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Fountainhead

 
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AMZN, CI, CMG, F, FB, GOOG, LNKD, NOK, P, S, TSLA, WFC, WMT, YHOO
  • Is Amazon.com The New Wal-Mart? [View article]
    Nonetheless - the Amazon shopping demographic in my opinion is definitely richer than Walmart's.

    Therefore the two companies should not be compared just on metrics --- some buyers do not shop at Walmart because of the brand.. its a downer they don't want to go into the store and deal with crowds, bad or non existent service, long checkout lines.

    These customers will shop at amazon.com - a) For the price and the ease of shopping at the website b) with Amazon returns, service, shipping has always been customer friendly and c) shopping at Amazon is cooler than shopping at Walmart.

    My experience with Walmart.com has been as good as Amazon's but unfortunately this has never been communicated effectively by Walmart -- they should focus on this aspect and really emphasize the website.

    Bottom Line - Yes Amazon may be overpriced on PE, but shorts have lost their shorts since 2008 - I would not advise buying it at this price but short it at your own peril - there is a lot more than the Walmart comparison before taking that decision.
    Jul 25 09:59 PM | Likes Like |Link to Comment
  • Amazon: Pricing Advantage? What Pricing Advantage? [View article]
    Sometimes if you're checking online, WMT and COST don't show up that often - but Amazon always does, thus it is AMZN V the rest. Yes, there are times when I have bought from Newegg, Ebay, and WMT but with shopping preferences changing - i.e, more online to brick and mortar,, this turns out to be a huge advantage for Amazon.
    If Walmart and Costco became smarter for online shopping -- e.g my 14 year old routinely checks Amazon and Ebay for deals, its a generational thing, he's not that familiar with the others, yes I would see AMZN as overpriced, but till then Amazon enjoys a what seems to be an excessive price. I wouldn't short it, though.
    By the way, I did get exceptional service from Walmart a year ago when I bought a steamer, they called me at home on a Saturday and replaced something immediately.
    Jun 21 07:03 PM | 1 Like Like |Link to Comment
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