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AMZN
Amazon.com, Inc. - NASDAQ

4/20/2014, 4:55 PM ET
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Other Articles
  • Amazon 1Q14 Earnings Preview: Does Pricing Power Exist?
    Terracotta Capital Yesterday, 7:43 PM 6 Comments

    Summary

    • Amazon reports 1Q14 earnings on April 24th. Revenue and unit metrics will be a focus.
    • Investors will get an initial read-through on the impact of price hike on Prime Membership. I expect negative impact due to lack of pricing power.
    • The Amazon phone could provide a positive catalyst and drive content sales. Look for clues from management on timing of introduction and launch.
  • Amazon: Healthy Correction Or Set To Plunge Lower?
    James Brooks Thu, Apr. 17 22 Comments

    Summary

    • Analyst EPS forecasts for Amazon are excessive, particularly at a time when the likelihood of an earnings correction is high in the broader market.
    • Amazon is expensive on each of the P/E, P/S, P/B, P/FCF and Ev/Ebitda multiples, suggesting low returns based on the tests we carried out dating back to 2000.
    • Despite low ROE and profit margins, Amazon is ranked highly in terms of asset turnover due to its strategy of increasing market share before increasing profit margins.
    • The longer-term price trend remains up but it is critical the 100-week moving average support around $289 holds.
    • Trend direction, momentum and condition are exhibiting similar characteristics to those seen in December 2011, giving investors some cause for optimism that this is just a healthy correction.
  • Amazon.com Is Doing Its Very Best To Increase Earnings
    Paulo Santos Thu, Apr. 17 43 Comments

    Summary

    • Amazon.com has taken a massive number of measures to shore up earnings.
    • Earnings estimates didn't move on these measures, so it's now less likely that earnings guide downs are required.
    • On the other hand, these measures have an impact on revenue growth, whose estimates have also not moved. This makes it likely that Amazon.com will guide down on revenue growth.
  • Can Amazon Compete In Groceries?
    Vin Colby Wed, Apr. 16 23 Comments

    Summary

    • Retail behemoths are readying major efforts to gain dominance in the online grocery business.
    • So far, the online grocery business forays of large retailers have been confined to major metropolitan centers on the West Coast.
    • Amazon stock price has entered the realm of fantasy.
  • Amazon Phablet Can Disrupt iPhone 6 And Galaxy S5 Sales
    Alcaraz Research Tue, Apr. 15 23 Comments

    Summary

    • Amazon doesn’t need 3-D image viewing technology to steal buyers away from Apple and Samsung. It just needs to be phablet-sized and Xiaomi Mi3-cheap.
    • Amazon should emulate the success of the Xiaomi Mi3 – great phone with high-end specs but with mid-range price tag.
    • A 10 million sales target for Amazon for this year is feasible. It will be better for the company to release the phone earlier than the iPhone 6.
  • Amazon Smartphone A Positive Catalyst For The Stock
    Terracotta Capital Mon, Apr. 14 43 Comments

    Summary

    • According to media sources, Amazon is expected to launch its own smartphone in September.
    • The Amazon smartphone will allow tighter software/hardware integration, which ultimately results in a better user experience and higher content profit.
    • Timing of the smartphone launch is about right, as market share expansion opportunity exists before the Chinese smartphone makers ramp up on their export to the US.
  • A Phone Could Be A Catastrophe For Amazon
    Quoth the Raven Sun, Apr. 13 61 Comments

    Summary

    • Amazon trades at an enormous multiple - so far, deservedly so.
    • Rumors abound this week about an Amazon phone.
    • Failure to execute on the tough task of simply "jumping into mobile" could spell catastrophe for Amazon and significantly rope in its share price.
  • Amazon's Secret Competitive Advantage And Payoff Characteristics
    John Chen Fri, Apr. 11 69 Comments

    Summary

    • One competitive advantage is a shareholder base that buys growth.
    • ^Leads to a low cost provider that does not care about profits, a potent competitor.
    • Amazon's eventual payoff is comparable to a zero coupon bond, suggesting high sensitivity to discount rates.
  • Amazon Will Continue To Grow
    IAEResearch Thu, Apr. 10 15 Comments

    Summary

    • The growth in the TV segment has been phenomenal.
    • The company needs to turn revenue growth into profits and cash flows.
    • Continued growth from different segments will allow the company to continue its revenue growth.
  • Amazon.com: Fire TV May Be A Winning Formula

    Summary

    • Amazon is entering into the gaming and home entertainment industry with its $99 Fire TV.
    • Amazon is not the first one in the industry and thus will have to compete with other players in the market.
    • Amazon seems to be seeking too high of a price for the little advanced specification its product offers.
    • Fire TV, though it may not be a game changer, can bring revenues for the company and replace the revenues lost by DVD rentals and sales.
  • Final Estimate For Amazon.com Q1 2014 Revenue Growth
    Paulo Santos Tue, Apr. 8 67 Comments

    Summary

    • ChannelAdvisor reported March 2014 "same store sales," with Amazon.com showing better than expected.
    • The better showing leads me to increase estimates for Q1 2014 revenue growth.
    • While the new estimates still imply a miss, the miss is much smaller, and there's even the chance Amazon.com will meet consensus revenue growth estimates.
    • On the other hand, it's still likely that revenue growth guidance for Q2 2014 will be disappointing, both due to the ebook accounting change and due to an Amazon.com move.
  • Can Amazon Deliver After Being Oversold?
    Abba's Aces Tue, Apr. 8 10 Comments

    Summary

    • The stock is in oversold territory on a technical basis.
    • The company has excellent near and long-term earnings growth potential.
    • The stock is still expensively valued based on next year's earnings.
  • Amazon: Are We There Yet?
    Shiv Kapoor Mon, Apr. 7 84 Comments

    Summary

    • Amazon closed at $323, down 21% from its 52 week high of $408.06. I explore whether it represents growth valued at a reasonable price.
    • The company is not universally hated by market participants and so it does not rate as a contrarian buy.
    • It is a great company trading at a fair price, but falls short of representing what I see as growth valued at a reasonable price.
  • Amazon Is Wasting Its Time
    Stock Traders Daily Thu, Apr. 3 53 Comments

    Summary

    • Set top boxes are counter - trend.
    • Amazon should focus on content.
    • They will lose customers if they don't.
  • The Amazon Fire TV Can Burn Down Apple TV, Roku And Chromecast
    Alcaraz Research Thu, Apr. 3 32 Comments

    Summary

    • Jeff Bezos timely release of the Amazon Fire TV spoils Tim Cook’s plan for the Apple TV 4. Chromecast is cheaper, but has no game controller.
    • Amazon’s huge library of movies, music, and games poses a serious threat to Roku and Apple’s market share in the media streaming business.
    • The Fire TV also includes support for gaming which is what Apple is trying to do with the new upcoming Apple TV. Amazon Prime also benefits from the Fire TV.
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Company Description

Amazon.com Inc is an online retailer. The Company sells their products from website. It also provide services, such as advertising services and co-branded credit card agreements.