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Compiling comments that experts make about stocks while on public TV.

2017-09-12

Opinion for Amazon.com (AMZN-Q)

Signal Price Bias Subject Owned
COMMENT $982.580 BULLISH NORTH AMERICAN - LARGE No

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.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management

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