Amazon (AMZN) / Jeff Bezos

Re: Amazon (AMZN) / Jeff Bezos

Postby winston » Thu Dec 13, 2018 8:20 pm

not vested

Stocks to Buy: Amazon (AMZN)

“As the dominant player in U.S. eCommerce, Amazon continues to experience secular growth as retail dollars shift online,” the analyst explained.

He believes the e-commerce giant has a “significant opportunity” to capture a larger piece of the roughly $1 trillion worldwide eCommerce market (ex China).

This is thanks to:-
1) the company’s growing logistics network and
2) its expanding Prime membership program.

Indeed, an impressive 37 out of 38 analysts covering the stock are bullish. That’s with a $2,154 average price target (27% upside potential).

Bear in mind that while GOOGL stock might be struggling, AMZN is still enjoying strong momentum. Shares are up 40% year-to-date.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104538
Joined: Wed May 07, 2008 9:28 am

Re: Amazon (AMZN) / Jeff Bezos

Postby winston » Thu Dec 20, 2018 12:32 pm

not vested

Stocks to Buy: Amazon (AMZN)

Contrary to Street expectations, mega stock Amazon.com (NASDAQ:AMZN) failed to impress with its recent 3Q18 revenue results.

Meanwhile, AMZN guided for Q4 operating margin of $2.10-$3.60B (4.1% margin at the midpoint). This was below the Street’s $3.86B forecast (5.2% margin).

But don’t be put off. Instead, consider this an early holiday discount. Stifel Nicolaus’ Scott Devitt (Track Record & Ratings) stuck to his Buy rating post-earnings with a $2,400 price target. From current levels, this indicates 44% upside potential.

“Weaker than expected guidance may caution some, though we note results remain strong on an absolute basis and maintain our positive view given Amazon’s leading position in the Cloud services and retail sectors and the growing margin opportunity as the revenue mix shifts towards the higher margin AWS and advertising businesses” states the Stifel analyst.

Plus from a longer-term perspective, AMZN still stands out from the crowd. “Amazon, in our view, remains one of the best longer-term values in Tech and we still see a path to where the shares could double over the next three years,” says Aegis’ Victor Anthony.

These analysts enjoy a clear majority when it comes to AMZN stock. With 36 recent buy ratings, only one analyst (KeyBanc’s Edward Yruma) is still on the sidelines.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104538
Joined: Wed May 07, 2008 9:28 am

Re: Amazon (AMZN) / Jeff Bezos

Postby winston » Sun Jan 27, 2019 9:25 pm

not vested

Amazon (NASDAQ:AMZN) is an easy one to start with. After a sluggish 2018 — the stock only rose a mere 28%, when its three-year average is around 58% annually — it is already moving quickly to get back on its uniquely powerful growth pace.

And as long as consumers keep spending, AMZN will keep racking up the gains.

AMZN is moving into the beauty sector now, launching its “find” brand in the UK, with move regions to follow. Its focused on beauty supplies at the $20-and-under price level, but if its popular, you can be sure AMZN will expand up the price chain.

The one tough spot is its move into the Indian market. Having already sunk at least $5 billion developing the market, new laws may make its headway more difficult. But it still has plenty of opportunities beyond India.

Source: Daily Trade Alert
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104538
Joined: Wed May 07, 2008 9:28 am

Re: Amazon (AMZN) / Jeff Bezos

Postby winston » Sun Feb 10, 2019 9:16 pm

not vested

Amazon (AMZN)

AMZN stock was beaten up in late 2018 due to concerns regarding rising rates (which would pressure the valuation) and slowing economic expansion (which would drag down sky-high growth rates). This combination of valuation and growth headwinds caused Amazon stock to plunge more than 30% off its highs in late 2018.

The stock has rebounded since. But, it’s still about 20% off all-time highs. Quite frankly, there’s no reason this stock shouldn’t be at all-time highs today. The e-commerce business continues to grow at a robust pace, and the offline business is rapidly expanding.

The advertising and cloud businesses are soaring, and they bring with them sky-high margins which boost the overall profitability profile of the company. There’s multiple growth levers under the surface, including potential multi-billion dollar logistics, pharmaceutical and cloud gaming businesses.

Overall, everything is still going right for this company. The stock is just 20% off its highs due to macroeconomic concerns. Those macroeconomic concerns are fading. As they continue to do so, AMZN stock will push toward all-time highs.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104538
Joined: Wed May 07, 2008 9:28 am

Re: Amazon (AMZN) / Jeff Bezos

Postby behappyalways » Wed Feb 27, 2019 2:38 pm

2019.02.23【文茜世界周報】貝佐斯婚外情曝光離婚 媒體與政治惡戰
https://www.youtube.com/watch?v=KwLnn1O ... AU&index=8
血要热 头脑要冷 骨头要硬
behappyalways
Millionaire Boss
 
Posts: 22087
Joined: Wed Oct 15, 2008 4:43 pm

Re: Amazon (AMZN) / Jeff Bezos

Postby winston » Tue Mar 12, 2019 10:52 am

not vested

This is Truly a Stock to Hold for the Long Haul

by Michael A. Robinson

Consider that at the start of the current decade, Amazon had $34 billion in sales. By next year, that figure should surpass $325 billion. That’s nearly 1,000% growth.


