American Express Co

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  • uploads///Valuations
    Earnings Report

    AXP’s Valuations Down in 4Q15, Targeted $1 Billion in Savings

    American Express (AXP) expects its full-year 2016 EPS to be between $5.40–$5.70. It looks to return to positive EPS growth in 2016 and is targeting a minimum of $5.60 EPS for 2017.

    By Robert Karr
  • uploads///Valuations
    Earnings Report

    Inside Berkshire’s Investment Income and Valuations after 3Q17

    As of October 2017, Berkshire Hathaway (BRK.B) stock has returned 3.2% in the past month and 31.4% over the past four quarters.

    By Robert Karr
  • uploads///net income margin
    Earnings Report

    A Look at the Trend in American Express’s Total Revenues

    American Express’s (AXP) total revenues (net of interest expense) were $8.8 billion in 4Q17 compared to $8 billion in 4Q16.

    By Raymond Anderson
  • uploads///Operating expenses
    Earnings Report

    Mergers and Marketing Efforts Pressure MasterCard’s Margins

    MasterCard’s rebates and incentives rose by 18% to $1.0 billion in 1Q16—higher than expected, mainly due to the timing of some deals and acquisitions.

    By Robert Karr
  • uploads///alliancedata
    Fund Managers

    Blue Harbour Opens New Position in Alliance Data Systems

    Blue Harbour initiated a new position in Alliance Data Systems (ADS) in 4Q14. It bought 1,153,390 shares worth $43 million. ADS accounts for 1.41% of the fund’s portfolio.

    By Patricia Garner
  • uploads///Operating expenses
    Earnings Report

    Visa Expected to Post Healthy Margins in Fiscal 3Q16

    Visa (V) has maintained its operating margin above 60% over the past few years. The company’s major expenses include personnel, marketing, network and processing, and professional fees.

    By Robert Karr
  • uploads///Processed
    Macroeconomic Analysis

    Increased Spending, Electronic Payments Beneficial for Visa

    Visa’s total transactions grew by 11% on a YoY (year-over-year) basis in fiscal 4Q15. The company reported total transactions of 27.9 billion in fiscal 4Q15, as compared to 25 billion in fiscal 4Q14.

    By Robert Karr
  • uploads///EPS
    Company & Industry Overviews

    MasterCard’s Performance to Be Driven by Investments, Expansions

    MasterCard (MA) is expected to release its 1Q17 earnings on April 27, 2017. Its EPS is expected to be $0.94, a 9.3% rise year-over-year.

    By Robert Karr
  • uploads///exp EPS
    Company & Industry Overviews

    What to Expect from Visa in Fiscal Q3 2018

    Visa (V) is expected to post EPS (earnings per share) of $1.11 in the third fiscal quarter (ending in June), boosted by strong business fundamentals.

    By Raymond Anderson
  • uploads///Stock
    Macroeconomic Analysis

    How Payment Processors Are Performing amid Challenges in 2016

    Payment processors are seeing major changes in 2016, including increased competition on pricing and the adoption of new technologies such as wearables.

    By Robert Karr
  • uploads///RoE
    Macroeconomic Analysis

    Which Payment Processor Has the Highest Payouts and Repurchases?

    Payment processors are rewarding their shareholders with 1%–2% dividend yields, largely dependent on operating performance.

    By Robert Karr
  • uploads///Balance sheet
    Company & Industry Overviews

    MasterCard’s Leverage Is Comfortable for Expansion, Acquisitions

    MasterCard (MA) has debt of $3.3 billion with a total balance sheet of $15.9 billion as of March 31, 2016. This compares to $16.2 billion in 4Q15.

    By Robert Karr
  • uploads///part
    Financials

    IMF and ECB Advocate Central Bank Independence

    Despite frequent criticism from Trump, the Fed went ahead with four rate hikes last year.

    By Mohit Oberoi, CFA
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    Company & Industry Overviews

    Mastercard Benefited from Certain Regions

    Mastercard benefited from the Latin America region. The region witnessed favorable momentum in consumer confidence and lower unemployment.

