Amazon.com (AMZN-Q) Stock Predictions - Stockchase
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Amazon.com

AMZN-Q

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Amazon.com (AMZN-Q) SAVE Feb, 16, 2019, 5:44 am

1,607.95 14.7 (0.91%)

About Amazon.com (AMZN-Q)

Amazon.com, Inc., doing business as Amazon, is an American electronic commerce and cloud computing company based in Seattle, Washington that was founded by Jeff Bezos on July 5, 1994. More at Wikipedia

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BUY on WEAKNESS
Amazon.com(AMZN-Q) 

February 8, 2019

He would love to see it pullback to about $1369 to become a buyer. He thinks there will be plenty of opportunity to buy it this year. Explicit photos aside.
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He would love to see it pullback to about $1369 to become a buyer. He thinks there will be plenty of opportunity to buy it this year. Explicit photos aside.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$1584.020
Owned Owned
Unknown

PARTIAL SELL
Amazon.com(AMZN-Q) 

February 5, 2019

They dominate cloud, online retailing and other areas and now getting into streaming. Boasts a loyal user base. A remarkable company. Look past the valuation and remember that they are reinvesting their revenue for the future. Don't buy a huge position, because the valuation is high. Google and Facebook have better valuations.
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They dominate cloud, online retailing and other areas and now getting into streaming. Boasts a loyal user base. A remarkable company. Look past the valuation and remember that they are reinvesting their revenue for the future. Don't buy a huge position, because the valuation is high. Google and Facebook have better valuations.
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$1658.810
Owned Owned
Yes

BUY on WEAKNESS
Amazon.com(AMZN-Q) 

January 31, 2019

At the right times when it dips you own it. There is a moat around it. Once you are in there it is your first place to go if you want something. They are entering credit cards in the US. It is growing subscriber bases. They are spending a lot on content, etc. They are a leader on the cloud. You buy the dips on stocks like this.
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At the right times when it dips you own it. There is a moat around it. Once you are in there it is your first place to go if you want something. They are entering credit cards in the US. It is growing subscriber bases. They are spending a lot on content, etc. They are a leader on the cloud. You buy the dips on stocks like this.
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$1718.730
Owned Owned
Unknown

DON'T BUY
Amazon.com(AMZN-Q) 

January 31, 2019

He thinks it is the best of the FAANG stocks. But a difficult one to value. He would never want to bet against them as they are eating the world. But having said that they can not keep on growing in the way yet have or they would own the entire retail world.
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He thinks it is the best of the FAANG stocks. But a difficult one to value. He would never want to bet against them as they are eating the world. But having said that they can not keep on growing in the way yet have or they would own the entire retail world.
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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$1718.730
Owned Owned
No

BUY
Amazon.com(AMZN-Q) 

January 23, 2019

Trades at 70x forward earnings. Likes it. Online sales will continue to grow. But how fast are they growing their cloud and ad businesses? But it's one of the top FAANG stocks.
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Trades at 70x forward earnings. Likes it. Online sales will continue to grow. But how fast are they growing their cloud and ad businesses? But it's one of the top FAANG stocks.
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$1640.020
Owned Owned
Yes

BUY
Amazon.com(AMZN-Q) 

January 22, 2019

Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
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Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$1632.170
Owned Owned
Yes

DON'T BUY
Amazon.com(AMZN-Q) 

January 14, 2019

Their core business of boxing and shipping stuff is not making money. This is not why you buy AMZN-Q. It is because they are a disruptor. Buy it when it gets beaten silly. He would not touch it today. Below $1000 it might be a buy.
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Their core business of boxing and shipping stuff is not making money. This is not why you buy AMZN-Q. It is because they are a disruptor. Buy it when it gets beaten silly. He would not touch it today. Below $1000 it might be a buy.
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$1617.210
Owned Owned
Unknown

TOP PICK
Amazon.com(AMZN-Q) 

December 31, 2018

A juggernaut that should be in any portfolio. The future is online. Amazon is 10x times bigger than its next competitor, and have a huge lead in web services, but are also hitting the gas in growing. They aren't resting on their laurels. The stock was beaten up in October, because they reduced their growth projections. It's on sale now at $1,500, not $2,000 just a few months ago. (Analysts’ price target is $2159.05)
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A juggernaut that should be in any portfolio. The future is online. Amazon is 10x times bigger than its next competitor, and have a huge lead in web services, but are also hitting the gas in growing. They aren't resting on their laurels. The stock was beaten up in October, because they reduced their growth projections. It's on sale now at $1,500, not $2,000 just a few months ago. (Analysts’ price target is $2159.05)
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$1501.970
Owned Owned
Yes

HOLD
Amazon.com(AMZN-Q) 

December 21, 2018

He would defer any sales until early next year, due to the recent pullback, if one was thinking of taking profit. If the market bounces up, this one will definitely participate. It is not growing profits at 50% annually anymore. He would continue to hold if you already do.
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He would defer any sales until early next year, due to the recent pullback, if one was thinking of taking profit. If the market bounces up, this one will definitely participate. It is not growing profits at 50% annually anymore. He would continue to hold if you already do.
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Don Lato

President, Padlock Investment M...

Price Price
$1377.450
Owned Owned
Unknown

PAST TOP PICK
Amazon.com(AMZN-Q) 

December 14, 2018

(A Top Pick Oct 31/18, Down 0.4%) In his top 5, with a 4.5% position. Took profits a couple of months ago. Fantastic recurring revenue out of e-commerce. Core holding for him.
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(A Top Pick Oct 31/18, Down 0.4%) In his top 5, with a 4.5% position. Took profits a couple of months ago. Fantastic recurring revenue out of e-commerce. Core holding for him.
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$1591.910
Owned Owned
Yes

HOLD
Amazon.com(AMZN-Q) 

November 28, 2018

A record Black Friday and strong Cyber Monday. This is not a valuation they could justify owning now at. They are expanding into many markets, but the multiples are just too high.
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A record Black Friday and strong Cyber Monday. This is not a valuation they could justify owning now at. They are expanding into many markets, but the multiples are just too high.
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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$1677.750
Owned Owned
No

WAIT
Amazon.com(AMZN-Q) 

