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GuruFocus Articles Total 2040
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RH has a few catalysts that will drive the stock higher

The best thing about following legendary investors is they unlock great investment opportunities well before the rest of us. This is one of the reasons why gurus continue to outperform the general investing public consistently. As Peter Lynch says in his book "One Up on Wall Street," analysts are often late to the party. The latest activity summary for Warren Buffett (Trades, Portfolio) on GuruFocus reveals a new name; RH (RH).

RH, which was formerly incorporated as Restoration Hardware, has been a stellar transformation story and its shares have delivered

226 Views    Dilantha De Silva    2020-01-23 20:52
The company’s strategy could catalyze its financial outlook

Rite Aid Corp. (RAD) could deliver a successful stock price turnaround, in my opinion, following its 34% decline in the past year.

The drugstore chain is investing in new technology to improve the shopping experiences of its customers, is reducing its costs to boost its efficiency and is introducing a larger number of its own brands to strengthen its profitability.


Strategy shift

Rite Aid is freeing up its pharmacists from their administrative tasks so they can spend more time helping customers. It is achieving this goal through making its computer systems more efficient so that

168 Views    Robert Stephens, CFA    2020-01-21 17:58
While a moat does exist, we remain cautious about its long-term robustness

California-based Apple (AAPL) designs, manufactures and markets technology-driven premium electronics, including smartphones, computers, tablets and wearables, as well as provides related services. The company has undergone tremendous change since the launch of its first iPhone product in 2007 and became the first $1 trillion company in the U.S. in 2018.

Apple is a truly global business, with 45% of fiscal 2019’s sales coming from the Americas, 23% from Europe and 32% from the Asia Pacific. An economic moat does exist for Apple, largely due to its globally recognized brand. In 2019, Interbrand ranked Apple as the number one global brand,

651 Views    Steven Chen    2020-01-19 22:31
Certain retail areas have proven to be far more immune to digital disruption than others

There is very little argument that retail is a tough business. What is making it even tougher is the continual technological disruption by individuals like Jeff Bezos. From books to groceries and from fashion to drugs, Inc. (AMZN) has reshaped the retail landscape significantly.

However, we noticed there exists certain areas that have been immune to the competitive threat of Bezos’ empire. It also appears to us that market leaders in such fields tend to easily dig an economic moat that can remain wide enough for these businesses to stay Amazon-proof (or digital disruption-proof in general), at least for

502 Views    Steven Chen    2020-01-19 20:52
An analysis of which investing strategies were successful for the year and why

The S&P 500 returned an astonishing 31.49%% during 2019, which marked its best performance since 2013. Meanwhile, the HFRI Fund Weighted Composite Index returned 10.4%, its highest since 2009. The long bull market has made it more profitable for most investors to keep their money in passive market indexes than in actively managed funds, and for the fifth year in a row, the hedge fund industry has seen more closings than openings. As of Aug. 31, 2019, passively managed U.S. equity funds had $4.27 trillion in assets under management, surpassing the $4.25 million held in actively managed funds.

445 Views    Margaret Moran    2020-01-13 22:33
Another sharp loss sends the discount retailer plummeting towards Chapter 11

After market close on Jan. 6, Pier 1 Imports Inc. (PIR) reported the earnings results for its third quarter of fiscal 2020, which ended on Nov. 30, 2019.

The quarter saw net sales decrease by 13.3% to 358.4 million compared to the prior-year quarter. The net loss came in at $59 million, or $14.15 per share, which was an improvement over the net loss of $100.55 million ($24.29 per share) from the previous quarter. Cash and cash equivalents stood at $11.1 million for a cash-debt ratio of 0.01 and an Altman Z-score of 0.84.


158 Views    Margaret Moran    2020-01-13 22:30
A review of the guru's original take on Google's parent company

I try to read Wedgewood Partners' quarterly letters whenever I can because David Rolfe (Trades, Portfolio) often goes into interesting and detailed discussions of portfolio companies. Without question, the portfolio managers are extremely knowledgeable about these names.

