| Prev Close | 1,864.82 |
| Open | 1,868.79 |
| Day Low/High | 1,859.48 / 1,870.82 |
| 52 Wk Low/High | 1,307.00 / 2,050.50 |
| Volume | 2.71M |
Amazon.com, Inc. (AMZN)
1,861.69
3.13
0.17
NASDAQ
| Exchange | NASDAQ |
| Shares Outstanding | 492.05B |
| Market Cap | 916.71B |
| Div & Yield | N.A. (N.A) |
Netflix's Latest Pricing Tests Are Worth Keeping an Eye On - Tech Check
As the streaming giant hikes prices in the U.S., it's testing cheaper, mobile-only plans in India and other cost-sensitive markets.
Thank FANG
Amazon is now +$435/share from my initial buy in late November. Alphabet is lagging - its only +$115/share higher.
CVS or Walgreens: Which Is the Better Dividend Stock?
While the two companies seem very similar on the surface, CVS and Walgreens are different stocks for different types of investors.
Winners and Losers From Alphabet's Gaming Effort
The impact of Alphabet's angle into streaming is important for investors on either side of the initiative.
FOMC
The Fed is now caught in its own policy - hooked by the drug of cheap money. The yield on the 10 year U.S. note is under 2.54%. The dovish Fed policy announcement will likely help, over the near term, growth names ( , and ) and hurt rate sensitive ...
The Latest FedEx Earnings Are a Symptom of Something Bigger
There doesn't seem to be much of a catalyst for FDX at the moment.
Trade of the Week (Short QQQ at $178.77)
Ahead of the Fed's announcement and of Micron's EPS report (after the close), my Trade of the Week is to short the Nasdaq: * The Nasdaq has been held up (absolutely and on a relative basis) by strength in Alphabet and Amazon . There is no reason why...
FedEx Results Are a Flashing Red Signal on the Health of the Global Economy
Another pressing concern for FedEx is the margin compression in its U.S. business.
Alphabet's Stadia Video Streaming Is Here but I Have Issues With the Stock
What I notice, however, is just how fast the competition will come up behind GOOGL on this.
This Morning
Note: I am still operating with computer problems. I see very little going on this morning: * Breadth is stinking up the joint - 700 advancing issues and 2100 declining issues. * Several market leaders are failing to hold yesterday's morning ramp ...
Investors Await Clarity on Alphabet's Attempt to Upend the Gaming Industry
GOOGL's ambitious gaming has to answer questions before being called a true game changer.
Breadth Update (Part Deux)
We have moved basically to flat breadth over the last hour. Some other cautionary near term signposts include: * Weakness in transports and the Russell Index. * Apple still red. * Banks well off the early morning highs. * Large cap tech at day's low...
Jim Cramer: The Ultimate Case for the Leap of Taste Not Faith
I think sometimes the best way to parse the temperament is to go over the most obviously 'wrong' moves and address why they might not be wrong at all.
Tilray Touts Global Ambition as Erosion of Canadian Market Expected
A key aspect of the international expansion is the company's recent acquisition of hemp-food producer Manitoba Harvest in February.
Kass: Tilray Is Promising but I Prefer This Other Stock in the Pot Space
Tilray will not be cash flow positive for another 2-3 years - that's not quick enough progress for me given its $7 billion dollar capitalization.
Stock of the Day - Tilray
Pot stocks like Tilray have very ambitious valuations but the potential upside (in mergers and, fundamentally in food, drink, supplemental and medical applications) are undeniably immense. The view of a possible rapid rise in revenues and profits (a...
The Message of the Bond Market Goes Ignored
* Note and bond yields are shouting that the trajectory of global economic growth will disappoint relative to consensus expectations * The message of the fixed income market is currently being ignored by stock investors "This is the business we have...
Into the Close
With less then 30 minutes of trading left, it looks like we will have modest improvement in the three major indices - accompanied by healthy market breadth (about 2/1 on the New York Stock Exchange). Amazon was the stock of the day! Financials and s...
Amazon Advancing
Amazon , my top large cap pick for 2019, continues to advance smartly (+$38/share). My thesis: here.
Jim Cramer: Ulta Paints a Great Picture in Beauty Personalization
Ulta Beauty is a new champion of retail -- and other names should learn from them.
3 Important Earnings Reports I'll Be Watching This Week
This quarter is a heavy test for Tilray because of the stock's lofty valuation.
Kass: Move Over Goldman Sachs, I Have a New Favorite Large-Cap Stock for 2019
In a world starved for growth, investors will likely value companies with strong organic growth prospects.
Alphabet's News
Alphabet's shares reversed abruptly based on this news. While I raised my buy level on Amazon to $1700/share (and added this morning), I am keeping my buy level on GOOGL at $1150.
Large-Sizing My Amazon Long
Apropos of my opener, I moved to large sized in my Amazon long.
Jim Cramer: A Vintage Quarter From Broadcom
But most important, networking is on fire - the internet of things and that's so terrific for everyone.
Move Over Goldman Sachs, My New Favorite Large Cap Stock For 2019 Is Amazon
* Amazon's business "moat" is deep and secure * The threat of increased regulation of the company continues to exist ... but is now seen as diminished - likely to be modest in scope and having little impact on Amazon's growth ambitions or cost struc...
Oil Prices Can Rise Further -- Plus ULTA and Cloud Stocks to Watch: Market Recon
This recent oil price surge in price is not over, and not priced in. Here is how I am playing it.
F5's Stock Looks More Attractive After a Strategic Acquisition - Tech Check
Though Wall Street reacted harshly to F5's deal to buy rival NGINX, the purchase does much to strengthen F5's long-term competitive position. And its stock is trading at low multiples.
Recently...
Recent new longs- and . Recent new shorts - , , , and .
Facebook's Sharp Share Price Advance May Now Stall
When I purchased Facebook (and placed it on my Best Ideas List at $137 in late November, 2018), it - along with Goldman Sachs - were my favorite large cap longs. The stocks were substantially out of favor and hated by the sell- and buy- side. Since...
