Viewing Company Amazon.com | StockChase
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Compiling comments that experts make about stocks while on public TV.

Amazon.com Stock Symbol: AMZN-Q

Notes:on-line shopping

Last Price Recorded: $974.1900 on 2017-09-18

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Date Signal Expert Opinion Price
2017-09-18 COMMENT Jason Del Vicario

One of the really interesting things is their economic moat. They own the online consumer, certainly in North America. On companies with wide economic moats, don’t get too cute on what price you should pay. Recent quarterly results were actually abysmal from a net income perspective. If looking to trade in the short term, you might wait for a lower entry point, but for a long-term hold, you could buy it at this level.


Price:
$974.190
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-12 COMMENT Cameron Hurst

They became a much more diversified company than they used to be. Then they are going to bricks and mortar grocers. His company’s research has done a really good analysis and you are in for a bumpy road. Their whole MO now is to lean it up, take the price down, and ultimately invest in the franchise which gives them a point-of-sale and a whole bunch of infrastructure that they needed and wanted. But to beat out Kroger, Safeway and Target, they are going to price competitively, and those guys are going to have a really tough time. This is going to take some time as they have some pretty fierce competition in the grocery space. It is probably a little pricey right now, but the model and the franchise is absolutely stellar.


Price:
$982.580
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Unknown
2017-09-12 COMMENT Christine Poole

Ali Baba (BABA-N) or Amazon (AMZN-Q)? Both are online retailers. As a value investor, it is very difficult for her to own either. If she had to choose one, it would be this because they have the Cloud service business, which is very profitable. That sector is growing very fast and the penetration rate is quite low. Their retail side generates very, very low operating margins, but it is being more than offset by their web service offering. Growing very, very quickly and are investing. They are really focused on generating profits, but are reinvesting in their business.


Price:
$982.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-30 BUY Mike S. Newton, CIM FCSI

Amazon (AMZN-Q) or Ali Baba (BABA-N)? He would add to both of these now, for 3 reasons. #1 the pullback. #2 it is a longer-term great story and #3 you have an $.80 Cdn$, which you don’t see very often.


Price:
$967.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-29 DON'T BUY Barry Schwartz

The problem is how to value this. It’s not cheap on any metric that you can come up with. A company he would love to own. If he saw a serious material pullback, he’d be all over it. At this type of valuation, it is impossible for him to buy the name. He would recommend you look at other technology names that are trading at much more reasonable valuations.


Price:
$954.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-24 PARTIAL BUY Rick Stuchberry

AMZN-Q vs. BABA-Q.  He likes them both.  It is always better to buy them in a correction.  But they both look like they could go higher.  He suggests making a partial buy now.  BABA-N looks exceptionally good because it is centric on Asia.  BABA-N also gives you a Paypal equivalent.  AMZN-Q is mostly North America.


Price:
$952.450
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Yes
2017-08-23 DON'T BUY Jason Mann

Preeminent growth stock. Solid price momentum, but it came off a little bit recently.  It is very expensive.  50 times cash flow and a low ROE of 10 times.  240 times trailing price earnings. These stocks can have fairly substantial corrections.


Price:
$958.000
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-21 COMMENT David Driscoll

It is a large portion of the index so there is a lot of ETF trading.  The price is hard to value.  Sometimes they have earnings and sometimes they don’t.  Alibaba has the backing of the government of China and so he prefers this.  It has a much better chance than AMZN-Q in expanding into India.  If you want AMZN-Q then buy it in portions and watch Alibaba.


Price:
$953.290
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-18 COMMENT Norman Levine

People believe this is going to kill all of retail.  They do not yet make a profit.  They make amazing sales, but don’t worry about making profits.  There was a time when people thought Wal-Mart would take over the world and drive other retailers out of business.  Retailers learned how to deal with and compete with Wal-Mart.  They adapted their operations.  He believes the same thing will happen with AMZN-Q.  It will not go away, but not take everything over either.


Price:
$958.470
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-17 COMMENT Gordon Reid

A bit of a tough analytical exercise. CEO truly marches to his own beat and doesn’t care what Wall Street analysts think about his results, and doesn’t view the calendar as some sort of reason to start or end. In many cases, corporate America has fallen prey to the short-term, myopic view of success, quarter to quarter to quarter. Business isn’t built that way. However, it is very difficult to understand or predict in what direction he is going. Cash flow is growing dramatically. Earnings are all over the place. Capital expenditures are skyrocketing. He would prefer Facebook (FB-Q) instead.


Price:
$960.570
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-08-15 COMMENT Kash Pashootan

As a replacement for 30% of bonds and RIFs for retirees? Doesn’t think this is the right fit for a RIF or as a replacement for bonds. It doesn’t pay a dividend. It will be significantly more volatile than quality bonds will. He doesn’t own this because it doesn’t pay a dividend.


Price:
$982.740
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-08-14 COMMENT David Fingold

A very important company and very attractively valued. It isn’t just that they have the dominant position in internet retail and a powerful brand, it is also that they own a lot of the technology that facilitates this. A low-cost producer. What a lot of people miss is that their accounting is very conservative. Their free cash flow is between 4% and 5%, very similar to the market. However, it can be volatile. Every 18-24 months there appears to be a 20% pullback. That would make the easiest entry point.


Price:
$983.300
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-04 COMMENT Don Vialoux

The longer-term trend for this is distinctly on the upside. The problem is that, like most of the FANG stocks, it is starting to struggle now. That is not unusual, because they have had such a huge run. Technically, it is in an upward trend, but is overbought and is starting to show some early signs of rolling over. From a trading point of view, you want to take some money off the table. Seasonally, this has done best from late October through until January.


Price:
$987.580
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 COMMENT Bruce Murray

Broadcom (AVGO-Q), Nvidia (NVDA-Q) or Amazon (AMZN-Q) for a long-term hold? He likes all of them. They are all very interesting companies. We all know the story of Amazon, and Nvidia is on fire with their new graphic chips. Broadcom has been doing a great job of consolidating the traditional computer chip industry. This one would be in the middle of the risk curve. You are paying a big price for it, but growth is pretty certain and the outlook is long-term.


Price:
$996.190
Subject:
NORTH AMERICAN
Bias:
BULLISH on US MARKET
Owned:
Unknown
2017-07-31 WAIT Brooke Thackray

Seasonality for technology stocks usually starts on October 10. This just came out with earnings and the stock pulled back a little. We are starting to see some weakness overall in tech stocks. This could actually pull back to $875 if there is some weakness in the market and the technology sector.


Price:
$987.780
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
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