    By Raymond Anderson
  • uploads///Consumer finance cos
    Company & Industry Overviews

    Can American Express Distributions Continue to Attract Investors?

    American Express (AXP) has been using its strong balance sheet position to consistently declare dividends to its shareholders.

    By Raymond Anderson
  • american express small business saturday
    Consumer

    Shop Local with American Express During Small Business Saturday

    By Kori Williams
  • uploads///chart
    Company & Industry Overviews

    A Detailed Holdings Analysis of DCMSX

    The holdings of the DFA Commodity Strategy Portfolio – Institutional Class (DCMSX) mainly consist of corporate and government bonds.

    By Ivan Kading
  • uploads///NFC
    Company & Industry Overviews

    Apple Pay Beats eBay and Google in In-Store Mobile Payments

    Apple Pay beat eBay’s PayPal and Google in in-store mobile payments. PayPal’s strong relationship with retailers places it as a significant player in this space.

    By Anne Shields
  • uploads///microsoft
    Fund Managers

    Bridgewater Associates reduces position in Microsoft

    Bridgewater Associates reduced its position in Microsoft. According to 13F filings for 3Q14, it accounts for 0.01% of the total portfolio.

    By Adam Rogers
  • uploads///chart
    Company & Industry Overviews

    How Has DCMSX Performed Compared with Its Peers?

    The DFA Commodity Strategy Portfolio – Institutional Class (DCMSX) is an alternative mutual fund that uses a commodity hedge fund return strategy.

    By Ivan Kading
  • uploads///pcf
    Company & Industry Overviews

    Discover Financial: Tax Cuts and Payment Services Division

    Discover Financial’s (DFS) Payment Services segment saw a rise in its pretax income from $107.0 million in 2016 to $145.0 million in 2017.

    By Raymond Anderson
  • uploads///Mobile Transactions
    Company & Industry Overviews

    A Look at Apple’s Evolution in the Payment-Processing Market

    Apple could disrupt the business of established players PayPal and Square in the person-to-person payment-processing market.

    By Puneet Sikka
  • uploads///airplane _
    Financials

    Boeing Stock: Worst Weekly Fall since 2016

    Boeing stock fell 10.3% last week—the biggest weekly loss in the last three years. The stock fell 11.4% during the week ending February 12, 2016.

    By Anirudha Bhagat
  • uploads///MA
    Company & Industry Overviews

    This Move Could Increase Mastercard’s Transaction Volumes

    On April 9, 2018, Mastercard (MA) made an announcement regarding the integration of its Masterpass service with the My Phillips 66 app.

    By Raymond Anderson
  • uploads///network
    Company & Industry Overviews

    Can Samsung Pay Mini Put Pressure on Apple Pay?

    In what appears to be a major break from industry tradition and a possible setback for Apple (AAPL), Samsung (SSNLF) is expanding the availability of its mobile payment service, Samsung Pay.

    By Ruchi Gupta
  • uploads///chart
    Company & Industry Overviews

    Could Investing in DCMSX Help Your Portfolio?

    DCMSX is an alternative mutual fund that has suffered due to its commodity real return strategy.

    By Ivan Kading
  • uploads///DY
    Company & Industry Overviews

    A Look at Discover’s Direct Banking Segment

    Discover Financial Services’ (DFS) Direct Banking segment generated pretax income of $3.4 billion in 2017.

    By Raymond Anderson
  • uploads///Total shareholder returns
    Earnings Report

    Investors should watch Discover’s stock in the longer term

    Discover Financial’s (DFS) stock price rose from $14.70 at the end of 2009 to $65.50 at the end of 2014. This is an increase of 346%.

    By Rekha Khandelwal, CFA
  • uploads///PS ratio
    Financials

    Bitcoin Participants Saw Duplicate Transactions

    Worldpay (WP) and Visa (V) said Bitcoin participants who have executed transactions on Coinbase through debit or credit card may have come across duplicate transactions.

