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  • Amazon Still Has Substantial Growth Potential [View article]
    The way I see it is AMZN is selling more and more things, but losing money doing it. How is that true growth?

    How is that worth a p/e of over 300? The forward p/e is over 100 and that is blue sky..all hype with no substance. The true substance lies in the facts. In AMZN's case the facts don't add up to the current stock price. It will take substantial growth of a 15 year old company to even BEGIN to grow into it's current valuation...IF it ever can. It's only chance is if they annihilate the majority of brick and mortar retail stores, and then watch what AMZN does with their pricing.

    AMZN's competition is large, and they are all fighting back.

    Bottom line, AMZN is gamed by Wall Street. Currently not enough buyers for the big institutions to sell their massive positions into, so the hype must be continued to allure buyers in. Computers trade to keep it propped up until some large holder heads for the door first. Then look out below.

    I believe the game is just about up.

    Furthermore, AMZN in my opinion is unAmerican. They are slowing putting brick and mortar stores out of business (stores that actually hire people and offer benefits, and real life social communities). AMZN has bought a robotic company so they can use more machines instead of people.

    I REFUSE to shop at AMZN, and am back to supporting local businesses that provide jobs for people.
    Oct 15 09:29 AM | Likes Like |Link to Comment
  • Will Taste Some Of Its Own Venom? [View article]
    Did you notice that AMZN is makin 13% loans to some of it's vendors? That's one way to get margins up.
    Sep 27 09:52 PM | Likes Like |Link to Comment
  • Will Taste Some Of Its Own Venom? [View article]

    Did you see that AMZN is making 13% loans to customers now?
    Sep 27 09:42 PM | 2 Likes Like |Link to Comment
  • Earnings Are Not's Only Problem [View article]

    I posted on a different article regarding AMZN's payables. Watch the aging of the payables closely. I recall back in 2004 or so the analysts used to hone in on that. AMZN had been stringing out their payables a considerable number of days. I can't recall exactly the number but it was 120 to 180ish. At any rate it was a sign to me that they were using their customers "cash". It is never a sign of economic strength when a company resorts to such borderline ethical practices.

    I am not sure of the current aging of AMZN payables, but it is worth keeping an eye on.
    Sep 26 07:53 PM | Likes Like |Link to Comment
  • Understanding Amazon: What You Really Need To Know [View article]
    Amazon has been growing alright! They have been growing their liabiities! Look at these numbers..geez Historical Liabilities Data
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    Sep 25 09:02 PM | 1 Like Like |Link to Comment
  • Understanding Amazon: What You Really Need To Know [View article]
    Thank you for your reply. AMZN , in the past, had resorted to stretching their payables out to make their numbers. At one point it was nearing 180 days.The analysts used to focus on this issue ahead of earnings (back as far as 2005 & 2006) . They no longer mention anything but cash flow these days, and if payables are being stretched to enhance cash flow that would be a good reason to get out of the stock and/or not invest long at this current level.
    Sep 25 08:52 PM | Likes Like |Link to Comment
  • Understanding Amazon: What You Really Need To Know [View article]
    What is the age of AMZN's payables? The last time I checked they were pushing payables (paying their suppliers) out almost as far as 180 days. One of AMZN's not widely discussed creative accounting moves.
    Sep 25 12:27 AM | Likes Like |Link to Comment
  • Understanding Amazon: What You Really Need To Know [View article]
    What is the average age of AMZN's payables? Are they still pushing the envelope on stretching out their payables and delaying booking the expense to camoflauge the earnings? Last time I bothered to look at AMZN's creative accounting the payables (the time AMZN takes to pay back their suppliers) were pushing 180 days. AMZN is great at creative accounting.
    Sep 25 12:24 AM | Likes Like |Link to Comment
  • The New Kindle Fire Is Worth The Cost, But Amazon Is Just Too Expensive [View article]
    There has been nothing BUT chinks in the armour! AMZN is selling more things but losing more money doing it!!!!! Guidance was weak. They may slip into the red! How many more chinks are needed?

    I am not certain why the machines are running this stock so high. It is unheard of. This company has to grow earnings at 58% for over 5 years to even begin to grown into it's current valuation. Their earnings are going the wrong way. Only and Only when they are successul in cannibalizing ALL of their markets will they stand a slim chance in h*ll of ever growing into the current stock price. I suspect GOOG, AAPL, MSFT, WMT, and many other retailers, cloud providers, content and video providers, etc will maintain enough competition to prevent AMZN from EVER growing into a p/e of 310.
    Sep 7 07:14 PM | 2 Likes Like |Link to Comment
  • Amazon Primed For A Big Drop As Growth Slows [View article]
    I have but one simple question: How good is it to sell MORE things and lose money doing it?

