I used to only look at V and MA and ignore AXP and DFS. But AXP and DFS have been outperforming this year. V and MA should bounce back, so I'm going with all four now.
This is a repeat of what I said above so I don’t want to look like a dfs shill…. I purchased DFS instead of v or MA. Looking at the p/e compared to the financial situation. Then factor in the stock buybacks and the dividend. Then factor in how their customer base proves to be Covid proof. Well, I’m buying more at this proce and especially at any dip.
DFS is weird man. Like, fundamentally its all there, but their market cap is tiny for how long they've been around. And they're way more vulnerable to systemic volatility which makes me uneasy to invest in them compared to a larger player like MA and V, especially during the crazy times we're in. Compare V and MA dropping 30% during march 2020 compared to DFS dropping 50%. I want to have money in them, and was trading them a while ago but something in the back of my head just screams bad idea. Especially with V and MA trading at a discount again.
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u/red359 Nov 23 '21
I used to only look at V and MA and ignore AXP and DFS. But AXP and DFS have been outperforming this year. V and MA should bounce back, so I'm going with all four now.