Amazon.com

AMZN-Q

NASDAQ:AMZN

2,415.53
14.43 (0.60%)
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.
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Analysis and Opinions about AMZN-Q

Signal
Opinion
Expert
COMMENT
COMMENT
March 12, 2013

He always looks for the leaders and the strongest ones in the group. Retail has been underperforming in many ways but the Internet retailers are doing particularly well and this is one of the strongest stocks in the group. The relative strength is stronger than 86% of stocks in the current market. Revenue growth has been very strong.

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Amazon.com (AMZN-Q)
March 12, 2013

He always looks for the leaders and the strongest ones in the group. Retail has been underperforming in many ways but the Internet retailers are doing particularly well and this is one of the strongest stocks in the group. The relative strength is stronger than 86% of stocks in the current market. Revenue growth has been very strong.

DON'T BUY
DON'T BUY
January 28, 2013

Reporting earnings tomorrow and it will probably be volatile. Very expensive trading at 21X EBITDA. Phenomenal business. Stealing trade from traditional businesses.

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Amazon.com (AMZN-Q)
January 28, 2013

Reporting earnings tomorrow and it will probably be volatile. Very expensive trading at 21X EBITDA. Phenomenal business. Stealing trade from traditional businesses.

SELL
SELL
January 17, 2013

A bit too frothy. Has a P/E ratio that doesn’t even fit on his screen. Fantastic business and he loves dealing with the company and are a leader in their field but P/E ratio is very high. Not sure this is a reasonable price. If you own, it would make sense to take some profits.

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Amazon.com (AMZN-Q)
January 17, 2013

A bit too frothy. Has a P/E ratio that doesn’t even fit on his screen. Fantastic business and he loves dealing with the company and are a leader in their field but P/E ratio is very high. Not sure this is a reasonable price. If you own, it would make sense to take some profits.

DON'T BUY
DON'T BUY
September 13, 2012

Hit a brand-new high today so certainly the momentum is behind the stock. Extremely expensive at forward PE of 180 times. Growth rate is very strong at 30%-40%.

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Amazon.com (AMZN-Q)
September 13, 2012

Hit a brand-new high today so certainly the momentum is behind the stock. Extremely expensive at forward PE of 180 times. Growth rate is very strong at 30%-40%.

DON'T BUY
DON'T BUY
September 11, 2012

As a company, they are taking over the world. They are selling more and more goods. Having retailers online. Revenues are amazing. Incredible management team. However, the stock is trading at nosebleed valuation and has for a long time.

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Amazon.com (AMZN-Q)
September 11, 2012

As a company, they are taking over the world. They are selling more and more goods. Having retailers online. Revenues are amazing. Incredible management team. However, the stock is trading at nosebleed valuation and has for a long time.

BUY WEAKNESS
BUY WEAKNESS
September 10, 2012

(Market Call Minute.) This is a company that continues to impress him. The only drawback is that right now retail sales, etc. Buy on a pull back.

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Amazon.com (AMZN-Q)
September 10, 2012

(Market Call Minute.) This is a company that continues to impress him. The only drawback is that right now retail sales, etc. Buy on a pull back.

DON'T BUY
DON'T BUY
September 7, 2012

(Market Call Minute.) Very expensive and no earnings support.

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Amazon.com (AMZN-Q)
September 7, 2012

(Market Call Minute.) Very expensive and no earnings support.

COMMENT
COMMENT
August 29, 2012

Value in this is not just the retail business now. It’s got the AWS web service where they are basically an infrastructure platform that is for sale across the web to people that want to put their applications out into the cloud and access them on demand. An incredible franchise that they have developed that is probably the lowest cost infrastructure of the service offering in the marketplace and is growing very rapidly. New services that they are offering to retailers probably means margins are going to be enhanced dramatically over the next 2-3 years. Extremely expensive on a trailing price to cash flow, Price to earnings number. Margin improvement will see earnings catch-up to the price over the next 2-3 years.

