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Rap Sheet

Author:

Jester Debunker

Subject:

Off Topic

Date:

09/13/15 at 9:57 AM CDT

 

 

READ: 5

RPLY: 2

0

0

RECS:0

Sentiment:

Neutral

Reply to:

MSG`#2912,`09/11/15
By LongTerm CapGains

 

Re: Re Amazon recent run and its valuation

AMZN will continue to have a premium due to being a disruptor with no competition. Despite being vastly over-priced, analysts continue to love them and since some of the earnings metrics are so hideous it wouldn't take much to hype say, "margins soar 100%!!!!" It could remain similarly over-priced for a long time still.

NFLX and TSLA otoh, they don't look so strong. It seems people are finally realizing NFLX has valid competition in Hulu and Prime, which at the very least impacts their expenses for content. Also as they launch in more international territories, that just lowers their potential for future growth. They do have an ace in their sleeve though, on subscription pricing. They could raise it 10% with negligible impact, which would send margins and earnings surging.

Toss a coin for the week ahead? Fed week again. Will they or won't they? And how will the market react?

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