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  • Why We Think Amazon's Stock Is Fairly Valued At $295 [View article]
    @TB- When I made the purchase, it was still the current model and amazon's price was $209 higher.
    Please dont respond to my response as the pricing speaks for itself
    Feb 26, 2015. 10:56 AM | Likes Like |Link to Comment
  • Why We Think Amazon's Stock Is Fairly Valued At $295 [View article]

    Dynamic Pricing Models ? I guess it works in reverse for amazon. When I bought the video camera above, amazon wanted $1198 for it. Now, amazon wants $1392 for it. Good thing for consumers who blindly trust amazon !

    It still costs $998 at B & H and $989 at digital pros.

    A $403 savings by not buying on amazon is a bit more than pennies
    Feb 25, 2015. 04:47 PM | Likes Like |Link to Comment
  • Why We Think Amazon's Stock Is Fairly Valued At $295 [View article]
    Read my past posts. I've given countless examples with links.

    Here is one on my latest purchases:


    I just bought a Sony HDR PJ790V Camera.


    Its $1198 at amazon Here is the link so you can verify :


    http://amzn.to/1yey8ql


    Its $998 at B & H Photo Here is the link so you can verify :


    http://bhpho.to/1yeyaia


    Its $989 at the digital pros.com Here is the link so you can verify :


    http://bit.ly/1yeyays


    Paste the links into your browser What intelligent consumer would pay $209 MORE at amazon.


    Both B & H and The Digital Pros offer free shipping without having to pay a fee for it.


    If there is somone out there that would buy this camera for $209 more at amazon, I'd enjoy hearing why a few hundred bucks is meaningless to him/her.
    Feb 25, 2015. 04:22 PM | Likes Like |Link to Comment
  • Apple Pay Vs. Google Wallet: The Rematch [View article]
    I use PayPal extensivley for online purchases and in my eBay account. Apple Pay is the first mobile payment system I have used through my phone and its very easy and pleasant to use. Apple did this right.


    The problem for me is that very few places accept apple pay. It will interesting to see how well it does when its accepted by more and more local vendors.
    Feb 25, 2015. 11:12 AM | 7 Likes Like |Link to Comment
  • Why We Think Amazon's Stock Is Fairly Valued At $295 [View article]
    I'm not an amzn customer as I find all my items elsewhere at far better pricing and I dont have to pay an annual fee to get free shipping.

    Amzn beat earnings because they were lowered so much. The street previously said that they were willing to pay up for amzn due to their ability to grow revenue at greater than 20% per year. Amzn is struggling to keep up a 15% growth rate, so now the street makes up another excuse to keep from valuing them as a company growing approx 15% per year while making very little profit to do so.

    Amzn must keep spending to achieve their growth rate. One of the companies that I own, just revceived a 1.2 million dollar order. Thats a huge revenue increase for this particular company. The problem is that there are $860K of expenses tied to this order.

    If my company put out a press release saying we just received a record lump sum order, it sounds wonderful. But the reality is we are making very, very little profit on it. Thats the problem with amzn. Luckily, however, we have no debt and do not need to borrow.

    That said, nothing matters right now when it comes to amzn as the important traders who keep its stock price up are in love with Bezos. Even more so now, as through creative accounting, he has shown a slight profit.

    Until the next earnings report proves otherwise, amzn will continue its upward trend on hope and dreams, but as a trader who cares why its going up. I just want to make money and amzn is an easy stock to cash in on daily.
    Feb 25, 2015. 11:04 AM | Likes Like |Link to Comment
  • Joy Global worse off than Caterpillar, Axiom analyst says [View news story]
    From its Jan low, Joy is short term over bought. However, unlike Cat, Joy is a take over play its upside potential is far superior to its downside.
    Feb 24, 2015. 03:37 PM | Likes Like |Link to Comment
  • Can RadioShack Save Amazon Fire? [View article]
    The Surface Pro 3 is one of the best laptop replacements available. Extraordinary build quality on par with the iPad, boots in seconds, extremely fast and powerful, silky smooth and rock solid stability. Many corporations I visit, have traded their iPads for the Pro 3.
    Feb 4, 2015. 11:08 AM | 1 Like Like |Link to Comment
  • Amazon soars to $359 as Street bets on improving profits [View news story]
    Balloning debt, slowing revenue growth even in a holiday quarter, media slow down, failed harware etc, doesnt make for a solid investment thesis.

    Amazon's a wonderful trading vehicle as the street's love of Bezos continually sets a floor under the stock.

