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.
Wingstop (WING) stock is down while the company is benefiting from lower wing prices. And 52 is a good P/E to buy in at.
O’Reilly Automotive (ORLY) is expected to do well during recessions. So why did the company miss profit estimates last qtr?
Airbnb (ABNB) is expected to grow profits nicely in the upcomign years. But with a P/E in the 50s, the stock might slide lower.
ServiceNow (NOW) closed 52 $1 million dollar deals last qtr deals, 41% more than last year, as the company isn’t seeing a slowdown.
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.
Netflix (NFLX) was a tremendous concept. Originally mail-to-home DVDs, then streaming video. Now, NFLX needs a new catalyst.
Upstart (UPST) took a lot of loans on to its ballance sheet last qtr, instead of passsing them onto banks. That’s too much risk.
Chipotle (CMG) is seeing higher costs of items such as avocado. So its raised prices, and hasn’t seen a slowdown in demand. Great!
Enphase (ENPH) is in a great industry — solar power equipment for the home. The company is seeing increased demand in Europe.