    By Raymond Anderson
  • uploads///rel val
    Company & Industry Overviews

    A Look at Discover’s Discounted Valuations

    Discover Financial Services (DFS) has a price-to-earnings ratio on an NTM (next-12-months) basis of ~8.9x, which highlights its lower valuations.

    By Raymond Anderson
  • uploads///period end common shares outstanding
    Earnings Report

    Discover Financial Increases Dividends in 1Q15

    During 1Q15, Discover repurchased ~6 million shares of common stock. This resulted in a 1% decline in the common stock outstanding from the previous quarter.

    By Rekha Khandelwal, CFA
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    Consumer

    A Look at Berkshire Hathaway’s Top Stock Holdings in 2Q17

    According to the institutional ownership report, Berkshire Hathaway is the largest investor in Kraft Heinz with 325.6 million shares as of June 30, 2017.

    By Sarah Sands
  • uploads///dollar _
    Company & Industry Overviews

    Markets Give a Thumbs Up to ‘True Merger of Equals’

    Today, Sun Trust Banks and BB&T announced a merger that would create the sixth largest bank in the United States.

    By Mohit Oberoi, CFA
  • American Express Earnings Call
    Financials

    American Express Misses Q3 Earnings Forecast, Stock Falls

    By Ambrish Shah
  • when does american express report earnings
    Financials

    What to Watch for in American Express’s Q3 Earnings

    By Ambrish Shah
  • do american express points expire
    Investments & Deals

    American Express Points Don't Expire, but You Can Lose Them!

    By Reese Watson
  • sap acqpngautocompresscformatandixlibphp
    Financials

    Must-know: Concur is the biggest acquisition in SAP’s history

    Since 2010, SAP AG (SAP) spent more than ~$12 billion on acquisitions. Concur Technologies is the largest acquisition in SAP’s 42-year history. In its 2Q14 results, most of SAP’s growth was from its cloud business—approximately $1 billion annually. Concur’s management mentioned that they expect to end fiscal year 2014 with ~$690 million.

    By Anne Shields
  • uploads///US card
    Miscellaneous

    Who Would Bid for American Express?

    Wells Fargo seems unlikely to put capital on a falling brand like American Express, unless Warren Buffett has a different perspective and backs a takeover.

    By Robert Karr
  • Financials

    Why is Apple looking to partner with payment networks?

    Apple is expected to release the iPhone 6 on September 9. Its success could make people forget these issues. In addition to a bigger-screen iPhone 6, Apple is expected to introduce a few more attractive features.

    By Puneet Sikka
  • uploads///american exp
    Fund Managers

    Bridgewater Associates starts new position in American Express

    Bridgewater Associates started a new position in American Express. According to 13F filings for 3Q14, it accounts for 0.15% of the total portfolio.

    By Adam Rogers
  • uploads///MA and comp
    Company & Industry Overviews

    Will MasterCard’s Distributions Outperform Visa’s?

    MasterCard (MA) has been paying dividends on its outstanding common stock for the past few quarters and is expected to continue this legacy.

    By Raymond Anderson
  • uploads///analysts DFS
    Miscellaneous

    Analysts Are Bullish on Diversified Financial Services Stocks

    Of the 285 analysts covering the diversified financial services sub-group, there are 162 “buy,” 15 “sell,” and 108 “hold” ratings on the group.

    By Rebecca Keats
  • uploads///AXPs Relative Valuation
    Earnings Report

    Is American Express a Stock for Value Investors?

    Wall Street analysts have given a price target of $84.84 on Amex stock, which implies a rise of 0.6% from its current price level.

    By Raymond Anderson
  • uploads///Processed
    Earnings Report

    Visa Processed Transactions in Line with Expectations

    Visa (V) reported total processed transactions of 27.9 billion in 4Q15 compared to 25 billion in 4Q14. Total transactions are payments and cash transactions reported by clients on operating certificates.

    By Robert Karr
  • uploads///XLF vs SPY
    Company & Industry Overviews

    Stock Markets Posted Weekly Gains as Oil Prices Recovered

    US markets gained on Friday, January 22, 2016, backed by a recovery in oil prices. Although broad markets gained during the week, the financial sector continued to see weakness.

