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Amazon just crushed earnings
Posted on 4/28/16 at 4:13 pm
Posted on 4/28/16 at 4:13 pm
I have accepted that Google and Amazon are going to run our lives and I am perfectly ok with it.
Posted on 4/28/16 at 4:17 pm to lynxcat
quote:
run our lives
you mean "help our lives"?
Posted on 4/28/16 at 4:52 pm to lynxcat
Don't forget about Facebook!
Interesting that all the "unproductive" stocks are thriving in this mess of an economy.
Interesting that all the "unproductive" stocks are thriving in this mess of an economy.
Posted on 4/28/16 at 5:09 pm to TigerDeBaiter
FANG continues to just crush it.
Posted on 4/28/16 at 5:53 pm to TheHiddenFlask
Not really Netflix so much lately though. I think people are tired of paying for mediocre content. We were at least.
That and Asia just steals everything so hard to grow that market.
That and Asia just steals everything so hard to grow that market.
Posted on 4/28/16 at 6:11 pm to TigerDeBaiter
Yeah, but fig isn't an acceptable nickname for the group.
Posted on 4/28/16 at 6:28 pm to lynxcat
I'm an idiot, I don't own and FANG directly. Maybe indirectly through some fund, but I don't know.
Figures.
Figures.
Posted on 4/28/16 at 6:43 pm to Iowa Golfer
The main reason I still like Netflix is bc more and more people are cutting cable. I wanted to pull the trigger multiple times on amazon but never did. Not sure if I missed out or if it is still a good buy.
Posted on 4/28/16 at 6:47 pm to Iowa Golfer
The funny thing is: FANG (diamondback energy) is not only the only oil stock doing well, it's tripled in value in the last 3 years.
I have to wonder if the acronym is giving good vibes to the ticker.
I have to wonder if the acronym is giving good vibes to the ticker.
Posted on 4/28/16 at 7:26 pm to TheHiddenFlask
I don't know, but I probably need to add GOOG at some point as a long term hold. I just can't make myself buy Amazon becuase I'm old fashioned, and I believe a company has to eventually make money. It's been a while since I looked, but I think their debt concerned me as well. Facebook and Netflix I'd consider prone to new technology risk.. e.g. Radio Shack and Polaroid.
But I need to look. But I'm guessing Google, or whatever they're called now, is probably what I'd settle on as a buy (after some sort of correction), hold and forget.
Or as much as a guy like me can forget, which is to say, it would be streaming at least Level 2 almost every day, all day long.
But I don't directly own any of these. I might have traded them at some point. But whatever run up there was, I was left outside looking in.
But I need to look. But I'm guessing Google, or whatever they're called now, is probably what I'd settle on as a buy (after some sort of correction), hold and forget.
Or as much as a guy like me can forget, which is to say, it would be streaming at least Level 2 almost every day, all day long.
But I don't directly own any of these. I might have traded them at some point. But whatever run up there was, I was left outside looking in.
Posted on 4/28/16 at 7:36 pm to TheHiddenFlask
quote:
Yeah, but fig isn't an acceptable nickname for the group.
Posted on 4/28/16 at 9:15 pm to lynxcat
I questioned Amazon, until I went to visit my wife's relatives in NYC.
I thought I bought a bunch of crap on Amazon (maybe one delivery/week), but they were getting two packages delivered per day from them. If you think about it, there is not a Walmart or Target in Manhattan (still might be a crappy Kmart on 14 street), but those are millions of people buying daily staples from Amazon. Combine that with the other metro areas, and that's a huge market.
I thought I bought a bunch of crap on Amazon (maybe one delivery/week), but they were getting two packages delivered per day from them. If you think about it, there is not a Walmart or Target in Manhattan (still might be a crappy Kmart on 14 street), but those are millions of people buying daily staples from Amazon. Combine that with the other metro areas, and that's a huge market.
Posted on 4/28/16 at 9:41 pm to Ric Flair
Do yall think amazon is a buy even after the big jump with earnings?
