w****o
发帖数: 2210 | 1 agree, amzn的好消息对零售业来说应该是个坏消息。
onl
n
thi |
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j**s
发帖数: 1028 | 2 As of retail, for the past two to three years, I work at the place within
walking distance to a great mall - very high sales per square feetage.
I have seen retailers come and go pretty quickly. The mall will not and have
not lowered its rent. Only large chain stores can survive. Most inviditual
retailers are out.
For street retail or neighborhood ones, much worse. Lots of vacancy started
last year.
I believe AMZN will keep high growth. The customer loyalty is pretty high.
online shoppng => amzo |
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j**s
发帖数: 1028 | 3 By the way, what would the trend for amzn? why it dropped so much after
hours> |
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p********a
发帖数: 761 | 4 AMZN is just huyou stock |
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b*******e
发帖数: 24532 | 5 还没有启动， 像commodity之类的 已经启动了，你要么追，要么等。
像 AMZN这样的不错，呵呵。 |
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y*******9
发帖数: 360 | 6 股是好股，但是被MM做庄了，amzn的下场会和rimm一样，腰斩，然后再慢慢爬。 |
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l*******r
发帖数: 3799 | 7 这个不是说您嘛？
发信人: Tardigrades (Water Bear), 信区: Stock
标 题: Re: 如果很想Long,就long AMZN
发信站: BBS 未名空间站 (Thu Feb 11 16:07:00 2010, 美东)
大蜜蜂：2月份要完成3件大事
to get married? |
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b*******e
发帖数: 24532 | 8 AMZN表现的比较让我惊讶，居然开盘有1M shares sold. |
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i**y
发帖数: 1170 | 9 Risky in terms of losing AMZN ownership? |
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y*r
发帖数: 669 | 10 amzn 没有理由这么高,是不是buffet是股东的缘故？ |
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A**P
发帖数: 260 | 12 以为看来，AMZN是个做短线的选择。不能nake short. 用put spread 很有搞头。 |
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l**********l
发帖数: 159 | 13 盼AAPL在回到196， AMZN到115。。。。。 |
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L****n
发帖数: 12932 | 14 说这么多，没着中要害－顺势而为。 当时amzn过45的时候 aapl 刚过100， rimm 刚过
150， 在去400的路上， 烧什么烧。 还要专挑牛股烧， 呵呵。 |
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T*****E
发帖数: 1432 | 15 想当年，amzn只有四五十块啊
现在都一百四五十块了
5555555 |
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m*****t
发帖数: 265 | 17 but AMZN is not only a kindle seller |
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B*****p
发帖数: 339 | 18 covered call 咋样,有些amzn的position |
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r******2
发帖数: 754 | 19 哈哈，这个哥们，我记得，有这么一回事，那时候，AMZN在ER前，这哥们做空。结果利
大好。那还是金融危机前的事了。
不错不错，哥们，我们经历了危机，都还活着，说明我们不是过客了。
在这个减和游戏里，我们只有成为宰客，才能生存。
呵呵，这么几年过去了，还能记得你，DUDE。握握手，同前进。 |
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P*B
发帖数: 2876 | 20 Amazon.com (AMZN) downgraded at BofA/Merrill to Neutral from Buy on margin
concerns. Maintain $14 price . |
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j****9
发帖数: 312 | 22 That analyst should just drop the stupid PT because unless the market is
being send back to the stone age, AMZN to $14 is very unlikely as long as
they are making profits with a decent growth rate. I mean its difficult but
not impossible. Analysts alot of time can decide not to give PTs to stocks
they follow and just have ratings on them. |
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c*******7
发帖数: 3763 | 24 EBAY问题应该不大。
AMZN的问题是，前一段时间（也就是前几个月），牛皮吹得太大了，股价虚高了很多。
。。 |
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c***m
发帖数: 2630 | 26 2. U are kidding me! i guess u don't need to pay commission then. but again,
amzn is better than bp. |
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j****9
发帖数: 312 | 27 Definitely because of its bad earning AMZN's PE is going have to contract
alittle in order to attract buyers. |
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i**y
发帖数: 1170 | 28 Kindle was introduced in 2007 and stock was pumped from 3x to 6x.
