Sean O'Shaughnessey on February 22nd, 2017
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Some things, even huge piles of money can’t buy. One of those things might be the ability to unseat Amazon.com Inc.’s [[AMZN]] AWS as the king of the cloud computing market. Not that others haven’t made a game effort. The two largest challengers— Microsoft Corp.[[MSFT]] and Google parent Alphabet Inc.[[GOOGL]]—have dropped about $52 billion combined […]

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Continue reading about Amazon ($AMZN) Rivals Have Big Clouds to Fill

Sean O'Shaughnessey on February 20th, 2017
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Many value investors have been sitting on the sidelines watching Amazon’s [[AMZN]] stock continue to rise. They remain on the sidelines because they perceive Amazon as significantly overvalued in terms of P/E ratio, which factors in earnings. These value investors perceive Amazon’s stock as irrationally inflated. However, the reality is that Amazon has been expanding […]

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Continue reading about Are Amazon $AMZN Investors Drunk At The Punchbowl?

Sean O'Shaughnessey on January 14th, 2017
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The beginning of the year is when it seems like every financial website puts out its top or worst stocks. In that vein, I offer my 15 recommended stocks for 2017 – or at least the first quarter of the year. I cannot list the worst stocks, as there are too many of those to itemize. […]

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Continue reading about 15 recommended stocks for first quarter of 2017

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Company name Amazon.com, Inc. Stock ticker AMZN Live stock price [[AMZN]] P/E compared to competitors Good MANAGEMENT EXECUTION Employee productivity Poor Sales growth Good EPS growth Good P/E growth Poor EBIT growth Good ANALYSIS Confident Investor Rating Fair Target stock price (TWCA growth scenario) $1243.22 Target stock price (averages with growth) $1372.09 Target stock price […]

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Continue reading about Amazon.com, Inc. ($AMZN) Cautious Buy or Hold to $943 Confident Investor Rating: Fair

Sean O'Shaughnessey on July 31st, 2016
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Tech investors are a discerning bunch these days—a harsh reality that is pressuring Apple Inc. [[AAPL]] more than it deserves. In this yield-starved environment, stock investors are attracted to steady income. This would benefit Apple, except that like other former highfliers, it has been tossed out by investors. The iPhone giant’s shares have slid 6% […]

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Continue reading about Apple ($AAPL) Is Ripe for a Rally

Sean O'Shaughnessey on May 2nd, 2016
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Amazon.com Inc. [[AMZN]] delivered its most profitable quarter ever, topping last year’s record holiday period, thanks to surging sales from its lucrative cloud-computing business. Despite a persistent reputation as a profit miser, Amazon turned in its fourth straight moneymaking quarter and expanded margins in its core retail business, as well as the Amazon Web Services division that […]

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Continue reading about Cloud Unit Pushes Amazon ($AMZN) to Record Profit

Sean O'Shaughnessey on April 27th, 2016
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In recent weeks, speculation has mounted that Amazon.com Inc. [[AMZN]] plans to launch a global shipping and logistics operation that will compete with United Parcel Service Inc. [[UPS]] and FedEx Corp. [[FDX]] Asked about reports that the company was leasing planes and had registered an ocean freight booking business, Chief Financial Officer Brian Olsavsky downplayed […]

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Continue reading about Amazon Building Global Delivery Business to Take On Alibaba