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NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

243.01
-1.38 (0.56%)
as of Jun 18, 2026, 11:59:51 pm Market Open.
610 watching
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HOLD
Shares have slumped this year, but is holding onto it. Amazon boasts 2% growth in AWS cloud and $80 billion in revenue there. It's wrong to focus so much in the e-commerce side and yes there are questions about distribution. Still likes it.
PAST TOP PICK
(A Top Pick Jan 24/22, Down 21%) This is what happens when you buy at the top of the market. A casualty of the market. AWS is great. He'd be buying. Should be a core part of a portfolio.
BUY
He has owned this. You're buying this for its 5-10-year growth. Their retail business is getting more profitable though at a 3% margin; their cloud business is #1 at a 70% margin; and they're increasing advertising which has a 40-50% margin. Amazon Prime continues to grow and could raise prices. Can't say you will make money with this in 12 months because it's PE remains high, but over 10 years you will be in wonderful shape.
BUY
Long-term this is fine. She's overweight this. The value lies in their AWS cloud business. There's opportunity in this and similar tech names if you look ahead 3-5 years. It's a great time to start a position in this.
BUY
He just entered this down 45% from its highs. Their cloud and ad businesses is fabulous. Retail is not so fabulous. But at 14x enterprise value to EBITDA is the lowest in a long time. Yes, Amazon could still go lower, but he could add more shares.
BUY
AMZN vs. SHOP Both have extremely long runways. In uncertain times, he'd rather recommend a megacap like AMZN, which has more defenses if we were to go into a recession, and that's a big "if". SHOP at $338 US is an absolute bargain. He has a 5% position in AMZN, one of his top 5 holdings, but less than 1% in SHOP.
TOP PICK
If you missed this before, you can buy it now. They are the largest cloud player. A profitable, free-cash flow company. Profits will grow a lot from her on. He sees 15% revenue growth in the next 3 years. Incredible. (Analysts’ price target is $176.10)
WEAK BUY
It is off a lot but still expensive. It has three main businesses: retail, web services growing at 30% a year, advertising business also growing in double digits. It needs to sort out how to use up its capacity. If buying, just initiate a position.
BUY
In recent weeks, he has sold 80% of his Netflix shares. He finally got back to above water from a horrible purchase at $219 from collecting a lot of premiums, call sales against it. Freevee on Amazon US is category-killer. Netflix is not ready to get there as quickly as they need. Also, they need a sales force to execute the ad-supported business model. He doubts they are ready. He prefers to shift his money into Amazon, which he was buying yesterday at $102-103.
DON'T BUY
Shares have come off a lot. One reason is the valuation. The retail side does not make that much money. Their cloud business subsidizes retail and that wasn't enough in their last quarter. Amazon admits they expanded too quickly in areas like transportation during Covid, but can't sustain that now. She also notes that some executives have left the company recently.
COMMENT
BOA downgrading Netflix to a sell There's no precedent if we enter a recession and how tat effects the streamers. Maybe Prime is the most defensible, because people can still save on other things on Amazon if they stay subscribed.
BUY
Does not own shares in the company. Current price level of stock presenting good buying opportunity, Dominant player in web services & cloud computing. Amazon Prime also very strong component. Sum of parts equates to bargain share price.
PAST TOP PICK
(A Top Pick Jul 12/21, Down 34%) Their problems are short term and he's holding on. AWS continues to deliver high margins and revenues growth. A slowdown in cloud spending is possible, but he expects robust demand. A concern is their retail side, probably hitting the worst last quarter due to a physical goods overhang after two years of being understaffed (so are now letting go staff as Covid ends). They should return to positive EBIT in the next two years.
BUY
Likes the prospects of company going forward. Concerns of over investment in infrastructure not too much of a concern. Current trading multiples suggesting a good time to buy. Concerns of inflation and supply chain problems not too much of a worry.
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