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Amazon.com (AMZN-Q)
August 29, 2012

Value in this is not just the retail business now. It’s got the AWS web service where they are basically an infrastructure platform that is for sale across the web to people that want to put their applications out into the cloud and access them on demand. An incredible franchise that they have developed that is probably the lowest cost infrastructure of the service offering in the marketplace and is growing very rapidly. New services that they are offering to retailers probably means margins are going to be enhanced dramatically over the next 2-3 years. Extremely expensive on a trailing price to cash flow, Price to earnings number. Margin improvement will see earnings catch-up to the price over the next 2-3 years.

SELL
SELL
August 24, 2012

Outlook is good but it is an extremely over priced stock. High Multiple. Should be less than 1 for payout but is 4 times. If its growth rate and earnings come down, it could cut in half, literally. Reminds her of the tech bubble. The PE should be less than its growth rate.

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Amazon.com (AMZN-Q)
August 24, 2012

Outlook is good but it is an extremely over priced stock. High Multiple. Should be less than 1 for payout but is 4 times. If its growth rate and earnings come down, it could cut in half, literally. Reminds her of the tech bubble. The PE should be less than its growth rate.

DON'T BUY
DON'T BUY
August 13, 2012

This company remains the biggest mystery to him in the whole equity market. Great company, great earnings growth. They don’t have to reinvent themselves and bring out new products. Why it commands a 95X multiple of next year’s earnings is beyond him.

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Amazon.com (AMZN-Q)
August 13, 2012

This company remains the biggest mystery to him in the whole equity market. Great company, great earnings growth. They don’t have to reinvent themselves and bring out new products. Why it commands a 95X multiple of next year’s earnings is beyond him.

DON'T BUY
DON'T BUY
July 31, 2012

(Market Call Minute.) Transforming retail faster than anybody can know what will happen but the valuation just doesn't make any sense.

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Amazon.com (AMZN-Q)
July 31, 2012

(Market Call Minute.) Transforming retail faster than anybody can know what will happen but the valuation just doesn't make any sense.

COMMENT
COMMENT
April 3, 2012
Caller shorted this. Right or wrong? He is a big fan of this and likes everything they're doing. Going through a phase right now where they are pulling back and investing in their infrastructure. He'll buy this in the future. Shorting was probably not a bad move but would use stop losses.
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Amazon.com (AMZN-Q)
April 3, 2012
Caller shorted this. Right or wrong? He is a big fan of this and likes everything they're doing. Going through a phase right now where they are pulling back and investing in their infrastructure. He'll buy this in the future. Shorting was probably not a bad move but would use stop losses.
DON'T BUY
DON'T BUY
March 20, 2012
They are bringing sales in other areas than books. Wal-Mart are loosing sales to Amazon. Apple is now a competitor and is really someone to be reckoned with. Great business and business model but not with Apple as a competitor.
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Amazon.com (AMZN-Q)
March 20, 2012
They are bringing sales in other areas than books. Wal-Mart are loosing sales to Amazon. Apple is now a competitor and is really someone to be reckoned with. Great business and business model but not with Apple as a competitor.
DON'T BUY
DON'T BUY
March 12, 2012
Always been a very innovative marketer. It’s a very competitive landscape. Chip suppliers are reporting reduced sales of chips to Amazon. Potentially could come under a bit of a cloud if sales of their handhelds are as bad as RIMs became.
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Amazon.com (AMZN-Q)
March 12, 2012
Always been a very innovative marketer. It’s a very competitive landscape. Chip suppliers are reporting reduced sales of chips to Amazon. Potentially could come under a bit of a cloud if sales of their handhelds are as bad as RIMs became.
PAST TOP PICK
PAST TOP PICK
March 8, 2012
(Top Pick Apr 4/11, Up 0.45%) He used a stop so his profit was good.
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Amazon.com (AMZN-Q)
March 8, 2012
(Top Pick Apr 4/11, Up 0.45%) He used a stop so his profit was good.
Showing 256 to 270 of 297 entries