Hi Chuck- I do have AMZN in my portfolio- a growth machine not affected by inflation, can increase the price on PRIME and still retain demand. I just purchase a REIT - MPW - would appreciate if you can do an analysis on that stock, I think it is undervalued by 20%- great dividend, which you want in a REIT, thanks.
How do you adjust for Capex that doesn't happen every year, but maybe only every decade or so? This greatly distorts earnings and punishes companies that are capital heavy but once that Capex is spend it will (hopefully) deliver higher earnings...
Hey Chuck! Nice shirt! I would want to see EPS returning and rising before getting into this name. Also from my experience (day job) MS is kicking AWS down the street. The frenzy of buying during COVID has left a lot of folk with unopened boxes still in the garage. Bloody hoarders! Yes, that's me. I have a feeling in my water that a fresh round of M&A is about to kick off (I'm looking at you STOR), so can you do a video on how investors can take advantage of this. Cheers!
Awesome contents, thanks, Chuck. Amzn is a Titan. Saw their PRIME trucks in USA everywhere. I drove on streets, and ton of PRIME trucks roam all over the cities. Even saw their truck roam in Canada. This is just one small part of their potato. With so many amazing parts of their business fire up all cylinders in the near future, can you dare to dream what this Titan will be like the next 5-to-10 years.... GO GO GO!
I leave that up to each individual to decide for themselves. I will only comment that based on expected cash flow growth Amazon looks undervalued offering modest margin of safety based on valuation. Regards, Chuck
"little blip" What does it take to call it a big blip? More than 45% I guess! Thanks for the update. Is there a tutorial on drawing lines with Fastgraphs or is that your version only?
Here is a link to our "Learning Center" on performance calculations: docs.fastgraphs.com/docs/historical-graph#performance-calculations If you have further questions, you can also email support@fastgraphs.com
Here is ZACKS take:Amazon continues to invest heavily on fulfillment centers, TV shows and movies, grocery, AWS, India expansion and what not. In India, the company is making massive investments to build a logistics network that would cover the entire country. The $5 billion investment plan is well on track but at the cost of global margins. Management has indicated that Amazon will continue with its push into the Indian e-commerce market, making the nation its fifth largest market after the U.S., the U.K. Japan and Germany. That being said, Amazon’s global margins are likely to be under pressure at least for a few years in the future.""
I like to ask this question everyday. about every stock and even bonds. Reference points: Buy and Sell cycle on a house is 3 to 5 months. Buy and Sell cycle on a car is 3 to 12 years. Buy and Sell cycle on a boat is never. But Buy and Sell cycle on Stocks is as frequent as you want it to be. Buy and hold is dead dead dead
Amazons revenue have gone up in 2022 from 2020 and 2021. They will go up again in 2023. Its an expense problem but they will get through it. AWS as a stock is easily worth over $100.
Love it Chuck am trying to buy this year FANG STOCKS and was looking for reviews by expert for Undervalue FAANG stocks so thanks for this video it gives me reassurance
What should be the driver(s) for AMZN to accelerate free cash flow and profit during the next 1-2 years as ANY analysts out there is expecting? AWS is slowing, consumer not getting stronger. What should these drivers be? They are not there. Analysts over love the stock. Projections are overly optimistic
Thanks for sharing your opinion. AWS is growing and very profitable. Nevertheless, I think it would be helpful to all viewers if you provided your projections for future growth. Regards, Chuck
@@FASTgraphs that's the very point Chuck. It's very hard and analysts are more often wrong than right. I can only say and I am prettyu sure that AMZN won't grow their cash flow and earnings on an exponential level as analysts have been expecting btw since 2020 now. Even during Covid this obviously didn't provide to be true. Why? Because AMZN is a margin heavy business and won't be able to put out those growth numbers, and less so in times of inflation and high costs, salary, energy for their trucks etc. Often common sense is more helpful than analyst forecasts Chuck. You know that better than anyone
I think Amazon continues to be a buy even at current levels. Their cash flows are expected to explode higher again over the next 3-5 years as their recent investments over the last 2-3 years will begin to pay off.
@@TJR82 not rlly, but in reccesion you will invest and get all market shares. Other Ecommerce will fail then. In Europe Amazon marging not good, but they destroy anything. In furture they control logistic. I pay 90 Euro for prime there lot of potential, I would also buy 120 Euro for the service. 10 Euro a month nothig. I hope stock Pirce go to 73/76.
