Can Amazon this quarter in process report another incredible (for Amazon) profit of 45 cents? And so be well on way to beating $1.85 Earns. Forecast for 2015? Only 200 PE ratio? STAY TUNED.
In last week's News, it was reported that Several DRONES were hovering over PARIS, FRANCE. French Police believe Home-Grown militant groups behind the THreat-Attacks. They released nothing, but the fact that many mainly plastic and composite (so radar evading) Drones could hover around the Eiffel Tower...etc. and fly back and forth over Paris, is seen as a THREAT to the French, to back off in France's recent anti-terrorist stance.
we don't want to ever see (possible if FAA approves non-pilot controlled Drones). "A fleet of Amazon Drones, 500 in total, attacked 50 American Cities in 50 states with release of ___ or ___ waste-dust clouds release. Amazon's Drones were "sabotaged" outfitted with chemical-sprayers, apparently by a Gang of Myslan Employees who specifically sought the jobs in its Drone Maintenance Shop for years, but the FXX has found out were actually IRANIAN Secret Agent Moles, in USA for 10 years to acquire Amnesty and Green Cards first. As the Drones were not piloted by anyone, but by a Hacked Computer System, the F..I is not sure which country's agents got control of the Amazon Computers flying to Drones and spraying American Cities all at once in an Amazing Terrorist Attack. AGAIN, THIS HAS NOT HAPPENED, Said at Start "Future News We Don't Ever Want to See". This is why the FAA has done the right thing not allowing Drones operated just by Computers that foeign agents can HACK INTO.
Good points you just made. I just SOLD BABA Puts yesterday. I checked BABA Valuation compared to AMZN. Baba is growing over twice as fast (compound that out over 5 or 10 years, so worth many times the PE of moderate growth Amazon). Baba has a 46 PE, vs. Amazon has "no E". Baba and Amazon now have roughly same Quarterly Sales, but by next Quarter BABA WILL BE BIGGER AND WITH 30 - 40% Margins. Amazon is lucky if it gets 2% net-margins, hence "no E". Based on any financial Analysis, BABA SHOULD BE VALUED AT LEAST 2X WHAT AMZN IS, in ratio of Price to Sales, since BABA has Big Earnings, and Amzn has ?? and history of Losses.
It will test $370 first, you forgot that. Even so, it will Roll Over, as there's no Real Earnings behind Amazon, all fluff and puff.
Anyway you look at it, ALIBABA is now BIGGER than AMZN. Alibaba's recent quarterly sales were almost as high as Amazon's, but Alibaba is growing MUCH FASTER (over 2X as fast), so BABA's quarter just finished (to report soon) will be BIGGER SALES than Amazon's. BABA also makes MUCH HIGHER MARGINS and REAL PROFITS, BIG PROFITS. The two companies are comparably valued. Which one to short and which one to long? Not hard to figure out.
Baba stock just went below its IPO price. BABA is growing over twice as fast as AMZN and is profitable. This does not forebode well for Amazon's recent stretched jump in price only 17 revenues growth rate. (same growth rate as Googl and Amazon, half BABA's growth rate of 40%)
Looks like the CNBC yesterday "tipped off traders / hedge funds" trying to get out now. Stock's down almost $2. CNBC's "Pump & Dump" on the Public, with featured articles PUSHING on the PUBLIC Amazon stock today, is not working.
SP 500/SPY Calls. Market getting dangerous these levels. Air POCKETS Below. Cnbc Pro said to short whole market in January, it shot up in Feb. Now after the market up alot, they become Bullish.
Means fast-money-traders bought 1 - 2 days before, hoping to hype the public to now buy their shares higher. But if AMZN doesn't soon go up further, the 'fast money' based on 'momentum' may soon Sell and Flee. Air Pockets fill in the gaps?
if u were really buying, u wouldn't be trying to hype it higher. more likely u are hoping it will go higher to sell.
According to CNBC Article on "Net Neutrality" voted on by FCC 3:2 along party lines (Dem. Party appointees voted for it), CNBC says its not good for Amazon. Apparently Amazon was getting higher speed for its Website, by paying part of user's Amazon-Prime Subscription to the Cable Cos. Now that won't be allowed. So AMAZON WEBSITES AND STREAMING WILL SLOW DOWN (CNBC article, per)
don't worry... a WSJ article today says Amazon Prime will double by end of 2020, further says that's a 12% GROWTH RATE FOR AMAZON. [ Problem, BABA is growing 3X as fast. ]
Div. was already cut alot. This stock would do better if the Div. eliminated, and the company used more of its money towards other matters.
Per WSJ Article says Amazon Prime memberships could "Double by 2020" The article assumes including 2015 so 6 years of 12% compound growth. Gee that's less growth than GOOGLE's overall revenues. And Amazon Prime is considered the best part of AMZN. GOOGL at 27 PE, Amazon has no earnings past year, going forward 2015 its estimated at $1.85 by Trefis Research, so the stock is quite BUBBLY.
Geegenjar, congrats. all you made as a Long. I guess from what you wrote above, you decided to lighten up now a bit early. Did you see WALL ST. JOURNAL ARTICLE on AMAZON this morning... its predicting the BEST PART of AMZN: Amazon Prime will grow 15% per year, or double in size the next 5 years by 2020.
Wall St. Journ. Article this morn "Amazon Prime could double membership by 2020". OK, do the math geniuses, that's 15% growth per year. Less growth than GOOGL at 27 PE or Apple both have had 18% sales growth. And if AMAZON PRIME is the fastest growing part of Amazon, what does that say about the rest of AMZN? In any case lets assume a 15% Growth rate for Amazon next 5 years. That equates to a 15 or at most 30 PE Ratio. Forecasted 2015 earnings are $1.85. Be Generous give it a high PE and you have AMZN worth $55.
news came out the prior day on other news services. many US Tech cos. were banbes from Chinese govt. purchases.