Warren Buffett has been bullish on American Express stock since first quarter of 2001. It has gained 350% with a potential for more growth, making it a top holding for Berkshire Hathaway.
American Express to report Q4 earnings on Jan. 26. Wall Street expects $2.64 EPS and $16B in revenue. Stock up 20% in past year. Analysts focus on credit metrics, international income, and capital management.
Broadcom (AVGO) stock reached new all-time highs on Jan. 24, driven by strong growth in AI and cyclical recovery in semiconductor business. It offers better value compared to its peers AMD, NVIDIA, but limited upside.