Amazon.com
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Should You Sell this High-Growth Stock?
By Madhu Dube - May 14, 2013 | Tickers: AMZN, NFLX, TWX
Increasing online video consumption has once again proven to be a tailwind for Netflix (NASDAQ: NFLX). In its first quarter results, Netflix posted revenue of $1.024 billion, beating the consensus estimate of $1.016 billion. This quarter showed strong online subscriber growth in both the US and international markets. In the US, the company reported net subscriber growth of 2.03 million against the consensus estimate of 1.75 more »
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Can Online Sales Tax Win the Battle for This Retailer?
By Stephanie Faris - May 14, 2013 | Tickers: AMZN, SPLS, WMT
As legislators continue to vote on a bill that will levy a sales tax on all Internet purchases, Wal-Mart (NYSE: WMT) recently reclaimed its top spot on the Fortune 500. But, Wal-Mart's celebration is bad news for online giant Amazon.com (NASDAQ: AMZN) after a long period of competition that culminated in Wal-Mart removing Amazon's Kindle from its shelves.
Billions in sales
Granted, Wal-Mart has always been the more »
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Will Groupon be Able to Make a Comeback?
By Shas Dey - May 14, 2013 | Tickers: AMZN, GOOG, GRPN
Groupon (NASDAQ: GRPN), a daily deal website, had made a special place for itself by answering a simple question “What should we do today?” Launched in November 2008, Groupon had managed to rule the online group-buying market quite seamlessly. It was giving its competitors a tough fight to acquire a market share. Currently, it provides its services in more than 500 markets in 44 countries.
Groupon is a 24 hour more »
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TESLA'S Charge Continues
By Tyler Daniel - May 13, 2013 | Tickers: AMZN, AAPL, F, TSLA
Telsa Motors surged ahead again today, marking its third consecutive day of double digit growth percentage as it closed at $87.80 (up 11.04, 14.38%). The Silicon Valley based auto manufacturer headed by eccentric billionaire Elon Musk is enjoying success that would turn even a causal observer's head, as the company shot up 57.37% in the last three days, and has more than doubled in the more »
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Amazon Is a Long-term Buy
By Ishfaque Faruk - May 13, 2013 | Tickers: AMZN, EBAY, GOOG
Even though Amazon (NASDAQ: AMZN) has been growing its top-line rapidly, the company's stock price suffered a recent pull-back. Investors seemed to be worried about Amazon's profitability issues, in spite of the company's current investment phase and rock solid footing in its business segments. The e-Commerce giant's current capital expenditures will position the company supremely well in the long-run, as it is increasingly becoming a major more »
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Competition in the Cloud Erases all Profits
By Jordan Wathen - May 13, 2013 | Tickers: AMZN, MSFT, RAX
Earlier this year, I wrote about Rackspace's (NYSE: RAX) lack of a competitive moat in a highly-competitive industry: cloud computing. Dissenting comments followed, showcasing how this stock is one of the most controversial tech plays out there.
Many believe it is Rackspace's “Fanatical Support” that differentiates it in cloud computing. That is, the company's tech support adds value that should allow for higher prices for Rackspace's more »
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Microsoft's Response to Apple Is the Nook
By Alexander Cho - May 13, 2013 | Tickers: AMZN, AAPL, BKS, MSFT
How will Microsoft (NASDAQ: MSFT) benefit from an acquisition of the Nook? To me it seems that Microsoft is looking for a way to compete in entry-level tablets. This deal could potentially benefit Microsoft more than it could benefit Barnes & Noble (NYSE: BKS).
Barnes & Noble
In the latest quarterly filing, Barnes & Noble reported that it saw a pretty significant decline in year-over-year revenues from the Nook division. The Nook reported more »
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Why the Online Sales Tax Bill Is All About Logistics
By Daniel Cawrey - May 13, 2013 | Tickers: AMZN, FDX, UPS
The Marketplace Fairness Act is a bill that is making its rounds in Congress this year. It will give states the capability to collect sales taxes from online businesses that aren't physically in their jurisdiction. This could be a boon for state coffers, and it will likely shift the landscape of how online companies do business.
Amazon's stance
Amazon.com (NASDAQ: AMZN), previously, was against having to collect more »
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eBay’s Growth Story is Only Just Beginning
By Lennox Yieke - May 11, 2013 | Tickers: AMZN, EBAY, GOOG
For the past two years, eBay (NASDAQ: EBAY) has managed to meet or beat analysts’ earnings estimates in each and every quarter, in most cases coming ahead on the upper end of the estimates. This, coupled the 55% uptrend in its stock over the past 12 months, has stirred a lot of growth disposed write-ups on the online retail big wig. In my opinion, eBay’s growth story has been more »
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Why Netflix Is Too Rich for My Blood
By Marshall Hargrave - May 11, 2013 | Tickers: AMZN, CSTR, NFLX
Netflix (NASDAQ: NFLX) saw its stock soar some 32% during the week following its first-quarter earnings beat. I have my doubts as to whether the company will be able to maintain the momentum in the second quarter and move higher. The second quarter has historically been Netflix's weakest in terms of subscriber growth; so let's see how Netflix performed in 1Q and might fare in 2Q.