Sure AMZN will drop to 95 in the future, like what AAPL did last year, but
it will not be associated with iPad... |
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g**u
发帖数: 255 | 29 又起来了？我一直觉得amzn做德很不错？一般都是我上网购物的首选，基本上在我看来
是跟goog，apple一个级别的好公司啊 |
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i**y
发帖数: 1170 | 30 GOOG P/E: 21
AAPL P/E: 19
AMZN P/E: You name it |
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gw
发帖数: 2175 | 31 有没有给大牛分析一下AMZN可能的走势？
昨天的那个算不处十字小星?
如果算，加上今天数据，能不能说明点什么？
10.21要ER了，是不是要再次准备ER后RUN呢？ |
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gw
发帖数: 2175 | 32 大熊，能不能给解读一下AMZN上周四周五算不算十字小星？
结合今天的走势，能不能画出个道道？ |
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b*******e
发帖数: 6389 | 33 昨天收盘前买的都清了。原因一是自己看多仓位太重了，砍掉一些，选了AMZN，其risk
/reward ratio变大；原因二是大盘已经正式进入超买阶段，后面就是能继续牛两周还
是三周的问题，不确定性变大。 |
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j******e
发帖数: 294 | 34 anyone notice the breakout in AMZN and CSTR. should get some of these also.
Tech is the real leader right now for this market
Hopefully ISRG and CREE will report good earning next week.
Long ISRG, CREE, AAPL, INFN |
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i**y
发帖数: 1170 | 35 Remember AMZN fell from 120 to 100 after ER during extended hours. Fought
back to 118 on the next day.... what happened after that? |
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i**y
发帖数: 1170 | 36 AMZN has super long-term potential and super fundamentals. Wall street
already see it and price it at 45 forward P/E, that's twice as much as
AAPL.
The problem is how to interpret their ER when the numbers do not look
good, especially in this ER season. Unless it is as perfect as GOOG....
The top line would beat a lot, no doubt about it. The estimates were from
pre-Kindle 3 era. Kindle 3 alone would add 0.4-0.5B to it, not mentioning
the free Prime. The bottom line is worrying people now, again,... 阅读全帖 |
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i**y
发帖数: 1170 | 37 I think in case of a miss, BIDU has a better chance to fight back....
AMZN already misses one last Q, two consecutive misses would be unacceptable
and probably you don't want to take that risk. |
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i**y
发帖数: 1170 | 38 These are the key ERs tonight and tomorrow morning.
Tech: AMZN
Financial: AXP
Telecom: VZ
Industrial: HON
Energy: SLB |
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n****n
发帖数: 772 | 39 amzn dropped much more at last ER. |
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L****n
发帖数: 12932 | 40 amzn can't drop much down. it's already one of the cheapest big cap tech per
book value @ 12.83. unless the market tumble of course. |
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s******f
发帖数: 3984 | 41 calm down, AMZN so far so good, the same as yesterday's close |
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w******s
发帖数: 16209 | 42 bidu的CC 做的不错。
amzn 好像是没跌下去。 |
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L****n
发帖数: 12932 | 43 =================
Though less than 3% of sales today, Amazon.com's "cloud computing" Web-
services business could become as big as its retail business, says the CEO.
With that in mind, the unit, which rents out capacity on Amazon servers, has
been a key beneficiary of Amazon's tripling in capital spending this year,
the company said Thursday.
That spending is squeezing free cash flow, so investors are hoping for big
returns long term. They may not be disappointed.
Like its Internet-retailing bus... 阅读全帖 |
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L****n
发帖数: 12932 | 45 they were plenty of people who disagree with me, including many that flat
out shouting SHORT-when i think they should long, that don't offend me at
all. a bit amusing actually.
I'm just pressing a simple question regard your view on AMZN at current
level, long, short or don't touch. when you made a vague comment on it.
simple as that. nothing relate to you as a personal, or may be you just don'
t have any, waiting for your little system to spit out a few line before you
do anything? lol. |
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u********e
发帖数: 4950 | 46 AMZN seems to be very weak today |
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u********e
发帖数: 4950 | 47 AMZN position closed too early
Seems like it is very difficult to make money in this market for me now |
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u********e
发帖数: 4950 | 48 The AMZN is a retailer, it can not be always valued as a high-tech company.
That was my major reason to short the stock when it was above $165 |
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w******s
发帖数: 16209 | 49 我上个月底开始看科技熊，amazon是其中一个。
我希望amzn被打压的越低越好。
呵呵。。 含金量最高的一个科技股票。 |
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gw
发帖数: 2175 | 50 从今天出的消息来看，
好象在故意打压amzn
如果两位都这么看熊，
那考虑就割一些call, 进一些put
小账号经不起折腾 |
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