Seeking Alpha
  • Kyle Spencer
    AMZN looks to have its best one day pop in 2012. Looks like the market likes the robots/new warehouses: http://seekingalpha.com/a/fxw1
    7/27/12
    Reply (9)
    • apspice: Everybody line up to get in on that 300+ P/E!
      7/27/12
    • Kyle Spencer: Money talks.
      7/27/12
    • apspice: Please explain to me how they could possibly put revenue to work to justify that P/E, on razor thin margins.
      7/27/12
    • Kyle Spencer: I don't know how you could justify THAT P/E. I know what a P/E that high implies: a much deeper cut out of the much larger Retail market.
      7/27/12
    • Joel M: No Kyle, that PE does not imply a growth of sales and revenues, it implies a growth of *gasp* profits that come along with expanded
      7/27/12
    • Joel M: revenues. They will get larger revenues, for sure, and will take more retail space, sure, but their margins will never get much larger than
      7/27/12
    • Joel M: 10% at best (Wal-Mart operates at ~5%), and because of that the profits will never materialize. When the muppets realize it, institutions
      7/27/12
    • Joel M: will already be out or have hedged their positions, and the biggest bag of all time will be left for those still hyping increasing revenues
      7/27/12
    • Joel M: with no profits let alone profit margin expansion.
      7/27/12