    This is AMZN.
    Sep 4 03:47 PM | Likes Like |Link to Comment
  • Amazon: No Profit Equals Sell [View article]
    Begin shorting the calls. Take the money and buy puts far out into the future. As soon as the computers can figure out a way to dump their shares they will. Goldman has a price target of 270 on this pig so start shorting the 270 strike calls out into the future. The only way AMZN will EVER grow into it's current valuation is if it is successful in cannibalizing all other retail and then raising prices when they have full control AMZN is playing off of human natures' weakest areas, greed and laziness. They are putting many stores out of business, stores that actually provide jobs. I refuse to patronize AMZN (and I used to!) once I realized what they are doing. Jeff Bezos is running an evil company. We all need to begin a HUGE worldwide bouycott of AMZN. And I am DEAD serious on this idea.
    Aug 30 08:18 AM | 3 Likes Like |Link to Comment
  • Don't blame Amazon (AMZN) for the nation's high unemployment rate after the company says it hired 28K new employees in the past year to bring its total headcount up to 65.6K. Too much, too fast? With an eye on margins, McAdams Wright Ragen analyst Dan Geiman says Amazon has received a pass for its high costs while it seemingly moves in every direction at once. (See: TV programming, high fashion), big data). [View news story]
    Amazon also purchased a robot company. They intend to eventually lay off many of those people by using robots in their fulfillment centers. Amazon is anti American. They undercut prices on brick and mortar stores that actually employ many people, electronic stores, book stores, etc. They are putting many small to midsize and some large companies like Borders out of business while they "make" themselves look like they are supporting local communities. They don't collect sales tax, so they are not aiding states, and they will slowly and quietly replace people with computers.

    Amazon is a very quiet evil company. It plays on human laziness. Amazon profits are dwindling and personally I no longer shop there. I see what they are truly doing and I will not support it.
    May 17 08:19 AM | Likes Like |Link to Comment
  • Is Amazon The Next Netscape? [View article]
    What good is sellling a whole bunch of things if you lose money doing it? Aren't publically traded companies supposed to be making money for it's shareholders and not losing it? Let's face it, AMZN earnings are in a steady decline. Those holding this one long are paying 180 times earnings for mere lip service and for "growth", but only growth in the number of things sold!! What good is that?

    Pretty simple statement to put things in proper perspective.
    May 2 10:33 PM | Likes Like |Link to Comment
  • The Amazon 'Earnings Don't Matter' Analyst Train [View article]
    With high speed computers (algorithm) robo trading, the dynamics have moved from "investing" to "gaming". The market is now a casino. It is no longer a level or fair field. You have heard me mention this before in replies to other articles. This is a LARGE factor in "something isn't right".

    Remember the days when a company's stock would fall when a significant competitor announced plans to enter it's market? Well that has changed due to robo trading. MSFT announced a deal with Barnes and Noble, and consider Apple's presence in the online retail tablet and ebook market..and still AMZN stock moves higher in spite of very formidable competition. Competition that will make a huge dent in AMZN's market. Paulos is correct, something is not right.

    It also troubles me that AMZN books third party sales as it's own. I find something very wrong with this accounting. Hypothetically speaking (I don't sell on AMZN nor do I shop there any longer) if I sell a $300 item on my store on AMZN, AMZN makes a small percentage, but books the $300 to their sales. Well so do I. I have to book that $300 to my sales. After all, I am the true seller, and I have purchased the inventory and it is on my books. AMZN is just the vehicle. How can this be allowed? I am curious as to how much of AMZN actual sales figure is comprised of these "double" bookings.

    Paulos ALOT is not right with what is going on in AMZN and many other internet stocks. Much of it has to do with robo trading, creative accounting and very unethical analysts such as Mark at Citi. Citi has been creating short squeezes for many years now. They continually upgrade high p/e stocks with low floats. It is very easy way to thieve money from investors using traditional methods (fundamentals, technicals) to make decisions on positions. These robo computers trade between each other, it's alot like insider trading with these algorithm programs. This is why I find the analysts a joke. They just come up with various drivel to "justify" their upgrades, while their computers rape the next set of short sellers shorting on bloated fundamentals that will NEVER be met. What will be interesting is what they will do when the buyers dry up...they can also squeeze so far and the squeezes are getting smaller by the day in AMZN. Then the computers will turn on each other.

    But one other question to think about...

    Is a company that is TOTALLY dependent on the internet truly worth 180 times earnings? What if internet warfare becomes a reality, and the internet is taken down. Then what will happen to the likes of AMZN, PCLN, etc. They are ALL WORTHLESS without the internet. Interesting thought to ponder...

    Good article Paulos.
    May 1 05:20 PM | Likes Like |Link to Comment
  • Why The Verizon Data Freaked Apple Shareholders [View article]
    China, the master of piracy. Need I say more?
    Apr 21 08:08 PM | Likes Like |Link to Comment