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  • Can Amazon's Smartphone Fire Up Its Stock?
    Fri, Jun. 20 AAPL, FB, GOOG 15 Comments

    Summary

    • Amazon, Facebook, Apple, Google, Microsoft aren't staying within their comfort zones, and several projects in the past have proved that. Amazon Fire is an example of that.
    • It's a good phone. Dynamic perspective could go on to be used by developers. And Firefly is a very useful shopping device, not just for users, but also Amazon itself.
    • But a move into the smartphone market may concern investors, as smartphone companies are trading at pretty low valuations. Can the move justify a P/E of more than 100x?
  • Should Amazon Be Trading At Such A High Valuation?
    Wed, Jun. 18 AMZN 27 Comments

    Summary

    • Is a forward P/E of 100x justified when U.S retailers are trading near 15x and high-end tech companies trade in a range of 15-35x?
    • The case for a high valuation can be made for companies enjoying high operating margins. Amazon, on the other hand, has a profit margin of just 0.5%.
    • There is a lot of competition from smaller retail start-ups, but Amazon's massive R&D budget for the last many years has given it a competitive moat that warranties premium valuation.
  • 5 Industrial Stocks To Consider As The Economy Recovers
    Feb. 29, 2012 BA, CAT, CBI Comment!
  • 5 Large Cap Bank Buy Recommendations
    Feb. 29, 2012 BAC, WFC, C 6 Comments
  • 2 Steel Stocks To Buy, 5 To Avoid
    Feb. 14, 2012 AKS, SCHN, STLD Comment!
  • 4 SmartPhone Stocks I'd Avoid
    Feb. 13, 2012 AAPL, NOK, BBRY 15 Comments
  • 5 Dogs Of Dow That Are Dividend Traps
    Feb. 7, 2012 CVX, DD, GE 8 Comments
  • 5 Dogs Of Dow To Buy
    Feb. 3, 2012 CVX, DD, GE 10 Comments
  • Oil: What To Expect In 2012
    Jan. 23, 2012 USO 12 Comments
  • Housing Industry Poised For Recovery; Can't Come Soon Enough For KB Home
    Jan. 20, 2012 KBH 13 Comments