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| DON'T BUY | 24.920 | David Baskin | Hit along with all financial service companies. US credit card companies are having higher and rising default rates. Theirs is not just a transaction card but also a credit card. | 2008-11-06 | |
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| TOP PICK | 28.250 | Charles Bobrinskoy | Great brand that will be around for 7 or 10 years at least, trading at under 10 times earnings – its lowest in history. Even if we get default rates up to 7 or 8%, they will probably make $2 per share and then up to 3.50 or $4. | 2008-10-07 | |
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| BUY | 38.160 | Pat Naccarato | (Market Call Minute.) Dominant in their field. Valuation is more compelling than Visa (V-N) and MasterCard (MA-N). | 2008-09-10 | |
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| Comment | 38.200 | Paul Harris, CFA | US financials look cheap from an overall financial basis but you have to decide if it is going to be a core position. Not a pleasant environment even for this company. Loan losses are going up and their market is deteriorating. Great company and well run but in this environment you'll probably have to buy more at a lower rate. | 2008-08-14 | |
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| BUY | 51.780 | David Baskin | Thinks American financials are probably oversold. Trading at a reasonable multiple of book value and earnings. As long you don't think they have some sort of hidden exposure to the credit markets, you're probably safe buying them. | 2007-12-18 | |
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| DON'T BUY | 61.790 | David Burrows | For the short run, in all financial groups, there is a headwind and that is showing up in the share price. Well-run company, just not the right time to have financial exposure. | 2007-06-22 | |
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| HOLD | 61.150 | Gavin Graham | Good asset in the American Express card. Pays a good dividend. Has the international and emerging-market play. | 2007-04-23 | |
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| TOP PICK | 49.720 | John Sinkins, CFA | The drop of $5 a share a few weeks ago was not an earnings related issue. It had spun out a company consisiting of its financial advisors. Earnings were quite good in the last report. Record profits. The caveat is if interest rates go up, it might constrict credit card use. | 2005-10-25 | |
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| TOP PICK | 51.080 | Alison Deans | | 2004-03-19 | |
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| TOP PICK | 52.120 | Cristopher Davis | A wonderfully well-managed company. It's in credit cards, but really in charge cards. It has competitive advantages to its model. They don't have to rent the brand such as Visa. | 2004-03-12 | |
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| DON'T BUY | 36.350 | Laura Wallace | Their credit cards tend to be skewed towards business rather than consumers, so you should wait for business travel to pick up. | 2003-04-16 | |
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| BUY | 31.180 | Gavin Graham | They have written off a lot of debts. Travel is down. A ling term hold. | 2002-09-30 | |
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| PAST TOP PICK | 37.310 | Glenn Paradis, BA, CFA | (Was a top pick on Oct 16 up 16.5%) Still likes. Buying in the low 30's. Great global brand name. | 2002-03-01 | |
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| BUY | 33.130 | Brian Acker, CA | This and J.P.Morgan looks better and cheaper than Citigroup. | 2001-11-16 | |
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| BUY | 32.400 | Brendan Caldwell | Basically travel oriented. Should recover. | 2001-11-08 | |
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| TOP PICK | 31.200 | Glenn Paradis, BA, CFA | Excellent price. Good chance to buy. | 2001-10-16 | |
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| BUY | 29.000 | Mark Jackson, CFA | Under pressure because of reduced travel, especially in the business sector. Strong brand name and cash flow generation. A good price for a 2/3 year hold. | 2001-10-09 | |
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| BUY | 35.950 | Steven Wippersteg | There are merger/acquisition rumours. A very solid company. AT a good level. | 2001-08-30 | |
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| TOP PICK | 37.000 | John Sinkins, CFA | Mired in a trading range of $37/47. Break up value = $60. Brought in Risk Mngmnt to overhaul loan strategies. | 2001-08-29 | |
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| BUY | 38.770 | James Cole, BA, CFA | A better value now, so its reasonable. | 2001-07-25 | |
Experts that have talked about American Express
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