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BriansGirl

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  • 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, 2013. 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, 2012. 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, 2012. 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, 2012. 03:32 PM | 8 Likes Like |Link to Comment
  • Amazon.com's Investment In Fulfillment Can't Be Much Slower [View article]
    Not to mention increasing price competition from other large retailers such as Walmart, Target, Lowes, and many many more. I just purchased a Christmas gift from Lowes and they matched AMZN's price. Not only do I get to pick up the item immediately, I have hands on customer service that guarantees an immediate resolution whether it be a return and/or replace a defective product. AMZN cannot offer this. Everything must be repackaged and returned via mail or these lockers. Again, the consumer must wait for satisfaction if there is an issue with a purchase. At some point I believe consumers will once again prefer the overall process of buying in person.

    All of AMZN's revenue streams are being challenged by competition with BIG pockets. The likes of Google, Apple, Microsoft, etc.

    Paulos, I appreciate all that you take the time to research and write. Please keep up the good work.
    Dec 19, 2012. 03:12 PM | 5 Likes Like |Link to Comment
  • Pac Crest's Chad Bartley is taking a hammer to his Kindle Fire estimates after supply chain checks indicate poor demand: his Q4 sales forecast has been lowered to 6M from 8M, and his 2013 forecast to 10.5M from 12.5M. For reference, IDC expects 172.4M tablet shipments in 2013. A silver lining: since the Fire line is sold at a loss, Bartley's 2013 Amazon (AMZN +3.1%) EPS forecast has risen by $0.10 to $2.70. Reviews (I, II) for the latest Fire models were lukewarm. Is the iPad Mini hurting sales? [View news story]
    I find it ironic that AMZN isn't making money, but it's CEO sure is! I noticed the CFO only holds approximately 60k shares left.
    Dec 18, 2012. 09:17 PM | 3 Likes Like |Link to Comment
  • Amazon's Jeff Bezos: Did He Really Deserve To Be Fortune's Business Person Of 2012? [View article]
    Jeff Bezos makes more money than AMZN does!
    Dec 18, 2012. 07:47 PM | 1 Like Like |Link to Comment
  • Short Interest Observations [View article]
    Bartley was correct when AMZN was 220 calling it fully valued, now he is MORE correct. This stock is heavily gamed and fundamentals have nothing to do with any of the trading up to this point in time. Most of us know that soon or later fundamentals always matter but for AMZN that day is nowhere near. The P&F chart indicates a triple top breakout with a 344 price objective. Pigs do fly..
    Dec 18, 2012. 07:36 PM | 1 Like Like |Link to Comment
  • Pac Crest's Chad Bartley is taking a hammer to his Kindle Fire estimates after supply chain checks indicate poor demand: his Q4 sales forecast has been lowered to 6M from 8M, and his 2013 forecast to 10.5M from 12.5M. For reference, IDC expects 172.4M tablet shipments in 2013. A silver lining: since the Fire line is sold at a loss, Bartley's 2013 Amazon (AMZN +3.1%) EPS forecast has risen by $0.10 to $2.70. Reviews (I, II) for the latest Fire models were lukewarm. Is the iPad Mini hurting sales? [View news story]
    The problem is, the EPS on AMZN are NOT improving without their taking as much of a loss on their Kindle. This being said, AMZN lowered the price on Kindle Fire this holiday season, so their losses will be "larger" hence offseting income.

    None of this matters though. Not earnings, not lack of transperacy from the CEO/CFO, not P/E, not nothing! This stock just goes higher and higher NO MATTER what.
    Dec 18, 2012. 04:08 PM | 2 Likes Like |Link to Comment
  • Why Hasn't Amazon Fallen Yet? [View article]
    The smart money will move out of AMZN and into AAPL.
    Dec 10, 2012. 03:55 PM | Likes Like |Link to Comment
  • What Is Amazon Web Services Really Worth? [View article]
    http://bit.ly/UiO5qk

    Article link regarding AMZN's avoiding taxes in the US and Europe.
    Dec 7, 2012. 11:15 AM | Likes Like |Link to Comment
  • What Is Amazon Web Services Really Worth? [View article]
    I believe they are looking to buy some smartphone company and/or entry into smartphone market.

    Check out this article about AMZN funneling billions of dollars through Luxemborg to avoid US and European taxes.

    Reuters report finds Amazon created billion-dollar tax shield

    Imagine if they actually paid taxes, they would be deep in the red. But part of me thinks they want that so noone CAN SEE how outrageous the trailing P/E is!!!!
    Dec 7, 2012. 11:14 AM | 1 Like Like |Link to Comment
  • Amazon Already Has Optimism Priced In, It's Fundamentally Overpriced [View article]
    Cronyism. Bezos has buddies on Wall Street. He worked there himself. He KNOWS exactly and precisely how to accomplish this "phenomenon". But I sense and firmly believe that there are underhanded activities at work here. Not saying illegal, but some kind of combined effort between those that know the "system's" ins and out to the enth degree to keep this stock afloat while they amass billions for themselves. When will this charade end and who is in on it? I don't know, but...

    What I do know is this: Reuters reported this yesterday: "Reuters report finds Amazon created billion-dollar tax shield" See link for the entire article.


    http://bit.ly/UiO5qk

    After reading this article, I am not surprised at all at AMZN's underhanded activity. It confirms my sixth sense that additional questionable activities are at work, barely legal ones.

    If AMZN paid the taxes that they are avoiding, then where would their numbers be?

    I'd like to crunch those numbers if I knew how much tax they were avoiding by running billions through Luxemborg.
    Dec 7, 2012. 09:00 AM | 1 Like Like |Link to Comment
  • Amazon's Recent Debt Issue - Some Perspective On The Curious Credit Rating Divergence [View article]
    http://bit.ly/UiO5qk

    Amazon has created a tax shelter by funneling billions of dollars through Luxemborg to avoid US and European taxes. See above article.

    Should AMZN be paying these taxes as opposed to avoiding them, their cash flow, earnings, and all other of it's "strengths" would not look so good.
    Dec 7, 2012. 08:32 AM | 3 Likes Like |Link to Comment
  • What Is Amazon Web Services Really Worth? [View article]
    AMZN is selling bonds to raise cash. I ask myself why. What are the possibilities that they need so much more cash. I can only think acquisition, and a large one.
    Dec 1, 2012. 12:24 PM | 1 Like Like |Link to Comment
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