Q1 review more »
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Tablets Over PCs: The Buying Opportunity
By Tyler Wofford - May 11, 2013 | Tickers: AMZN, AAPL, MSFT
NPD group suggests that tablet shipments will increase by 67% in 2013, and will mark the first year that tablet shipments outpace that of notebooks. Notebook sales are predicted to fall 10% (from 203.3 million to 183.3 million) by 2017. Tablets? They are only expected to grow from an estimated 256.6 million this year to 579.4 million in 2017. What companies will be most effected by more »
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How to Tell If a Stock Is Overpriced
By Timothy Green - May 11, 2013 | Tickers: AMZN, MSFT, RAX |
How do you tell if a stock is overpriced? How about when an earnings miss of a penny causes the stock to plummet by 25%. That's exactly what happened with Rackspace (NYSE: RAX) after reporting its Q1 results a few days ago. Even with revenue increasing by 20% and net income increasing by 16.4% year-over-year, a slight miss of analyst expectations led to a gargantuan decline in the more »
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Has This Range Bound Stock Broken Free?
By Callum Turcan - May 10, 2013 | Tickers: AMZN, AAPL, GOOG, MSFT
Will this stock finally break free of the range bound shackles its been tied down to? Microsoft (NASDAQ: MSFT) recently closed above $33 for the first time since the Great Recession, and is starting to break out of the $25 to $32 cycle it has been trading in for the past decade. Is this the beginning of a structural change in how Microsoft trades, or just a brief run up more »
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Where is eBay Looking for Growth?
By Shas Dey - May 10, 2013 | Tickers: AMZN, EBAY, OSTK
In March 2013, eBay (NASDAQ: EBAY) laid down aggressive targets for increasing its revenue. PayPal, which accounted for 40% of its 2012 revenues and reported 25% growth, will be the key factor in eBay’s future growth. But there's also another factor: The company aims to drive this growth by expanding globally and luring customers through its mobile technology.
The company announced plans to achieve $300 billion in e-commerce more »
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3 Retail Takeaways from J.C. Penney’s Facebook Page
By Salvatore "Sam" Mattera - May 10, 2013 | Tickers: AMZN, JCP, KSS |
Embattled retailer J.C. Penney (NYSE: JCP) has received a fair amount of media coverage for its recent TV ad. In the spot, the company apologizes for the radical changes over the last year, and asks its (now former) customers to come back to the store.
The ad closes with a shot of the company’s logo along with the statement that the company is “listening” on Facebook.
Heading over more »
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Why Does Microsoft Need the Nook?
By Leo Sun - May 10, 2013 | Tickers: AMZN, BKS, GOOG, MSFT |
Shares of Barnes & Noble (NYSE: BKS) surged over 20% on May 9, after tech website TechCrunch reported that Microsoft (NASDAQ: MSFT) was considering a complete acquisition of the bookstore’s Nook Media business for $1 billion. Nook Media consists of Barnes & Noble’s Nook e-reader and tablet division as well as its college bookstores. Barnes & Noble originally intended for its Nook devices to compete with Amazon’s (NASDAQ: AMZN) Kindle more »
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Are These Online Retailers Still Worth Investing in?
By Lior Cohen - May 9, 2013 | Tickers: AMZN, EBAY, NFLX, XRT
Several leading online companies such as Amazon.com (NASDAQ: AMZN) and eBay (NASDAQ: EBAY) haven’t performed well in the past several months as their shares only slightly rose. Share of these companies are not beating the market (up to date). But are these companies doing better than the online retail market? Are they still beating other E-commerce sites? Let’s take a close look on this issue.
Non-Store Retail more »
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Netflix and Its Frenemies
By Daniel Cawrey - May 9, 2013 | Tickers: AMZN, GOOG, NFLX
Sometimes, the technology industry can seem somewhat weird when you think about the relationships that some companies have with one another.
Business at Netflix (NASDAQ: NFLX) is booming, but it is doing so well that others are paying close attention. The problem is that some of the companies Netflix relies on to conduct its business are now angling to get a piece of the streaming video pie.
Netflix's performance more »
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Amazon: Will Investors Receive a Flood of Returns, or Just a Stream?
By Adam Parker - May 9, 2013 | Tickers: AMZN, EBAY, WMT
Amazon.com (NASDAQ: AMZN) is in the news of late, releasing its Q1 financial report and also indicating that it plans to develop its own TV streaming device. The proposed streaming device is one example of Amazon’s strategy of continued investment and expansion. The company’s stock price indicates that investors have faith in this strategy, but some of the numbers raise the question of whether the current level more »
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Government Regulation Protects Industry Incumbents
By Reuben Brewer - May 8, 2013 | Tickers: MO, AMZN, EBAY
Ebay (NASDAQ: EBAY) is trying to fight the Internet sales tax push. Amazon (NASDAQ: AMZN) has “given in.” Their different business models mean one will benefit from taxes and one will likely suffer.
Big Tobacco
While taxing sales over the Internet and the regulation of tobacco may seem like two very different issues, they aren't. In fact, they are more similar than dissimilar from a strategic standpoint.
It wasn more »