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BriansGirl

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  • Amazon's Digital Media Land Grab: The Kindle TV [View article]
    I sure hope the internet never goes down whether that be temporarily and/or for national security purposes (as in War.) AMZN is worthless without the internet.
    Apr 24 10:20 PM | Likes Like |Link to Comment
  • Amazon: Boom Or Bust? [View article]
    Anyone factor in what happens to AMZN if the internet goes down and/or is taken down by the government?

    That thought is kind of an eye opener on whether to put your well earned money into a 3300 p/e stock that is TOTALLY dependent on the internet.

    Bezos knows this and he is taking money out of this company fast and furious. So is the CFO. Check out his holdings now 50k shares is it.
    Feb 4 12:20 PM | Likes Like |Link to Comment
  • Buying Amazon With A 20-Year Horizon [View article]
    "I would challenge you to come up with a scenario where Amazon ended up being threatened or seeing declines. Which company could possibly compete with Amazon in the ecommerce sphere and how? Wal-Mart and others certainly try, but they are losing ground every day and are already very far behind."

    I will take your challenge. If for whatever reason, the internet goes down or is taken down, AMZN is worthless. WMT, BBY, etc all brick and mortars will continue to do business. So you say 'she's out there with this thought", I say the government is currently meddling with websites concerning guns/ etc. This is a fact. The government has the power for reasons of national security and/or whatever other reason is deemed necessary to take the internet down. Take a look at other countries that recently have shut down the internet. It truly is a possibility, we just don't know the probability.

    One other point, and I am probably not alone on this. I refuse to shop at AMZN or support any retailer that AMZN profits from. I realized that AMZN is slowly eliminating businesss that provide jobs for people, support communities. I find it sad that Borders is gone, Circuit City is gone, Barnes and Noble is threatened. B & N offers much more than a retail experience, it's a gathering place for social. I hate the thought of not being able to walk into a bookstore in my community. AMZN is playing on human nature, greed and laziness and once they annihilate real job providing brick and mortar stores, they will control prices on everything.

    I only support REAL stores, and/or if I shop oline, I buy directly from the retailer and not through AMZN. For those that can see what is happening, join me in patronizing those businesses that put America to work, and not robots.

    Sorry for the rant this morning, but it's the truth.
    Feb 3 12:54 PM | Likes Like |Link to Comment
  • Buying Amazon With A 20-Year Horizon [View article]
    "I would challenge you to come up with a scenario where Amazon ended up being threatened or seeing declines. Which company could possibly compete with Amazon in the ecommerce sphere and how? Wal-Mart and others certainly try, but they are losing ground every day and are already very far behind."

    I take your challenge.

    If the internet goes down or is taken down by the government for reasons of national securit and/or any reason the government deems necessary, AMAZON becomes worthless. Walmart and ALL other brick and mortars will still be operating. They don't need the internet Although many that read this will think that this is far fetched and likely won't happen, but it could. The government is beginning to meddle with websites concerning gun control etc. Look at other governments, such as Syria that have taken the internet down recently. It is truly a possibility, as our embassies around the world are under attack. Moving on....

    Personally, I find what AMZN is doing alarming. They are playing on human nature (laziness and greed) to slowly eliminate stores/businesses that actually hire people, support communities and offer hands on customer service. It is sad that Borders is gone. Circuit City is gone. Barnes and Noble, whose store offer much more than a shopping experience but offer a social experience as well are challenged, etc. We all know what AMZN will do once the competition is annihilated. They will rape the consumer on prices. That is the long term plan and anyone who patronizes AMZN is adding to the demise of brick and mortar stores, the jobs they provide, the communities they enchance and support etc.

    Once I became aware of the demise of so many other businesses, I closed my AMZN account and I patronize all other businesses. If I shop online I use the retailer of choice's actual website. No third party seller through AMZN.

    Sorry for this morning's rant, but it's the truth.
    Feb 3 12:27 PM | 3 Likes Like |Link to Comment
  • The Amazon (AMZN) bull case has pivoted to a story of margin expansion from revenue growth after the company surprised analysts with better-than-expected profit margins during Q4. A number of firms are out with price target increases, citing margin expansion as a major factor. PT hikes: Barclays to $260 from $245; JPMorgan to $333 from $245; Baird to $325 from $300; BofA to $315 from $300; Credit Suisse to $334 from $301. AMZN +8.3% premarket to $281.62. [View news story]
    Ought to be some real good margin expansion with revenues slowing.
    Jan 30 09:11 AM | 1 Like Like |Link to Comment
  • Amazon (AMZN +3.8%) surged to new highs ahead of Tuesday's Q4 report: shares are now up 27% from where they stood going into the Q3 report. Solid numbers from eBay, Google, and Overstock have heightened expectations, and so have reports of a decent holiday season. Investors could feel let down if Amazon further delays profit growth for the sake of long-term investments: the Street is now expecting a 65% increase in operating cash flow in 2013 to $10.68/share (per Bloomberg). [View news story]
    On any further insane price jumps I will short calls on AMZN.
    Jan 26 08:28 PM | Likes Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    There is money to be made in put buyers premiums. Instead of shorting the common, investors are buying puts and it behooves the sellers of those contracts to keep the stock rising hence making all of that put premium. Tons of money being lost in those buying puts on AMZN. I'd rather short the calls and keep the money.
    Jan 26 08:25 PM | Likes Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    Where would AMZN be without the internet? Talk about a bubble. This company is solely dependent on the internet. The day could come when the internet goes down and/or is taken down by the government for security reasons. I realize that this thought is "out there" but...it certainly could happen. WMT, TGT, MSFT etc would all survive, but AMZN would be done. Is this company really worth 3300 times earnings?

