RK

Amazon: Please Drop to $85

I respect you sticking to your model. However, perhaps your model will not bag you growth stocks except in a armageddon scenario. And perhaps you should be content as Mr. Buffet in not owning growth stocks.

As a side note, Mr. Buffet did buy BYD stock. Is that conforming to the FCF of 15 still? I am too lazy to find out the price that Mr. Buffet paid for BYD.

Amazon: Please Drop to $85

Just curious, why didn't you buy Amazon at $40 when the market crashed. At that time, Google was going for $250, Apple at $80. In retrospect, those were golden opportunities.

Barron's S&P 500 Stock Screen

I still could not believe Barron's recommended GM stock some time in 2008. Even though the article was before the financial melt down, but the high oil price was killing GM and its debt load was crushing. I no longer give Barron's recommendations much weight.

Amazon Bucks the Retail Trend, Reports Strong Q4

Good report. It would be nice to know how much growth Amazon is seeing in its AWS.

Is Netflix the Next Apple?

The challenge with any video digital download service is that someone else is controlling the broadband pipe. Music download is no biggie as music is relatively compact. Not so with video. Comcast, AT&T, Verizon, etc are not going to let Netflix steal their customers away without doing something. Perhaps these ISPs would let their customers to download a lot more movies if the customers also subscribe to their cable channels. Netflix is not in the same position as Apple was when it started the iTunes service.