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, 19, 2019, 4:18 pm

1,627.58 19.63 (1.22%)

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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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?

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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.

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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.

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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.

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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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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.

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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.

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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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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.

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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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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.

specialty stores
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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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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.

specialty stores
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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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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.

specialty stores
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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.

specialty stores
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Gordon Reid

President, GoodReid Investment ...

Price Price
$960.570
Owned Owned
No

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