Amazon.com

AMZN-Q

NASDAQ:AMZN

2,095.97
57.13 (2.65%)
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
December 11, 2019

Microsoft had a good earnings quarterly report. What he doesn't like is that it trades 25 times earnings, when earnings are expected to grow at 10%. He thinks there are better growth orientated stocks out there like Amazon, Google or Apple trading at better valuations.

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Amazon.com (AMZN-Q)
December 11, 2019

Microsoft had a good earnings quarterly report. What he doesn't like is that it trades 25 times earnings, when earnings are expected to grow at 10%. He thinks there are better growth orientated stocks out there like Amazon, Google or Apple trading at better valuations.

HOLD
HOLD
December 6, 2019

One of their top 3 holdings. It has been disappointing over the last few months. His price target is $2300. The company is difficult to pin down as it continues to disrupt other industries. It is much like Google. The cash cow part of the business is their cloud service segment. A stock to sit on and wait.

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Amazon.com (AMZN-Q)
December 6, 2019

One of their top 3 holdings. It has been disappointing over the last few months. His price target is $2300. The company is difficult to pin down as it continues to disrupt other industries. It is much like Google. The cash cow part of the business is their cloud service segment. A stock to sit on and wait.

TOP PICK
TOP PICK
November 28, 2019
Continues to gain share in retail and other business. One day delivery has been a huge success. Doesn't see anything stopping them. Leader in the cloud business. It's expensive but the cash flow is catching up with the stock price very quickly. May go flat for a year or two but the cash flow will push the stock higher again. (Analysts’ price target is $2178.99)
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Amazon.com (AMZN-Q)
November 28, 2019
Continues to gain share in retail and other business. One day delivery has been a huge success. Doesn't see anything stopping them. Leader in the cloud business. It's expensive but the cash flow is catching up with the stock price very quickly. May go flat for a year or two but the cash flow will push the stock higher again. (Analysts’ price target is $2178.99)
SELL
SELL
November 21, 2019
Sold out recently. Great long term, but doesn't want to be there right now. Dead money for a while. Earnings have come down quite a bit. Lots of investment in moving to 1-day Prime and getting that going. Stock hasn't done well in the last year or so. Underperforming since mid 2018.
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Amazon.com (AMZN-Q)
November 21, 2019
Sold out recently. Great long term, but doesn't want to be there right now. Dead money for a while. Earnings have come down quite a bit. Lots of investment in moving to 1-day Prime and getting that going. Stock hasn't done well in the last year or so. Underperforming since mid 2018.
PAST TOP PICK
PAST TOP PICK
November 13, 2019
(A Top Pick Dec 14/18, Up 11%) It is still in the Top 5 for him and he has a target of $2300. The retail sector is primed for growth and they are involved in cloud technology. Their subscription segment is growing and it is paying off, allowing more consistent and growing revenues.
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Amazon.com (AMZN-Q)
November 13, 2019
(A Top Pick Dec 14/18, Up 11%) It is still in the Top 5 for him and he has a target of $2300. The retail sector is primed for growth and they are involved in cloud technology. Their subscription segment is growing and it is paying off, allowing more consistent and growing revenues.
TOP PICK
TOP PICK
November 6, 2019
They have 30% annual growth and have for years. It does not look like anyone can knock them off their perch. A must hold in every portfolio. Yield 0% (Analysts’ price target is $2194.83)
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Amazon.com (AMZN-Q)
November 6, 2019
They have 30% annual growth and have for years. It does not look like anyone can knock them off their perch. A must hold in every portfolio. Yield 0% (Analysts’ price target is $2194.83)
TOP PICK
TOP PICK
November 4, 2019
Synthetic long Amazon Buy 1800 call that expires Jan. 2021 at $224, sell 1800 put -$193, net $31/share, so $51 cost out of pocket. Amazon is the best consumer play around.
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Amazon.com (AMZN-Q)
November 4, 2019
Synthetic long Amazon Buy 1800 call that expires Jan. 2021 at $224, sell 1800 put -$193, net $31/share, so $51 cost out of pocket. Amazon is the best consumer play around.
TOP PICK
TOP PICK
November 1, 2019
Everyone's concerned. Very expensive at 36x. The e-commerce platform continues to grow. Growth of cloud and other sectors as well. He sees it grow more slowly in the near term but will perform over time.
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Amazon.com (AMZN-Q)
November 1, 2019
Everyone's concerned. Very expensive at 36x. The e-commerce platform continues to grow. Growth of cloud and other sectors as well. He sees it grow more slowly in the near term but will perform over time.
PAST TOP PICK
PAST TOP PICK
October 24, 2019
(A Top Pick Nov 07/18, Up 1%) Costs have gone up for 1-day shipping. Name is strong, clould business is strong. Prime members expected to grow. Long runway for growth as it grows outside North American markets. Risks include spending and regulatory changes. He owns it, but is keeping a close eye on it.
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Amazon.com (AMZN-Q)
October 24, 2019
(A Top Pick Nov 07/18, Up 1%) Costs have gone up for 1-day shipping. Name is strong, clould business is strong. Prime members expected to grow. Long runway for growth as it grows outside North American markets. Risks include spending and regulatory changes. He owns it, but is keeping a close eye on it.
DON'T BUY
DON'T BUY
October 23, 2019
He sees potential for further growth. Its book value is $107 -- about 1/10th of its price. A recession would hurt this stock badly. The upside is far less than the potential downside. Their growth will be impacted by the upcoming recession. He would avoid this one.
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Amazon.com (AMZN-Q)
October 23, 2019
He sees potential for further growth. Its book value is $107 -- about 1/10th of its price. A recession would hurt this stock badly. The upside is far less than the potential downside. Their growth will be impacted by the upcoming recession. He would avoid this one.
DON'T BUY
DON'T BUY
October 22, 2019
The technicals behind the FAANGs are poor, rolling over. Amazon's PE is 57x, while PB is 15x--very expensive. The market has been holding but this has been slipping lower. The FAANGs have had their day in the sun.
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Amazon.com (AMZN-Q)
October 22, 2019
The technicals behind the FAANGs are poor, rolling over. Amazon's PE is 57x, while PB is 15x--very expensive. The market has been holding but this has been slipping lower. The FAANGs have had their day in the sun.
Ross Healy

