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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
WAIT
Sold it, dodged a bullet. One quarter bombed, and it's been downhill ever since. Absolute behemoth. Retail sales are not good and getting worse, so it's not a stock you want to own in this macro. He'll come back to it, but not now. A high expectation, high multiple, highly cyclical growth stock.
HOLD
Amazon vs. Alphabet He owns both, different stocks in all ways. Amazon messed up their e-commerce in the last 18 months by building too many warehouses and over-hiring. Customers didn't follow through with revenues. Margins have plunged, but this is temporary. In 1-2 years, Amazon will recover. The long-term story remains intact. An 18-20% cash flow/revenues grower. Their jewel is their cloud business which is still growing 40% annually and providing most of their profits and growth. Stick with it... Google trades under 20x PE, is steady and one of the best stocks out there. Still a buy.
BUY
Megatech has become sources of funds, targets of selling. If a megatech were to announce layoffs tomorrow, the stocks would get a lift. The negativity is overdone by analysts. These shares are too beaten down.
PAST TOP PICK
(A Top Pick Sep 30/22, Down 21%) Company strength doesn't warrant magnitude of decline. Rising interest rates hitting tech sector hard. Fundamentally, Amazon business model is strong. Recent market selloff creating opportunity for long term investors. Has been buying shares recently.
BUY
AMZN vs. GOOG Loves both names. Biggest weights in his portfolio's top 10. Tech will continue to lead once the Fed lowers rates. Almost monopolies in their businesses, extremely well positioned. Low double-digit growth for foreseeable future, net margins of 35-36%. ROIC is second to none, almost 40%.
BUY
Step back, recognize it's a very defensible business. Consumer spending habits are changing, and AMZN's in the middle. Eventually, it will benefit. AWS growth rate slowing, but still quite high. Buy now, tuck away, don't look at it for 12 months. Unionization is not a thesis-changing argument.
COMMENT
Following example of BABA in China, by producing studio and movie content. Plans to release 12 films a year. A bit surprising they're not just releasing on Amazon Prime. A way to diversify revenues over and above e-commerce and the cloud business.
BUY
In his top 5 holdings. King of e-commerce. Controlling lead in cloud, with AWS generating 70% of EBITDA. Continues to grow, though growth slowing, AWS decelerated. Operating income impacted less than expected. (Analysts’ price target is $140.15)
DON'T BUY
Very concerned about the outlook for the stock. 60% above intrinsic value. Sales, earnings, and ROE are flattening. Two weeks ago, stock broke below 8x book value, which portends a further drop of 50%. Be very cautious.
PAST TOP PICK
(A Top Pick Nov 18/21, Down 51%) Timing wasn't good, and neither was AMZN's. Spent billions that became overhead, e-commerce margins have dropped and it's been punished. Will grow at 20% a year over time. AWS growing 40% a year. He's holding.
TOP PICK
Still strong proponent of company. Very strong business that has excellent prospects. Hard to see how investors won't make money on business. Current share price presenting good buying opportunity. Still global leader in eCommerce and cloud computing.
DON'T BUY
AMZN vs. MSFT vs. GOOG vs. META MSFT has only a 25 PE, with real earnings and a real market. AMZN is constantly investing for future growth, and this will be more sensitive with rising rates than companies that have near-term earnings. GOOG is a question mark in the middle because, while it has a good revenue base, every government in the world is after them to share. MSFT or even AAPL is a good, long-term, stable company with real earnings for the future.
BUY
Just reported and getting hit today. It's a definite disappointment, especially their guidance for softer sales in Q4, and in their slowing cloud business. Amazon can't just cut costs, but see ongoing strong cloud bookings. They continue to deal with too much labour and overcapacity to meet consumer demand. But advertising and AWS point to a great second-half 2023 story. Advertising is up 25% YOY, better than many peers.
BUY
Hit hard in recent market selloff. Major beneficiary of pandemic business. Hard to see how Amazon isn't a dominate force for next 25 years. Will continue to be a strong business. Good time to buy business.
PAST TOP PICK
(A Top Pick Oct 22/21, Down 32%) Earnings report tonight, prior quarter earnings weren't too bad. The mighty have fallen. Extrapolation of Covid growth is over, yet valuations were way too high. Likes it long term, fundamentals will improve. It's not going away.
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