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Bruce Spratling  

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  • Bear Of The Day: Amazon [View article]
    Amazon investors don't care about short term profits, and they're perfectly happy with the direction Amazon is headed. Being called a non-profit company existing for the benefit of the customers might actually be good for business. I bought at 135, so what me worry?
    Aug 1, 2013. 09:07 PM | 2 Likes Like |Link to Comment
  • Is J.C. Penney Now A Buy? [View article]
    The only reason to buy is because you believe you'll be able to sell later at a profit. If JCP were to have a big garage sale, and distribute the proceeds to the shareholders, you'd have made your point. But will they? Or will they keep losing money, while selling any junk they can to stay in business, and keep the paychecks coming?
    Apr 10, 2013. 11:56 AM | 1 Like Like |Link to Comment
  • Amazon's Growth Is Slowing [View article]
    Jim-
    Not all shoppers shop like you and your family. Some shoppers go to flea markets first, then to the dollar store, then to family dollar, in search of the best deal. Bezos has studied consumers and he's looking at the big picture. By the way, Amazon Prime is a great deal. I can "borrow" 1 ebook per money for free, and I get all kinds of free movies and tv shows. Of course revenue growth is slowing, it grew 838% in 1997, no way it can keep that up. But how does Amazon's revenue growth compare to Walmart, BBY, etc?
    Feb 22, 2013. 11:18 AM | Likes Like |Link to Comment
  • Amazon And The Changing Face Of Retail [View article]
    HZLIU,
    1) I mentioned the disappearing sales tax advantage
    2) I agree that return to brick & mortar is easier for some shoppers, but for others, it's easier to just ship it back and not leave home.
    3) Ok, you go to Best Buy, you see the product and decide you want it. For me, I have a big van so I'd just buy it at Best Buy. But, there are some shoppers that ride their bike to Best Buy, so they may buy that 60 inch tv from Amazon and get it delivered to them.
    4) Yes, you can sell your stuff on ebay, but my point was that you can't do that at walmart.
    5) I agree that Amazon has made Walmart and other retailers better.

    Thanks for the thoughtful comment!
    Feb 22, 2013. 10:59 AM | 1 Like Like |Link to Comment
  • Amazon And The Changing Face Of Retail [View article]
    Max, those are interesting stocks you play. UNG, what a stock. The price went from $500 down to $18.23 in 5 years. MDVN, from $5 to $50 in 2 years. Too bad AMZN doesn't move like that. Just curious, at what point do plan on covering your AMZN shor position?
    Feb 22, 2013. 10:52 AM | Likes Like |Link to Comment
  • Courage Where Art Thou? I Want To Short Amazon [View article]
    I'm confused. You're long AMZN, but you want to short it. Why not just sell and avoid the risk?
    Feb 21, 2013. 01:02 PM | Likes Like |Link to Comment
  • Why Amazon's Share Price Will Keep Rising [View article]
    Illuminati, I enjoyed your article "Amazon's Santa Claus Strategy". Clever title!
    Feb 18, 2013. 10:50 AM | Likes Like |Link to Comment
  • The Emperor's New Clothes: Can Amazon Increase Real Value For Long-Term Investors? [View article]
    Maxi, I'd like to encourage you to take some profit when it hits the next all time high. I held AMZN for all of 2011. I watched it go from 180, to 240, and back to 180. I moved my account to one where I can trade all I want, and I doubled my money in AMZN in 2012. Much more important than making money is not losing money. You can never lose money selling at the all time high. I sold some at 260, I was waiting for it to hit 290 to sell a little more but it got to 284 and came back down. Right now I'll buy at 230, sell at 310. There's nothing wrong with sittling on some cash, that's how you're able to buy in a big dip. Good luck!
    Feb 15, 2013. 09:30 AM | Likes Like |Link to Comment
  • The Emperor's New Clothes: Can Amazon Increase Real Value For Long-Term Investors? [View article]
    The King may be naked, but the King has the highest customer satisfaction rating ever measured, and in another survey the King is the most trusted in the land. Clothes don't make the man.
    Feb 14, 2013. 12:05 PM | Likes Like |Link to Comment
  • Target Corporation: Favorable Risk And Reward - Go Long [View article]
    Nice article. However, make a chart comparing TGT to AMZN for 5 years, 2 years, 1 year, 6 months, and 3 months. Even with their modest little dividend, they're going nowhere. Retail is changing, TGT isn't in the future. Good luck!
    Feb 14, 2013. 11:58 AM | Likes Like |Link to Comment
  • Amazon: Short It At Your Own Risk [View article]
    Excellent article.
    "plan a: drive out of business your mightiest peers, than raise your prices
    plan b: offer your clients such an amazing service that they'll be willing to pay more, if needed, in order to keep getting it"
    Both your plans involve raising prices to increase margins. I don't think that's how it will happen. Profits are "squeezed" out. All they have to do to make profit is try. Try not spending money that isn't necessary. Stop selling things you don't make money on. Shipping costs will go down on their own as the fulfillment centers are completed. Robots in the warehouses will cut expenses. JB has it all planned out.
    Feb 7, 2013. 11:26 AM | Likes Like |Link to Comment
  • Why Amazon's Share Price Will Keep Rising [View article]
    "Huge difference between companies that don't pay dividends and companies that don't have any earnings to pay dividends from. " To take it one step further, big difference in companies that don't make money and companies that can't. I believe Amazon can make money any time they want to.
    Feb 5, 2013. 03:49 PM | 1 Like Like |Link to Comment
  • Why Amazon's Share Price Will Keep Rising [View article]
    AMZN is still doubling every 2-3 years. They've done that for their entire existance. Most start-up companies don't do that, they grow for awhile then mature and start making money. So relative to their maturity, short-term.
    Feb 5, 2013. 03:40 PM | Likes Like |Link to Comment
  • Copy And Paste Research Reporting [View article]
    Paulo,
    That was great! Maybe that's how the analysts got through school.

    I always enjoy your articles.
    Feb 5, 2013. 03:20 PM | 4 Likes Like |Link to Comment
  • Why Amazon's Share Price Will Keep Rising [View article]
    Call it what you will, you could say that about anyone who invests in stocks that don't pay dividends. I've been accused of "trusting" Bezos. Anyone who relies on a company's financial reports is trusting that conpany's management to produce honest reports. If a CEO's compensation is tied to earnings, well guess what kinds of decisions he'll make?
    Feb 5, 2013. 02:59 PM | 1 Like Like |Link to Comment
COMMENTS STATS
78 Comments
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