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Ten Winners For the New Consumer - Barron's

Amazon is a good buy here? Pay a PE of 53 when the consumer spending is slowing and unemployment rising, great advice. They won't release kindle numbers, they would only say its in the investment phase, shady company and accounting.

Amazon Sentiment Pre-Kindle 3 Release Actually Worsening

Do they make any money or have good margins on any lines ? No.


On May 05 01:08 PM Cetin Hakimoglu wrote:

> Do keep in mind that kindle represents just an infinitesimal slice
> of amazon's total business

Amazon Sentiment Pre-Kindle 3 Release Actually Worsening

Amazon is way overvalued, its momo stock that must play accounting games to show a profit. PE of 54 and PEG of 2.6 for an e-tailer, right.


On May 05 01:08 PM Cetin Hakimoglu wrote:

> Do keep in mind that kindle represents just an infinitesimal slice
> of amazon's total business

Amazon Sentiment Pre-Kindle 3 Release Actually Worsening

You got be joking Amazon is a bloated pig that sells at a PE of 54 and PEG of 2.6. It may be a good company but its way overvalued and its one of the most manipulated stock in the market. It should be selling at more than $50 and thats with a substantial premium. The strongest suit of Amazon its its constant PR. They have no margins and barely make any money. If it was not for their PR department and analyst who are paid shills this stock would be selling at 30. What a joke.Do you follow the accounting tricks they play every quarter to make the bottom line look better than it is ? You should the sad truth is Amazon can sell but they are hard pressed tio make money and put a lot of make up on their financials. Analyst always give them a pass, lets see, the Citi analyst, oh wait Citi owns 20 million shares, no conflict there.


On May 05 01:08 PM Cetin Hakimoglu wrote:

> Do keep in mind that kindle represents just an infinitesimal slice
> of amazon's total business

Amazon Q1: Beats Expectations, Highlights Kindle 2 Success

They made .07 due to deferred tax assets, typical Amazon bogus numbers.

Amazon Q1: Beats Expectations, Highlights Kindle 2 Success

Funny how the media skews everything. They added several cents by lowering their tax rate, that's quality earnings ? Why doesn't anybody mention that? They guided down from 12% to 49% net income for the next quarter, were is that mentioned? You mean its a good idea to pay 82 dollars for a stock that sells at a PE of 50+ and PEG of 2.6 that said its net income will decline an average of 30% ? Amazon can sell but they can't make money. Next quarter they will make 2% to 3% net on sales. That tell me this stock is way overvalued. E-bay made .39 cents a share without the tax gimmick and sells for $16 dollars, why pay $82 for .41 cents that include accounting trickery. The analyst are corrupt if they don't point these things out.

Amazon Q1: Beats Expectations, Highlights Kindle 2 Success

Doing well ? They guided down net income from 12% to 49% for next quarter, that a growth stock ?


On Apr 23 05:04 PM TextBookHunting.com wrote:

> Amazon is doing very well.
>
> I think kindle has helped plus they have taken Ebays/Half.com share
> in terms of book selling. I am sure used books get sold more than
> new ones on amazon.

Why Amazon Will Continue to Outperform in This Sluggish Market

Watch the accounting gimmicks tomorrow, Amazon never fails to find something to pad the bottom line.


On Apr 22 06:34 PM InvestBaboo wrote:

> Never underestimate the intelligence of the market to see the truth
> from the lies. Look at how banks have got hammered in spite of producing
> seemingly great numbers.
>
> If Amazon is going up it is not because people who invest millions
> are fooled by the Amazon management -- it is because they do their
> homework. Smart money knows what it is doing while you and I and
> what we think does not really matter. That is why it pays to follow
> the markets (via charts) rather than try and outsmart the maket.
>

Why Amazon Will Continue to Outperform in This Sluggish Market

Apple makes twice what Amazon makes in one year in one quarter. They have a PE off a PEG of 2.53 and Book value of 12. They will grow zero to negative this year and your suggesting that it has upside. Its a momo stock that sells on hype not reality. No one mentions that Amazons Accounts Payable are ballooning and were over 6 billion last quarter. How long can they postpone paying their bills before depleting their cash? Amazon has the worst margins in the industry that they pad in the manner they do they do their accounting. Amazon's accounting is very deceptive and they actually make less money than it appears. Look at the non-cash DVD sale of the DVD unit last year for more than the unit was worth that added $ 50 million to earnings, yet they received nothing for it. I thought that one should invest in stock based on earnings, in that light Amazon fails miserably and in order to increase sales past a certain point, they will have to sacrifice the little they have.

