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2026-07-29 08:34 • The Motley Fool Positive Axe Cap view: Selective

American Express is positioned as a long-term core holding for Berkshire Hathaway under new CEO Greg Abel due to its ability to attract younger generations through competitive rewards programs. The company generates $19.68 billion in merchant discount revenue, which funds $9.94 billion in card member rewards, creating a sustainable ecosystem with 155.1 million cards in force and double-digit revenue growth guidance for 2026.

Axe note: Berkshire Hathaway’s long-term hold on American Express highlights durable growth that resonates well beyond the US.

2026-07-29 08:15 • The Motley Fool Positive Axe Cap view: Selective

Stellantis' North America region showed strong momentum with 122,000 units of shipment growth in Q2, driven by new vehicle launches including Ram and Jeep models. The company is investing $70 billion globally with 60% focused on North America to drive a turnaround. However, much of the shipment spike was due to inventory buildup ahead of planned factory shutdowns, while actual U.S. retail sales grew only 6%, suggesting the growth may be partially inflated.

Axe note: Stellantis is investing heavily in North America, but shipment spikes may mask real sales growth.

2026-07-29 08:08 • The Motley Fool Negative Axe Cap view: Selective

Monster Beverage is undergoing a 2-for-1 stock split on August 11, 2026, its seventh split since 1988. While stock splits don't change shareholder value, the article cautions that Monster shares appear overvalued with a forward P/E ratio of 41, above its five-year average of 31, suggesting investors should think twice before buying.

Axe note: Monster’s upcoming 2-for-1 split tempts investors, but rich valuation warns caution.