    With not enough money to cover their debt and with the money amzn must continually spend to attract new and retain existing customers, I'm in and out of amzn quickly booking profits. I'd hate to be the guy standing when the musical chair game stops. Just my opinion.
    Jan 30, 2015. 02:45 PM | 12 Likes Like |Link to Comment
  • My Take On Amazon.com's Q4 2014 Earnings [View article]
    So, the above links are bogus as well. You must be one of the consumers who would pay amazon $209 more for the same item.
    Bezos was once overheard at a golf outing saying " thank God for stupid people". He is completely right.
    Jan 30, 2015. 11:43 AM | 5 Likes Like |Link to Comment
  • My Take On Amazon.com's Q4 2014 Earnings [View article]
    As a consumer, I find all I need from other vendors at far better prices so I cant see overpaying at amazon.

    I just bought a Sony HDR PJ790V Camera.

    Its $1198 at amazon Here is the link so you can verify :

    http://amzn.to/1yey8ql

    Its $998 at B & H Photo Here is the link so you can verify :

    http://bhpho.to/1yeyaia

    Its $989 at the digital pros.com Here is the link so you can verify :

    http://bit.ly/1yeyays


    Paste the links into your browser What intelligent consumer would pay $209 MORE at amazon.

    Both B & H and The Digital Pros offer free shipping without having to pay a fee for it.

    If there is somone out there that would buy this camera for $209 more at amazon, I'd enjoy hearing why a few hundred bucks is meaningless to him/her.
    Jan 30, 2015. 10:34 AM | 3 Likes Like |Link to Comment
  • My Take On Amazon.com's Q4 2014 Earnings [View article]
    My friend Stevie Cohen has a big position in amzn.
    He will be unwinding.
    Jan 30, 2015. 10:32 AM | 1 Like Like |Link to Comment
  • My Take On Amazon.com's Q4 2014 Earnings [View article]
    The markets can eat you up and spit you out if your not careful. Paulo simply states the facts. His research is in depth and spot on. How can anyone argue with the facts he presents. His take and honesty on amzn is spot on.

    I dont care for Bezos, nor the shennanigans amzn engages in with respect to their creative accounting. Its concerning that they dont have enough cash on hand to cover their debts. However, as a trader, amzn was grossly oversold so I went long when amzn dipped below $300 yesterday and exited in the afterhours with a tidy high 5 figure profit.

    As a consumer, I find all I need from other vendors at far better prices so I cant see overpaying at amazon.

    I just bought a Sony HDR PJ790V Camera.

    Its $1198 at amazon Here is the link so you can verify :

    http://amzn.to/1yey8ql

    Its $998 at B & H Photo Here is the link so you can verify :

    http://bhpho.to/1yeyaia

    Its $989 at the digital pros.com Here is the link so you can verify :

    http://bit.ly/1yeyays


    Paste the links into your browser What intelligent consumer would pay $209 MORE at amazon.

    Both B & H and The Digital Pros offer free shipping without having to pay a fee for it.

    If there is somone out there that would buy this camera for $209 more at amazon, I'd enjoy hearing why a few hundred bucks is meaningless to him/her.
    Jan 30, 2015. 10:27 AM | 3 Likes Like |Link to Comment
  • Amazon beats by $0.28, misses on revenue [View news story]
    They previously guided estimates lower so the bar was easy. They missed revenue and guided lower. They are taking on huge debt, revenues are slowing, they guided lower so lets cheer and sent the stock up 25 points.

    This is a retailer struggling to grow at 15% yet its valued at 400x earnings. Msft grew at 8% yet earned billions.
    Jan 29, 2015. 04:20 PM | 17 Likes Like |Link to Comment
  • Microsoft -3%; Windows revenue under pressure [View news story]
    Nflx had little revenue growth in the quarter yet its up over 100 points since earnings.
    Msft had revenue growth of 8 % yet its down 9% today. I believe msft will present a buying opportunity and SN will do great things
    Jan 27, 2015. 12:49 PM | 1 Like Like |Link to Comment
  • Why Does Amazon.com Keep Cleaning eBay's Clock? [View article]
    Did you get run over by another entry level bmw?

    The seller on Amazon offered a "new" iPad with an opened box for $535. Box opened, not new in sealed box.
    Amazons price was $562.99 to $589.99
    Best buy's price $539.99




    Jan 25, 2015. 10:22 AM | 1 Like Like |Link to Comment
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