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

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Amazon.com (AMZN-Q) SAVE Apr, 25, 2019, 2:15 am

1,901.75 22.02 (1.14%)

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

What the experts are saying about AMZN-Q



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TOP PICK
Amazon.com(AMZN-Q) 

April 17, 2019

They have a great money making machine of Amazon web services. They spread that money to other businesses. Not expensive with a PEG ratio of 1.78. (Analysts’ price target is $2125.38)
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They have a great money making machine of Amazon web services. They spread that money to other businesses. Not expensive with a PEG ratio of 1.78. (Analysts’ price target is $2125.38)
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$1864.820
Owned Owned
Yes

DON'T BUY
Amazon.com(AMZN-Q) 

April 10, 2019

It's done very well. It's a valuation call and she can't justify it as a value investor. Their online sales subsidize their other operations, though their cloud is doing well (she prefers MSFT in cloud, though). The valuation is too high for her. Any stumble will be great.
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It's done very well. It's a valuation call and she can't justify it as a value investor. Their online sales subsidize their other operations, though their cloud is doing well (she prefers MSFT in cloud, though). The valuation is too high for her. Any stumble will be great.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$1844.262
Owned Owned
No

BUY
Amazon.com(AMZN-Q) 

April 4, 2019

Revenues estimated to be $275 billion this year. $500 billion estimated by 2023. Trading at 67 forward earnings. Not totally dependent on the retail side, their cloud service is growing. He likes the name. They have a huge runaway fro growth.
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Revenues estimated to be $275 billion this year. $500 billion estimated by 2023. Trading at 67 forward earnings. Not totally dependent on the retail side, their cloud service is growing. He likes the name. They have a huge runaway fro growth.
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$1818.860
Owned Owned
Yes

BUY
Amazon.com(AMZN-Q) 

March 28, 2019

Still below its highs. When it broke out it was the time to buy. He think it is a phenomenal company. The speed at which they move nobody understands. Higher on the risk spectrum.
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Still below its highs. When it broke out it was the time to buy. He think it is a phenomenal company. The speed at which they move nobody understands. Higher on the risk spectrum.
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$1773.420
Owned Owned
Unknown

BUY
Amazon.com(AMZN-Q) 

February 28, 2019

He thinks it is one of the most interesting, disruptive companies of our time. their GMV (gross merchandise volume) is at $280 billion. Their cloud business continues to growth. He doesn't know anybody that doesn't buy online. Valuation has been coming down. He is modeling 35% growth for the EPS.
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He thinks it is one of the most interesting, disruptive companies of our time. their GMV (gross merchandise volume) is at $280 billion. Their cloud business continues to growth. He doesn't know anybody that doesn't buy online. Valuation has been coming down. He is modeling 35% growth for the EPS.
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$1639.830
Owned Owned
Yes

BUY
Amazon.com(AMZN-Q) 

February 25, 2019

A 3-5 year hold? Yes. It'll be volatile though. Its growth prospects are strong in cloud and not just online retail. He's bullish.
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A 3-5 year hold? Yes. It'll be volatile though. Its growth prospects are strong in cloud and not just online retail. He's bullish.
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Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$1633.000
Owned Owned
No

DON'T BUY
Amazon.com(AMZN-Q) 

February 22, 2019

Would the technicals be the same as the fundamentals? Stocks follow earnings, but there's also expectations built into stocks and that's tech analysis. Amazon's PE is very high, though he doesn't talk about PE much as a tech analysis guy. Amazon was overbought in 2018 and is trying to base, yet hasn't broken out. He's lukewarm about Amazon.
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Would the technicals be the same as the fundamentals? Stocks follow earnings, but there's also expectations built into stocks and that's tech analysis. Amazon's PE is very high, though he doesn't talk about PE much as a tech analysis guy. Amazon was overbought in 2018 and is trying to base, yet hasn't broken out. He's lukewarm about Amazon.
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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$1631.560
Owned Owned
Unknown

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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0 0 0 0 0
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Gordon Reid

President, GoodReid Investment ...

Price Price
$1437.820
Owned Owned
No

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