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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (56725)1/22/2016 2:18:58 PM
From: Wallace Rivers  Read Replies (2) of 77012
 
V and MA certainly have the upper hand on AXP now, but this selling seems way overdone. I'll repeat the mantra I said shortly after AXP lost the Costco deal: this is a premier brand that will come back, which trades at a relatively cheap valuation (now even cheaper at 11X earnings). WB owns it, I believe they have a share repurchase in place, and I wouldn't at all be surprised if an activist investor steps in here. JMO, and maybe worthy of ignoring, given my history with the stock.
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