Posted on 4/28/16 at 9:46 pm to LSU1018
Still "expensive" in terms of valuation, but they are a monster, so I don't see them getting too much cheaper either. This is a buy the dip, because there will always be dips.
They've finally turned profitable 2q in a row now, which is a great vote of confidence.
They've finally turned profitable 2q in a row now, which is a great vote of confidence.
Posted on 4/28/16 at 10:02 pm to TigerDeBaiter
The reality is Amazon as amazing a company as it may be, and believe me I use amazon a ton, is just ridiculously valued. Tomorrow when it opens close to $700 you're talking a $315B+ valuation. What is the upside to a purchase up here? Is amazon going to be $630B? Which would be a 100% trade? I mean apple is only $540B and they have $200B+ of cash lol amazon is nowhere near that level of cash reverse.
So as amazing as amazon as, the valuation, which has always been absurd, is reaching levels of ridiculousness. Amazing company, amazing stock.....but if you buy up here, dont be shocked if you dont get rich.
So as amazing as amazon as, the valuation, which has always been absurd, is reaching levels of ridiculousness. Amazing company, amazing stock.....but if you buy up here, dont be shocked if you dont get rich.
Posted on 4/28/16 at 10:31 pm to dabigfella
quote:
So as amazing as amazon as, the valuation, which has always been absurd, is reaching levels of ridiculousness. Amazing company, amazing stock.....but if you buy up here, dont be shocked if you dont get rich.
Sadly I've been saying this since day 1 in so many words and I haven't made a dollar because of it. It defies all investment philosophy and I'll probably never invest in it....damnit
Posted on 4/28/16 at 10:33 pm to dabigfella
So, corrected from my previous post, it's actually been 4q of straight profitability. Even better.
Now, the last 4 quarters were: .17/.19/1.00/1.07
Their trailing PE at $700 is at 288. Not that bad at all. Add in two more quarters in even the low one dollar range and you've cut that multiple in half. The forward PE is what you need to look at with these types. And hell yes they should be more valuable than Apple.
Now, the last 4 quarters were: .17/.19/1.00/1.07
Their trailing PE at $700 is at 288. Not that bad at all. Add in two more quarters in even the low one dollar range and you've cut that multiple in half. The forward PE is what you need to look at with these types. And hell yes they should be more valuable than Apple.
Posted on 4/28/16 at 10:49 pm to TigerDeBaiter
I could care less about the PE, what I care about is the most valuable company in america is apple and its $540B and Amazon is basically $315B tomorrow. Apple has $200b+ of cash therefore Apple=Amazon. To me Amazon obviously has way more potential than apple, but apple does still have $200B in cash and immense profitability. I dont know but Amazon is officially off the deep end as far as im concerned. Think about the real estate portfolio walmart has, its just incredible and amazon is way more valuable as we speak. Insanity. I dont really care I have no skin in the game, congrats to all the longs but wow just wow.
Posted on 4/28/16 at 11:17 pm to dabigfella
Geeze, ok. Is this some reverse buyers remorse?
Look, I'll respectfully disagree with your analysis and comparisons. As far as Apple, they'll be fine, but cash really isn't that valuable of an asset if you don't do anything with it. And the real estate portfolio for Walmart is about to turn into a real estate liability. It just is.
Also, Amazon doesn't just ship brown boxes that are 5x the size of whatever you ordered. They also are in the cloud/web service business - hell, they even service Netflix. And of course their own media division.
I'm not a buyer at $700 personally right now, but there are reasons IMO for it to be at these levels.
Look, I'll respectfully disagree with your analysis and comparisons. As far as Apple, they'll be fine, but cash really isn't that valuable of an asset if you don't do anything with it. And the real estate portfolio for Walmart is about to turn into a real estate liability. It just is.
Also, Amazon doesn't just ship brown boxes that are 5x the size of whatever you ordered. They also are in the cloud/web service business - hell, they even service Netflix. And of course their own media division.
I'm not a buyer at $700 personally right now, but there are reasons IMO for it to be at these levels.
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