Amazon.com | StockChase
183
Amazon.com (AMZN-Q)

Last Price Recorded: $1,610.1500 on 2018-05-26

ON STOCKCHASE SINCE Dec 2000

on-line shopping

specialty stores
183
Amazon.com (AMZN-Q)

Last Price Recorded: $1,610.1500 on 2018-05-26

ON STOCKCHASE SINCE Dec 2000

on-line shopping

specialty stores

Amazon.com


Signal Opinion Expert
DON'T BUY
Amazon.com(AMZN-Q) 

May 11, 2018

The hype around this company is disconcerting.  He wonders if they will be able to execute on what they promise.  At these valuations, it is not something he would recommend to clients.   A company this big will have a very difficult time doubling in value.  Market cap is $780 billion – bigger than the Swedish GDP. 

specialty stores

The hype around this company is disconcerting.  He wonders if they will be able to execute on what they promise.  At these valuations, it is not something he would recommend to clients.   A company this big will have a very difficult time doubling in value.  Market cap is $780 billion – bigger than the Swedish GDP. 

specialty stores
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$1602.910
Owned Owned
No

BUY
Amazon.com(AMZN-Q) 

May 9, 2018

There are many strong catalysts going forward: their Cloud, Amazon Prime and, especially now, advertising segments. A solid stock.

specialty stores

There are many strong catalysts going forward: their Cloud, Amazon Prime and, especially now, advertising segments. A solid stock.

specialty stores
Mario Mainelli, CFA

Portfolio Manager, Caldwell Investment ...

PricePrice
$1608.000
Owned Owned
Unknown

BUY
Amazon.com(AMZN-Q) 

May 3, 2018

Continue to hold it.  It has been a rocket of a stock.  You could take a little profit of 5% whenever it makes you 20%.  There is a moat they are creating across North America.  They get products from the manufacturer to the consumer and take out several middle men who each take 20% margin, saving the consumer money.  They have a vast number of prime members who get music and movies from them.  The company is doing good things.  They are getting into advertizing.  Alexa will understand how you live and work.  You would see massive earnings if they pulled out all their cap-X.

specialty stores

Continue to hold it.  It has been a rocket of a stock.  You could take a little profit of 5% whenever it makes you 20%.  There is a moat they are creating across North America.  They get products from the manufacturer to the consumer and take out several middle men who each take 20% margin, saving the consumer money.  They have a vast number of prime members who get music and movies from them.  The company is doing good things.  They are getting into advertizing.  Alexa will understand how you live and work.  You would see massive earnings if they pulled out all their cap-X.

specialty stores
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$1572.075
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

April 24, 2018

It's the ultimate disruptor. We all use Amazon a lot more. He watches this stock closely. Could this be a dip and a time to buy? Trump's anti-Amazon tweets are just noise. There's a lot going on in the tech world and Amazon will benefit.
173X forward earnings, and that's likely why he doesn't own it.

specialty stores

It's the ultimate disruptor. We all use Amazon a lot more. He watches this stock closely. Could this be a dip and a time to buy? Trump's anti-Amazon tweets are just noise. There's a lot going on in the tech world and Amazon will benefit.
173X forward earnings, and that's likely why he doesn't own it.

specialty stores
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$1460.090
Owned Owned
No

BUY
Amazon.com(AMZN-Q) 

April 24, 2018

He thinks Amazon is a great company but from a value investing perspective, it is not a great stock. He would not bet against this company, but he thinks it will take a long time for the earnings to catch up. 

specialty stores

He thinks Amazon is a great company but from a value investing perspective, it is not a great stock. He would not bet against this company, but he thinks it will take a long time for the earnings to catch up. 

specialty stores
Colin Stewart

CEO & Portfolio manager, JC Clark Investments...

PricePrice
$1460.090
Owned Owned
No

HOLD
Amazon.com(AMZN-Q) 

April 19, 2018

It has a forward PE of 147 times and a price to book of 23.  This company is a great disruptor.  They are radically changing the whole retail scene.  It recently broke out to a higher valuation level.  It is a company that simply does not quit.  He would be careful, however, because it is so expensive.  If it breaks through $1300 then it means the growth arc is over.  It has survived bear markets in the past.

specialty stores

It has a forward PE of 147 times and a price to book of 23.  This company is a great disruptor.  They are radically changing the whole retail scene.  It recently broke out to a higher valuation level.  It is a company that simply does not quit.  He would be careful, however, because it is so expensive.  If it breaks through $1300 then it means the growth arc is over.  It has survived bear markets in the past.

specialty stores
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$1556.910
Owned Owned
No

WATCH
Amazon.com(AMZN-Q) 

April 2, 2018

He wrote a blog on FANGs.  Basically he noted that a lot of these stocks moved a lot over their 200 day moving averages.  He thinks they are overbought by 10% over.  This one was 37% over the 200 day.  He thinks it will return to its trend line.  It is so overbought that it could drop more.  $1100 or $1200 is a screaming buy. 

specialty stores

He wrote a blog on FANGs.  Basically he noted that a lot of these stocks moved a lot over their 200 day moving averages.  He thinks they are overbought by 10% over.  This one was 37% over the 200 day.  He thinks it will return to its trend line.  It is so overbought that it could drop more.  $1100 or $1200 is a screaming buy. 

specialty stores
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$1371.990
Owned Owned
Unknown

PAST TOP PICK
Amazon.com(AMZN-Q) 

April 2, 2018

(A Top Pick Jan 19/17, Up 70%) It will continue to make people money. Don't put too much stock in what Trumps says. Amazon is growing rapidly and profitably. Its assets and sales keep rising tremendously every year, but not its debt. It reinvests its money in business opportunities. Will move into healthcare, advertising and content creation (Amazon Prime Video), and even banking. Delivers value.

specialty stores

(A Top Pick Jan 19/17, Up 70%) It will continue to make people money. Don't put too much stock in what Trumps says. Amazon is growing rapidly and profitably. Its assets and sales keep rising tremendously every year, but not its debt. It reinvests its money in business opportunities. Will move into healthcare, advertising and content creation (Amazon Prime Video), and even banking. Delivers value.

specialty stores
John O'Connell, CFA

Chairman and CEO, Davis Rea...

