American Express (AXP) Buy, Sell or Hold

American Express (AXP)

339.67

+1.67 (0.49%)

as of Jun 18, 2026, 11:53:58 pm Market Open.

68 watching

BUY

It reports Friday. It was just downgraded, but he expects it to do well because of strong European travel and strong consumer spending in general. Why all the negatives?

BUY

Allan Tong’s Discover Picks In fact, when AmEx reported its Q1 2022 in mid-April, it stated a 42% rise in business travel spending year-over-year and 121% in travel and entertainment spending. That T&E spend in March matched pre-pandemic levels. Further, sales leapt 29% year-over-year $11.8 billion, wiping out pandemic declines. Card-member spending fueled this surge and it made record monthly volumes in March. Its Delta Air Lines card has made all-time highs in terms of accounts, while its platinum cards also hit record numbers in Q1. Card fees grew 16% year-over-year with three million new cards added. The EPS came in at $2.18, well above the expected $1.87. Management forecast 18% to 20% revenue growth for the full year. “People are looking to get out there and travel,” sais CEO Stephen Squeri on his conference call. Read Summer stocks fun or summertime blues? 3 stocks to consider this summer for our full analysis.

COMMENT

It's been slaughtered unfairly. Their earnings smashed estimates. Shares have slid, but that has nothing to do with AmEx, but the bond market.

BUY

One of her largest holdings. Reported strongly today, but stocks down. Disappointing, but today is a buying opportunity. It's a reopening play as people will spend a lot on travel. Metrics were very strong in the report including card fee growth of 16% YOY, 3 million new cards signed up, 19x PE, and upbeat guidance of 18-20% growth this year and mid-teens for coming year. She expects business spend to pick up. A strong beat, but share are down -- earnings season is "silly season."

BUY ON WEAKNESS

We'll be in a trading range in the short term at least. The Fed is so behind the inflation curve; inflation so high. Can the Fed engineer a soft landing? Even 7 rate hikes won't cure inflation. We need to fix supply chains. On the positive side, she always felt 2022 growth will be slower than 2021, because fiscal supports have ended. Housing is still strong. Banks are lending, and consumers have historically high amounts of cash to spend. She is adding during this weakness to Dow Chemicals and American Express for example. Look for solid fundamdentals.

BUY ON WEAKNESS

It will be choppy trading for another month for sure as we digest inflation, including services inflation--inflation is broadening out into other categories. Not enough attention is being paid to retail sales--which are up--and homes sales are also up nicely. We have to wait--nobody knows where inflation is going. She's a long-term investor. Companies that performed best during earnings season are the ones she likes: Expedia, Wynn, Hilton. Would consider AmEx, Coke, McDonald's--if you get them on sale, you can leg into them and see how it goes.

BUY

He owns MA instead, and knows Visa well. All are positioned very well for the move to a cashless society. Ramping up investments in fintech and bitcoin-type currencies. Likes them going forward.

DON'T BUY

As a trader, not long-term investor He sold it. He bought more financials in September at $163, then popped to $189. He traded it. Fed moves (tapering and raising rates) have a negative impact on financials, and he was holding too many financials. He raised a little cash from this sale. Inflation isn't as transitory as the Fed thought, and he worries that the US yield curve will invert. He doesn't envy Jay Powell; the Fed is in a tough spot.

BUY ON WEAKNESS

Shares have fallen off a cliff in recent weeks. They have great ties with small/medium businesses, and Millennial consumers. A quality name worth nibbling at during the current Omicron sell-off.

PARTIAL BUY

If the Omicron variant does not slow down the economy and the market snaps back, then buy... It's fallen in the past month due to the payment-stocks sell-off and Omicron. This benefits because people will go out and spend. If you're risk-averse, but partially now then buy when America sees the first Omicron case.

BUY

International travel restrictions are being lifted, and this is benefiting. Buyers flooded into this today.

COMMENT

Could recent boycott calls effect this stock long term? He doesn't know about the boycotts. He feels the CEO is a good corporate citizen. He's concerned, and likes the stock, but will look into this issue.

BUY

Mastercard announced that any of its merchants can soon offer crypto services. MA is up 1% YTD, but Visa is up 7% and AmEx 50%. Stay with AmEx.

BUY

It has both travel and (rising) interest rate exposure. Ideal in this environment.

BUY ON WEAKNESS

It's a play on travel especially oversears and dining out. This will benefit from pent-up spending. Wait till it reports next week Friday, so there's time to buy on a dip before that. Is down only slightly from highs.

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American Express (AXP)