    Things that make you go hmmmmm
    Jan 26 04:24 PM | Likes Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    On further thought, that is ALL AMZN can hype is it's cash flow. They can't talk about profits, Bezos himself said margins don't matter to him. They can't talk about dividends. All they can talk about is selling alot more things (revenue growth) now at a loss of margins and profits, but what great cash flow they have.

    Unreal. Insane.

    Bottom line. This will implode but not until they soak alot more put premium out of those that have stopped shorting the common. If you short by buying puts, buy far out into the future to give this sham time to implode. Or...short calls...far out into the future...and keep the money. That's my plan.

    AMZN will make me rich one day..
    Jan 26 03:16 PM | 3 Likes Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    Immediately wring huge earnings? You do realize that AMZN trailing p/e is over 3,300????? It will take YEARS to grow into it's current valuation. Years of 100% growth eps is required in the face of MIGHTY competition in ALL of it's revenue streams. GOOG, MSFT, AAPL, NFLX, CMCSK, WMT, TGT, all other retailers, BBY, Costco and all wholesalers.

    AMZN is spending money to BUY growth. Don't let Bezos fool you. They are struggling to keep up with their competition on each and every one of their revenue streams. AMZN is under attack and has resorted to borrowing money to buy growth. They have sacrificed margins and profits for cash flow? How is that good for the investor. Can YOU spend AMZN's cash flow? Heck NO. That cash flow benefits a few people. Bezos and the employees cashing their stock options at a very fast rate. (the CFO is cashing out and has only 50k shares remaining.) The Wall Street talking heads ranting on about the tremendous cash flow is running the stock price higher. But this won't continue forever. So those "believers" in AMZN, that think all of it's competition are going to lie down and die so AMZN can take over all markets (because they won't) need to forget about the cash flow BS, and the "investing for the future" BS, and take advantage of this inflated stock price and take your gains. AMZN high cash flow does nothing for investors other than being used to manipulate a higher stock price so these big holders of stock can unload.
    Jan 26 03:12 PM | 1 Like Like |Link to Comment
  • Amazon's Earnings: Holiday Retail Competition And Sales Tax In Focus [View article]
    So, essentially, this can continue as long as the Wall Street cronies remain in cahoots, and Bezos and the cronies milk as much as they are content with and only then will this bubble will burst.

    AMZN will never grow into it's trailin p/e, and the forward p/e is just a joke. I don't even pay much attention to forward because it's soley opinion and blue sky.
    Jan 25 08:44 PM | Likes Like |Link to Comment
  • Amazon's Earnings: Holiday Retail Competition And Sales Tax In Focus [View article]
    AMZN has alot of profit it needs to make just to grow into it's current valuation, let alone share a similar valuation of all of it's peers.

    There is a bigger story behind the real reason for AMZN's stock price ONLY consistently moving higher in spite of all negative news, decreasing earnings, an investigation into tax avoidance by the EU, and mighty competition in ALL of it's revenue streams. This stock is propped up somehow, by some form of manipulation. It just has to be. There is NO explanation for rewarding a 15 yr old company a hall pass on EVERY SINGLE fundamental expectation that all other companies are held to.

    I just wish someone would uncover the REAL reason for AMZN stock only rising. The person that does uncover the truth, will become well know and instantly famous for popping a bubble that steadily feeds Jeff Bezos with billions of dollars on an unending basis.

    This truly is insane.
    Jan 25 06:40 PM | 5 Likes Like |Link to Comment
  • Amazon's Smoke And Mirrors Are Fading [View article]
    AMZN has been "investing" since it's birth. I don't see it as much as investing as I see now needing to "buy growth" and/ or buy "higher margins." The competition that AMZN is facing is showing a growth rate far more fierce than any company AMZN can buy to boost it's margins/income.
    Dec 20 10:04 AM | Likes Like |Link to Comment
  • Amazon's Smoke And Mirrors Are Fading [View article]
    Is this true? Are AMZN employees paid in stock options? (or some of them). If so where are you finding this information? Thank you.
    Dec 20 10:00 AM | Likes Like |Link to Comment
  • Amazon's Smoke And Mirrors Are Fading [View article]
    The real smoke and mirrors (what I wish was known and revealed) is what exactly is going on to keep this stock price propped up at an enormous valuation NO MATTER what the company's performance is.

    Is it some cronism on Wall Street to keep the stock elevated using computer trading while Bezos and his buddies contiually milk millions out of the company for their own gain? (last insider transactions check left the CFO dumpiing stock and only holding 60k shares).

    The stock fails to correct, only moves higher in light of massive negatives.

    I wish I knew how this was being accomplished.
    Dec 19 03:32 PM | 8 Likes Like |Link to Comment
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95 Comments
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