@@TJR82 I do agree but only to a certain extent, and I did have the same opinion than you for a long time but changed it slightly. Analyst consensus is that they could easily leverage on their cost structure and become / be profitable in 1 quarter. Simply. And agreed, cash flow from ops is enormous, close to what 80bn? Op margin of belo 2% as of late? They already lighetened up on blue color jobs but need those 1mn people to run logistics for 200bn revenue. The question I start to ask is it e-commerce and retail can be a profitable long term business and I am not sure about it. Can't subsidize with AWS forever. An AWS is not coming over any 10years. Amazon is not a cheap stock and analysts are over optimistic (ps: still long)
white color that should say. Why should fcf accelerate again? What's the driver? not seing it at all. Analysts been expecting the pick up for 2 years now. Not been happening even during covid since investments drover all the profit down
Chuck - I am adding AMZN through S&P 500 Index as my top holding but will look into purchasing AMZN... Just falling short of money as all of it has been invested mostly in the portfolio that you had gone through
Could you also do an analysis on Microsoft and Google?
Please review Google next...considering their recent downtrend.
Thank you Chuck. An update for 3M would be great, too
yes!
Thank you Chuck, great update!
Long AMZN, AWS is a beast. Thanks Chuck
Capex is 110BL last 2 years…how many companies can do that… long amzn
Im in at $91. Glad I held out a little longer, feeling confident about my entry
Thank you, Chuck! Awesome video 👍
Greetings from Germany.
Great video, thank you Chuck!
Thank you
Thank you, Chuck! I second a request on updating 3M and HON.
Chuck, you are the best
Hi Chuck- I do have AMZN in my portfolio- a growth machine not affected by inflation, can increase the price on PRIME and still retain demand. I just purchase a REIT - MPW - would appreciate if you can do an analysis on that stock, I think it is undervalued by 20%- great dividend, which you want in a REIT, thanks.
Thank you, Chuck!!!
Great Video, thanks for that. Same for Alphabet would be nice. Greetings from Switzerland.
How do you adjust for Capex that doesn't happen every year, but maybe only every decade or so? This greatly distorts earnings and punishes companies that are capital heavy but once that Capex is spend it will (hopefully) deliver higher earnings...
trust based on management credibility and capability
Hey Chuck! Nice shirt! I would want to see EPS returning and rising before getting into this name. Also from my experience (day job) MS is kicking AWS down the street. The frenzy of buying during COVID has left a lot of folk with unopened boxes still in the garage. Bloody hoarders! Yes, that's me. I have a feeling in my water that a fresh round of M&A is about to kick off (I'm looking at you STOR), so can you do a video on how investors can take advantage of this. Cheers!
Awesome contents, thanks, Chuck. Amzn is a Titan.
Saw their PRIME trucks in USA everywhere. I drove on streets, and ton of PRIME trucks roam all over the cities.
Even saw their truck roam in Canada. This is just one small part of their potato. With so many amazing parts of their business fire up all cylinders in the near future, can you dare to dream what this Titan will be like the next 5-to-10 years.... GO GO GO!
So now should buy or sell Amazon ? Tell be advised
I leave that up to each individual to decide for themselves. I will only comment that based on expected cash flow growth Amazon looks undervalued offering modest margin of safety based on valuation. Regards, Chuck
"little blip" What does it take to call it a big blip? More than 45% I guess! Thanks for the update. Is there a tutorial on drawing lines with Fastgraphs or is that your version only?
Here is a link to our "Learning Center" on performance calculations: docs.fastgraphs.com/docs/historical-graph#performance-calculations
If you have further questions, you can also email support@fastgraphs.com
BTW the blip I referred to I was in reference to sales not stock price. sales did not drop 45%. The 45% price drop was from significant overvaluation.
@@FASTgraphs ok thanks! I listened twice but I couldn’t quite make out what you were saying.
What about their fulfillment business segment reducing margin ?
Here is ZACKS take:Amazon continues to invest heavily on fulfillment centers, TV shows and movies, grocery, AWS, India expansion and what not. In India, the company is making massive investments to build a logistics network that would cover the entire country. The $5 billion investment plan is well on track but at the cost of global margins. Management has indicated that Amazon will continue with its push into the Indian e-commerce market, making the nation its fifth largest market after the U.S., the U.K. Japan and Germany. That being said, Amazon’s global margins are likely to be under pressure at least for a few years in the future.""
