NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

250.23
-12.14 (4.63%)
as of Oct 22, 2026, 6:26:00 pm Market Open.
1605 watching
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WATCH
Difficult to analyze. Successful, but how good is the stock? Trillion dollar market cap, and revenues grow at 20% year over year. Bezos reinvests in the business. Trading at multiples that make no sense. They just want to grow, and they've done a fantastic job. Wants more clarity on revenue and cash flow growth before he'd buy.
BUY
Impressive that they build an e-retailer then AWS--both are growing rapidly. If Washington orders them to break up those divisions, then AWS is a strong enough standalone business.
PAST TOP PICK
(A Top Pick Nov 02/18, Up 5%) He still likes it and would buy it. It's THE growth company. A must-own. They continue to dominate the cloud business.
COMMENT

Two completely different horses. Amazon is more innovative so it could have higher growth, but Microsoft has new upgrades, new contracts and is more stable. He wouldn't own either because FANGS make up about 20% of the index funds, so they will go down more than the others. Would buy half a position and add more depending. On a risk basis, it's too exposed to the overall market.

BUY

One of his favourite tech names that well generate a lot of free cash flow into 2021 like Microsoft. They're reinvesting aggressively, pushing into delivery through the Prime program that they're also pushing with success. All tech has come under pressure and there have been allegations of poorly paying their workers; they've raised their minimum wage to $15/hour, but under tough working conditions. Plus, there's regulatory scrutiny over them using data from third-party vendors. But he consider this short-term noise.

COMMENT

AMZN vs MSFT? AMZN is a great company, but he has been out for about 12 months as they are trying to figure out their operating expenses. He will continue to watch it, but there could be some regulatory overhang yet to come -- especially for their web services. MSFT has moved to cloud services, allowing them to seamlessly download software -- a very consistently profitable business -- it makes it almost like a utility.

PAST TOP PICK
(A Top Pick Oct 31/18, Up 9%) His target is $2,100. They is primed for continued growth. AWS is a powerhouse, unlimited. Even in the latest quarter they showed a big win in subscriptions. In a correction or recession, all Amazon has to do is expand their e-commerce margins and still do fine.
BUY
He would be a buyer. They are a great company with multiple businesses under one roof. These also subsidize the build out of the existing business. They are a top player in Cloud technologies. Prime adoption numbers are increasing. One-day shipping may require additional costs, but this will open the door perishables in the near future.
COMMENT

AMZN vs SHOP? SHOP-T is much more expensive relatively speaking. However, their growth is higher than AMZN-Q. AMZN-Q is probably safer, although it is unclear how they will do in the streaming wars.

WATCH

A lot of negativity around Amazon isn't specific to Amazon. Rather, the tech companies are coming under scrutiny for anti-trust. He doesn't know how this will play out. He owns Google and MSFT instead, but keep your eye on Amazon, which are so disrupted. Also, their fundamentals keep improving, reinvesting constantly to be disruptive.

WAIT
Great success story. Forming a bit of a triangle. If it breaks to the downside, say below $1700, you'd be in trouble. If it breaks above, say $2100, that's a good sign. Stocks are non-predictive while in that pattern. New buyers should wait and see. Holders shouldn't abandon it.
HOLD
A great company, a tech stock, not retail, with great free cash flow. He likes it long-term, but wouldn't buy until a pullback. It's had a great run in the last five years. Hold it, though growth is slowing a little.
TOP PICK
It's always a good time to buy Amazon. It is always expensive. They are rolling out prime in 20 countries, and the stock should continue to grow 20% per year. AWS, e-commerce and their other businesses are all growing.
BUY

Sell Amazon and Apple now? The stock has stagnated the past two years, but it makes more money. Apple keeps investing in near projects, which is a good sign. Hold onto both of them for the long haul. He owns a lot of each.

TOP PICK
It has gone from the company that never made money to the one that makes boat loads of money. Their web services division has been big and won't slow down. Their advertising revenue is growing. They are continuing to push the boundaries on retail. (Analysts’ price target is $2254.79)
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