November 20, 2018

He never found this expensive. It's a revenue machine that will continue. He's always owned it. Now what's happening is an unwind of too many people owning it. Remember that Amazon has had steep sell-offs in its history. Don't get in now. He's reduced his position. He still believes in it. Wait till it bounces up again.
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He never found this expensive. It's a revenue machine that will continue. He's always owned it. Now what's happening is an unwind of too many people owning it. Remember that Amazon has had steep sell-offs in its history. Don't get in now. He's reduced his position. He still believes in it. Wait till it bounces up again.
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$1495.460
Owned Owned
Yes

BUY
Amazon.com(AMZN-Q) 

November 19, 2018

Buy more after today's sell-off? Yes, if you believe in the business and its long-term merits. The valuation is high, but this is a 10-20-year business to own. They dominant online retailing and data storage. A high-quality company. If you buy it, buy it gradually to be safe. Don't time the bottom.
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Buy more after today's sell-off? Yes, if you believe in the business and its long-term merits. The valuation is high, but this is a 10-20-year business to own. They dominant online retailing and data storage. A high-quality company. If you buy it, buy it gradually to be safe. Don't time the bottom.
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$1512.290
Owned Owned
Unknown

PARTIAL BUY
Amazon.com(AMZN-Q) 

November 15, 2018

They've corrected lately. Valuations are decent now, so you can peck away at it. Be tactical, considering the holiday shopping season, which he thinks will be decent. But don't go full-bore on this.
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They've corrected lately. Valuations are decent now, so you can peck away at it. Be tactical, considering the holiday shopping season, which he thinks will be decent. But don't go full-bore on this.
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Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$1619.440
Owned Owned
Unknown

BUY
Amazon.com(AMZN-Q) 

November 14, 2018

A great growth company. You're buying the stock on very high earnings, 40-50x. If you own this, you will grow with it, but expect a lot of volatility, and it can pull back as much as 50%. He can't say whether now is a bottom, but in 3-5 years you'll be happy to own this.
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A great growth company. You're buying the stock on very high earnings, 40-50x. If you own this, you will grow with it, but expect a lot of volatility, and it can pull back as much as 50%. He can't say whether now is a bottom, but in 3-5 years you'll be happy to own this.
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$1599.010
Owned Owned
Unknown

DON'T BUY
Amazon.com(AMZN-Q) 

November 13, 2018

You think you want to own this because they are ubiquitous, but Amazon doesn't offer enough information for investors. Look at other tech companies like Apple, Intel, Google or Facebook--lots of choice. Their growth is impressive, but not enough info.
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You think you want to own this because they are ubiquitous, but Amazon doesn't offer enough information for investors. Look at other tech companies like Apple, Intel, Google or Facebook--lots of choice. Their growth is impressive, but not enough info.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$1631.170
Owned Owned
No

TOP PICK
Amazon.com(AMZN-Q) 

November 7, 2018

He bought during the recent correction. A global brand name with 100 million users and still growing. Their cloud segment is still rising. More internet users are coming from developing markets, so the runway for growth is still strong. Amazon is way ahead any competitors. Trading at 75x earnings isn't cheap but 50% long-term growth rate. (Analysts’ price target is $2132.23)
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He bought during the recent correction. A global brand name with 100 million users and still growing. Their cloud segment is still rising. More internet users are coming from developing markets, so the runway for growth is still strong. Amazon is way ahead any competitors. Trading at 75x earnings isn't cheap but 50% long-term growth rate. (Analysts’ price target is $2132.23)
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$1751.000
Owned Owned
Yes

TOP PICK
Amazon.com(AMZN-Q) 

November 2, 2018

The recent pullback is a great entry point. It is at a key support level. They continue to seek out new markets, looking to bring technology to add efficiency. You have to have this in your portfolio. Yield 0%. (Analysts’ price target is $2132.23)
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The recent pullback is a great entry point. It is at a key support level. They continue to seek out new markets, looking to bring technology to add efficiency. You have to have this in your portfolio. Yield 0%. (Analysts’ price target is $2132.23)
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$1665.530
Owned Owned
Unknown

PARTIAL BUY
Amazon.com(AMZN-Q) 

November 2, 2018

You can buy an initial half-position now. Id it doubles, don't buy more. If it comes down, buy more. Has had wild price swings lately. Online revenue is growing 17%. They're trying to expand outside the U.S. but face rivals. They also face competition from MSFT in cloud services and now from IBM with their Red Hat purchase. Be careful with Amazon. This could easily fall 30%, so own half a position now.

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You can buy an initial half-position now. Id it doubles, don't buy more. If it comes down, buy more. Has had wild price swings lately. Online revenue is growing 17%. They're trying to expand outside the U.S. but face rivals. They also face competition from MSFT in cloud services and now from IBM with their Red Hat purchase. Be careful with Amazon. This could easily fall 30%, so own half a position now.

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David Driscoll

President , Liberty Internationa...

Price Price
$1665.530
Owned Owned
Unknown

TOP PICK
Amazon.com(AMZN-Q) 

October 31, 2018

Down 25% over the last month, he now has added to make this the largest holding in his portfolio. His price target is $2132. He has owned it since he started the fund six years ago. This is a fantastic opportunity as the company raises prices in its competitive advantage areas and becomes more price conscious in the more competitive ones. Yield 0%. (Analysts’ price target is $2135.38)
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Down 25% over the last month, he now has added to make this the largest holding in his portfolio. His price target is $2132. He has owned it since he started the fund six years ago. This is a fantastic opportunity as the company raises prices in its competitive advantage areas and becomes more price conscious in the more competitive ones. Yield 0%. (Analysts’ price target is $2135.38)
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$1598.010
Owned Owned
Yes

DON'T BUY
Amazon.com(AMZN-Q) 

October 29, 2018

They've had a rough few days after reporting last week. They're starting to report earnings regularly, so investors can now put multiples on them. Their 56x 2019 earnings are too rich for him. It's trading at 19x book. A great company and will do very well across different ventures. Still too pricey for him, but it's getting reasonable.

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They've had a rough few days after reporting last week. They're starting to report earnings regularly, so investors can now put multiples on them. Their 56x 2019 earnings are too rich for him. It's trading at 19x book. A great company and will do very well across different ventures. Still too pricey for him, but it's getting reasonable.

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Don Lato

President, Padlock Investment M...