    By Rebecca Keats
  • uploads///Return on shareholder
    Macroeconomic Analysis

    Payment Processors Dividends Are Now Rising on This

    Payment processors are rewarding their shareholders with dividend yields of 1%–2%, depending largely on operating performance.

    By Robert Karr
  • uploads///Payment volumes
    Macroeconomic Analysis

    Visa Payment Volume Grew on Higher International Spending

    Visa saw growth in its international payments volume on a constant dollar basis, mainly due to spending in Sub-Saharan Africa and Mexico.

    By Robert Karr
  • uploads///COF Segments
    Earnings Report

    Capital One by Segment in 4Q15

    In 4Q15, Capital One’s non-performing loans in its Commerical Banking segment increased to $550 million due to downgrades of oil and gas loans.

    By Rebecca Keats
  • uploads///Balance sheet
    Macroeconomic Analysis

    Visa Establishes Partnerships to Expand in China

    Visa announced partnerships with the China Foundation for Development of Financial Education and the China Foundation for Poverty Alleviation.

    By Robert Karr
  • uploads///american express _
    Financials

    Is AXP Stock a ‘Sell’ after Its Q1 Earnings?

    Today at 7:02 AM ET, AXP stock rose 1.1% to $84.10 in the pre-market session. The company reported its first-quarter earnings results on April 24.

    By Ambrish Shah
  • uploads///Warren Buffett Apple
    Fund Managers

    Why Apple Has Been a Savior for Buffett and Berkshire

    Berkshire Hathaway Class B shares have fallen 25% in 2020, while the S&P 500 has fallen 28.5%. Apple (NASDAQ:AAPL) is Berkshire Hathaway’s biggest holding.

    By Mohit Oberoi, CFA
  • uploads///Delta Airlines
    Company & Industry Overviews

    Delta Stock Soars on Optimistic 2020 Earnings Outlook

    Delta Air Lines (DAL) stock soared 3% yesterday after the company provided an optimistic 2020 earnings outlook and disclosed a new investment.

    By Anirudha Bhagat
  • uploads///Berkshire Hathaway
    Fund Managers

    What Berkshire Hathaway Really Does, Says Buffett

    Berkshire Hathaway is a huge conglomerate with diverse operations. The company’s operations are complex, so let’s take an easy-to-understand approach.

    By Rekha Khandelwal, CFA
  • uploads///citi branded cards credit and charge volume break up
    Financials

    Citigroup cards: A card for everyone

    Balance transfer Citigroup cards allow you to transfer your balances from a high-interest credit card to a Citi low-interest card.

    By Rekha Khandelwal, CFA
  • uploads///Global credit and charge volume
    Financials

    Card shark Citigroup plays for major revenue

    Citigroup is the world’s largest credit card issuer. Bank of America and Capital One follow Citigroup in terms of credit and charge volume.

    By Rekha Khandelwal, CFA
  • uploads///Part
    Consumer

    Factors Likely to Impact Costco’s Future Earnings

    Consensus Wall Street analyst estimates project revenue of $27.6 billion for Costco in fiscal 3Q16—an implied increase of 3.4% YoY.

    By Phalguni Soni
  • uploads///Consumer Loan Portfolio
    Consumer

    Card loans rule Bank of America’s consumer loan portfolio

    Credit card loans account for more than half of Bank of America’s total consumer loan portfolio.

    By Rekha Khandelwal, CFA
  • uploads///berkshire Hathaways holdings
    Consumer

    How Berkshire Hathaway’s Holdings Changed in Q3

    On Thursday, Berkshire Hathaway (BRK.B) (BRK.A) released its third-quarter 13F. There were some surprises in the filing. The company took a new stake in RH.

    By Mohit Oberoi, CFA
  • uploads///stock trading monitor desk
    Consumer

    Renaissance Technologies: Analyzing Its Q3 13F

    At the end of the third quarter, Bristol-Myers Squibb, Celgene, Biogen, UnitedHealth, and Walmart (WMT) were Renaissance Technologies’ top five buys.

