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| Comment | 199.660 | Mike S. Newton, CIM FCSI | 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. | 2012-04-03 | |
| DON'T BUY | 192.330 | Norman Levine | 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. | 2012-03-20 | |
| DON'T BUY | 184.590 | John O'Connell, CFA | 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. | 2012-03-12 | |
| PAST TOP PICK | 187.640 | Mike S. Newton, CIM FCSI | (Top Pick Apr 4/11, Up 0.45%) He used a stop so his profit was good. | 2012-03-08 | |
| Comment | 180.580 | John O'Connell, CFA | Incredibly competitive business. Highly volatile. Feels it could potentially be an acquirer of Research In Motion (RIM-T). Has always been a great innovator. | 2012-02-22 | |
| DON'T BUY | 183.140 | John Zechner | Great company. Earnings could double/triple over the next 10 years but he wouldn't buy the stock because of the valuation. Doesn't deserve the multiple it is trading at. | 2012-02-06 | |
| HOLD | 179.460 | Mike S. Newton, CIM FCSI | (Market Call Minute.) Disappointed with them. Earnings were good but revenues were bad. | 2012-02-01 | |
| DON'T BUY | 193.316 | Stan Wong | Leader in the online retail space. Has a great growth outlook of probably 25% plus of estimated earnings. Forward PE is at about 80X earnings, which is quite high. Also has fallen below the 200 day moving average. You've also got the ominous death cross were the 50 day has moved below the 200 day. | 2012-01-26 | |
| Comment | 197.130 | Derek Webb, CFA | April Puts and Put-Spread? Chart shows this company has been in a very clear uptrend. Expensive, but because it had great earnings. A Put-Spread would indicate the stock is going down. You do a Put-Spread to protect yourself. If you don't think the stock is going to collapse, this is not a bad way of doing it. | 2011-12-01 | |
| DON'T BUY | 206.070 | Stan Wong | Trading at about 83X forward earnings and 90X trailing earnings. Missed their earnings last quarter. Have a great business but wouldn't purchase it on growth metrics. | 2011-05-12 | |
| DON'T BUY | 182.760 | Don Lato | Great company but he would not be a buyer here. Trading like tech stocks of 10 years go. Trading at about 40-50 times earnings. Growth has been solid and continues so, There are other tech companies that are growing just as quickly but come nowhere near the multiple. (See Top Picks.) | 2011-04-06 | |
| TOP PICK | 182.940 | Mike S. Newton, CIM FCSI | Just launched an Android App store that has about 3,500 apps. Launched a Cloud Locker so individuals can store music, photos, files, etc. Have Kindle Everywhere. Rumours they are going to launch an ipad applets. Also have a payments services division that is testing out near field communications for automatic payments. | 2011-04-04 | |
| DON'T BUY | 177.580 | Gavin Graham | Christmas season is already reflected in the share price. Municipal and state governments are getting really badly hit in terms of revenues so could possibly increasing sales taxes. Expensive. | 2010-12-17 | |
| BUY on WEAKNESS | 164.970 | Paul Harris, CFA | Have done a good job of being THE on-line retailer – keep bringing on more products. You need to wait for a pullback to buy it. | 2010-10-21 | |
| BUY | 127.580 | Ian Ainsworth | Online retailer. Have morphed from being just books to multiple categories. Threat is they can’t keep up with delivery of digital content but are handling it. A good play on the commerce side. | 2010-08-04 | |
| BUY on WEAKNESS | 109.260 | Mark Grammer | Retailers are having difficulties because of e-tailers and this is one of the leaders in that area. Part of their business is cloud computing, which is a massively rapidly growing business. On his watch list and would like it under $100. | 2010-06-30 | |
| PAST TOP PICK | 135.770 | David Burrows | (A Top Pick March 30/09. Up 90%.) Had bought this because it had started to rally before the market did. Got stopped out at $133 and rotated into Priceline (PCLN-Q). | 2010-03-31 | |
| TOP PICK | 71.440 | David Burrows | Leading stock in the US market and is banging on all cylinders. This is retail but have no cost of carry on their goods. He is seeing some strength in retailers. Very strong free cash flow generator. | 2009-03-30 | |
| BUY | 80.230 | David Garrity | Where gasoline prices are going ever higher, this company has found the delivery mechanism to give people an increasingly ever wider range of products. | 2008-06-02 | |
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| SELL | 74.560 | David Baskin | Have a tremendous number of categories of goods. Had a pretty good Christmas season. Stock has always traded at a high multiple. Thinks the opportunities for it to grow at the rate it did 5 years ago aren't there anymore. | 2008-05-13 | |
| SELL | 68.880 | Gavin Graham | Thinks it has reached it's limit. | 2007-05-22 | |
| DON'T BUY | 61.180 | Brian Acker, CA | Their model shows it should be around $17, it's way over priced. Dot Com's grew their balance sheet. Amazon has no equity. | 2007-05-02 | |
| BUY on WEAKNESS | 61.330 | Peter Hofstra | Just had a very strong quarter. You have to believe in some pretty lofty growth to consider this at this time. Would look for a 10%-15% downside before buying. | 2007-04-30 | |
| DON'T BUY | 40.220 | David Baskin | Much too expensive. Doesn't understand why the market feels that internet stocks such as Ebay, Amazon, Yahoo and Google have to be priced at such a high multiple. | 2004-10-12 | |
| DON'T BUY | 41.010 | Mark Jackson, CFA | Priced for perfection. Fundamentally it's a high return on capital business but is priced very expensive. High potential for disappointment and for overshooting. Volatile. Treat as a trading stock. | 2004-10-04 | |
| DON'T BUY | 53.390 | David Chapman | Yahoo, eBay and Amazon are stocks that are over owned by large institutions and are trading at 100 X earnings. As a rule of thumb, you will never make money at this multiple. | 2004-06-28 | |
| DON'T BUY | 13.670 | David Driscoll | Too high a multiple. FMV = $ 4/5. | 2002-04-03 | |
| DON'T BUY | 14.270 | Steven Wippersteg | Multiple is too high. Speculative. | 2002-02-27 | |
| DON'T BUY | 11.590 | Mark Jackson, CFA | Too high now. Prefers E-Bay in this sector. | 2001-11-28 | |
| DON'T BUY | 8.800 | John Sinkins, CFA | Good brand name. Big debt level. Could survive. | 2001-10-15 | |
| WATCH | 21.375 | Scott Morrison | Not a tech, really a retailer. The big DOT.COM names will survive and get stronger | 2000-12-07 |
