Marius Grobler

Infinity Lounge

Day: March 26, 2025

3 Reasons American Express Is a Long-Term Buy for 2030 and Beyond

Although growth stocks have a place in many portfolios, even young, risk-tolerant investors should own some long-term value stocks. These stocks that you can count on give you the flexibility to invest some of your other funds in higher-risk, higher-growth potential stocks, since they minimize the overall risk of your entire portfolio.American Express (NYSE: AXP) has been around since 1850 — that’s quite a track record of success. It’s a top stock with a differentiated model and long-term growth drivers, and it offers stability for any kind of investor. Here are three reasons to buy it now and hold it for at least five years.American Express has created a brand that targets the affluent consumer, and this customer base is more resilient than the average person. That provides some security for American Express, and it has continued to report healthy, profitable growth despite the inflationary environment. Revenue increased 10% year over year (currency neutral) in 2024, and earnings per share were up 25% to $14.01. CEO Stephen Squeri noted that momentum increased toward the end of the year with a strong holiday season.Continue readinghttps://www.fool.com/investing/2025/03/26/3-reasons-american-express-is-a-long/

Boeing Stock: Bull vs. Bear; 2 Wall Street Analysts Battle It Out

Boeing (NYSE: BA) has become a battleground among investors and Wall Street analysts. That point hit home recently when a Wells Fargo analyst maintained an underweight rating on the stock and slapped it with a $113 price target, while a Citi analyst reiterated a buy and a $210 target. Such widely diverging views deserve some analysis to help investors decide about the stock.As the Wells Fargo analyst notes, Boeing is nowhere near the outlook given on its investor day in 2025. The outlook’s cornerstone was that Boeing would hit $10 billion in free cash flow (FCF) in the 2025/2026 time frame. Boeing won’t get anywhere close. In fact, the Wall Street analyst consensus is for an outflow of $4.9 billion in 2025 and then an FCF generation of $5.7 billion.It gets worse. It’s important to note the difference between FCF and FCF per share here. At the end of 2022, Boeing had around 600 million shares in issue, and an FCF of $10 billion equates to $16.66 per share. However, due to rising debt levels, Boeing was forced to shore up its balance sheet by selling 112.5 million shares last year, diluting existing shareholders’ claims on FCF in the process.Continue readinghttps://www.fool.com/investing/2025/03/26/boeing-stock-bull-vs-bear-2-wall-street-analysts-b/