Tag Archives for " Amazon "

Wazzup – 27 July 2017 – a results palooza!

A results deluge today as companies report Q2 numbers ahead of the August holidays.  Updates from RELX, ITV, DMGT, Sky, A3M, S&P Global, Amazon, Comcast, Nielsen, Solocal, Barrick, Dow Chemical, Fiat Chrysler, Eastman Chemical, BASF, Air Products, Danone and VW, to name a few.     RELX  – H1 FY17 results.   Fortunately, another steady […]

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Wazzup? – today in the markets 27th April 2017

  Televisa (tv) – Q1 FY17 results:  Still happy to stand back and let the price come back to me          . WPP (wpp_l) – Q1 FY17 IMS (sales): Muted start to the year from US & China AMAZON.COM (amzn) – Q1 FY17 results: Q1 FY17: Markets chasing growth, albeit perhaps under-estimating […]

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eBay – Closing long position with gain of +30% (+28% relative: +60% annualised)

eBay long positioned closed at $31.9 ps to crystallise a >+30% absolute and +28% relative gain (vs the S&P500) since we added the stock to the GrowthRater portfolio, just over 5 months ago at $24.5 ps  (http://growthrater.com/ebay-added-growthrater-model-portfolio-close-price-24-49/).  Annualised, that represents a return of +65% on the trade and +60% on a relative basis against the […]

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JD.COM – building a scale advantage or just buying profitless market share?

The world seems to be in love with JD.COM. After the concerns about the possible headwinds from a slowing Chinese economy that had been dragging down sentiment and shares in rival Alibaba, JD.COM’s results assuaged many of these fears. As well as reporting a +52% YoY increase in Q3 revenues and +72% rise in gross profit […]

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