    By Rabindra Samanta
  • uploads///Visa and comp
    Earnings Report

    Visa Collaborated with PayPal to Expand in Europe

    Visa (V) reported strong net revenues in fiscal 3Q17 on the back of processed transactions, cross-border volumes, and payments volumes.

    By Raymond Anderson
  • uploads///US gdp
    Consumer

    US GDP Shatters Expectations, Pessimists Run for Cover

    The US GDP increased at an impressive rate of 1.9% for the third quarter. The growth beat the expectations of around 1.6% for the quarter.

    By Rekha Khandelwal, CFA
  • uploads///daysreplay pr marketing _asMAXhc unsplash
    Company & Industry Overviews

    Are Mastercard’s Earnings Results a Win for America?

    Mastercard just posted a solid earnings beat. It’s been a blockbuster Q3 for payment companies, with Visa and American Express beating projections, too.

    By David Moadel
  • uploads///ryan born xiFfaZAbs unsplash
    Company & Industry Overviews

    American Express Stock Dips Despite Q3 Revenue Beat

    American Express Company (AXP), the New York-based financial services company, released its third-quarter earnings on Friday.

    By Shankar Iyer
  • uploads///Delta Q Earnings
    Earnings Report

    Delta Beats Q3 Estimates, Shares Fall on Revenue Miss

    Delta Air Lines (DAL) reported mixed third-quarter results this morning. Its earnings beat analysts’ consensus estimate, but its revenue missed.

    By Anirudha Bhagat
  • uploads///Delta Q Earnings
    Earnings Report

    Delta Air Lines: Will Its Q3 Earnings Keep Its Streak Alive?

    Delta Air Lines (DAL) could register strong year-over-year growth in its Q3 earnings, mainly driven by higher revenues and moderate fuel costs.

    By Anirudha Bhagat
  • uploads///AdobeStock_
    Basic Materials

    Mario Gabelli: What To Do if Market Declines

    On August 24, in an interview with CNBC, Mario Gabelli encouraged value investing. He is the CEO, chairman, and founder of GAMCO Investors.

    By Rabindra Samanta
  • uploads///Delta LATAM Partnership
    Company & Industry Overviews

    Will Delta Benefit from Partnership with LATAM?

    On Thursday, Delta Air Lines announced a partnership with LATAM Airlines in a deal worth $2.25 billion. Delta will acquire a 20% stake in LATAM.

    By Anirudha Bhagat
  • uploads///DJIA
    Consumer

    DJIA Ends Day in Green despite Europe’s Grim Data

    The Dow Jones Industrial Average Index or DJIA gained a marginal 0.06% today to close trading just below 27,000—despite a bleak picture in Europe’s economy.

    By Adam Rogers
  • uploads///DOW JONES
    Financials

    Dow Jones Reverses Early Gains, Falls 0.2% Today

    The Dow Jones Industrial Average fell 53.44 points (or 0.2%) today, possibly because the market gave a thumbs up to yesterday’s 0.25% rate cut by the Fed.

    By Adam Rogers
  • uploads///DOW JONES
    Consumer

    Dow Jones Index Falls after Rising for Eight Days

    The Dow Jones Industrial Average Index has fallen 0.4% or by 115 points today. The index is trading lower after rising for eight consecutive trading sessions.

    By Adam Rogers
  • uploads///Q banks earnings
    Company & Industry Overviews

    How Warren Buffett’s Banking Investments Look after Q2

    Warren Buffet loves banking stocks. Out of his current portfolio of 47 stocks, five are commercial banks, including two regional banks.

    By Rekha Khandelwal, CFA
  • uploads///AXP earnings
    Earnings Report

    Why American Express’s Q2 Earnings Rose

    American Express (AXP) reported its second-quarter earnings results on Friday before the market opened. Its EPS beat analysts’ consensus estimate.

