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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
0
COMMENT

Last mile delivery is on everyone's mind and a key component for the consumer. Walmart's in the hunt to do that. In that arena, if he had to choose between AMZN and WMT, he'd choose AMZN. It's coming from a position of power, whereas WMT is old school, bricks and mortar mentality.

PAST TOP PICK
(A Top Pick Feb 12/20, Up 43%) Great secular growth. Dominant. Stock has gone through a period of digestion over the last 6 months. He'd be shocked if it didn't accelerate coming out the recovery. Biggest risk is an antitrust issue. Little downside risk here. He'd have no trouble owning it here.
BUY
Great company. Hasn't done much for a while. People who used it heavily during the pandemic are not going away. An e-commerce and a logistics business. AWS is still growing. Advertising is really taking off.
TOP PICK
They continue to drive e-commerce delivery. Their cloud business is growing even faster. Both are highly profitable and growing. Cash flow will rise in the next two years. The target price is $1,000 higher than the current shares. (Analysts’ price target is $4051.63)
BUY
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. Neither a reopening or lockdown stock. AMZN is being dumped in the current rotation as Wall Street considers this a lockdown stock. They're wrong. He predicts a fabulous year for Amazon. The pandemic has permanently changed consumer behaviour. Costs will fall because they won't spend on Covid precautions anymore, post-Covid.
BUY

With Bezos stepping down as CEO, it's a buying opportunity, just like Tim Cook taking over Apple years ago when investors were also scared with the transition.

PAST TOP PICK
(A Top Pick Jan 10/20, Up 70%) Would wait for a pullback to put fresh money into it. Trading at 50x with a growth rate of 36%. Price to growth, it is not horrible given its dominance. A global utility to our way of life. A necessary.
DON'T BUY

He has a small position. It is similar to AAPL-Q. They are dominant in many of the areas in which they operate. It is not a cheap stock. But he would not bet against them.

COMMENT
They really understand logistics. Has benefited from what's gone on the last year, and this will continue. Success will continue with drug delivery, as they don't mind losing money if they can drive the business forward. They'll continue to grow.
PAST TOP PICK
(A Top Pick Nov 28/19, Up 75%) The world turned out to be Amazon's playground. He has a $4000 plus target on it.
TOP PICK
Perfectly positioned for the pandemic and its empire continues to flourish. Profitability is increasing. Unstoppable juggernaut. If it holds its multiples, should easily exceed $4000 in the next 12 months. Any government tax action won't have much of an impact. No dividend. (Analysts’ price target is $3813.13)
BUY
It is his third largest holding. He has been increasing his weighting. The organization is an aggressive, well run one. Pharmacy will be a long term growth driver for them. Their cloud service is showing growth. There might be a slowdown temporarily when COVID slows down next summer.
COMMENT

A phenomenal name and the pandemic has accelerated revenue and growth. The PEG ratio is 2x. Comparing it to Alibaba and others in China, it is more expensive. However, there is less regulatory risk. Nothing wrong with it. He owns other e-commerce names in China. Better value could be out there.

BUY
15 years ago, Amazon took the long game by investing long-term, and now that is paying off handsomely. The only worry is that the US government is taking aim at them due to their huge size--this could restrain the company. Regardless, the cash flow will remain huge and Amazon will keep growing.
HOLD
Always had difficulty with the valuation, over 70x forward earnings. She's a growth at a reasonable price manager. It's done well, cloud business growing rapidly. Hold it if you own it. She wouldn't buy at current price levels.
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