Amazon.com | StockChase
163
Amazon.com (AMZN-Q)

Last Price Recorded: $1,174.2600 on 2017-12-14

ON STOCKCHASE SINCE Dec 2000

on-line shopping

specialty stores
163
Amazon.com (AMZN-Q)

Last Price Recorded: $1,174.2600 on 2017-12-14

ON STOCKCHASE SINCE Dec 2000

on-line shopping

specialty stores

Amazon.com


Signal Opinion Expert
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

COMMENT
Amazon.com(AMZN-Q) 

October 5, 2017

This company is the great disruptor. What is probably most interesting is that it is not technology, it is brilliant imagination. Everything is growing nicely, but what is the downside? The downside is, where are the earnings?

specialty stores

This company is the great disruptor. What is probably most interesting is that it is not technology, it is brilliant imagination. Everything is growing nicely, but what is the downside? The downside is, where are the earnings?

specialty stores
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$980.850
Owned Owned
Unknown

BUY
Amazon.com(AMZN-Q) 

September 21, 2017

This is right at the heart of one of the most important secular themes which is on-line retail.  It has been a top pick and his view has not changed.  The trend is very clearly higher.  This can only be one part of a portfolio.  There are always risks and you have to know where to exit.  They have a very low cost of capital and they have gone and disrupted a lot of industries.

specialty stores

This is right at the heart of one of the most important secular themes which is on-line retail.  It has been a top pick and his view has not changed.  The trend is very clearly higher.  This can only be one part of a portfolio.  There are always risks and you have to know where to exit.  They have a very low cost of capital and they have gone and disrupted a lot of industries.

specialty stores
David Burrows

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

PricePrice
$964.650
Owned Owned
Yes

BUY
Amazon.com(AMZN-Q) 

September 20, 2017

A great long-term play. It is expensive, but once it actually slows its growth, profitability will skyrocket. They are not going to slow their growth, they are going to keep reinvesting in their businesses. With guys like Jeff Bezos, you just want to bet with them and stay with them. Has a target price of $1250.

specialty stores

A great long-term play. It is expensive, but once it actually slows its growth, profitability will skyrocket. They are not going to slow their growth, they are going to keep reinvesting in their businesses. With guys like Jeff Bezos, you just want to bet with them and stay with them. Has a target price of $1250.

specialty stores
Bruce Murray

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

PricePrice
$973.210
Owned Owned
Yes

COMMENT
Amazon.com(AMZN-Q) 

September 18, 2017

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.

specialty stores

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.

specialty stores
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$974.190
Owned Owned
Yes

COMMENT
Amazon.com(AMZN-Q) 

September 12, 2017

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.

specialty stores

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.

specialty stores
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$982.580
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

September 12, 2017

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.

specialty stores

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.

specialty stores
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$982.580
Owned Owned
No

BUY
Amazon.com(AMZN-Q) 

August 30, 2017

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.

specialty stores

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.

specialty stores
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$967.590
Owned Owned
Yes

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