fxtrader07

No E-Commerce Worries for Amazon?

very good point, zodlidd.
imho it's a race going on: can bezos and co. keep the share price up long enough to cash in on most of their options and shares, or not? there are billions involved for these guys sp they will do anything to grow topline at almost any cost. once the euro reverses and the dollar regains some strength the margin and profit growth numbers will start to look very scary/toppy.
btw: RETAINED EARNINGS over AMZNs lifetime are still a negative 1 BILLION! After running the business for almost 13 years they sit on ACCUMULATED LOSSES of 1 billion - overall they haven't earned a dime yet!

Online Sales: Poking Holes in the Long Tail Theory

so what's your point? isn't it that adding ever more 'obscure' items comes at a marginal cost which in turn starts weighing on the overall profit margins if you just add a sufficient number of such items? and does a company create or destroy shareholder value adding heavily on the tail side?

Internet Companies Can't Manage - So They Must Be Taken Over

at least, amzn has managed to compensate its managers and top execs richly even while at the same time after 12 years of existence as a public company, it hasn't yet turned a profit, overall, for its shareholders. so say about mgmt there all you want - the shareholders have yet to see any of that greatness trickle down to them.
but maybe, it will in future. but then again, following the authors suggestions amzn might be busy acquiring and restructuring acquired companies resulting in yet another decade of empty promises of "profts somewhen down the road"

Is Amazon's Free Cash Flow Overstated?

very good article, that covers an important aspect of amzn, or any company, for that matter.
however, i doubt that staunch amzn-stock-lovers will really pay attention. for me, it is an important fresh input that fits very well into a picture that shows amzn being excessively overvalued

Amazon: Forget Analysts, Kindle Still Irrelevant

very well written.
a paper print-out will beat any electronic display hands down for many years to come. Many people wotk in fron of computer screens t5hese days and the last thing you want to do after a long workday is to spend another hour or two staring into a small kindle display
I for my part very much prefer to read a printed copy of a book or an article - and this stuff is much more mobile than a kindle, mind you? I need not think about charging it, it often is lighter than a kindle, i am not to lose 400$ when it falls down, gets stolen, a rainshower hits or anything the like happens.
it's highly suspicious that there are already thousands of "customer reviews" for the kindle and tens of thousands have read these and voted on their usefulness. sure
i would not be surprised to learn at some later point that these reviews were, well, inflated for some reason.
that analysts are now focussing on a niche-item and non-issue like the kindle speaks of desperation to find yet another justification for amzn's absurd valuation.
it would be interesting to see what happens when a headline hits that some software pirates have cracked the azw-code allowing the kindle-ebooks to be displayed and converted to ordinary pdfs and hence re-distributed as ebooks essentially for free or at a fraction of amzn#s price. i wonder what that would do to kindle, availability of kindle-editions and margins

Amazon Earnings: Solid, With Better-Than-Expected Outlook

the good days for ebay are löong over - plain and simple. yes they will continue to make money, but growth will be anemic. for amzn, growth will stay higher, though with less dynamic and given the rich valuation for amzn's stock the best times likely have past, too

Short Amazon Ahead of Wednesday Earnings - AmTech

@jchenry: good luck. that stop at 84 might turn out to be a $90 stop effectively.
The strong euro and the weak dollar will help amzn a great deal and the question is whether the initial reactions (first hours, first trading day) after the earnings report will focus on possible margin erosion ex currency windfalls. To me, the odds are pretty high that amzn will top here over the next few days/weeks, as willl fslr after their next quarterly report. that said, i do not see a compelling reason why i should pile in ahead of the earnings reports. of course, i may miss s first move down, but then again, rather a foregone profit than a loss made due to hurry and fear of missing anything

Love Amazon the Company, But Can't Stand the Stock Here

I regard AMZn as overvalued, too. But i still expect them to report a very solid, if not really great quarter. The weak dollar will once again come to the rescue in all likelihood. It remains to be seen how their margins have evolved ex currency windfalls. That imho will decide about the direction of the next 20$ move - up to new ATH or down towards 60$
given the high institutional liking, rather small float and huge short interest I am not at all eager to go short into the earnings report

Amazon, the Perfect Short?

looking for a catalyst to drive amzn down? apart from the - very serious - tax issue look no further than the dollar! windfall gains from overseas sales, especially in europe, have added substantially to the bottom line and to margins. this woll change over the coming quarters. i do not expect a a real comeback of the dollar, but over the next 6-12 months it will ilkely stabilize and the euro looks very toppy here and may well be 10% lower a year from now. this together with a prolonged us-recession (that only few people talk about yet) and a marked global slowdown will eat into margins. top-line will be grwoing, no doubt, but bottom line will not nearly as much as is required to even remotely justify a 50 forward p/e. btw, over its entire life as a public company, amzn has not yet really earned a dime! retained earnings are a whopping 1.4 bn NEGATIVE - i.e. 1.4 bn accumulated losses! Long WMt, short AMZn is a no-brainer trade for the next 2-3 years!. I would probably wait to implement it (or at least implement ownly half of it) till earnings come out for amzn in a few days. i expect, the weak dollar will give them another final push before things start getting really ugly for amzn

Amazon On Course For Success

great observation!

Amazon On Course For Success

another dead fish joining the hyping squad...
it's quite stunning what passes for serious stock analysis today. one is reminded of bubblemania reloaded when reading "... We looked a few measures to arrive at our new target, and determined that multiples of 2.67x this years sales or 84x our adjusted earnings were all justifiable."

Give me a freakin' break! The company has a whopping minus 1.9 billion $ in retained earnings (or put differently, 1.9bn in accumulated losses) on its balance sheet, the recent positive quarters notwithstanding.
But since it's a dot.com retailer, of course, it deserves a lofty P/E of 60 on top of the company so far having burnt shareholders cash.
cpa charlie nailed it with his analysis of the repurchase programme. his analysis containes way more stuff to think about than the superficial report that tries to justify a 90$ stock price with zero substance.
In the long term, the only ones making real money from AMZN will be Jeff Bezos and his folks who have been selling millions of shares at absurdly inflated prices to the dumb who buy it only to sell it to the even dumber...