Amazon.com | StockChase
170
Amazon.com (AMZN-Q)

Last Price Recorded: $1,482.9200 on 2018-02-22

ON STOCKCHASE SINCE Dec 2000

on-line shopping

specialty stores
170
Amazon.com (AMZN-Q)

Last Price Recorded: $1,482.9200 on 2018-02-22

ON STOCKCHASE SINCE Dec 2000

on-line shopping

specialty stores

Amazon.com


Signal Opinion Expert
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

COMMENT
Amazon.com(AMZN-Q) 

February 13, 2018

It is richly valued and it is difficult to model the downside of momentum stocks like this one. The company’s web services business provides a basis for estimating the value and risk of the company but does not represent enough of the total business. She will not buy it because it does not fit in with her investment approach.

specialty stores

It is richly valued and it is difficult to model the downside of momentum stocks like this one. The company’s web services business provides a basis for estimating the value and risk of the company but does not represent enough of the total business. She will not buy it because it does not fit in with her investment approach.

specialty stores
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$1414.510
Owned Owned
No

DON'T BUY
Amazon.com(AMZN-Q) 

February 13, 2018

Fabulous company, but is it a fabulous stock? He still can't accept the stock price. You're paying a lot of money based just on cash flow. Can Amazon continue to grow and dominate at this rate? Okay, they are good at what they do. He doesn't own it. Doesn't like the valuation.

specialty stores

Fabulous company, but is it a fabulous stock? He still can't accept the stock price. You're paying a lot of money based just on cash flow. Can Amazon continue to grow and dominate at this rate? Okay, they are good at what they do. He doesn't own it. Doesn't like the valuation.

specialty stores
David Baskin

President, Baskin Wealth Manage...

PricePrice
$1414.510
Owned Owned
No

BUY
Amazon.com(AMZN-Q) 

February 2, 2018

Alibaba (BABA-N) or Amazon (AMZN-Q)? You can buy both and he would. Don't use multiples to under valuations, but rather look at invested capital. Estimates 15-20% return on invested capital for Amazon. Alibaba is equal if not slightly better than Amazon. 18% ROIC. Loves both, but would slightly prefer Alibaba.

specialty stores

Alibaba (BABA-N) or Amazon (AMZN-Q)? You can buy both and he would. Don't use multiples to under valuations, but rather look at invested capital. Estimates 15-20% return on invested capital for Amazon. Alibaba is equal if not slightly better than Amazon. 18% ROIC. Loves both, but would slightly prefer Alibaba.

specialty stores
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$1429.950
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

January 30, 2018

Amazon (AMZN-Q) or Netflix (NFLX-Q)? Doesn't own either. Prefers Disney (DIS-N) as their pending purchase of 21st-Century Fox is going to remove the shackles and people are going to stop thinking of it as a cord cutting situation with lower subscriber participation, but more in terms of a streaming competitor to these 2. (See Top Picks.)

specialty stores

Amazon (AMZN-Q) or Netflix (NFLX-Q)? Doesn't own either. Prefers Disney (DIS-N) as their pending purchase of 21st-Century Fox is going to remove the shackles and people are going to stop thinking of it as a cord cutting situation with lower subscriber participation, but more in terms of a streaming competitor to these 2. (See Top Picks.)

specialty stores
Gordon Reid

President, GoodReid Investment ...

PricePrice
$1437.820
Owned Owned
No

COMMENT
Amazon.com(AMZN-Q) 

January 12, 2018

It's very tough to own this if you don't own it already. It’s such an incredible company. What they are doing with the Cloud is really incredible.

specialty stores

It's very tough to own this if you don't own it already. It’s such an incredible company. What they are doing with the Cloud is really incredible.

specialty stores
Bryden Teich

Portfolio Manager, Avenue Investment Ma...

PricePrice
$1305.200
Owned Owned
No

PAST TOP PICK
Amazon.com(AMZN-Q) 

December 11, 2017

(A Top Pick June 20/17. Up 18%.) This is on quite a roll. Their business is expanding and will continue to do so massively for the next several years. The issue is profitability. They are throwing all their cash flow back into growing the business.  When they slow down, the earnings will come roaring through. 

specialty stores

(A Top Pick June 20/17. Up 18%.) This is on quite a roll. Their business is expanding and will continue to do so massively for the next several years. The issue is profitability. They are throwing all their cash flow back into growing the business.  When they slow down, the earnings will come roaring through. 

specialty stores
Bruce Murray

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

PricePrice
$1168.920
Owned Owned
Yes

HOLD
Amazon.com(AMZN-Q) 

November 28, 2017

Technically it has had a huge gain and just went to an all-time high. There is no indication of it even reaching a peak. Seasonally, stocks like this usually do very well from about mid-October through to the end of the year.

specialty stores

Technically it has had a huge gain and just went to an all-time high. There is no indication of it even reaching a peak. Seasonally, stocks like this usually do very well from about mid-October through to the end of the year.

specialty stores
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$1193.600
Owned Owned
Unknown

DON'T BUY
Amazon.com(AMZN-Q) 

November 27, 2017

It is a disruptor.  The valuation of this stock is based on its disruptive effect.  He prefers BABA-N as you have a better opportunity for equity growth.  We in North America are transitioning from stores to ecommerce.  In China they are transitioning from no shopping centers to ecommerce. 

specialty stores

It is a disruptor.  The valuation of this stock is based on its disruptive effect.  He prefers BABA-N as you have a better opportunity for equity growth.  We in North America are transitioning from stores to ecommerce.  In China they are transitioning from no shopping centers to ecommerce. 

specialty stores
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report...