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Price
$1765.730
Owned
Unknown
BUY
BUY
October 17, 2019

AMZN-Q vs. MSFT-Q. He owns MSFT-Q so does not prefer AMZN-Q. AMZN-Q he is looking at. They have so many opportunities such as healthcare. They are building their revenues at the 15-20% range.

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Amazon.com (AMZN-Q)
October 17, 2019

AMZN-Q vs. MSFT-Q. He owns MSFT-Q so does not prefer AMZN-Q. AMZN-Q he is looking at. They have so many opportunities such as healthcare. They are building their revenues at the 15-20% range.

WATCH
WATCH
October 17, 2019
Difficult to analyze. Successful, but how good is the stock? Trillion dollar market cap, and revenues grow at 20% year over year. Bezos reinvests in the business. Trading at multiples that make no sense. They just want to grow, and they've done a fantastic job. Wants more clarity on revenue and cash flow growth before he'd buy.
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Amazon.com (AMZN-Q)
October 17, 2019
Difficult to analyze. Successful, but how good is the stock? Trillion dollar market cap, and revenues grow at 20% year over year. Bezos reinvests in the business. Trading at multiples that make no sense. They just want to grow, and they've done a fantastic job. Wants more clarity on revenue and cash flow growth before he'd buy.
BUY
BUY
October 16, 2019
Impressive that they build an e-retailer then AWS--both are growing rapidly. If Washington orders them to break up those divisions, then AWS is a strong enough standalone business.
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Amazon.com (AMZN-Q)
October 16, 2019
Impressive that they build an e-retailer then AWS--both are growing rapidly. If Washington orders them to break up those divisions, then AWS is a strong enough standalone business.
PAST TOP PICK
PAST TOP PICK
October 15, 2019
(A Top Pick Nov 02/18, Up 5%) He still likes it and would buy it. It's THE growth company. A must-own. They continue to dominate the cloud business.
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Amazon.com (AMZN-Q)
October 15, 2019
(A Top Pick Nov 02/18, Up 5%) He still likes it and would buy it. It's THE growth company. A must-own. They continue to dominate the cloud business.
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