Price Price
$1538.880
Owned Owned
No

BUY
Amazon.com(AMZN-Q) 

October 18, 2018

This is for growth-oriented investors that look into the future. The company is still rolling up industry after industry after industry. Now the largest company in the world by market cap. Jeff Bezos is young. He thinks that he will drive the company to highs that we are yet to see. They are competing in the computer space. 

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This is for growth-oriented investors that look into the future. The company is still rolling up industry after industry after industry. Now the largest company in the world by market cap. Jeff Bezos is young. He thinks that he will drive the company to highs that we are yet to see. They are competing in the computer space. 

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$1770.720
Owned Owned
Yes

PARTIAL SELL
Amazon.com(AMZN-Q) 

October 1, 2018

The last FANG stock that's still rising. Lock in some profits and see how the rest of your shares do. If there's a bear market, because this will go down, because its valuation is very high.

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The last FANG stock that's still rising. Lock in some profits and see how the rest of your shares do. If there's a bear market, because this will go down, because its valuation is very high.

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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$2004.360
Owned Owned
Unknown

BUY
Amazon.com(AMZN-Q) 

September 21, 2018

He continues to recommend holding this.  They are changing how things are done in the world.  They have above 20% ROE and growth in revenues.  They recommend it as a buy.    

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He continues to recommend holding this.  They are changing how things are done in the world.  They have above 20% ROE and growth in revenues.  They recommend it as a buy.    

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Rob Tetrault

Portfolio , Tetrault Wealth Advi...

Price Price
$1915.010
Owned Owned
Yes

BUY
Amazon.com(AMZN-Q) 

September 19, 2018

All tech HAS pulled back in the past two weeks. It's a secular leader in a secular theme. Give it the benefit of the doubt. Amazon is nowhere close to stopping its momentum.

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All tech HAS pulled back in the past two weeks. It's a secular leader in a secular theme. Give it the benefit of the doubt. Amazon is nowhere close to stopping its momentum.

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David Burrows

President , Barometer Capital Ma...

Price Price
$1926.420
Owned Owned
Yes

PARTIAL SELL
Amazon.com(AMZN-Q) 

September 14, 2018

He sold it this summer due to FANG concerns. It's had a great run in recent years. He had feared it could fall below $1,800, though a push to the upside is still possible. Maybe sell half and put a stop at the current level.

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He sold it this summer due to FANG concerns. It's had a great run in recent years. He had feared it could fall below $1,800, though a push to the upside is still possible. Maybe sell half and put a stop at the current level.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$1970.190
Owned Owned
No

DON'T BUY
Amazon.com(AMZN-Q) 

August 22, 2018

AMAZON or GOOGLE? Neither. As a value investor, he can't justify the high valuations of the FANG stocks. Value will become more important in the coming years. Momentum has had its day. These stocks can be vulnerable.

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AMAZON or GOOGLE? Neither. As a value investor, he can't justify the high valuations of the FANG stocks. Value will become more important in the coming years. Momentum has had its day. These stocks can be vulnerable.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$1904.900
Owned Owned
No

DON'T BUY
Amazon.com(AMZN-Q) 

July 19, 2018

It is a great company.  He is a value investor so does not over pay for what people are predicting in the future.  They have razor thin margins.  He thinks today the company has to be perfect going forward to justify this price.

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It is a great company.  He is a value investor so does not over pay for what people are predicting in the future.  They have razor thin margins.  He thinks today the company has to be perfect going forward to justify this price.

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Tim Regan

Managing D, Kingwest & Company...

Price Price
$1812.970
Owned Owned
No

COMMENT
Amazon.com(AMZN-Q) 

July 12, 2018

Amazing company to watch to see how it went from selling books to basically everything and eventually run everything given the way it goes. As long as the investors agree with management to look at growth as opposed to short-term earnings and cash flow then they will continue to execute their strategy and disrupt areas. He thinks that a risk is if they fail in one or two areas they enter. That would be the time to take a second look. 

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Amazing company to watch to see how it went from selling books to basically everything and eventually run everything given the way it goes. As long as the investors agree with management to look at growth as opposed to short-term earnings and cash flow then they will continue to execute their strategy and disrupt areas. He thinks that a risk is if they fail in one or two areas they enter. That would be the time to take a second look. 

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Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$1813.030
Owned Owned
No

COMMENT
Amazon.com(AMZN-Q) 

July 10, 2018

She is a value-based investor and it is hard to justify the valuation of Amazon at this level. Everyone who has owned Amazon has done well. The company keeps finding new areas to grow into, which is essential for a momentum-driven stock.

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She is a value-based investor and it is hard to justify the valuation of Amazon at this level. Everyone who has owned Amazon has done well. The company keeps finding new areas to grow into, which is essential for a momentum-driven stock.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$1743.070
Owned Owned
No

BUY
Amazon.com(AMZN-Q) 

June 29, 2018

In the short term, their earnings will be the biggest factor to watch. He would consider getting into it before the earnings report. Longer term, it is a great holding as it is a real “interrupting” company.

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In the short term, their earnings will be the biggest factor to watch. He would consider getting into it before the earnings report. Longer term, it is a great holding as it is a real “interrupting” company.

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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$1699.800
Owned Owned
No

WATCH
Amazon.com(AMZN-Q) 

June 12, 2018

This is the iconic company of the 21st century. You can't have a discussion about retail without talking about Amazon. However, the debate inside his company is whether this great company is a great stock. It is hard to measure its profitability now and in its future, and therefore hard to determine whether its price is high or low. They don't make a profit, they may never pay dividends or buy back shares. Normally, shareholders buy a stock to gain a piece of the company's profits, which come back to the shareholder in some way. Amazon operates outside of this model. The jury is out, for him, as to whether this is a good stock or not.

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This is the iconic company of the 21st century. You can't have a discussion about retail without talking about Amazon. However, the debate inside his company is whether this great company is a great stock. It is hard to measure its profitability now and in its future, and therefore hard to determine whether its price is high or low. They don't make a profit, they may never pay dividends or buy back shares. Normally, shareholders buy a stock to gain a piece of the company's profits, which come back to the shareholder in some way. Amazon operates outside of this model. The jury is out, for him, as to whether this is a good stock or not.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$1698.750
Owned Owned
No

BUY
Amazon.com(AMZN-Q) 

June 4, 2018

Has a magnificent valuation, over 22 times book value, with a PE of 104.  This is practically a dead giveaway on the street.  $1500 would be a sell signal but it could have an upside of $1900.  It has had some spectacular wipeouts along the way since inception.  The stock comes back quite quickly and then it drives on.  At some point it will wipe out but it is destroying the retail industry right now.  He thinks the growth will continue right now.