PricePrice
$1195.830
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

November 21, 2017

It’s not too late to get into this. As long as we are in a decent market and as long as this continues to beat estimates, it should continue to participate. The leader in a Bull market tends to be a leader to the very end. You are likely to see the weaklings roll over first. Right now, breadth is expanding and weaklings are not rolling over. Stay in the leading stock as they have a tremendous advantage.

specialty stores

It’s not too late to get into this. As long as we are in a decent market and as long as this continues to beat estimates, it should continue to participate. The leader in a Bull market tends to be a leader to the very end. You are likely to see the weaklings roll over first. Right now, breadth is expanding and weaklings are not rolling over. Stay in the leading stock as they have a tremendous advantage.

specialty stores
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$1139.490
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

November 8, 2017

What is the potential for a stock split? She doesn't know of any plans, but companies want it to be a reasonable number so there can continue to be a retail base in the stock. The market is giving this company a lot of credit. One analyst was quoted that the rules of valuation do not apply to this company. When you hear that, you wonder how much sentiment is driving the stock. To be fair, they have done a better job of generating cash flow in the last little while. However, they have a history of spending more than they make. Right now, the market is very accommodating to them. She is not participating in this stock.

specialty stores

What is the potential for a stock split? She doesn't know of any plans, but companies want it to be a reasonable number so there can continue to be a retail base in the stock. The market is giving this company a lot of credit. One analyst was quoted that the rules of valuation do not apply to this company. When you hear that, you wonder how much sentiment is driving the stock. To be fair, they have done a better job of generating cash flow in the last little while. However, they have a history of spending more than they make. Right now, the market is very accommodating to them. She is not participating in this stock.

specialty stores
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$1132.880
Owned Owned
No

BUY on WEAKNESS
Amazon.com(AMZN-Q) 

October 24, 2017

Has been wrong on this for about the last 10 years. As a value investor, it is hard for him to buy into a stock like this. He doesn’t chase growth. This stock barely makes any money, and yet it continues to go up from a valuation standpoint. He would rather wait for a better entry point.

specialty stores

Has been wrong on this for about the last 10 years. As a value investor, it is hard for him to buy into a stock like this. He doesn’t chase growth. This stock barely makes any money, and yet it continues to go up from a valuation standpoint. He would rather wait for a better entry point.

specialty stores
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Ma...

PricePrice
$975.900
Owned Owned
No

BUY on WEAKNESS
Amazon.com(AMZN-Q) 

October 23, 2017

Everyone is afraid of them.  Reinvested capital back into the business is starting to show rewards.  He would buy it on dips.  You do not need to chase these stocks.  After thanksgiving we will have the cyclicality of money flows into the market.  Any correction prior to that could be in the 5% range and then we might be set up for something more substantial. 

specialty stores

Everyone is afraid of them.  Reinvested capital back into the business is starting to show rewards.  He would buy it on dips.  You do not need to chase these stocks.  After thanksgiving we will have the cyclicality of money flows into the market.  Any correction prior to that could be in the 5% range and then we might be set up for something more substantial. 

specialty stores
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$966.300
Owned Owned
Yes

COMMENT
Amazon.com(AMZN-Q) 

October 19, 2017

Hold or Sell?If you are holding it, you are buying it. There is no question there is a tremendous amount of growth ahead. It’s very hard to justify valuation. While he has confidence that e-commerce penetration is going to increase very gradually from 9%-10% in the US, when you look at their valuation it is difficult to justify how much earnings are going to have to grow for the valuation to come down to a market multiple. Trades at about 110X next year’s earnings. If you take that market multiple and bring it down to a multiple of about 20, that implies earnings are going to have to grow at a compound annual growth rate of 48% over 10 years. Very few companies have been able to do that.

specialty stores

Hold or Sell?If you are holding it, you are buying it. There is no question there is a tremendous amount of growth ahead. It’s very hard to justify valuation. While he has confidence that e-commerce penetration is going to increase very gradually from 9%-10% in the US, when you look at their valuation it is difficult to justify how much earnings are going to have to grow for the valuation to come down to a market multiple. Trades at about 110X next year’s earnings. If you take that market multiple and bring it down to a multiple of about 20, that implies earnings are going to have to grow at a compound annual growth rate of 48% over 10 years. Very few companies have been able to do that.

specialty stores
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$986.610
Owned Owned
No

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