Viewing Company Amazon.com | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Amazon.com Stock Symbol: AMZN-Q

Notes:on-line shopping

Last Price Recorded: $982.9100 on 2017-10-20

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-10-19 COMMENT Andy Nasr

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.


Price:
$986.610
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2017-10-05 COMMENT Ross Healy

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?


Price:
$980.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-21 BUY David Burrows

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.


Price:
$964.650
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-20 BUY Bruce Murray

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.


Price:
$973.210
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-18 COMMENT Jason Del Vicario

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.


Price:
$974.190
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-12 COMMENT Cameron Hurst

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.


Price:
$982.580
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Unknown
2017-09-12 COMMENT Christine Poole

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.


Price:
$982.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-30 BUY Mike S. Newton, CIM FCSI

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.


Price:
$967.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-29 DON'T BUY Barry Schwartz

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.


Price:
$954.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-24 PARTIAL BUY Rick Stuchberry

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.


Price:
$952.450
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Yes
2017-08-23 DON'T BUY Jason Mann

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.


Price:
$958.000
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-21 COMMENT David Driscoll

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.


Price:
$953.290
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-18 COMMENT Norman Levine

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.


Price:
$958.470
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-17 COMMENT Gordon Reid

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.


Price:
$960.570
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-08-15 COMMENT Kash Pashootan

As a replacement for 30% of bonds and RIFs for retirees? Doesn’t think this is the right fit for a RIF or as a replacement for bonds. It doesn’t pay a dividend. It will be significantly more volatile than quality bonds will. He doesn’t own this because it doesn’t pay a dividend.


Price:
$982.740
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 156 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.