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Has a magnificent valuation, over 22 times book value, with a PE of 104.  This is practically a dead giveaway on the street.  $1500 would be a sell signal but it could have an upside of $1900.  It has had some spectacular wipeouts along the way since inception.  The stock comes back quite quickly and then it drives on.  At some point it will wipe out but it is destroying the retail industry right now.  He thinks the growth will continue right now.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$1665.270
Owned Owned
Unknown

HOLD
Amazon.com(AMZN-Q) 

June 1, 2018

This is his largest position in the portfolio.  His target price is $1875 over the next 12 months.  This is the poster child for consumer services.  They had great Q1 earnings including cloud applications.  Amazon web-services owns 70-75% of the cloud services sector he estimates, which acts as a great cash cow. 

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This is his largest position in the portfolio.  His target price is $1875 over the next 12 months.  This is the poster child for consumer services.  They had great Q1 earnings including cloud applications.  Amazon web-services owns 70-75% of the cloud services sector he estimates, which acts as a great cash cow. 

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Kim Bolton

President , Black Swan Dexterita...

Price Price
$1641.540
Owned Owned
Yes

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. 

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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. 

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$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.

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

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Mario Mainelli,

Portfolio , Caldwell Investment ...

Price Price
$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.

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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.

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$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.

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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.

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James Telfser

Partner & , Aventine Management ...

Price Price
$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. 

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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. 

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$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.

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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.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$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. 

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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. 

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$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.

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(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.

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John O'Connell,

Chairman a, Davis Rea...

Price Price
$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%.

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(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%.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$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. 

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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. 

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William Chin

Portfolio , Caldwell Investment ...

Price Price
$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.

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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.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$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.

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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.

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Rob Tetrault

Portfolio , Tetrault Wealth Advi...

Price Price
$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.

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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.

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Thomas George

, TD Asset Management...

Price Price
$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?

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[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?

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$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.

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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.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$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.

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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.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$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.

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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.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$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.

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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.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$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.)

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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.)

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Gordon Reid

President, GoodReid Investment ...

Price Price
$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.

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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.

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$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. 

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(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. 

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$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.

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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.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$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. 

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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. 

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$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
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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.

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David Burrows

President , Barometer Capital Ma...

Price Price
$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
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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.

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$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.

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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.

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John Petrides

Managing D, Point View Wealth Ma...

Price Price
$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. 

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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. 

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$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.

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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.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$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?

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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
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0 comments
Ross Healy

Chairman, Strategic Analysis C...

Price Price
$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
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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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$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.

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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.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$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
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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.

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0 comments
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$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
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0 comments

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
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0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$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.

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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.

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0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$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.

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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.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$967.590
Owned Owned
Yes

DON'T BUY
Amazon.com(AMZN-Q) 

August 29, 2017

The problem is how to value this. It’s not cheap on any metric that you can come up with. A company he would love to own. If he saw a serious material pullback, he’d be all over it. At this type of valuation, it is impossible for him to buy the name. He would recommend you look at other technology names that are trading at much more reasonable valuations.

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The problem is how to value this. It’s not cheap on any metric that you can come up with. A company he would love to own. If he saw a serious material pullback, he’d be all over it. At this type of valuation, it is impossible for him to buy the name. He would recommend you look at other technology names that are trading at much more reasonable valuations.

specialty stores
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0 comments
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$954.060
Owned Owned
No

PARTIAL BUY
Amazon.com(AMZN-Q) 

August 24, 2017

AMZN-Q vs. BABA-Q.  He likes them both.  It is always better to buy them in a correction.  But they both look like they could go higher.  He suggests making a partial buy now.  BABA-N looks exceptionally good because it is centric on Asia.  BABA-N also gives you a Paypal equivalent.  AMZN-Q is mostly North America.

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AMZN-Q vs. BABA-Q.  He likes them both.  It is always better to buy them in a correction.  But they both look like they could go higher.  He suggests making a partial buy now.  BABA-N looks exceptionally good because it is centric on Asia.  BABA-N also gives you a Paypal equivalent.  AMZN-Q is mostly North America.

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$952.450
Owned Owned
Yes

DON'T BUY
Amazon.com(AMZN-Q) 

August 23, 2017

Preeminent growth stock. Solid price momentum, but it came off a little bit recently.  It is very expensive.  50 times cash flow and a low ROE of 10 times.  240 times trailing price earnings. These stocks can have fairly substantial corrections.

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Preeminent growth stock. Solid price momentum, but it came off a little bit recently.  It is very expensive.  50 times cash flow and a low ROE of 10 times.  240 times trailing price earnings. These stocks can have fairly substantial corrections.

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0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$958.000
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

August 21, 2017

It is a large portion of the index so there is a lot of ETF trading.  The price is hard to value.  Sometimes they have earnings and sometimes they don’t.  Alibaba has the backing of the government of China and so he prefers this.  It has a much better chance than AMZN-Q in expanding into India.  If you want AMZN-Q then buy it in portions and watch Alibaba.

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It is a large portion of the index so there is a lot of ETF trading.  The price is hard to value.  Sometimes they have earnings and sometimes they don’t.  Alibaba has the backing of the government of China and so he prefers this.  It has a much better chance than AMZN-Q in expanding into India.  If you want AMZN-Q then buy it in portions and watch Alibaba.

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0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$953.290
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

August 18, 2017

People believe this is going to kill all of retail.  They do not yet make a profit.  They make amazing sales, but don’t worry about making profits.  There was a time when people thought Wal-Mart would take over the world and drive other retailers out of business.  Retailers learned how to deal with and compete with Wal-Mart.  They adapted their operations.  He believes the same thing will happen with AMZN-Q.  It will not go away, but not take everything over either.

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People believe this is going to kill all of retail.  They do not yet make a profit.  They make amazing sales, but don’t worry about making profits.  There was a time when people thought Wal-Mart would take over the world and drive other retailers out of business.  Retailers learned how to deal with and compete with Wal-Mart.  They adapted their operations.  He believes the same thing will happen with AMZN-Q.  It will not go away, but not take everything over either.

