LouieJunior

http://caps.fool.com/Blogs/ViewBlog.aspx?t=01004699393894607205
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16 Comments

    • Tue Sep 23rd 08:48 AM | Rating: 0 0
      Commented on:
      Amazon: Sacrificing Margin for Sales
      Good Analysis -- although I doubt the dollar's rally will continue in light of the trillion dollar taxpayer bailout.
      View article »
    • Sat Aug 2nd 09:10 AM | Rating: 0 0
      Commented on:
      Know How Many Kindles Amazon Has Sold? 240,000
      Good Article, although I don't believe Amazon will see this kind of parabolic growth. Sure, early adopters will pay $300+ for the gadget and $10 per book -- but the masses will not. Amazon is going to have to ultimately give away the hardware and charge for the E-books, or vice versa, before joe six-pack becomes interested.

      Somewhere down the road, you need to cut your estimate in half.
      View article »
    • Sat Jul 26th 22:19 PM | Rating: 0 0
      Commented on:
      Amazon: Transitioning Into a Technology and 'Cloud Services' Company
      Only problem is ... earnings need to triple or quadruple to catch up to the share price.

      Not a good time to accumulate!
      View article »
    • Fri Jul 25th 09:27 AM | Rating: 0 0
      Commented on:
      Amazon Amazes!
      The lovefest with Amazon continues! This author, and others like her, help Amazon sugarcoat its performance. Who ever heard of including a non-cash, one-time capital gain in operating income?

      "Another reason for Amazon’s higher-than-expected earnings could be a non-cash gain of $53 million from the sale of the company’s European DVD rental assets." -- No kidding!
      View article »
    • Thu Jul 24th 21:08 PM | Rating: 0 0
      Commented on:
      Amazon.com, Inc. F2Q08 (Qtr End 06/30/08) Earnings Call Transcript
      So much for financial clarity, and transparency! These clowns are evasive, elusive and border on sleazy. I don't trust them.
      View article »
    • Sat Jul 19th 09:18 AM | Rating: 0 0
      Commented on:
      Who Says Amazon's Margins Are Rising?
      NetMargin1.5

      > They always beat on revenues -- seldom on operating income.
      > Hence the expectation of lower margins.

      turb0kat

      > Okay, give 'em a premium for the revenue growth, but not a high-tech multiple on top of that! Google has similar revenue growth and has 30% operating margins -- its multiple is 33 (ttm). Amazon is a low-margin retailer with multiple of 58 (ttm).
      > We'll see if it's a $30 Billion company at summers end. Guessing not...
      View article »
    • Thu Apr 24th 09:19 AM | Rating: 0 0
      Commented on:
      Is Netflix a Short Term Sell or a Long Term Buy?
      Look what they are paying for each new sub! Ugly trainwreck coming in a few quarters.
      View article »
    • Thu Apr 24th 09:08 AM | Rating: 0 0
      Commented on:
      Salesforce Stock Jumps; Google Acquisition Rumors Playing A Part
      I thought these shares were way over-priced at $50!
      I am shorting it if it reaches $70. What a nice gift.
      View article »
    • Wed Apr 23rd 21:50 PM | Rating: 0 0
      Commented on:
      Amazon Earnings: Solid, With Better-Than-Expected Outlook
      What happened to cash flow? That seems to be the AMZN metric everybody wets their pants over.
      View article »
    • Wed Jan 30th 22:44 PM | Rating: 0 0
      Commented on:
      Amazon Reports Q4 In Line, Q1 Outlook is Bullish
      The margin expansion hoax is over folks. Margins continue to fall.

      Q404 Operating Margin = 6.38%
      Q405 Operating Margin = 5.54%
      Q406 Operating Margin = 4.94%
      Q407 Operating Margin = 4.77%

      bp2.blogger.com/_Q5i63...

      People are waking-up and realizing this is just a fancy retailer -- unworthy of its high-tech, high margin multiple.
      View article »
    • Sun Jan 13th 15:56 PM | Rating: 0 0
      Commented on:
      A Look at Online Retail Traffic - Post Christmas Rush
      You fail to describe what the numbers represent. Is it YoY growth?
      View article »
    • Sun Jan 6th 16:53 PM | Rating: 0 0
      Commented on:
      An Attractive Entry for an Amazon Short
      Greg - I agree. I am short amazon and believe the momentum has ended. There was much talk in '07 about amazon's improving margins. I just don't see it happening. Sure they did better than '06, but margins are shrinking over time -- see the attached chart.

      bp2.blogger.com/_Q5i63...

      Bulls think third party margins will help! Meanwhile, Amazon adds music downloads, an electronics store and groceries. These low-margin goods, along with growing competition, will keep a lid on margins. If/when the revenue growth slows, this stock will be cut in half.
      View article »
    • Thu Dec 27th 11:37 AM | Rating: 0 0
      Commented on:
      Amazon Looks Ready to Make a Run
      So, you fell for their annual "news" release... It really wasn't news worthy at all. And for someone who is educated to base their bullish opinion on surprises to me.

      jeffmatthewsisnotmakin...

      Your conclusion is faulty. Amazon didn't say that holiday sales were going well -- they said they were better than last year. I ask you -- do you think 10% YoY growth would be good for Amazon?
      View article »
    • Sun Sep 9th 16:46 PM | Rating: 0 0
      Commented on:
      Amazon On Course For Success
      Another analyst buys into the amazon hype. He believes more in amazon than amazon management does!

      Check on the progress of Amazon's Stock Repurchase Program. A year ago, in August 2006, the Board of Directors authorized a 24-month program to repurchase up to an aggregate of $500 million of Amazon common stock from which they repurchased 8.2 million shares for $252 million in 2006 and 6.3 million shares for $248 million in Q1 2007.

      These trades were quite profitable for Amazon, yielding a gain of over $725 million at today's share price of $84.52. Not bad, considering the firm won't make this much in eighteen months of online retailing. So what about the subsequent plan announced earlier this year?

      In April 2007, the Board of Directors authorized a new 24-month program to repurchase up to an aggregate of $500 million of common stock. In Q2'07, not one share was purchased! The average share price during the quarter jumped above $50 and Amazon's management knew better than to squander its windfall on the overpriced shares. Investors would be prudent to follow suit and wait for the price to return to a reasonable value -- below $50.

      View article »
    • Mon Feb 13th 21:06 PM | Rating: 0 0
      Commented on:
      Barron's: Google Stock Price Could Well Be Halved In Next Year (GOOG)
      I have no sympathy for the momentum investors speculating on GOOG and others. I actually am happy to see Bill Miller losing his shirt this year. He should know better.
      View article »
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