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
BUY
BUY
May 10, 2019
Amazon vs. Disney. Both in streaming. Both have long-term growth potential. Revenues are growing above average. Seasonally, high-growth technical names can do well in the summer. So this tells you that, as a tie-breaker, Amazon is better for the summer.
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Amazon.com (AMZN-Q)
May 10, 2019
Amazon vs. Disney. Both in streaming. Both have long-term growth potential. Revenues are growing above average. Seasonally, high-growth technical names can do well in the summer. So this tells you that, as a tie-breaker, Amazon is better for the summer.
Jon Vialoux

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Price
$1889.980
Owned
Unknown
COMMENT
COMMENT
May 3, 2019

FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

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FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

DON'T BUY
DON'T BUY
April 25, 2019
Can regulators split this up? A 5-year hold? FAANG stocks can become so huge that regulators can break them up. It's possible. Alibaba is facing that issue in China. He wishes he had bought it. How much bigger can this grow? How much more product can it produce? Within 5 years, we'll see a serious correction in Amazon. Current prices and valuations are too lofty for him. Trading at 98x times. Companies at these levels typically don't end well.
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Amazon.com (AMZN-Q)
April 25, 2019
Can regulators split this up? A 5-year hold? FAANG stocks can become so huge that regulators can break them up. It's possible. Alibaba is facing that issue in China. He wishes he had bought it. How much bigger can this grow? How much more product can it produce? Within 5 years, we'll see a serious correction in Amazon. Current prices and valuations are too lofty for him. Trading at 98x times. Companies at these levels typically don't end well.
TOP PICK
TOP PICK
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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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)
DON'T BUY
DON'T BUY
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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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.
BUY
BUY
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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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.
BUY
BUY
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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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.
BUY
BUY
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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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.
BUY
BUY
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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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.
DON'T BUY
DON'T BUY
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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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.
BUY WEAKNESS
BUY WEAKNESS
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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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.
PARTIAL SELL
PARTIAL SELL
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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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.
BUY WEAKNESS
BUY WEAKNESS
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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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.
DON'T BUY
DON'T BUY
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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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.
BUY
BUY
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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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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