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0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$958.470
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

August 17, 2017

A bit of a tough analytical exercise. CEO truly marches to his own beat and doesn’t care what Wall Street analysts think about his results, and doesn’t view the calendar as some sort of reason to start or end. In many cases, corporate America has fallen prey to the short-term, myopic view of success, quarter to quarter to quarter. Business isn’t built that way. However, it is very difficult to understand or predict in what direction he is going. Cash flow is growing dramatically. Earnings are all over the place. Capital expenditures are skyrocketing. He would prefer Facebook (FB-Q) instead.

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A bit of a tough analytical exercise. CEO truly marches to his own beat and doesn’t care what Wall Street analysts think about his results, and doesn’t view the calendar as some sort of reason to start or end. In many cases, corporate America has fallen prey to the short-term, myopic view of success, quarter to quarter to quarter. Business isn’t built that way. However, it is very difficult to understand or predict in what direction he is going. Cash flow is growing dramatically. Earnings are all over the place. Capital expenditures are skyrocketing. He would prefer Facebook (FB-Q) instead.

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0 comments
Gordon Reid

President, GoodReid Investment ...

Price Price
$960.570
Owned Owned
No

COMMENT
Amazon.com(AMZN-Q) 

August 15, 2017

As a replacement for 30% of bonds and RIFs for retirees? Doesn’t think this is the right fit for a RIF or as a replacement for bonds. It doesn’t pay a dividend. It will be significantly more volatile than quality bonds will. He doesn’t own this because it doesn’t pay a dividend.

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As a replacement for 30% of bonds and RIFs for retirees? Doesn’t think this is the right fit for a RIF or as a replacement for bonds. It doesn’t pay a dividend. It will be significantly more volatile than quality bonds will. He doesn’t own this because it doesn’t pay a dividend.

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0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$982.740
Owned Owned
No

COMMENT
Amazon.com(AMZN-Q) 

August 14, 2017

A very important company and very attractively valued. It isn’t just that they have the dominant position in internet retail and a powerful brand, it is also that they own a lot of the technology that facilitates this. A low-cost producer. What a lot of people miss is that their accounting is very conservative. Their free cash flow is between 4% and 5%, very similar to the market. However, it can be volatile. Every 18-24 months there appears to be a 20% pullback. That would make the easiest entry point.

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A very important company and very attractively valued. It isn’t just that they have the dominant position in internet retail and a powerful brand, it is also that they own a lot of the technology that facilitates this. A low-cost producer. What a lot of people miss is that their accounting is very conservative. Their free cash flow is between 4% and 5%, very similar to the market. However, it can be volatile. Every 18-24 months there appears to be a 20% pullback. That would make the easiest entry point.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$983.300
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

August 4, 2017

The longer-term trend for this is distinctly on the upside. The problem is that, like most of the FANG stocks, it is starting to struggle now. That is not unusual, because they have had such a huge run. Technically, it is in an upward trend, but is overbought and is starting to show some early signs of rolling over. From a trading point of view, you want to take some money off the table. Seasonally, this has done best from late October through until January.

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The longer-term trend for this is distinctly on the upside. The problem is that, like most of the FANG stocks, it is starting to struggle now. That is not unusual, because they have had such a huge run. Technically, it is in an upward trend, but is overbought and is starting to show some early signs of rolling over. From a trading point of view, you want to take some money off the table. Seasonally, this has done best from late October through until January.

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0 comments
Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$987.580
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

August 1, 2017

Broadcom (AVGO-Q), Nvidia (NVDA-Q) or Amazon (AMZN-Q) for a long-term hold? He likes all of them. They are all very interesting companies. We all know the story of Amazon, and Nvidia is on fire with their new graphic chips. Broadcom has been doing a great job of consolidating the traditional computer chip industry. This one would be in the middle of the risk curve. You are paying a big price for it, but growth is pretty certain and the outlook is long-term.

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Broadcom (AVGO-Q), Nvidia (NVDA-Q) or Amazon (AMZN-Q) for a long-term hold? He likes all of them. They are all very interesting companies. We all know the story of Amazon, and Nvidia is on fire with their new graphic chips. Broadcom has been doing a great job of consolidating the traditional computer chip industry. This one would be in the middle of the risk curve. You are paying a big price for it, but growth is pretty certain and the outlook is long-term.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$996.190
Owned Owned
Unknown

WAIT
Amazon.com(AMZN-Q) 

July 31, 2017

Seasonality for technology stocks usually starts on October 10. This just came out with earnings and the stock pulled back a little. We are starting to see some weakness overall in tech stocks. This could actually pull back to $875 if there is some weakness in the market and the technology sector.

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Seasonality for technology stocks usually starts on October 10. This just came out with earnings and the stock pulled back a little. We are starting to see some weakness overall in tech stocks. This could actually pull back to $875 if there is some weakness in the market and the technology sector.

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$987.780
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

July 17, 2017

AMZN-Q vs. QQQ-Q.  You can buy very few AMZN-Q shares if you want.  There are huge earnings coming in from the technology sector and they report next week.  The QQQ-Q’s seasonality reaches its peak on July 17th (today).  These stocks are overbought right now.   The stocks are starting to struggle.  We have already seen the peak in QQQ-Q.

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AMZN-Q vs. QQQ-Q.  You can buy very few AMZN-Q shares if you want.  There are huge earnings coming in from the technology sector and they report next week.  The QQQ-Q’s seasonality reaches its peak on July 17th (today).  These stocks are overbought right now.   The stocks are starting to struggle.  We have already seen the peak in QQQ-Q.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$1010.040
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

July 10, 2017

Long-term hold? P/E ratio 180, which really takes you back. However, if you adjust the accounting Net Income to strip out the non-cash items, the cash P/E ratio is in the high 20s-30s. If looking to hold this for at least 3 years, it is a tremendous company.

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Long-term hold? P/E ratio 180, which really takes you back. However, if you adjust the accounting Net Income to strip out the non-cash items, the cash P/E ratio is in the high 20s-30s. If looking to hold this for at least 3 years, it is a tremendous company.

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0 comments
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$996.470
Owned Owned
Yes

COMMENT
Amazon.com(AMZN-Q) 

July 7, 2017

This has been a fantastic story, and is one of the stocks that he has regrets not buying. It has a very rich valuation and is growing very quickly, with a fair amount of volatility. Probably not one he would buy, but he does recognize its quality.

