How can ANYONE RE-READ any "GENIUS" post of yours, when there weren't any to begin with? The only thing you BEAT, is something I can't post here!
Berkshire won't "Out Bezos-Bez0s." Mr. Buffett takes the question to mean how Internet companies have upended traditional sales business models. He speaks about Jeff Bezos and Amazon, marveling at how much “they’ve accomplished in a fairly short period of time and continue to accomplish.”
"THEY JUST SAID AMAZON HAS A MOAT"
When you begin applying historical images to economic advantage remember for a wise investor like Buffett, all aspects apply.
Virtually all castles had moats, they provided different levels of protection depending on width and depth and eventually ALL were breached by better technology.
the bet today, with AMZN priced a decade into a perfect future is will that moat be around for a decade, and the odds are, "damned unlikely".
This is a classic "Wall Street Darling" and if it follows the near overwhelming odds it will be dropped like a hot potato before it gets close to earning enough to justify price. The question now is "will there be enough "bigger fools" to pay too much to justify someone chasing at this level?
"Nope, I was in right before close on earning day"
surely you are not naïve enough to think this has anything to do with value?
AMZN is a $40 value on a speculative basis.
Open google now and search for UltimateStockAlertss. You will be glad you did. Their plays are
killing it and the last trade I took from then helped me make 21% in 2 days. Cant complain about
This last report was not fundamentally great.
When you have a huge $$ handle and tiny margins, that are actually probably a bit better today than even reported, the problem arises from what will transpire before the company begins paying a dividend at some point. Such leverage is also incredibly easy to manipulate in the short term. forget accountants, a huge portion of any type company the managers tell accountants how much is allotted to warranties, unearned income and other management discretionary allotment.
A very significant part of this "beat" was just benefits from currency rates.
The problem with these darlings is that they are priced 10 years into a perfect future and then because of that history anything short of a disappointment adds 10%. The can operate on all cylinders for years and still not be a value based investment and at some point the hedgies realize the balloon is as tight as it can be.
No position before earnings, short period very small short yesterday.
it will need to earn over 30 dollars a share to justify the price of today, so you are paying today what you hope the company will earn in 2025 or later, great way to gamble.
absolutely, people think the bubble of 2000 was only in internet companies that earned no money, the biggest bubble was in really good companies that earned a bundle like csco and microsoft and the rest of the four horseman(QUALCOMM and INTEL) just like the FANGs of today. Nothing wrong with those companies except they got way overpriced just like the FANGs are way way overpriced today. 15 years after the bubble burst and they still are no where near the lofty highs they reached in 2000, except for MSFT that came close recently (without adjusting for inflation).
This is not the kind of company you add to your IRA. what you need is a high dividend paying stock, and there are plenty out there paying 4 or 5 percent or more right now. There are hardly any shorts in this company, just traders that take it up to thr moon and then dump it down to the bottom. Think about it, what stock goes down 220 dollars and then goes up $180 dollars in only 3 months? Keep in mind it went up 160 dollars prior to any so called good news on earnings. Sell in may and go away is what comes next.
About how many trading days and at about what share price do you think it will take for the shorts to bottom the share price out so we can buy at a good price? I wish to add some AMZN Long to my Roth IRA. (First time buyer of AMZN)
Actually the volume was extremely light for day after earnings the volume is usually around 15 million. as far as the price goes the stock is actually up around 20 dollars in the last 2 weeks, that is a dismal earnings move on a supposed huge beat a 3 percent move, the worst earnings move that amazon has had in over 2 years. For example in July the stock moved almost a 100 dollars after earnings and closed up over 40 dollars from the highest point prior to earnings a move of over 8 percent.
Scary. Used to own CSCO shares up until the crash in 2000. Saved my investment, but lost oodles of money on paper. I still feel the pain. Anyway, compare the maximum charts for AMZN and CSCO. It is scary if you see what I see!
WOW! are you for real? The stock is priced as if this company is growing at over 30 percent a year and the reality is, it's growth no longer justify a 500 PE or even a 150 PE or even a 50 PE. At this growth rate it is worth about 30 PE. At 2016 30 PE the stock is worth about $145. Get real people. At 2017 30 PE (even thought the number will drop as 2017 gets closer) is worth about $258, and that's optimistic.
Phenomenal analysis, how are you factoring in the cloud business? Walmart doesn't play there so not sure that is an apt comparison. Regardless, just phenomenal analysis like I said. I'm guessing you ran the strategic analysis division at an investment firm.
Today all day was swing and dump/short/cover... between 654 and 662.. macd was between plus or minus 0.5 swing. and huge dumping was happening at the positive 0.5 macd.
per my analysis today it must close above 657.72 and it did.
not sure how it will play on Monday till Friday. my best guess it should gap down.