    By Rekha Khandelwal, CFA
  • uploads///visas forward pe
    Earnings Report

    Analyzing Visa’s Valuation after Its Q2 Earnings

    Visa (V) is trading at a forward PE ratio of 27.7x, which is higher than its five-year average PE ratio of 24.5x.

    By Rekha Khandelwal, CFA
  • uploads///graph _
    Consumer

    Berkshire-Backed StoneCo Tumbles after ITUB Ups Ante

    StoneCo (STNE) was trading down 27.6% as of 1:30 PM ET. The negative price action was driven by an announcement by Itaú Unibanco Holding (ITUB).

    By Mohit Oberoi, CFA
  • uploads///analyst recom
    Earnings Report

    Visa: Analysts Are Bullish before Its Earnings

    Visa (V) has seen three upward revisions in its target price in April. On April 10, Cowen increased its target price for Visa from $161 to $177.

    By Rekha Khandelwal, CFA
  • uploads///price froecast
    Earnings Report

    How Visa Stock Might Perform until Its Earnings

    The implied volatility in Visa fell by ~12.5 percentage points from January 2 to 18.73% on April 12. Visa stock has risen ~21% during this period.

    By Rekha Khandelwal, CFA
  • uploads///featured image
    Earnings Report

    Will Visa Exceed Its Earnings Estimates Again?

    Visa (V) is scheduled to report its second-quarter earnings on April 24. In the quarter ending December 31, Visa reported 7% sequential EPS growth.

    By Rekha Khandelwal, CFA
  • uploads///airplane _
    Earnings Report

    Delta Airlines Gains on Upbeat Q1 Earnings and Strong Outlook

    Delta Airlines stock was up 3% in premarket trading on April 10 after it released better-than-expected results for the first quarter.

    By Anirudha Bhagat
  • uploads///Chart  Revenues
    Company & Industry Overviews

    Delta-AmEx Renewed Partnership Likely to Drive Revenues

    Delta-AmEx renewed deal On April 2, Delta Air Lines (DAL) announced that it had renewed its 23-year long credit-card partnership with American Express (AXP) for another 11 years. The renewed partnership deal, which will run through 2029, is likely to bring in massive incremental revenues for the airline in the next few years. With this […]

    By Anirudha Bhagat
  • uploads///plane _
    Company & Industry Overviews

    Delta Ups Q1 Outlook on Healthy Demand and New Credit Deal

    Raises outlook Delta Air Lines (DAL) shares jumped over 6% on April 2 after the company increased its first-quarter guidance. The airline cited robust passenger demand and a renewed credit-card deal with American Express (AXP) as the main reasons behind the upbeat guidance. Delta now expects its first-quarter revenues to increase by 7% YoY (year-over-year), […]

    By Anirudha Bhagat
  • uploads///part  payment services
    Consumer

    Berkshire Hathaway: Payment Industry in Q1

    Berkshire Hathaway (BRK-B) has invested in several payment industry stocks like Visa (V), Mastercard (MA), American Express (AXP), and StoneCo.

    By Mohit Oberoi, CFA
  • uploads///part  financials
    Financials

    Berkshire Hathaway’s Banking Holdings in Q1

    Among Berkshire Hathaway’s financial holdings, JPMorgan Chase was the worst performer, while Goldman Sachs was the top performer.

    By Mohit Oberoi, CFA
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    Financials

    How Warren Buffett Views Apple’s Big Bets on Payment Industry

    Earlier this week, Apple (AAPL) announced new services including video streaming, a gaming subscription, and a credit card in partnership with Goldman Sachs (GS).

    By Jitendra Parashar
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    Company & Industry Overviews

    Was Buffett’s Right Hand, Charlie Munger, Right about Elon Musk?

    In the previous part of this series, we discussed why Tesla’s (TSLA) CEO, Elon Musk, might be on the verge of more trouble.

    By Jitendra Parashar
  • uploads///part
    Consumer

    Why Warren Buffett Abandoned an Age-Old Practice This Year

    Warren Buffett said, “For nearly three decades, the initial paragraph featured the percentage change in Berkshire’s per-share book value. It’s now time to abandon that practice.”