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This has been a fantastic story, and is one of the stocks that he has regrets not buying. It has a very rich valuation and is growing very quickly, with a fair amount of volatility. Probably not one he would buy, but he does recognize its quality.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$978.760
Owned Owned
No

COMMENT
Amazon.com(AMZN-Q) 

June 29, 2017

A lot of people look on this as a tech name, but technically it is a consumer name. Trading at 66X forward earnings with a very strong growth rate of over 30%. However, that is at a 2X PEG ratio, a bit more expensive than some of your other high flyer type of names in that space. The market has looked at their acquisition of Whole Foods as very positive, but we’ll have to wait and see if they can execute this well. Other names that are more attractive, and with less risk.

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A lot of people look on this as a tech name, but technically it is a consumer name. Trading at 66X forward earnings with a very strong growth rate of over 30%. However, that is at a 2X PEG ratio, a bit more expensive than some of your other high flyer type of names in that space. The market has looked at their acquisition of Whole Foods as very positive, but we’ll have to wait and see if they can execute this well. Other names that are more attractive, and with less risk.

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0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$975.930
Owned Owned
No

DON'T BUY
Amazon.com(AMZN-Q) 

June 28, 2017

Chart shows an upward trend line. Recently momentum has been coming out of the stock, and the stock has bumped up against a line of resistance. It has the appearance of a rising wedge, which is typically a bearish set up if it ever breaks below the lower limit. The lower limit comes in at around $950, and if it breaks through that, there could be a substantial retracement of the move that has taken place over the past 3 years or so. Be careful of that. We are approaching the period of seasonal strength from September all the way through to the end of the year. He would stay away from this right now.

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Chart shows an upward trend line. Recently momentum has been coming out of the stock, and the stock has bumped up against a line of resistance. It has the appearance of a rising wedge, which is typically a bearish set up if it ever breaks below the lower limit. The lower limit comes in at around $950, and if it breaks through that, there could be a substantial retracement of the move that has taken place over the past 3 years or so. Be careful of that. We are approaching the period of seasonal strength from September all the way through to the end of the year. He would stay away from this right now.

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0 comments
Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$990.330
Owned Owned
Unknown

TOP PICK
Amazon.com(AMZN-Q) 

June 20, 2017

This company has unrivaled retail assets. Also, with their AWS Computing subsidiary, they have low cost computing and have everything they need to compete in the retail world. Thinks their revenues are going to continue to grow at 15%-20% and earnings will be compounding at 15% over the next several years. His target price is $1150 in 12 months. With their big acquisition of Whole Foods, they just tapped into the biggest retail market. (Analysts’ price target is $1100.)

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This company has unrivaled retail assets. Also, with their AWS Computing subsidiary, they have low cost computing and have everything they need to compete in the retail world. Thinks their revenues are going to continue to grow at 15%-20% and earnings will be compounding at 15% over the next several years. His target price is $1150 in 12 months. With their big acquisition of Whole Foods, they just tapped into the biggest retail market. (Analysts’ price target is $1100.)

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0 0 0 0 0
0 comments
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$992.590
Owned Owned
Yes

COMMENT
Amazon.com(AMZN-Q) 

June 16, 2017

It was just announced they are acquiring Whole Foods (WFM-Q) for about $14 billion. This is a huge disruption for the grocery business, more so initially in the US where they are situated across the country. You can now expect Whole Foods to build out across Canada. Food is the least area penetrated right now in online ordering.

specialty stores
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It was just announced they are acquiring Whole Foods (WFM-Q) for about $14 billion. This is a huge disruption for the grocery business, more so initially in the US where they are situated across the country. You can now expect Whole Foods to build out across Canada. Food is the least area penetrated right now in online ordering.

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0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$987.710
Owned Owned
Unknown

BUY on WEAKNESS
Amazon.com(AMZN-Q) 

June 14, 2017

This is going to be very volatile, but it is going to keep going. A big player in retail. Their AWS division is growing rapidly and they are world leaders at that. The move into Cloud is still in its early stage. They haven’t begun to really monetize their ability to be able to advertise directly to the consumer. They haven’t moved into medicine and drug dispensary yet, and he would be surprised if they don’t. Amazon Prime is going to continue to grow. As people move more and more towards online and automatic replenishment shopping, their delivery process is going to get more robust. As that happens, their costs for delivery goes down. Buy this on dips.

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This is going to be very volatile, but it is going to keep going. A big player in retail. Their AWS division is growing rapidly and they are world leaders at that. The move into Cloud is still in its early stage. They haven’t begun to really monetize their ability to be able to advertise directly to the consumer. They haven’t moved into medicine and drug dispensary yet, and he would be surprised if they don’t. Amazon Prime is going to continue to grow. As people move more and more towards online and automatic replenishment shopping, their delivery process is going to get more robust. As that happens, their costs for delivery goes down. Buy this on dips.

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0 0 0 0 0
0 comments
John O'Connell,

Chairman a, Davis Rea...

Price Price
$976.470
Owned Owned
Yes

COMMENT
Amazon.com(AMZN-Q) 

June 13, 2017

There is an oligopoly forming up in Cloud services business with Google (GOOGL-Q), Microsoft (MSFT-Q) and Amazon. He likes what is happening. Amazon recently put up a quarter which was a 6%-8% beat. The company is in the right space and doing the right things, but valuation is really stretched. He would like this to have a little bit of time for consolidation.

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There is an oligopoly forming up in Cloud services business with Google (GOOGL-Q), Microsoft (MSFT-Q) and Amazon. He likes what is happening. Amazon recently put up a quarter which was a 6%-8% beat. The company is in the right space and doing the right things, but valuation is really stretched. He would like this to have a little bit of time for consolidation.

specialty stores
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$980.790
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

June 9, 2017

He would be more of a buyer than a seller on this. They don’t make any money, but the revenue stream is so powerful that at any point in time they could just say we are going to make a lot of money, because the margins are pretty good.

