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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
DON'T BUY
They keep disappointing and get downgraded, even though he likes it.
BUY
Very strong business with web service business. Lots of opportunity in cloud services. 60% margins common within business units. Amazon Prime still going strong (ability to raise rates).
BUY
AMZN vs. GOOG He owns both, good franchises. GOOG not as susceptible to inflation. AMZN has more value from growth, mainly due to cloud business and e-commerce business has been beat up. 2021 was an investment year for them, then the pandemic effect came off, and they had a lot of fixed-cost overhead but not the revenue. AMZN will work through that with growth forecast at 15-20% on revenues, earnings, cashflows. GOOG has become a bit of a boring trade. The tech discount has been overdone. GOOG is a great company, especially the "other bets" division. At these prices, both are great investments in your portfolio for the long-term.
TOP PICK
Owns shares in the company herself. Believes stock will be volatile going forward. Increasing capital spending. Lots of users with eCommerce and Amazon Web Services.
BUY
A go-to stock. Delivery of boxes is part of the old economy. AWS is really important going forward, as it's part of the new economy. Fine at these prices.
BUY
Currently owns shares in the company. Rising interest rates has been difficult for share price. Over expansion during the Covid-19 pandemic weighing on the company. Not as much demand as expected. Over spending on expansion has weighed on the company. Amazing franchise that has very strong business. Amazon Web Services is leading market segment for business. eCommerce business will also continue to grow.
PAST TOP PICK
(A Top Pick Sep 15/21, Down 26%) E-commerce has struggled due to inflation and resurgence of physical stores. AWS continues to gain traction, now about 1/3 market share of cloud infrastructure. Ad business scales quickly, which will continue to boost margins. Undervalued. 2-3 years out, a great name to hold.
BUY ON WEAKNESS
The e-commerce business will continue to grow and has great long term potential. It has a growing advertising business and an advantage in this area since it knows its customers: what they buy and when they buy. It will be difficult to make the big acquisition of Electronic Arts because of regulatory risks. It is a high multiple stock but a great story so buy on pullbacks.
BUY
One of favorite names in portfolio. Bull case for company is web services. Believes 5-10 year window to add AWS features. Increasing use of AI will add benefits to AWS.
BUY
AMZN vs. GOOG 90% of GOOG's revenues come from advertising, with some sensitivity to economic slowdown. GOOG is growing at an outstanding rate, keeps gaining market share. AMZN has e-tail plus massive cloud business, AWS. He likes both. World-class businesses with revenue growth close to 15-20% per year, shares are a reasonable price.
BUY
Business has slowed a bit this year because of the e-commerce slowdown, but it's still a great operation.
BUY
Amazon is a favourite in the tech space. They boast flexibility following many years of reinvesting in their business, in fact too much investment. So, there could margin expansion even in the face of rising costs.
TOP PICK
Catalysts to return this to highs: They will spend less on capital expenditures. They already built warehouses, which drained cash. Secondly, their cloud computing business continues to grow and boasts wide margins. They can sell anything and can reinvent itself if needed (i.e. entering the food business). Shares got unfairly punished. It's a core holding of his. This should reach $200 easy. They have a mountain of cash. (Analysts’ price target is $172.20)
BUY
A Covid winner with staying power It got dicey last April when they warned they had built too many warehouses and hired too many people. But their July report was more optimistic and numbers were good, namely their cloud business and sales guidance. Also, spending is down. They keep putting up great sales numbers--they remain the king of e-commerce.
BUY
He still likes it even though it has had some issues. There are strikes in the U.K. and the potential for anti-trust regulations in the U.S. It is not just a consumer stock. The cloud services section is vibrant and has strong growth potential.
Showing 121 to 135 of 586 entries