    By Mohit Oberoi, CFA
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    Consumer

    ‘Weapons of Mass Destruction’ Cost Berkshire $300 Million in 2018

    In his 2002 shareholder letter, Berkshire Hathaway (BRK-B) chair Warren Buffett shared his views on derivatives.

    By Mohit Oberoi, CFA
  • uploads///
    Consumer

    Buffett to Investors: ‘Focus on the Forest, Forget the Trees’

    One of the world’s most successful investors of all times, Warren Buffett believes in investing for the long term.

    By Jitendra Parashar
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    Consumer

    Warren Buffett’s Firm Earns $3.8 Billion in Dividends in 2018

    In Berkshire Hathaway’s (BRK-B) annual shareholder letter, Buffett revealed that his investment firm received dividends of about $3.8 billion from its investees in 2018.

    By Jitendra Parashar
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    Consumer

    Warren Buffett Shows Why He’s Still the King of Investing

    In the previous part of this series, we looked at Berkshire Hathaway’s (BRK-B) huge losses of over $25 billion in the fourth quarter of 2018.

    By Jitendra Parashar
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    Consumer

    Warren Buffett’s Berkshire Hathaway Lost $25.4 Billion in Q4 2018

    On Saturday, February 23, Warren Buffett’s Berkshire Hathaway (BRK-B) released its fourth-quarter earnings report.

    By Jitendra Parashar
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    Consumer

    Warren Buffett and the Problem with Elephants

    In the annual shareholder letter, Buffett lamented the lack of big acquisition opportunities, which he called “elephants.”

    By Mohit Oberoi, CFA
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    Company & Industry Overviews

    Buffett’s Love for Banking Stocks Continued in Q4

    Berkshire Hathaway is the largest shareholder in Wells Fargo (WFC), Bank of America (BAC), U.S. Bancorp (USB), and American Express (AXP).

    By Mohit Oberoi, CFA
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    Basic Materials

    Dan Loeb Increased Third Point’s Position in These Stocks in Q4

    In Q4 2018, Third Point initiated a new position in Cigna (CI), which is an American healthcare services organization.

    By Anuradha Garg
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    Company & Industry Overviews

    Will Warren Buffett’s Huge Bets on the Banking Sector Continue?

    In the first three quarters of 2018, world-renowned billionaire investor Warren Buffett’s Berkshire Hathaway increased its bets on the banking sector.

    By Jitendra Parashar
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    Company & Industry Overviews

    How Buffett’s Top Ten Holdings Fared in Q4

    Apple (AAPL), which was Buffett’s top holding at the end of the third quarter, saw a selling spree in the fourth quarter.

    By Mohit Oberoi, CFA
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    Company & Industry Overviews

    Buffett Raised Bets on U.S. Bancorp and Goldman Sachs in Q3 2018

    So far in this series, we’ve looked at Warrant Buffet’s investment firm, Berkshire Hathaway’s (BRK.A)(BRK.B), top five investments in the third quarter.

    By Jitendra Parashar
  • uploads///plastic card _
    Earnings Report

    Mastercard Stock Soars on Stunning Q3 2018 Results

    Mastercard (MA) stock rose ~3% in premarket trading on October 30 following its announcement of its impressive third-quarter results.

    By Anirudha Bhagat
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    Company & Industry Overviews

    Behind the PayPal–Amex Partnership

    PayPal finished the third quarter with 254.0 million active customers on its platform.

    By Neha Gupta
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    Earnings Report

    Visa’s Q4 Profit Jumps 34%: A Look at Key Growth Drivers

    Visa’s adjusted fourth-quarter EPS jumped 34% year-over-year to $1.21 and surpassed Wall Street analysts’ estimates by a penny.

    By Anirudha Bhagat
  • uploads///Chart  Retail Sales
    Earnings Report

    Improving Economy and Retail Sales to Boost Mastercard’s Q3 Results

    A healthy job market and a steady hike in wages have increased the spending power of consumers.

    By Anirudha Bhagat
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