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He would be more of a buyer than a seller on this. They don’t make any money, but the revenue stream is so powerful that at any point in time they could just say we are going to make a lot of money, because the margins are pretty good.

specialty stores
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$978.310
Owned Owned
No

TOP PICK
Amazon.com(AMZN-Q) 

June 6, 2017

It is hard to see this not being in a portfolio. Online retail is only 11% of total retail. Think of other industries such as travel, which is now 45% online, there is huge room to grow in online retail. They account for 20% of all US online retail, and that’s only going to grow. Not only the leader in retail, but they are into Cloud services, which is where the world is going. They are doing everything right and hitting on all cylinders. (Analysts’ price target is $1100.)

specialty stores
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It is hard to see this not being in a portfolio. Online retail is only 11% of total retail. Think of other industries such as travel, which is now 45% online, there is huge room to grow in online retail. They account for 20% of all US online retail, and that’s only going to grow. Not only the leader in retail, but they are into Cloud services, which is where the world is going. They are doing everything right and hitting on all cylinders. (Analysts’ price target is $1100.)

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0 0 0 0 0
0 comments
John Stephenson

President , Stephenson & Company...

Price Price
$1003.000
Owned Owned
Yes

BUY
Amazon.com(AMZN-Q) 

June 5, 2017

AAPL-Q vs. GOOGL-Q vs. AMZN-Q.  He likes these two as well as AMZN-Q.  You could make a case for all three.  He owns all three.  These guys are changing the world.  AAPL has not had an announcement for a while, but will have announcements in the next year.  They could pull back a bit, but he would own all three.

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AAPL-Q vs. GOOGL-Q vs. AMZN-Q.  He likes these two as well as AMZN-Q.  You could make a case for all three.  He owns all three.  These guys are changing the world.  AAPL has not had an announcement for a while, but will have announcements in the next year.  They could pull back a bit, but he would own all three.

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0 0 0 0 0
0 comments
Matthew McCall

President, Penn Financial Group...

Price Price
$1011.340
Owned Owned
Yes

COMMENT
Amazon.com(AMZN-Q) 

June 5, 2017

The classic category killer. In his funds, he is Long this company and Short the things that Amazon is killing, certain retailers, etc. Not a cheap stock at 28X enterprise value to EBITDA. It certainly has a lot of runway in front of it. They are getting involved in every vertical with respect to retailing. He is nervous.

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The classic category killer. In his funds, he is Long this company and Short the things that Amazon is killing, certain retailers, etc. Not a cheap stock at 28X enterprise value to EBITDA. It certainly has a lot of runway in front of it. They are getting involved in every vertical with respect to retailing. He is nervous.

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0 0 0 0 0
0 comments
Jim McGovern

CEO, Arrow Capital Manage...

Price Price
$1011.340
Owned Owned
Yes

BUY on WEAKNESS
Amazon.com(AMZN-Q) 

June 2, 2017

Wait for a pullback. It has just gone over $1000. What usually happens with round numbers is that it stays there for some time, or it corrects back.

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Wait for a pullback. It has just gone over $1000. What usually happens with round numbers is that it stays there for some time, or it corrects back.

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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$1006.730
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

May 30, 2017

This is such an amazing juggernaut that he doesn’t know how you could value it. It doesn’t make any money, but seems to consume everything in its path, and dominates everything it touches. This is not what he would call a value stock, and in the general market correction, it would get beaten up. As long as it doesn’t get that, he thinks you are going to be okay.

specialty stores
0 0 0 0 0
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This is such an amazing juggernaut that he doesn’t know how you could value it. It doesn’t make any money, but seems to consume everything in its path, and dominates everything it touches. This is not what he would call a value stock, and in the general market correction, it would get beaten up. As long as it doesn’t get that, he thinks you are going to be okay.

specialty stores
0 0 0 0 0
0 comments
Fabrice Taylor

Publisher, The President's Club...

Price Price
$996.700
Owned Owned
Unknown

DON'T BUY
Amazon.com(AMZN-Q) 

May 29, 2017

He sees it continuing to get stronger and to dominate the market.  The problem with the stock is that it is not very profitable, based on the numbers.  It has a price based on anticipation of greater earnings.  He finds the valuation too difficult to stomach.

specialty stores
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He sees it continuing to get stronger and to dominate the market.  The problem with the stock is that it is not very profitable, based on the numbers.  It has a price based on anticipation of greater earnings.  He finds the valuation too difficult to stomach.

specialty stores
0 0 0 0 0
0 comments
Teal Linde

Portfolio , Linde Equity Report...

Price Price
$995.780
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

May 26, 2017

He has mixed feelings on this. Valuation is quite high at 66X forward earnings, but it is still showing a 35% long-term growth rate. PEG ratio is about 1.9-2X, a little more expensive than what he likes. They are doing very well and dominating the North American online retail space. What is interesting is Amazon Web Services whose revenues are doing very well and accelerating. However, they could face some competition from very well capitalized players such as Alphabet (GOOG-Q) and Microsoft (MSFT-Q) down the road. Valuations are slightly above where he would like them to be.

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He has mixed feelings on this. Valuation is quite high at 66X forward earnings, but it is still showing a 35% long-term growth rate. PEG ratio is about 1.9-2X, a little more expensive than what he likes. They are doing very well and dominating the North American online retail space. What is interesting is Amazon Web Services whose revenues are doing very well and accelerating. However, they could face some competition from very well capitalized players such as Alphabet (GOOG-Q) and Microsoft (MSFT-Q) down the road. Valuations are slightly above where he would like them to be.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$995.780
Owned Owned
No

COMMENT
Amazon.com(AMZN-Q) 

March 30, 2017

They are definitely the disruptor.  They are a wonderful company, but they are extremely expensive.

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They are definitely the disruptor.  They are a wonderful company, but they are extremely expensive.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$876.340
Owned Owned
Unknown

STRONG BUY
Amazon.com(AMZN-Q) 

March 29, 2017

This is a tough one.  They broke to a new high today on above average volume. This is a buy signal for him.  It is hard to put a value on them.  They benefit from the network effect.  They are changing the landscape of retail.

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This is a tough one.  They broke to a new high today on above average volume. This is a buy signal for him.  It is hard to put a value on them.  They benefit from the network effect.  They are changing the landscape of retail.

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$874.320
Owned Owned
Yes

WEAK BUY
Amazon.com(AMZN-Q) 

March 27, 2017

The valuation is a bit rich.  He looks at it every time it pulls back.  The most interesting part of the story is the disruption they are creating.  They have huge runway and huge advantages.  Home renovation is a space that is relatively safe from AMZN-Q.  He prefers to play AMZN-Q through the suppliers of equipment for warehouses.

