运通此举反映了该公司不断推出新的信用卡产品,以满足客户不断变化的需求,有助于吸引新客户或留住现有客户,从而推动公司未来的收入增长[5] - 根据美国运通的一项调研,澳大利亚年轻人热衷于在生活中享受乐趣,同时也在努力实现财务独立,他们每周都会有一些小消费,如外食、购买新衣服或点外卖[6] 行业概况 - 美国运通的股价在过去一年内上涨了37.2%,而同期行业平均上涨12.1%[6] - 美国运通目前的股票评级为Zacks Rank 4(卖出)[7] - 同行业中,Northrim BanCorp、Essex Property Trust和SEI Investments等公司的股票评级较高,分别为Zacks Rank 1(强烈买入)和Zacks Rank 2(买入)[8] - 这些公司近期的财报表现良好,未来一年的盈利和收入增长预期也较为乐观[9][10][11] - 过去一年,Northrim BanCorp、Essex Property Trust和SEI Investments的股价分别上涨了39.3%、15.9%和9.6%[12]

文章核心观点 - 沃伦·巴菲特是一位成功的投资者,他的投资理念和股票选择值得借鉴 [1][2] - 巴菲特旗下的伯克希尔·哈撒韦公司长期持有美国运通(AXP)、威瑞信(VRSN)和雪佛龙(CVX)等股票 [3][6][9] 美国运通(AXP) - 美国运通是一家信用卡公司,擅长运营奖励计划,为持卡人提供丰富的优惠 [4] - 尽管当前经济环境充满挑战,但美国运通股价仍保持良好增长,年初至今涨幅25.09% [5] - 美国运通的股息增长率较高,过去30年股息从每股0.07美元增至0.70美元,年化增长率达8% [5] 威瑞信(VRSN) - 威瑞信是一家管理网站域名注册的公司,业务稳定,利润率高 [7] - 威瑞信虽然不派发股息,但通过大规模回购股票来为股东创造价值,过去20年股价上涨2,671% [8] - 伯克希尔·哈撒韦持有威瑞信约12.8%的股份,显示其对公司价值的信心 [8] 雪佛龙(CVX) - 尽管可再生能源崛起,但化石燃料行业的衰落可能被低估,预计未来几十年内原油需求仍将持续增长 [9][10] - 受地缘政治局势升温和OPEC减产影响,雪佛龙股价今年以来已上涨2.81% [11] - 雪佛龙拥有稳定的业务和可靠的股息,过去37年连续增加股息,目前股息收益率为4.2% [12]

文章核心观点 - 部分公司的股息增长率长期高于通胀率,为投资者提供了战胜通胀的机会 [1][2] - 这些公司中有一些在长期内也能战胜整体股市 [2] - 这些公司具有良好的财务状况,有望为投资者带来额外收益 [3] 微软(MSFT) - 微软近年来股价大涨,多数分析师给予强烈买入评级 [4] - 微软财务状况良好,收入和净利润均有可观增长,云计算等业务表现出色 [5] - 微软股息增长率连续多年保持两位数,且有望在今年9月再次提高 [6] Visa(V) - 信用卡公司受益于通胀,因为消费金额上升会带来交易费收入的增加 [7][8] - Visa最近一个季度收入和净利润均有10%以上的同比增长 [9] - Visa股息增长率超过15%,远高于通胀水平 [10] Cintas(CTAS) - Cintas为超过100万家企业提供服务,业务多元化 [11] - Cintas提供的商品和安全设备是企业经营的必需品 [12] - Cintas股息增长率连续多年保持两位数,最近一次增幅达17.4% [13] - Cintas最近财报显示收入和净利润均有可观增长 [14] Mastercard(MA) - Mastercard作为信用卡公司也具有良好的长期回报和高股息增长率 [15] - Mastercard股息增长率达15.8%,且仅占净收益的18.82%,有进一步提高空间 [16][17] - 多数分析师给予Mastercard强烈买入评级,认为其股价还有25%的上涨空间 [17][18] Texas Roadhouse(TXRH) - Texas Roadhouse是一家增长性价值不错的餐饮股,股价近期大涨 [19] - Texas Roadhouse股息增长率连续保持两位数,最近一次增幅达10.9% [19][20] - 该公司最近财报显示客流量和营收均有可观增长 [20][21] Intuit(INTU) - Intuit是一家提供财务软件的科技公司,业务增长良好 [22] - Intuit股息增长率连续多年保持两位数,最近一次增幅达15.4% [23][24] - Intuit最近财报显示收入和每股收益均有两位数增长,其中小企业和自雇人群业务增长尤为强劲 [25] American Express(AXP) - American Express是另一家信用卡公司,股息增长率连续多年保持两位数 [26] - American Express吸引了大量年轻消费者,最近财报显示收入和净利润均有可观增长 [27][28] - 该公司预计未来几年内将保持9%-11%的收入增长 [28]

Investing in high growth stocks to buy offers an opportunity to multiply one’s wealth over the long term. While the stock market is inherently volatile, finding these hidden gems that can outperform the market can lead to substantial gains. The appeal in these companies lies in their ability to grow their revenue and earnings at an accelerated pace. For investors looking to multiply their $50,000 investment into a quarter of a million dollars by 2035, the journey will require strategic foresight. Investors ...