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看好 AMZN 的 ER.

(2008-10-22 01:25:42) 下一個

AMZN  明天收盤報 ER.  如能對ER 的結果做出真確預測,則可以帶來豐厚的利潤。

看好 AMZN  ER 的原因如下:

1。 AMZN  的業務在過去幾個季度不斷擴張,穩定增長。它的 business modle 已經擴展到了零售業的很多方麵,逐漸變成網上的 WarMark. 今年以來,AMZN 與 Ebay 相反 它的ER and  Revenue 有加速增長的跡象。AMZN 正在蠶食 EBay 的市場。

2。由於最近的股市崩盤和零售業的下滑,也使AMZN 股價大幅滑落,Analysts 對 ER 的估計也很低。
本季 ER estimate 隻有 0.25/shr , 上一季度 AMZN  掙了 0.37/shr.   通常三季要比二季強,如果不出意外,很容易就可以 Beat ER.

3. AMZN 有完全不同的商業模式,不同於一般的零售商。這種 low cost, high efficiency 的商業模式在經濟不好的時候會更有效。

基於上述分析,AMZN  ER 後跳漲的可能很大。在今天收盤前的低點已經買入AMZN 的 Call and Stock.

JM2C


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閱讀 ()評論 (10)
評論
bah 回複 悄悄話 in DQ, I only read your posts.. The analysis makes a lot of senses. Would you please add me to your list? y_bhao@yahoo.com
wavePlayer 回複 悄悄話 回複sohu66的評論: I would like cut off and start over. Release all the fund to do good trade. I will give you some suggestion in the mail.

But if you don't like to take loss, there is a chance the market will rebounce anytime from today (if we have deep sell off again to next week. You can hold for a that ride and sell into strenth. But in any case, you should cut at least half position to reduce loss if AMZN down furterh.
hold another half for posibble rebounce. Then you have fund to buy some good stock. ( Two you can watch are TOL and KBH for short term gain when rebound start.) But it is be best time to get in when Wave 3(4) started which is not far from here.
wavePlayer 回複 悄悄話 回複chinapg的評論:謝謝。剛看到,還是你厲害。
aaplstart 回複 悄悄話 Hi waveplayer:
Thank you so much for your post. I like to read your forsight about the market, kind and educational. Could you please put my email on your list: jdeng1@yahoo.com

thanks a lot!
moonwalker123 回複 悄悄話 Hi, can you please also put my e-mail on your list: dell741852@yahoo.com Thanks.

Thank you for all your kind advices and forsights for the broader market.

I also think AMZN should do much better than all others during recession. I'm also a frequent shopper from AMZN, have holdings since it's IPO, and will still hold on.
donaldtone 回複 悄悄話 我在48.37買了300股,在ER出來前就跑了。賺了一點點。
mooseandmouse 回複 悄悄話 Bought a little option, just would like to know how to trade in this kind of case, my mail is : sunnyxiamen@hotmail.com

thanks a lot ! don't worry about too much followers. keep rolling
sohu66 回複 悄悄話 Hi waveplayer:
I bot 2000 shrs of amzn today. what should I do tomorrow?
my email: jc600@hotmail.com. Thank you.

jim
chinapg 回複 悄悄話 看AMZN這漲法, ER好也擔心明天會跌了. 這年頭是做市, 小心為上了. 謝謝提醒.
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