Seeking Alpha

BriansGirl

BriansGirl
Send Message
View as an RSS Feed
View BriansGirl's Comments BY TICKER:
Latest comments  |  Highest rated
  • I Concede Defeat In Amazon.com [View article]
    The PEG is over 9.5 for God's sake! Any metric you look at this stock is severely and insanely overpriced!

    I have said all along that there is something else at work here and it has NOTHING to do with fundamentals or technicals. Bezos is an ex Wall Streeter. He knows the system and he and a few of his buddies are gaming it beautifully.

    Bezos cashes in stock by the billions, and compensates his employees with stock.

    When this all ends, and it will, that 2.0 door opening is going to e very small for those very large institutions to rush out of.

    It's going to be a matter of which institution is going to quietly dump first and screw the rest.
    Oct 25 09:48 AM | 11 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
  • 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
  • Amazon: Telling The Story Through Financial Statement Analysis [View article]
    Define "long term".

    AMZN is 19 years old and needing to spend more and more money to "take market share" as the years go by. It's competition is not lying down and giving up. Can AMZN ever get enough market share to earn enough profits to grow into it's current valuation? Can they spend their way into a money making business?
    Nov 18 02:32 PM | 5 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.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 03:12 PM | 5 Likes Like |Link to Comment
  • Amazon contends with uproar from BBC investigation [View news story]
    They will be soon. AMZN purchased a robot company a little over a year ago.
    Nov 26 03:35 PM | 3 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
  • 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
  • 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 09:17 PM | 3 Likes 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 08:32 AM | 3 Likes Like |Link to Comment
  • Amazon And Its Indefensible Valuation [View article]
    It is very apparent that AMZN is resorting to "buying" it's growth via acquisitions. It is a 15 year old company, not a new growth company.
    Nov 1 06:33 PM | 3 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
  • I Concede Defeat In Amazon.com [View article]
    In a twisted sort of way, I actually gained respect for Reed Hastings, ceo of NFLX this past evening. He had the decency to say there are bubbles in the stock market and eluded to concerns about NFLX stock price and recent gains. Then again, he is not using the stock to compensate his employees.

    AMZN on the other hand, continues to be vague in their conference calls. A lot of smoke and mirrors in their language. CEO does not bother to show up for the call. The arrogance to say they don't care about profits. The list goes on.

    AMZN uses this "power" and the value of it's stock to compensate it's staff. They have got a good thing going.

    Reed Hastings stock went up in my book. Bezos and his arrogance..well..I hope his game turns on him and the stock.
    Oct 25 12:06 PM | 2 Likes Like |Link to Comment
  • 2 Reasons Why Amazon.com 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
COMMENTS STATS
95 Comments
98 Likes