Comments on Louie Junior's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/louie-junior/articles http://seekingalpha.com/article/87545-time-for-another-amazon-share-repurchase?source=feed#comment-217269 217269 Tue, 29 Jul 2008 09:24:44 -0400 http://seekingalpha.com/article/84845-who-says-amazon-s-margins-are-rising?source=feed#comment-210062 210062 They always beat on revenues -- seldom on operating income. Obviously, you didn't actually look at Amazon's results relative to their guidance for operating income in coming up with your conclusion. I guess it's easier to just make up facts as opposed to looking it up. Q1 2008 - guidance ($155m-$200m) vs. actual ($198m) Q4 2007 - guidance ($221m-$291m) vs. actual ($271m) Q3 2007 - guidance ($75m-$110m) vs. actual ($123m) Q2 2007 - guidance ($65m-$105m) vs. actual ($116m) Q1 2007 - guidance ($82m-$122m) vs. actual ($145m)]]> Sun, 20 Jul 2008 16:06:53 -0400 They always beat on revenues -- seldom on operating income.

Obviously, you didn't actually look at Amazon's results relative to their guidance for operating income in coming up with your conclusion. I guess it's easier to just make up facts as opposed to looking it up.

Q1 2008 - guidance ($155m-$200m) vs. actual ($198m)
Q4 2007 - guidance ($221m-$291m) vs. actual ($271m)
Q3 2007 - guidance ($75m-$110m) vs. actual ($123m)
Q2 2007 - guidance ($65m-$105m) vs. actual ($116m)
Q1 2007 - guidance ($82m-$122m) vs. actual ($145m)]]> http://seekingalpha.com/article/84845-who-says-amazon-s-margins-are-rising?source=feed#comment-209287 209287 They always beat on revenues -- seldom on operating income. > Hence the expectation of lower margins. turb0kat > Okay, give 'em a premium for the revenue growth, but not a high-tech multiple on top of that! Google has similar revenue growth and has 30% operating margins -- its multiple is 33 (ttm). Amazon is a low-margin retailer with multiple of 58 (ttm). > We'll see if it's a $30 Billion company at summers end. Guessing not...]]> Sat, 19 Jul 2008 09:18:20 -0400
> They always beat on revenues -- seldom on operating income.
> Hence the expectation of lower margins.

turb0kat

> Okay, give 'em a premium for the revenue growth, but not a high-tech multiple on top of that! Google has similar revenue growth and has 30% operating margins -- its multiple is 33 (ttm). Amazon is a low-margin retailer with multiple of 58 (ttm).
> We'll see if it's a $30 Billion company at summers end. Guessing not...]]> http://seekingalpha.com/article/84845-who-says-amazon-s-margins-are-rising?source=feed#comment-206618 206618 Wed, 16 Jul 2008 03:06:23 -0400 http://seekingalpha.com/article/84845-who-says-amazon-s-margins-are-rising?source=feed#comment-205687 205687 Who Says Amazon's Margins Are Rising? It should be noted that since hitting bottom in Q4 2006, Amazon's trailing-twelve-month operating margin has risen steadily from 3.64% to 4.44%. > Using Amazon's own midpoint guidance, we should expect second quarter operating margins to come in around 3.52%. Amazon also consistently beats the midpoint. In fact, since Q4 2006, Amazon's operating profit has averaged within 2-3% of the highpoint of their guidance.]]> Tue, 15 Jul 2008 02:17:38 -0400 Who Says Amazon's Margins Are Rising?

It should be noted that since hitting bottom in Q4 2006, Amazon's trailing-twelve-month operating margin has risen steadily from 3.64% to 4.44%.

> Using Amazon's own midpoint guidance, we should expect second quarter operating margins to come in around 3.52%.

Amazon also consistently beats the midpoint. In fact, since Q4 2006, Amazon's operating profit has averaged within 2-3% of the highpoint of their guidance.]]> http://seekingalpha.com/article/84845-who-says-amazon-s-margins-are-rising?source=feed#comment-205338 205338 Mon, 14 Jul 2008 14:13:40 -0400 tax lit?
NY state is making amzn pay sales tax now, other states are thinking about it. this kills internet sales.

AMZN is ok for quality, but the "shops" are cr*p.
]]> http://seekingalpha.com/article/84845-who-says-amazon-s-margins-are-rising?source=feed#comment-205024 205024 Mon, 14 Jul 2008 09:14:05 -0400
Tax litigation????]]>