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The Amazon (AMZN) bull case has pivoted to a story of margin expansion from revenue growth after...

The Amazon (AMZN) bull case has pivoted to a story of margin expansion from revenue growth after the company surprised analysts with better-than-expected profit margins during Q4. A number of firms are out with price target increases, citing margin expansion as a major factor. PT hikes: Barclays to $260 from $245; JPMorgan to $333 from $245; Baird to $325 from $300; BofA to $315 from $300; Credit Suisse to $334 from $301. AMZN +8.3% premarket to $281.62.
Comments (9)
  • This is probably biggest scam. Company made only $95 million. Anybody noticed that?
    30 Jan 2013, 08:08 AM Reply Like
  • It may sound silly, but the margin expansion is why it is rising.
    30 Jan 2013, 09:04 AM Reply Like
  • AMZN may be the next AAPL in making ( to the DOWN SIDE)!
    30 Jan 2013, 09:07 AM Reply Like
  • Ought to be some real good margin expansion with revenues slowing.
    30 Jan 2013, 09:11 AM Reply Like
  • Analysts...after the fact, well done !!
    30 Jan 2013, 09:25 AM Reply Like
  • The numbers came out and were not that good. I thought maybe I missed something. Then sitting here watching CNBC (for entertainment purposes, it is fun to see the talking heads move markets one way or the other) David Faber was trying to get people to come to their senses about AMZN.

     

    The reality is, it should be down 10% not up 10%. Are we seeing an over-exuberance in the markets? Even when companies miss?

     

    Looking at the overbought charts, we are expanding the bollinger band on the upside to extreme overbought territory. The retail investors may come in for the next few days and this would be a good time for you to sell your winners. (the retail investor has a habit of buying at the top and selling at the bottom) Right now would not be a good time to add to any positions. You could, but hold your breath and brace yourself.

     

    Right now, I am on the caution end.
    30 Jan 2013, 09:26 AM Reply Like
  • One of these days the naysayers will be right and they will all scream "I told you so !!!!!!!!". Because granted - you can spin this easily as a loser if look at AMZN through convention lenses. But until then alot of us silly folk will just go on an make more money.

     

    Personally I think GOOG business model is more volatile and AAPL is new RIMM
    30 Jan 2013, 11:16 AM Reply Like
  • Not the first time a bull run has been over-extended. The crash is coming sooner or later.
    30 Jan 2013, 01:39 PM Reply Like
  • Crash or correction ?

     

    they are kinda different
    30 Jan 2013, 08:16 PM Reply Like
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