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- the global network of computers accessed with the aid of a modem. The Internet includes Web sites, e-mail, newsgroups, and other forums. It is a public network, although many of...
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- Google: 3Q Results Reveal Chinks in the Armor
- Mark Krieger submits: On the surface, Google GOOG appeared to soundly beat analyst expectations of $4.76, by reporting diluted earnings per share of $4.92, on a top line of $ 4.04 billion see conference call transcript. GOOG’s revenues were $20 million short of analyst expectations of $4.06 billion. This...
- External links 2008-10-17
- Amazon: High Valuation Hints at Further Downside
- Mark Krieger submits: Despite Amazon AMZN falling more than 60% from its 52 week highs, the shares are still too rich to justify such a lofty valuation. AMZN's forward 2008 PE of 34 is outrageous compared to its competitors' more realistic Price Earnings ratios. For example, eBay EBAY sports a...
- External links 2008-10-26
- Amazon: Don't Fall for Fool's Gold
- Mark Krieger submits: It's tempting to bottom fish, especially after seeing a 60% implosion in Amazon's AMZN share price, but don't get sucked in by the seduction, it is still is too expensive. The shares have already rallied more than 35% from their lows, so they are fast approaching overbought...
- External links 2008-11-05
- Is Google's Goose Cooked?
- Mark Krieger submits: You know Google GOOG is in trouble when it shifts from its accustomed mode of growing its business, to one focused on saving nickels and dimes. It is amusing when the all mighty Google which earlier said it was insulated from the impact of a poor economy...
- External links 2008-11-28
- Yahoo: To Sell or Not to Sell?
- Mark Krieger submits: I thought it would be fitting milestone for my 100th SA article to feature the company which helps provides the platform to share my thoughts on the stock market, Yahoo YHOO. The company's once mighty market cap has shriveled nearly 90%, from $140 billion to $16 billion...
- External links 2009-01-16
- Amazon: Guidance Miracle Is Not in the Cards
- Mark Krieger submits: Amazon AMZN has rallied almost 50% from its 52 week lows, so expectations for the fourth quarter appear to be quite high. Management’s hype that they had the best Xmas season ever could backfire, because it could be setting them up for disappointment. The company would have...
- External links 2009-01-29
- Why I Remain Short Amazon
- Mark Krieger submits: Amazon AMZN delivered nice results, but let’s face it, they were not fantastic enough to justify propelling the share price 20%. I admit, I got my head handed to me on a plate, as my 800 share short position caused some serious hurt. I guess I drank...
- External links 2009-02-02
- Amazon's Rich Valuation Defies Logic
- Mark Krieger submits: it is simply startling Amazon AMZN can trade in this dire economic climate with a whacked out valuation of 46 times 2009 estimates. If you contrast AMZN’s multiple with its primary competitor‘s valuation, [[EBAY], at only nine times 2009 earnings estimates - it is obvious, either AMZN...
- External links 2009-03-12
- Amazon: Dirty Little Secrets Persist
- Mark Krieger submits: If you read some of the notes listed in Amazon’s AMZN 10K, your confidence level could be severely hampered, especially if you read between the lines. The company has grown its infrastructure exponentially. It now resembles more of a brick and mortar...
- External links 2009-04-08
- Amazon Earnings Preview: How Long Before the Jig Is Up?
- Mark Krieger submits:You know the routine: under promise so you can over deliver. Management has taken a play right out of [[AAPL]]’s playbook in managing guidance in order to please the street, but will the Street get wise to AMZN’s antics? Probably not - Wall Street has been pretty gullible...
- External links 2009-04-23
- Short Amazon: Poor Relative Strength
- Mark Krieger submits: In the last six weeks, the Dow has risen 15% while Amazon AMZN has fallen about 10%, (that represents a staggering 2500 basis point difference) AMZN’s poor relative strength should be a concern to longs that further price erosion could be right around the corner. ...
- External links 2009-08-23
- Baidu: Sky High Expectations Are a Recipe for Disaster
- Mark Krieger submits: Well I have to admit, arguing with the market is a bad bet, especially when you are short one of the hottest search engines in the world, Baidu BIDU. Being part of the last $100 rise in a BIDU short position has not been a...
- External links 2009-10-08
- Yahoo or Baidu? The Choice is Clear
- Mark Krieger submits: Believe it or not, Baidu’s market cap of $15 billion is quickly approaching Yahoo’s stock value of $23 billion. YHOO is currently being priced at the market at only 1.5 times that of BIDU yet, in an “apples to apples” comparison, blatant discrepancies stand out. YHOO is...
- External links 2009-11-11
- Amazon: Be Fearful While Others Are Greedy
- Mark Krieger submits: Investors have a short memory. They tend to follow the herd into the flavor of the month club and Amazon AMZN proves to be no exception. Some could argue its valuation is approaching bubble status when calculated at 52 times 2010 earnings estimates of $2.53 and 16...
- External links 2009-11-12
- Priceline: Are Shorts Grasping at Straws?
- Mark Krieger submits: I admit I have been short too long on Priceline PCLN, It feels like getting run over by a freight train each and every day the stock runs up and squeezes me that much more. I am ready to throw in the towel and cover, but I...
- External links 2009-11-17
Additional Resources
- Google: More Downside Up Ahead
- Mark Krieger submits: CEO Eric Scmidt is confident, maybe too confident. His recent comment that Google GOOG was isolated from any impact of a "poor economy" might come back to haunt him. It is certainly plausible that enterprises could pull back the reins of their internet advertising budgets. He needs...
- External links 2008-09-22
- Amazon.com: Possibility of E-Commerce Sales Tax Makes It a Short
- Mark Krieger submits: Amazon AMZN Shares were blindsided by an array of bad news released on Monday, beating its stock down nearly 10% at one point, before stabilizing. A downgrade and the prospect of an internet sales tax obviously spooked investors. Further downside momentum seems to be in...
- External links 2009-01-13
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