Source: Money Morning

https://dailytradealert.com/2019/03/11/ ... long-haul/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104538
Joined: Wed May 07, 2008 9:28 am

Re: Amazon (AMZN) / Jeff Bezos

Postby winston » Wed Mar 20, 2019 3:22 pm

not vested

Amazon Business Is A $245B Opportunity, According To Bank Of America

by Wayne Duggan

As Amazon’s e-commerce business matures, the company’s next major shot in the arm could come from business-to-business sales.

Amazon Business was launched as Amazon Supply back in 2012. In the past two years alone, Amazon Business’ gross merchandise volume (GMV) run rate has grown from $1 billion to $10 billion, according to Post.

“Globally, the 2021 B2B eCommerce TAM is estimated at $6.7tn and, excluding the Chinese B2B market at an estimated 60% of total, we project a ‘21 international B2B online TAM of $2.1tn”.

Post estimates Amazon Business GMV will more than triple from here to $34 billion by 2023. Amazon Business already has more than one million customers. But if Amazon gains just 5 percent international market share and 10 percent U.S. market share, Post estimates Amazon Business could contribute an additional $125 billion to $245 billion in value over time.


Source: Benzinga

https://finance.yahoo.com/news/amazon-b ... 07797.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104538
Joined: Wed May 07, 2008 9:28 am

Re: Amazon (AMZN) / Jeff Bezos

Postby winston » Sat Apr 13, 2019 8:21 pm

not vested

Not only is Amazon (NASDAQ:AMZN) CEO and founder Jeff Bezos a great chief executive, but Amazon has its hands in so many pies — including a very profitable cloud business that generates almost $1 billion in annual operating income — that it’s hard to fathom just how big Amazon could be a decade from now.

While Amazon’s AWS cloud business is a big deal, Amazon Prime is the service that delivers the goods when it comes to building the foundation for AMZN stock. More than 100 million people subscribe to Amazon Prime at $99 per year.

It’s not the $10-plus billion in annual subscription revenue that matters, but the amount each of those subscribers spends on other Amazon products.

Statistics show that 76% of Amazon Prime members spend more than they did before paying the annual $99 fee.

That’s what you call “pulling power,” and it’s a big reason why AMZN stock will be a winner for the long haul.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104538
Joined: Wed May 07, 2008 9:28 am

Re: Amazon (AMZN) / Jeff Bezos

Postby winston » Mon Apr 29, 2019 9:51 pm

not vested

If I Had Only One Stock to Own Forever, This Would Be It…

by Nicolas Chahine

Year-over-year ad revenues are only up 17% — down from 46% last quarter.




Source: Investor Place

https://dailytradealert.com/2019/04/29/ ... uld-be-it/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104538
Joined: Wed May 07, 2008 9:28 am

Re: Amazon (AMZN) / Jeff Bezos

Postby winston » Thu May 30, 2019 2:02 pm

not vested

Amazon (AMZN)

Growth Stocks to Buy That Are Growing Into Their Valuation: Amazon (AMZN)

Forward P/E Multiple 5 Years Ago: 100
Current Forward P/E Multiple: 68

Stock Price % Gain Past 5 Years: 510%
Most Recent Quarter Revenue Growth Rate: 17%

Next up we have the king of growth stocks, Amazon (NASDAQ:AMZN). At one point in time, Amazon was considered a barely profitable, hyper-growth e-commerce giant with a sky-high triple-digit forward earnings multiple.

Today, the narrative has completely changed. Amazon is growing at a much more tempered rate. But, margins are sizable and quickly moving higher, while the valuation is rapidly falling.

What enabled this narrative pivot? A few things.

First, Amazon’s e-commerce business hit scale, and started turning a mild profit.

Second, Amazon built out the much more profitable Amazon Web Services business, and ramp in AWS has helped improve the company’s profitability profile.

Third, Amazon has also jumped into the digital ad world, which has very high margins, so ramp in digital ads has likewise boosted margins.

Overall, then, Amazon has leveraged scale and new, more profitable business ventures to dramatically improve the company’s profitability profile. In so doing, the company has powered robust profit growth over the past five years, the likes of which has allowed the forward earnings multiple to fall from 100 to 68, while the stock still rose by over 500%.

Going forward, this dynamic will persist. Ramp in higher margin cloud and digital ad businesses will continue to push margins higher.

Against the backdrop of ~20% revenue growth, that will spark huge profit growth. The multiple will keep falling, and the stock will keep rising.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104538
Joined: Wed May 07, 2008 9:28 am

PreviousNext

Return to A to D

Who is online

Users browsing this forum: No registered users and 2 guests