Shares of American Express $AXP are down 29% since the beginning of the year, which at first glance looks dramatic. But as is often true in the markets: it's times like these that long-term opportunity can lurk. For AXP remains a company with a strong brand, a loyal customer base, and stable revenues that are less recession-sensitive than those of its competitors.
There will be a lot of interesting companies reporting results next week, plus high volatility. I will definitely be interested in the results of $BAC, $ASML, $TSM and $NFLX.
📊 JPMorgan Chase shone with results. But CEO Dimon warns: Don't expect calm waters!
JPMorgan Chase $JPM, the largest U.S. bank by assets, posted quarterly results that far exceeded analysts' expectations. Earnings per share came in at $5.07, compared to the consensus estimate of $4.61. Net income rose year-over-year by 9 % to $14.64 billion, sales up 8 % to USD 46.01 billion, ma... Read more
The S&P 500 ($^GSPC) is up -10% year-to-date, while $BRK-B stock is already up more than 14%. The current negative sentiment hasn't touched this company much, which is amazing. I'm still invested in the S&P 500, but I'm thinking of buying $BRK-B quietly at a lower price .
Charter Communications shares $CHTR, one of the largest cable and broadband internet providers in the US, have risen 25% over the past year. But analysts believe the rally isn't over yet - according to KeyBanc Capital Markets, the stock still has room for another 39% growth.
The high forward yield implies an attractive valuation relative to expected earnings.
Recently, Chinese stocks have also plunged because of Trump. Yesterday they were up, but even so, over the last month, for example, $BABAhas lost over 20%, $NIO about 25% and $JD about 13%. I'm not currently buying much Chinese stocks, but I still have $BY6.F on my watchlist , which I would like to buy at a lower price.
Are you buying Chinese stocks now or do you have some on... Read more
Shares of American Express $AXP are down 29% since the beginning of the year, which at first glance looks dramatic. But as is often true in the markets: it's times like these that long-term opportunity can lurk. For AXP remains a company with a strong brand, a loyal customer base, and stable revenues that are less recession-sensitive than those of its competitors.
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I've had $MA in my portfolio for quite a while now and I'm happy. The $AXP looks good too and it's currently very cheap.
There will be a lot of interesting companies reporting results next week, plus high volatility. I will definitely be interested in the results of $BAC, $ASML, $TSM and $NFLX.
Which companies will you be interested in?
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Netflix could be quite interesting, and if the results were worse and the stock fell, I might buy.
📊 JPMorgan Chase shone with results. But CEO Dimon warns: Don't expect calm waters!
JPMorgan Chase $JPM, the largest U.S. bank by assets, posted quarterly results that far exceeded analysts' expectations. Earnings per share came in at $5.07, compared to the consensus estimate of $4.61. Net income rose year-over-year by 9 % to $14.64 billion, sales up 8 % to USD 46.01 billion, ma...
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I have $BAC in my portfolio, so I'm waiting for the results, but I'm probably expecting a cautious outlook comment too, probably not very positive.
The S&P 500 ($^GSPC) is up -10% year-to-date, while $BRK-B stock is already up more than 14%. The current negative sentiment hasn't touched this company much, which is amazing. I'm still invested in the S&P 500, but I'm thinking of buying $BRK-B quietly at a lower price .
What's your take on $BRK-B?
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I have both SP500 and $BRK-B and I am happy. It's true that I'm not at that big of a loss right now thanks to $BRK-B.
Palo Alto Networks | 2Q 2025: Advanced Security, Global Partnerships and New Opportunities
Charter Communications shares $CHTR, one of the largest cable and broadband internet providers in the US, have risen 25% over the past year. But analysts believe the rally isn't over yet - according to KeyBanc Capital Markets, the stock still has room for another 39% growth.
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I've had $VZ stock in my portfolio for a while now and the growth isn't great. The only reason I still hold this stock is the high dividend.
CrowdStrike | 4Q 2024 Analysis: Revenue Grows, but Outlook Disappoints
Recently, Chinese stocks have also plunged because of Trump. Yesterday they were up, but even so, over the last month, for example, $BABAhas lost over 20%, $NIO about 25% and $JD about 13%. I'm not currently buying much Chinese stocks, but I still have $BY6.F on my watchlist , which I would like to buy at a lower price.
Are you buying Chinese stocks now or do you have some on...
Read more
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For me, China is a risk because of the politics and the current situation isn't ideal either, so I won't be buying.
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