AMAZON WKN: 906866 ISIN: US0231351067 Kürzel: AMZ Forum: Aktien Thema: Hauptdiskussion

https://www.wallstreet-online.de/nachricht/17371117-aktien-verkaufen-expertenwarnung-crash-erwartet-umschichten-gold-silber-bitcoin

Heute 🚀 oder was? 😅 Man muss es hier langsam mit Humor nehmen… alle Analysten geben top Bewertungen ab, hohe Kursziele, die Klage ist auch ein Witz, die FED wird wohl kaum noch etliche Male den Zins anheben und trotzdem schmiert die Aktie mal wieder ab. Klar, hätte ich EK kleiner 100 würde es mich gar nicht ärgern, aber ich habe EK 126 und bin genervt weil ich die 137 Euro nicht genutzt habe neulich.

6. The Contrarian In Me: This is a personal reason as I tend to go against the crowd, especially when backed by a solid company like in this case. I called the bottom in Meta Platforms, Inc. (META) when the company swallowed its pride and announced layoffs. I called Amazon's RSU restrictions a welcome move and one that indicated the company was going to reign in on expenses, which is exactly what followed. In short, when the going gets tough, the tough gets going and backing a cornered tiger is not as hard as backing a cornered goat. A lot of commenters on this Seeking Alpha news item are taking Amazon for a goat that is just going to succumb here.

5. Stock Valuation: Amazon's stock has always been a forward-looking story. When retail was making money, the company was (unknown to the outside world) pumping the profits into AWS. While AWS is still killing it, the company nurtured its advertising segment. Where I am going with this is, I am very comfortable looking at forward estimates for a company like Amazon that has a rich history of nurturing tomorrow's revenue with today's profits. At $126, Amazon's stock is trading at a forward multiple of 40 based on 2024's average EPS forecast. When you factor in the expected earnings growth rate of 80%/year (helped by the deceleration in 2022) over the next 5 years, the stock has a price-earnings/growth [PEG] of 0.50 that would make Peter Lynch proud.

4. Could the FTC Accelerate An AWS Spin-Off: I've written in a few of my articles that Amazon Web Services [AWS] being spun-off remains an enticing possibility for me to stay invested in the present-day Amazon.com, Inc. Recent history has made it clear that AWS contributes way more than its fair share to Amazon's overall profit margin. Even though the FTC says this antitrust is not about how "big" Amazon is but its "exclusionary conduct", their eyes are on Amazon entirely. The whole point of building an ecosystem is for you to leverage your own platforms. Imagine Apple, Inc. (AAPL) getting sued because iTunes works more seamlessly with an iPhone than with a Motorola Razr.

Strong Projected Earnings Momentum: Shifting gears a little, Amazon is expected to report its quarterly earnings in the last week of October and the stock has momentum in its favor based on analyst estimates. 24/25 EPS revisions and 31/31 revenue revisions have been to the upside. More specifically, FY 2023 Q3's EPS estimate has gone up from 45 cents at the beginning of the year to 58 cents now. Even as the FTC cloud hangs over the stock, the cloud that will likely matter more in a few weeks is the one that Amazon will report on and is covered below. (Kann leider keine Screenshots teilen)

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