Amazon.com, Inc. (NASDAQ:AMZN)

CAPS Rating: 3 out of 5

Once simply an online purveyor of books, Amazon.com has become a marketplace for just about anything you’d want to buy.

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Member Avatar chauntey (49.70) Submitted: 1/28/2015 3:03:27 PM : Outperform Start Price: $306.80 AMZN Score: -0.02

aaple, box, facebook,sbux

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Member Avatar HIcorp (54.80) Submitted: 1/26/2015 11:26:41 PM : Outperform Start Price: $304.50 AMZN Score: +1.24

Because I believe cable is dead.....and it killed it's self with bad service and overpriced everything.....I have amazon Prime for $7 month and netflix for $8 a month....and HBO and other channels will soon offer their own streaming service.....

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Member Avatar Sflbadaor (60.89) Submitted: 1/21/2015 6:42:32 PM : Outperform Start Price: $300.00 AMZN Score: +3.19

I like the sub 300 entry.

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Member Avatar JaysRage (88.00) Submitted: 1/13/2015 9:39:13 AM : Outperform Start Price: $308.87 AMZN Score: -0.69

There are a lot of things that I really like about Amazon, and there are some things that I really don't like about them (purely from an investment perspective).

Long-Term Positives

1. Technology leader in internet big data analysis and sales/suggestive marketing
2. Emerging technology leader in logistics.
3. Technology leader in cloud
4. Strong moat as #1 one-stop-shop for internet buying
5. Prime ecosystem
6. Talent -- Organization is rich in talent from the top down.

Long-Term Negatives
1. Thin margins do not allow for profit flexibility. While Amazon continues to eliminate weak competition and weaken stronger competitors, they take profit damage as well.
2. Balancing the profit/value ratio related to the Prime package will continue to be a challenge.
3. Amazon pays a premium for its talent and it works them hard. It pays a heavy cost to investors in dilution and to itself in needing to replace burned-out talent.

Short-Term positives

1. Cheap gas will be huge for Amazon. Shipping is a huge part of their cost bucket. Even small decreases are huge. This will be a huge decrease for the next couple of years. The timing couldn't be better.

Short-Term Negatives
1. Fire Phone was a huge mistake -- I do believe that companies need to take risks and fail from time to time. But it's also important for a company to know its market and it's best opportunities exist. The company poured a lot of R&D money into a failed product. That will decrease it's pipeline moving forward.

Investment Thesis

I like the value ratio of Amazon right now. It's not about profit, but rather about market share at the current moment. Investments in technology and logistics will begin to pay out sooner rather than later. In addition, the drop in oil will be a drop in shipping costs. This will be a huge profit release valve for Amazon that will take pressure off in the medium term.

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Member Avatar rbitrage (69.64) Submitted: 1/6/2015 11:54:12 PM : Underperform Start Price: $297.50 AMZN Score: -2.79

Company makes hardly any money. Stock is no longer in the good graces of Wall Street. Now is time for the stock to deflate.

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Member Avatar TMFCavalier (68.45) Submitted: 1/5/2015 1:16:37 PM : Outperform Start Price: $322.65 AMZN Score: -6.70

http://www.businessinsider.com/amazons-jeff-bezos-on-profits-failure-succession-big-bets-2014-12

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Member Avatar Deepblue22 (55.63) Submitted: 1/2/2015 4:02:31 AM : Outperform Start Price: $312.58 AMZN Score: +0.25

Trending down in 2014, but ecommerce will only trend up in the coming years.

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Member Avatar Icker (< 20) Submitted: 1/1/2015 2:02:24 PM : Outperform Start Price: $312.58 AMZN Score: +0.25

Dominant online retailer with the potential for a highly profitable cloud arm which already turns 5B in revenue.

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Member Avatar AwesomeOpossum (75.28) Submitted: 12/26/2014 11:19:14 PM : Outperform Start Price: $307.85 AMZN Score: +2.60

Who doesn't want their favorite video game delivered by a drone? With Amazon.com, the future really is now! As more and more customers get onboard with the great experience of buying from this amazing seller, the sky really will be the limit!

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Member Avatar TMFEdyboom223 (97.26) Submitted: 12/22/2014 3:42:56 PM : Outperform Start Price: $306.56 AMZN Score: +2.65

Amazon is a beast. I personally own shares myself. They have top quality customer service and are continuing to enter new markets. The Prime service is a great asset especially during the holiday season, and the stock is down significantly from it's high. I'm long here, and I'm considering going longer.

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Member Avatar Amoeba17 (60.50) Submitted: 12/22/2014 2:20:39 PM : Outperform Start Price: $306.74 AMZN Score: +2.40

I can buy just about anything I want from Amazon and have it at my door in two days. So can millions of other people.

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Member Avatar scoopemall (49.70) Submitted: 12/17/2014 10:45:50 PM : Outperform Start Price: $304.01 AMZN Score: +2.21

Best new supercenter market out there

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Member Avatar Lituus (86.89) Submitted: 11/24/2014 8:34:52 PM : Outperform Start Price: $335.27 AMZN Score: -5.79

I know they are priced high and have super low margins and have been 'investing for growth' forever and ever. HOWEVER, this company is amazing and they are incredibly well positioned in the cloud, video streaming and ebooks. This is in addition to continued domination of online sales which should have a solid year this holiday.

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Member Avatar bogieboydan (< 20) Submitted: 11/18/2014 9:44:24 AM : Outperform Start Price: $327.49 AMZN Score: -4.83

Visionary leadership, investing in the future

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Member Avatar TheCrazy1 (57.95) Submitted: 11/16/2014 9:47:42 PM : Outperform Start Price: $326.44 AMZN Score: -5.08

Amazon is a stock to hold for at least the next 10 years. The company has a huge economic moat, is growing revenues at >20%, and is aggressively investing in their future. Plus Jeff Bezos is a genius--the new Steve Jobs.

TRIPLE BUY!

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Member Avatar OklaBoston (67.09) Submitted: 11/14/2014 11:17:52 PM : Underperform Start Price: $326.44 AMZN Score: +5.08

Contender for the dubious title of most overvalued stock ever.

They provide a valuable service beyond any question but is any stock worth more than100X free cash flow? I don't think so.

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Member Avatar Adesazz (46.89) Submitted: 11/13/2014 2:41:04 PM : Outperform Start Price: $316.34 AMZN Score: -2.12

Recent earnings report and overblown focus on revenue vs profit ratio

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Member Avatar robcrouse (51.82) Submitted: 11/8/2014 8:55:07 PM : Outperform Start Price: $300.00 AMZN Score: +2.90

They only have 15% of the market their fulfillment practices are excellent they have where houses built to serve the customers they are not worried about good earnings reports they're concerned about building a solid foundation that allows them to do better

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Member Avatar eatonmichaeld (31.59) Submitted: 11/8/2014 1:41:48 PM : Underperform Start Price: $300.00 AMZN Score: -2.90

EPS projections for next year are, again, pie in the sky. How can this bubble be maintained with these numbers: negative EPS, net margin less than 1%!, 1.87% ROE, -223.86% ROE CAGR trend, 257% debt/equity with increasing long-term debt at +35%/yr, and a current ratio of 1.30. Get out while you can. $300 a share? How about $30 a share.

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Member Avatar viae (24.23) Submitted: 11/2/2014 10:31:19 PM : Outperform Start Price: $306.24 AMZN Score: +0.12

The growth of this business is the sole focus of the business. Jeff Bezos needs to stock price to grow to hold talent, and he wants nothing more than continued growth, and he doesn't flinch.

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