MasterCard (MA) Continues to See Strong Growth in Spending Trends
MasterCard (MA) is seeing strong spending in retail and travel, as Cross-border travel is above 2019 levels, and above expectations.
MasterCard (MA) is seeing strong spending in retail and travel, as Cross-border travel is above 2019 levels, and above expectations.
Fears of a housing colapse seem copletely overblown, as leverage is low and demand is still higher than supply at DR Horton (DHI).
Sherwin-Williams (SHW) was having trouble getting raw materials. Management says those concerns have eased, so SHW could rise.
Domino’s (DPZ) poor results are due in part to tough comparisons to Spring 2021 when Americans got stimulus checks. Think ahead.
Apple (AAPL) stock is a good valuewith the P/E down from 29 to 22 since last qtr. But investors have to deal with slow profit growth.
Beton Dickinson (BDX) is a super safe stock. The company’s been in business since the 1800s. But the stock is a slow grower.
McDonald’s (MCD) is seeing strong growth Internationally, but higher food costs and labor inflation are hampering profits.
A hangover from last year’s strong bond issuance, and higher inflation this year, and hurting S&P Global’s (SPGI) Ratings division.
Investors feel Fiserv’s (FISV) profit margins will erode over time as competition including Stripe and Ayden offer lower pricing.
Here’s our thesis how Alphabet (GOOGL) stock could be $600 four years from now (2026). This could be the buy of the Bear Market.
Microsoft’ (MSFT) differentiated businesses (PC software, LinkedIn, Video games, cloud storage) can keep growth chugging along.
Visa (V) is set the benefit from the Summer travel season. That is unless a recession causes people to skip vacations this year.