Amazon Looks Even Better Now than It Did in February

Amazon has always traded on hype, hopes and dreams that never seam to materialize and they have a huge negative retained earnings since inception that attest to what has alluded Amazon and probably always will is profits. How can one justify paying 78 dollars for a stock earning only 1.48 ? Retail sales came in worse than expected today, so are we to believe that Amazon is immune?


On Apr 14 11:43 AM zagrebzagreb wrote:

> Years ago when AMZN was trading at $100, a friend told me that he
> was "long on Amazon..." and bragged that he had just purchased a
> boat-load of shares.
>
> His justification? "Sure its expensive, but Amazon has this incredible
> customer database... Its worth at least $400 per customer!"
>
> Other lame justifications followed, topped off by the "skunk works"
> theory, in which he assured me Amazon was working on things that
> will blow the market away.. they just can't share these super-secret
> projects with the public yet....
>
> Uh huh. It's sounding like 1999 again. More game changing going
> on, apparently.

Amazon Looks Even Better Now than It Did in February

Kindle will add a whopping 1 cent to earnings. Beware of the increasing competition.

Market-Leading Tech Stocks

Amazon PE reaching nosebleed levels,55 times 2009 earnings. That is great since their growth will be negative 1% this year, or a PEG of 2.5. Is retailing doing that well in this recession, look at WMT and COST today. This is a momo stock.

Amazon: Dirty Little Secrets Persist

Ok so you think its fairly valued at 52 times 2009 earnings and a PEG of 2.5 ? Yes they paid their long term debt, but look at how accounts payable have ballooned. Their have not growth in 2009, so what multiple will you pay for zero growth ?


On Apr 08 11:02 AM sdt993 wrote:

> First, who uses book value to measure a growth stock, or any stock
> for that matter these days? With all the write offs and accounting
> changes over the years, book value is generally meaningless outside
> the financial sector where you need regulatory capital. The value
> of a stock is the NPV of future free cash flows. BV looks backward,
> not forward. Second, AMZN may have gone public in 1997, but it lost
> money on a GAAP basis every year until 2003, as you might expect
> with what was then a start up operation. BV bottomed at -$1.4B in
> 2002 and has since grown to +$2.7, up $4.1B in the 6 years since
> it has been profitable. Third, share count has risen from 403 in
> 2003 to 436 at year end, up 8% over the period. Hardly a disaster.
> Where did the cash go? Gee, lets check the cash flow statement and
> balance sheet. Debt down from $1.945B to $.4B so thats $1.5 of debt
> paydown since 2003, Cash/Short term investments have gone from $1.3B
> to $3.7B, up $2.4B. SHare repo - just $.6B, not very much. Total
> CAPX since 2003 is just $1.1B and acquisitions about $.7B. So, total
> CFFO since 2003 is $5.5B, and i've just accounted for $5.6B. There's
> the answer to your big mystery. Your comments on fixed costs are
> borderline insane. AMZN turns its fixed assets 23.5X per year ($20B
> sales/.850 fixed assets) vs. 4.3X for WMT and 2.6X for TGT. There
> IS a short case to be made on AMZN, but this article is pure sophistry.

Amazon: Dirty Little Secrets Persist

Huge growth ? EPS growth in 2009 is supposed to be -1%, sales grow but profits don't.


On Apr 08 06:12 AM Cetin Hakimoglu wrote:

> yea, but the stock keeps surging because of huge growth and it;s
> immune to the supposed financial crisis and recession. That makes
> it a huge buy.

Kindle Economics: Five Reasons to Buy Amazon

Amazon is slated to have zero to negative growth in 2009, would you pay 50 times earnings and a PEG of 2.5 for that ?