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The valuation is a bit rich.  He looks at it every time it pulls back.  The most interesting part of the story is the disruption they are creating.  They have huge runway and huge advantages.  Home renovation is a space that is relatively safe from AMZN-Q.  He prefers to play AMZN-Q through the suppliers of equipment for warehouses.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$846.820
Owned Owned
No

COMMENT
Amazon.com(AMZN-Q) 

March 9, 2017

Amazon (AMZN-Q), Shopify (SHOP-N)? Both are trading at high valuations. Shopify is not quite making money, while Amazon is making a small profit margin, but not much. This one is growing its top line in the low 20% range, and Shopify has 80% revenue growth. If he has 2 companies that are both overpriced, he is going to go with the one that is 80% versus the one that is growing 20%, so he would go with Shopify.

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Amazon (AMZN-Q), Shopify (SHOP-N)? Both are trading at high valuations. Shopify is not quite making money, while Amazon is making a small profit margin, but not much. This one is growing its top line in the low 20% range, and Shopify has 80% revenue growth. If he has 2 companies that are both overpriced, he is going to go with the one that is 80% versus the one that is growing 20%, so he would go with Shopify.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$853.000
Owned Owned
No

COMMENT
Amazon.com(AMZN-Q) 

February 13, 2017

A very interesting company.  Trades at a ridiculous multiple so there are a lot of expectations in the stock.  They are growing their AWS cloud business exponentially and their retail business is the core retail business in the world.  It is hard for so many other retailers to complete with them.  They need to create the revenue.  You have to expect a lot of volatility if you own this thing.

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A very interesting company.  Trades at a ridiculous multiple so there are a lot of expectations in the stock.  They are growing their AWS cloud business exponentially and their retail business is the core retail business in the world.  It is hard for so many other retailers to complete with them.  They need to create the revenue.  You have to expect a lot of volatility if you own this thing.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$836.530
Owned Owned
No

COMMENT
Amazon.com(AMZN-Q) 

February 9, 2017

The proverbial story of valuation versus fundamentals. This is really a killer in its categories of online retailing and Cloud services. However, it is not cheap. You are looking at 25 to 28 times cash flow. They have a fair bit of growth to achieve in the next little while to come into that valuation. He would prefer looking at this in 2 parts, online retailing and Cloud services, so would suggest maybe looking at Microsoft, which has been growing its share in Cloud services. A cheaper stock and pays a dividend.

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The proverbial story of valuation versus fundamentals. This is really a killer in its categories of online retailing and Cloud services. However, it is not cheap. You are looking at 25 to 28 times cash flow. They have a fair bit of growth to achieve in the next little while to come into that valuation. He would prefer looking at this in 2 parts, online retailing and Cloud services, so would suggest maybe looking at Microsoft, which has been growing its share in Cloud services. A cheaper stock and pays a dividend.

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Jim McGovern

CEO, Arrow Capital Manage...

Price Price
$821.360
Owned Owned
Yes

PAST TOP PICK
Amazon.com(AMZN-Q) 

January 26, 2017

(A Top Pick Jan 26/16. Up 39.56%.) Likes the Amazon Echo with Alexis, versus Apple’s Siri. They also produced the movie, Manchester by the Sea. Also, announced that they just bought some cargo ships, meaning they are getting into freight shipping. They are crushing everybody.

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(A Top Pick Jan 26/16. Up 39.56%.) Likes the Amazon Echo with Alexis, versus Apple’s Siri. They also produced the movie, Manchester by the Sea. Also, announced that they just bought some cargo ships, meaning they are getting into freight shipping. They are crushing everybody.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$839.150
Owned Owned
Yes

COMMENT
Amazon.com(AMZN-Q) 

January 20, 2017

Seasonality on this is very different than the average retail merchandising US company. He is not even sure of the seasonality. Looking at the technicals, the stock is going in the right direction. The longer-term trend is on the upside. The shorter term trend is still even stronger to the upside. On a relative basis, the stock is very, very strong.

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Seasonality on this is very different than the average retail merchandising US company. He is not even sure of the seasonality. Looking at the technicals, the stock is going in the right direction. The longer-term trend is on the upside. The shorter term trend is still even stronger to the upside. On a relative basis, the stock is very, very strong.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$808.330
Owned Owned
Unknown

TOP PICK
Amazon.com(AMZN-Q) 

January 19, 2017

The fact that it has made all these vast investments in infrastructure, they have very little debt. They continue to grow like mad. Moving into India and internationally. They may not be making any money because they are reinvesting the money in growth. It is hard to find good management that is fearless. In 2006, they were using an incredible amount of computer power. Decided to overinvest in computers, and rent out computer space, and are now the largest Cloud computer company globally. (Analysts’ price target is $945.03.)

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The fact that it has made all these vast investments in infrastructure, they have very little debt. They continue to grow like mad. Moving into India and internationally. They may not be making any money because they are reinvesting the money in growth. It is hard to find good management that is fearless. In 2006, they were using an incredible amount of computer power. Decided to overinvest in computers, and rent out computer space, and are now the largest Cloud computer company globally. (Analysts’ price target is $945.03.)

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John O'Connell,

Chairman a, Davis Rea...

Price Price
$809.040
Owned Owned
Yes

COMMENT
Amazon.com(AMZN-Q) 

January 17, 2017

Has a lot of respect for this company. There is no sharper entrepreneur that has done more in the last decade than Jeff Bezos. He is wiping out whole swabs of the retail space. On this one, don’t use PE, but instead use Price to Sales as a valuation. On that basis, it is far more reasonable.

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Has a lot of respect for this company. There is no sharper entrepreneur that has done more in the last decade than Jeff Bezos. He is wiping out whole swabs of the retail space. On this one, don’t use PE, but instead use Price to Sales as a valuation. On that basis, it is far more reasonable.

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$809.720
Owned Owned
Unknown

COMMENT
Amazon.com(AMZN-Q) 

January 16, 2017

An incredible story, but from a valuation perspective it is incredibly expensive. They dominate online retail spending and no one is coming close. The big box stores are having a really hard time competing on an online basis. The money coming from Amazon’s cloud business AWS is really subsidizing the retail side of it.

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