Seeking Alpha


Send Message
View as an RSS Feed
View BriansGirl's Comments BY TICKER:
Latest  |  Highest rated
  • 2 Reasons Why Will Again Miss Revenue Estimates [View article]
    Gary Morton,

    Very well written post and excellent observation.

    I remember back in the mid 2000's analysts used to focus on the payables and how much time AMZN was taking to use their suppliers money. They don't appear to care about that anymore, just about the cash flow number.

    I firmly believe that the answer to the valuation of this stock and the ignorance of it's failing to make money lies somewhere within the relationship between Bezos, (ex Wall Street employee and knows how to work the system), Goldman Sachs (they receive compensation from AMZN), and cronyiscm. Whatever this, shall we call it coercion or "phenomenon" is, is what helps this stock continue to greater and greater heights in spite of bad fundamentals, increasing formidable competition, bad news regarding employment issues, sales tax advantage dissipating quickly, slowing growth and negative earnings...etc.
    Sep 25 09:13 AM | Likes Like |Link to Comment
  • 2 Reasons Why Will Again Miss Revenue Estimates [View article]
    Easy enough to find out what happened to the shareholders of Enron WHO TRUSTED WHAT THE CEO SAID!
    Sep 25 12:01 AM | 2 Likes Like |Link to Comment
  • 2 Reasons Why Will Again Miss Revenue Estimates [View article]
    And I suppose you believed Jeffrey Skilling of Enron. Maybe you should do some research.
    Sep 24 11:40 PM | 2 Likes Like |Link to Comment
  • 2 Reasons Why Will Again Miss Revenue Estimates [View article]
    After 19 years of doing business, AMZN is being FORCED to find growth and they are scrambling around trying to sell anything and everything to improve margins. They are being FORCED to BUY growth via acquisitions, etc ...this is not a choice but a necessity due to formidable competition on ALL FRONTS.
    Sep 24 01:15 PM | Likes Like |Link to Comment
  • 2 Reasons Why Will Again Miss Revenue Estimates [View article]
    After 19 years of being in business, AMZN can't make money. The environment now is much different, the competition in each of the businesses AMZN competes in has grown ten fold, hence WHY AMZN does not make money! There are too many formidable players in EACH and every one if AMZN's businesses. Growth is slowing at AMZN.

    So that brings me back to why is this stock so heavily supported? It's unnatural and something smells here. I do know that Goldman Sachs receives compensation from AMZN, as well as other high fliers, and this might explain why the stock just won't fall. As long as the good old boy system is in place, and Goldman is on AMZN's side (that won't change because of the money), this stock will never correct based on fundamentals. Anyone can easily contrive some BS (blue sky) story on why AMZN will grow into profitability in the future.

    AMZN has had more than it's fair share of bad news. The stock only goes higher. Oh, there are little corrections here and there, so everything "looks" kosher, but the moves down are very controlled, no real sellers and no real buyers (check out the volume).

    I'd really like to know how they manage this. The company loses money, after NINETEEN years, and the stock is at all time highs. This defies ALL logic and points to something else.

    I just want to find out what that something "else" is.
    Sep 24 12:31 PM | Likes Like |Link to Comment
  • 2 Reasons Why Will Again Miss Revenue Estimates [View article]

    What do you think about the news that AMZN will begin selling OTC drugs in Japan?
    Sep 23 09:15 AM | 1 Like Like |Link to Comment
  • 2 Reasons Why Will Again Miss Revenue Estimates [View article]
    Paulos has been spot on with his analysis. He has gone into great depth, invested a lot of time submitting theories pertaining to AMZN's growth and future. He has been right.

    Take away ALL of the talking heads, everyone's ideas and look at the bottom line. AFTER over 15 years in business, AMZN is losing money. The stock is trading at all time highs.

    Something smells very rotten here.

