Amazon (AMZN) / Jeff Bezos 02 (Nov 18 - Dec 26)

[winston]

not vested

Amazon

Just as Apple has seemingly been the no-brainer investment of the past decade, Amazon.com (NASDAQ:AMZN) looks to be the no-brainer growth opportunity you won't want to miss over the next decade. And yes, this takes into account that the company is already worth almost $1 trillion.

When most folks think of Amazon, they rightly think of its dominant retail platform. There's certainly nothing wrong with this impression of Amazon as it's a big reason the company has been able to generate significant sales and build up an incredible following through its Prime membership.

In the first quarter of 2019, $52 billion out of $59.7 billion in net sales was essentially derived from retail sales, either through its Amazon platform, its wholly owned grocery chain Whole Foods, or other means.

But what's particularly interesting about Amazon is that it's the company's cloud services for small-and-medium-sized businesses, Amazon Web Services (AWS), that's really the key to its future growth.

Not to belittle the importance of Amazon's monstrous e-commerce market share, or the loyalty that its Prime membership brings, but none of its retail operations can hold a candle to the margins AWS brings to the table.

Out of the aforementioned $52 billion in net sales from retail, Amazon logged operating income of $2.2 billion in the first quarter. But from just $7.7 billion in AWS sales, Amazon also logged $2.2 billion in operating income.

With AWS growing at a much faster pace than its traditional e-commerce business, AWS will continue to represent a larger percentage of sales over time, thereby improving margins, cash flow, and profitability.

Not surprisingly, Wall Street has forecast a near-tripling in cash flow per share for Amazon between 2018 ($61.45 per share) and 2022 ($178.40 per share).

In other words, AWS makes Amazon a much more reasonably valued stock than you probably realize.

Source: Motley Fool

[behappyalways]

2019.07.21【文茜世界財經週報】亞馬遜超級會員購物節　一日送達創銷售紀錄
https://www.youtube.com/watch?v=yQPsmf6 ... dex=8&t=0s

[behappyalways]

Jeff Bezos Sells $2 Billion of Amazon Stock After 4% Stake Transfer
https://finance.yahoo.com/news/jeff-bez ... 11254.html

[winston]

not vested

Amazon (AMZN)

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 generated $7.3 billion of operating income last year — 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 $119 per year.

It’s not the billions of dollars of 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 $119 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 and why it’s a top stock to buy for the next decade.

Source: Investor Place

[behappyalways]

Amazon CEO Jeff Bezos has sold roughly $2.8 billion worth of stock in the last week, new filings show
https://www.cnbc.com/2019/08/05/amazon- ... -week.html

[winston]

not vested

The World’s Greatest Retail Company Just Hit Our “Strong Buy” List

Amazon.com Inc. (NASDAQ: AMZN) is one of those companies. Since July, the stock has pulled back from a record of roughly $2,050 per share.

It is currently trading at a more than 10% discount to those levels as concerns about a trade war and the U.S. economy weigh on the broader S&P 500.

This is a stock that could easily hit $2,400 by the end of the second quarter in 2020.

It also launched and expanded e-commerce operations in key growth markets like Brazil, Mexico, Australia, Turkey, and India. Within five years, these five nations could bolster Amazon’s revenue from $6 billion in 2018 to as much as $27 billion.

Shares closed the day Wednesday at $1,763 per share. With a price target of $2,400 by the end of 2020, investors are looking at a possible 36% gain.

But this isn’t just a stock to buy and sell on a whim. It should be a cornerstone of your portfolio as it continues to grow. There’s a solid case for AMZN stock to hit $3,000 by 2021, which represents about 63% upside from today’s current price.

Source: Money Morning

https://dailytradealert.com/2019/08/19/ ... -buy-list/

[winston]

not vested

Amazon.com, Inc. (AMZN)

Another large services stocks to bear in mind is Amazon. The company has scored no less than 30 back-to-back buy ratings in the last three months. What’s more analysts believe the stock can soar by 30% in the coming months. That would take the current share price from $1,765 to $2,286.

Most recently, Jefferies analyst Brent Thill released a very bullish report on Amazon’s outlook. In particular he has high hopes for cloud services platform, Amazon Web Services (AWS). According to Gartner forecasts, the cloud-computing market will more than double to $315 billion in 2023 from $135 billion last year.

“AWS remains the dominant Cloud player, set to capture the majority of forward industry growth as the de facto infrastructure provider,” he wrote. “We believe AWS would be worth [$300 billion to $400 billion] as a standalone company.”

As a result, the analyst reiterated his AMZN buy rating with a price target of $2,300 (31% upside potential). Note that Thill is one of the Top 10 analysts ranked by TipRanks (out of over 5,200), adding weight to the call.

Source: Tip Ranks

[behappyalways]

2019.09.07【文茜世界周報】亞馬遜最大園區開幕　著眼印度電商市場
https://www.youtube.com/watch?v=syeB3F8 ... U&index=10

[winston]

not vested

Amazon

Amazon's massive e-commerce platform accounts for about 38% of all online sales in the U.S., and there's likely more room for growth from the company. That's because only 11% of U.S. retail sales now happen online, which leaves plenty more room for Amazon's sales to grow.

Not only is the company leading the e-commerce charge in the U.S., but it's figured out a way to make more money from its platform through its lucrative Prime memberships.

Amazon has more than 100 million subscribers signed up for its Prime membership, and they spend, on average, $800 more per year on its platform than non-Prime members.

But while Amazon makes the vast majority of its revenue from its e-commerce business, Amazon Web Services (AWS) generates most of its profit.

AWS is the largest cloud computing platform in the world and easily outpaces its competitors in market share. While cloud computing might seem like an odd play for Amazon, the company is well-positioned to benefit as public cloud computing grows into a $278 billion market over the next two years.

Source: motley Fool

[winston]

not vested

Amazon: 32% Upside

Switching gears now to a stock that needs no introduction, Morgan Stanley Brian Nowak steps in to suggest investors take another look at Amazon (AMZN - Get Report). The e-commerce giant has seen its stock slide 14% from the $2,020 share price it sported just three months ago. But Nowak expects Amazon to recover those losses, and more. (To watch Nowak's track record, click here)

Projecting a $2,200 share price within 12 months, Nowak rates Amazon "overweight," and argues that although the introduction of "1-day" shipping guarantees will squeeze profit margins, it should also drive demand for Amazon's goods and accelerate revenue growth, which at 20% last quarter was well below the company's 25% average revenue growth rate for the last five years.

Nowak also makes the case that offering faster shipping will help Amazon to "penetrate new buckets of consumer expenditure," including in particular consumable products which can spoil if not shipped and delivered quickly.

As more of Amazon's customers buy more short-shelf-life goods from the company, this will in turn enable the company to "garner incremental wallet share."

Net-net, therefore, Nowak argues that Amazon stock should be a buy in the long-term, despite "volatile" trends as it rolls out its new shipping regimen.

The analyst's $2,200 target price implies that after losing 14% on their stock over the last three months, investors could now gain nearly twice as much -- 27% -- by keeping the faith and sticking with this strong buy stock.

Wall Street’s confidence on the retail giant speaks for itself; AMZN has received a whopping 30 'buy' ratings in the last three months vs. only one 'hold' rating.

Meanwhile, the $2,297.24 consensus price target suggests a potential upside of 33% from the current share price.

Source: Morgan Stanley