I like to ask this question everyday. about every stock and even bonds. Reference points: Buy and Sell cycle on a house is 3 to 5 months. Buy and Sell cycle on a car is 3 to 12 years. Buy and Sell cycle on a boat is never. But Buy and Sell cycle on Stocks is as frequent as you want it to be. Buy and hold is dead dead dead
Could you do CVS health group? I feel like this is a great buy for long term
Can’t go by pandemic years. They had abnormal growth and usage in those years
Amazons revenue have gone up in 2022 from 2020 and 2021. They will go up again in 2023. Its an expense problem but they will get through it. AWS as a stock is easily worth over $100.
Love it Chuck am trying to buy this year FANG STOCKS and was looking for reviews by expert for Undervalue FAANG stocks so thanks for this video it gives me reassurance
I purchased last October, so I am down. Going to hold for the long term. The amount of $$ they get from me means their sales are headed up!! LOL
2020 and 2021 were abnormally high revenue due to covid.
So was valuation, even with the high revenue.
What should be the driver(s) for AMZN to accelerate free cash flow and profit during the next 1-2 years as ANY analysts out there is expecting? AWS is slowing, consumer not getting stronger. What should these drivers be? They are not there. Analysts over love the stock. Projections are overly optimistic
Thanks for sharing your opinion. AWS is growing and very profitable. Nevertheless, I think it would be helpful to all viewers if you provided your projections for future growth. Regards, Chuck
@@FASTgraphs that's the very point Chuck. It's very hard and analysts are more often wrong than right. I can only say and I am prettyu sure that AMZN won't grow their cash flow and earnings on an exponential level as analysts have been expecting btw since 2020 now. Even during Covid this obviously didn't provide to be true. Why? Because AMZN is a margin heavy business and won't be able to put out those growth numbers, and less so in times of inflation and high costs, salary, energy for their trucks etc. Often common sense is more helpful than analyst forecasts Chuck. You know that better than anyone
@@thammymiller8167 then as I always recommend do your own research and due diligence. However, never invest with just a hope and a prayer.
No dividends :(
🤣
Fast graphs shows big drop in earnings for fortune brands + neg. Lt growth. Does fast graph suggest to sell or hold
I think Amazon continues to be a buy even at current levels. Their cash flows are expected to explode higher again over the next 3-5 years as their recent investments over the last 2-3 years will begin to pay off.
agree
Would love to see a Alphabet A analysis
Kisa Pou fe
Its completely depending on them being able to leverage again on Cash flow and profit
They could do it fast if they just wanted to.
@@TJR82 not rlly, but in reccesion you will invest and get all market shares. Other Ecommerce will fail then. In Europe Amazon marging not good, but they destroy anything. In furture they control logistic. I pay 90 Euro for prime there lot of potential, I would also buy 120 Euro for the service. 10 Euro a month nothig. I hope stock Pirce go to 73/76.
@@TJR82 I do agree but only to a certain extent, and I did have the same opinion than you for a long time but changed it slightly. Analyst consensus is that they could easily leverage on their cost structure and become / be profitable in 1 quarter. Simply. And agreed, cash flow from ops is enormous, close to what 80bn? Op margin of belo 2% as of late? They already lighetened up on blue color jobs but need those 1mn people to run logistics for 200bn revenue. The question I start to ask is it e-commerce and retail can be a profitable long term business and I am not sure about it. Can't subsidize with AWS forever. An AWS is not coming over any 10years. Amazon is not a cheap stock and analysts are over optimistic (ps: still long)
white color that should say. Why should fcf accelerate again? What's the driver? not seing it at all. Analysts been expecting the pick up for 2 years now. Not been happening even during covid since investments drover all the profit down
i wish i had a simple $10,000 to invest in a company mate
Stl silvpuple tanpri me bezion bisnice mesi
1st!! Thanks Chuck.
Chuck - I am adding AMZN through S&P 500 Index as my top holding but will look into purchasing AMZN... Just falling short of money as all of it has been invested mostly in the portfolio that you had gone through
Academy sports &outdoors (ASO)
Amazon will bottom out between 5 and 10. We are half way through 23Q1, will see very soon if they could get 68% operation cash flow increase.
⏬$88,5
First