PricePrice
$1371.990
Owned Owned
Yes

PAST TOP PICK
Amazon.com(AMZN-Q) 

March 20, 2018

(A Top Pick June 20/17, Up 60%) Continues to love it. Still needs to put all its cash back to work like the Whole Foods acquisition. Will definitely hold it. A very rich valuation, so he limits his holding to 3%.

specialty stores

(A Top Pick June 20/17, Up 60%) Continues to love it. Still needs to put all its cash back to work like the Whole Foods acquisition. Will definitely hold it. A very rich valuation, so he limits his holding to 3%.

specialty stores
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$1586.510
Owned Owned
Yes

WEAK BUY
Amazon.com(AMZN-Q) 

March 19, 2018

He prefers to make his call based on the 5-year chart.  It has been in a healthy up channel, but he thinks it is over-bought.  It will likely correctly down soon.  The double-top in the Nasdaq could also signal a pause in the price strength.  Be patient. 

specialty stores

He prefers to make his call based on the 5-year chart.  It has been in a healthy up channel, but he thinks it is over-bought.  It will likely correctly down soon.  The double-top in the Nasdaq could also signal a pause in the price strength.  Be patient. 

specialty stores
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$1544.930
Owned Owned
Unknown

BUY on WEAKNESS
Amazon.com(AMZN-Q) 

March 12, 2018

It trades at a very high multiple. Amazon is only 20% of the online business and there's lot of global growth for it. Buy the dips. They're expanding quickly into many areas. Good and bad: Jeff Bezos reinvests all the revenues in trying new areas--he's innovative. He's made strategic acquisitions like Whole Foods. Also, there's a whole generation that wants to--and will--do everything online.

specialty stores

It trades at a very high multiple. Amazon is only 20% of the online business and there's lot of global growth for it. Buy the dips. They're expanding quickly into many areas. Good and bad: Jeff Bezos reinvests all the revenues in trying new areas--he's innovative. He's made strategic acquisitions like Whole Foods. Also, there's a whole generation that wants to--and will--do everything online.

specialty stores
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$1598.390
Owned Owned
Unknown

BUY
Amazon.com(AMZN-Q) 

March 9, 2018

Is there a chance for a stock split?  He owns this and thinks the split will be coming in the next year or two.  He bought it last Christmas after shopping for family on their system – purely on gut feel.  They are only scratching the surface on their distribution play.  This should be in your portfolio for the next 20 years.  Longer term there is risk if their position becomes too dominate.

specialty stores

Is there a chance for a stock split?  He owns this and thinks the split will be coming in the next year or two.  He bought it last Christmas after shopping for family on their system – purely on gut feel.  They are only scratching the surface on their distribution play.  This should be in your portfolio for the next 20 years.  Longer term there is risk if their position becomes too dominate.

specialty stores
Rob Tetrault

Portfolio Manager and Senior Vice-President, Tetrault Wealth Advi...

PricePrice
$1578.890
Owned Owned
Yes

PARTIAL SELL
Amazon.com(AMZN-Q) 

March 2, 2018

He does not own this, but wishes he held an early position in this incredibly well-run company.  The multiples are just too hard to wrap his head around.  If he held it, he would protect his initial investment (take money off the table) and let the rest run.

specialty stores

He does not own this, but wishes he held an early position in this incredibly well-run company.  The multiples are just too hard to wrap his head around.  If he held it, he would protect his initial investment (take money off the table) and let the rest run.

specialty stores
Thomas George

, TD Asset Management...

PricePrice
$1500.250
Owned Owned
No

COMMENT
Amazon.com(AMZN-Q) 

February 22, 2018

[Amazon makes up 25% of the S&P]: These stocks have a successful track record for a period, but it comes down to valuation. Amazon barely makes a profit if it does at all. Their game is market share at any cost. Eventually, if you can't make any money, what are you doing there?

specialty stores

[Amazon makes up 25% of the S&P]: These stocks have a successful track record for a period, but it comes down to valuation. Amazon barely makes a profit if it does at all. Their game is market share at any cost. Eventually, if you can't make any money, what are you doing there?

specialty stores
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$1482.920
Owned Owned
_N/A

COMMENT
Amazon.com(AMZN-Q) 

February 16, 2018

He thinks it is easy for them to gain market share when you are not making any money. At some point governments will intervene to bust this company up as it is becoming dominate in too many spaces. At some point smart retailers will find ways to differentiate themselves to battle back against the company.

specialty stores

He thinks it is easy for them to gain market share when you are not making any money. At some point governments will intervene to bust this company up as it is becoming dominate in too many spaces. At some point smart retailers will find ways to differentiate themselves to battle back against the company.

specialty stores
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$1448.690
Owned Owned
No

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