    Personally, I can't wait for it be uncovered and I hope it makes Paulos a very wealthy man.
    Sep 22 07:25 PM | 1 Like Like |Link to Comment
  • Cummins: Will This Bull Run Continue? [View article]
    CMI is a favorite for computers to "play" with. Low float makes it easy to squeeze and the stock can move $3 on a 500 share trade. There is a lot of growth built into CMI stock price at this point. Not sure how much higher of a p/e is warranted. although, fundamentals don't seem to matter anymore. Just low float and how many shorts.
    Sep 22 07:11 PM | Likes Like |Link to Comment
  • Same as it ever was: Shares of Amazon (AMZN) trim their AH loss and are now only down 1%. Though the company, already well-known for its razor-thin profit margins, showed an operating loss the glass is still half full for plenty of investors. While some analysts worry about spiraling costs - the bull camp still sees the Bezos-led spending on fulfillment centers, global growth, digital content, grocery initiatives, web services, etc. as paying off brilliantly in the future. [View news story]
    The fraud lies within the propping of the stock price. I believe that there is some "funny" business going on in the trading of this stock. Low float, easy to squeeze, 100 share trades back and forth by computers whose orders never fill but there are thousands of 100 share buys on the bid so the stock never falls even though the orders never fill. It's a perpetual prop, and the big money comes when investors short the stock and then the computer programs put a new squeeze on and steal the shorts money. I don't believe this will ever end until some of the larger money decides to dump this pos and the rest follow suit.
    Jul 28 01:08 AM | Likes Like |Link to Comment
  • Accounting Change Stands To Inflate Amazon's Reported Revenues [View article]
    I empathize with you.
    Jul 26 02:07 PM | Likes Like |Link to Comment
  • Accounting Change Stands To Inflate Amazon's Reported Revenues [View article]
    Goldman increased their price target to 355. This is the reason for the stock being pumped imo. There is no other possible reason. Their quarter was bad, their "growth" is slowing. They are buying their growth and selling more "things", but losing more and more money doing. Competition is heating up on all sectors of their model, and it is strong and relentless companies like GOOG, MSFT, AAPL, EBAY hunting AMZN down. Including WMT in that list also.
    Jul 26 02:01 PM | 1 Like Like |Link to Comment
  • Barnes & Noble's Weakness Can Be Extended To Amazon [View article]
    This stock has been propped long before Paulos started writing about it. I am patiently waiting....This will be a huge homerun.

    Just being patient prior to shorting calls in a very large way.
    Jun 27 11:14 PM | Likes Like |Link to Comment
  • Barnes & Noble's Weakness Can Be Extended To Amazon [View article]
    AMZN's stock price is overvalued. Case closed. 14 years in business and they can't make money, and yet the stock continues higher. Wall Street connections with Bezos. They have figured out a way to prop the stock using computers and 100 share trades by the thousands, low float, easily squeezed...the list goes on.

    AMZN the company, has spent years undercutting the competition at the expense of profits. They are on a mission. AMZN uses laziness and greed (common denominators with Wall Street) and a forever hall pass from Wall Street NO MATTER WHAT THEIR EARNINGS ARE, to steadily erode at all retail competition. To date they are continuing to put brick and mortar retailers out of business and/or applying the pressure. Borders is done, B&N is in trouble, Circuit City is gone, Best Buy is struggling...this list goes on.

    I will take the high road here. I base my retail decisions on moral and character, not stock price. I refuse to shop at AMZN or any etailer that flows their business through AMZN. I don't like what I see AMZN doing and it's not good for our communities, the job market, and our culture. Imagine what it will be like when there are no longer any book stores to walk into to hang out, read, interact socially with people. When shopping choices have been narrowed down to a handful of retailers because AMZN has been allowed to put 50% of retailers out of business. AMZN bought a robotics company so they can cut more jobs, not create them.

    I suggest to everyone I can to use other etailers and/or to support local merchants. Businesses that actually support their communities and provide jobs and benefits for all of us. I have contacted Barnes and Noble's executive offices suggesting they wage an advertising war and highlight to people what AMZN is truly accomplishing.

    I recommend that anyone out there reading this that agrees, joins me in this campaign.

    AMZN is using greed and laziness to accomplish their mission. Wall Street is aiding them by supporting the stock price. This is the stuff of evil. It truly is.
    Jun 27 08:39 AM | Likes Like |Link to Comment
  • Barnes & Noble (BKS -20.3%) is exiting the tablet market and will focus its hardware efforts on e-readers, the book retailer announces in tandem with its bleak FQ4 results and FY14 guidance. With B&N's tablet share having cratered and the Nook division reporting $133M in inventory charges for FQ4, the decision isn't hard to fathom. B&N says it will "continue to offer its existing inventory" of Nook tablets through the holiday season, and will seek out partners to make B&N-branded tablets. Amazon (AMZN) must be pleased, given the overlap between the Nook HD and Kindle Fire's targeted customers, and the fact B&N remains a top e-book competitor. [View news story]
    AMZN stock is being propped and supported by Wall Street. This 19 year old company LOSES money, where Barnes and Noble at least makes money. When there is no other competition, AMZN will put the screws to the prices.

    As for me, I won't give them AMZN one penny of mine. If I shop online, I shop directly at B&N, or directly at any other retailer site. I want the profits going to companies that actually provide jobs and support local communities, such as B&N does. Imagine the world with no book stores to go into. Only AMZN....cause that is where we are headed if people don't wise up and change their shopping habits. AMZN is capitalizing on laziness and greed and Wall Street is helping them get it done.
    Jun 26 05:21 PM | Likes Like |Link to Comment
  • Apple Brings iBooks To Computers - Should Amazon Be Worried? [View article]
    Umm...Yes AMZN should be concerned. THEY DON'T MAKE ANY MONEY!!!!!!! APPL does!!!!!

    Case closed!
    Jun 12 08:46 AM | 7 Likes Like |Link to Comment