One of those discussions in the latest letter that I really liked was the break-down of Alphabet (GOOG) (GOOGL). I’ve owned Alphabet on and off over the years and currently follow it with interest from the sidelines. Rolfe’s discussion stood out to me because he raised original points on a name where often the same talking points come up time

155 Views    Bram de Haas    2020-01-13 21:56
The British small cap trades cheaply based on estimated earnings per share and free cash flow

British small-cap company Premier Foods (LSE:PFD) got a nice write up this weekend in Barron’s. The stock trades cheaply based on estimated earnings per share and free cash flow. It’s brands are not well known here in the U.S., but are very popular in the U.K.

The stock trades for 38.3 pence (50 cents), there are 847 million shares and the market cap is 324 million pounds ($421.05 million). Earnings per share were a loss of 2.5 pence and the stock does not pay a dividend. It’s difficult to measure the value on price-earnings ratio and dividend yield.


183 Views    Holmes Osborne, CFA    2020-01-13 19:35
Retailer looks forward to providing a grocery drive-thru experience using the Alphabot system

On Jan. 8, Walmart (WMT) introduced the Alphabot, which is an automated 20,000 square foot fulfilment system that integrates human labour and robot speed in order to make grocery pickup service faster and more efficient.

Bird’s-eye view

Prior to the new model, the manner of managing order fulfilment was highly labor intensive. Therefore, the introduction of robot technology in online sales fulfilment was perhaps inevitable.

The Alphabot is an automated warehouse that combines the efforts of humans and a fleet of robots towards efficient online grocery sales fulfilment. The Alphabot’s robots, which are two feet wide, gather the products

109 Views    Mayank Marwah    2020-01-13 17:03
The retailer’s strategy could catalyze its financial performance

Kohl’s Corp. (KSS) could deliver a successful stock recovery following its 30% decline over the past year.

The department store chain is investing in its website, becoming more efficient and is differentiating itself versus sector peers.


Online investment

Kohl's is investing in improving the online shopping experience for its customers. For example, in fiscal third-quarter 2020, it piloted a new website experience that included more product descriptions, increased personalization and improved search capabilities. This resulted in higher sales among its customers. This trend could continue as the company plans to roll out its refreshed website

100 Views    Robert Stephens, CFA    2020-01-10 19:42
The stock is trading with an extremely low valuation that doesn't seem to take growth prospects into account. It also yields almost 4%

Some stocks, like Amazon (AMZN) or Visa (V), are owned for growth purposes. These names usually pay little to no dividend, but do offer the chance for substantial capital gains.

Other names like AT&T (T) or Verizon (VZ) are owned by investors mostly for income purposes. These types of stocks pay high dividends, but often offer slower growth.

Still, there are some stocks that should be attractive to investors looking for both income and growth.

Pfizer Inc. (PFE), one of the largest health care companies in the world, is a good example of a company offering both growth and a

648 Views    Nathan Parsh    2020-01-10 19:22
Retailer to close 40 stores this year

Bed Bath & Beyond Inc. (BBBY) released its third-quarter financial results after market closed on Jan. 8. The New Jersey-based home goods retailer posted quarterly earnings and revenue that lagged behind Wall Street’s estimates.

Retailers like Amazon (AMZN), Wal-Mart (WMT) and Target (TGT) have consistently put pressure on Bed Bath as they expand the offerings in their stores and online websites.

Bed Bath & Beyond's results were also weighed down by one less week of holiday sales, which was due to the calendar shift of Thanksgiving.

By the numbers

The company registered an adjusted loss per share of 38

81 Views    Mayank Marwah    2020-01-09 15:25
One of the exciting buzz words among advisors and institutional investors is ESG, which stands for environmental, social and corporate governance

One of the exciting buzz words among advisors and institutional investors is ESG, which stands for environmental, social and corporate governance. This subject is almost always granted a wonderful panel reception at any conference our firm attends as it is the topic du jour. The ESG filter or screen does not have any consensus in the marketplace. The filters are chosen by each investment management organization or by the owners of the securities. In many cases, this entails not owning fossil fuel companies and avoiding other companies that meet an economic need, but are viewed as harming the future of

177 Views    Smead Capital Management    2020-01-07 22:16
Some thoughts on a recent public discussion with management

In November, FedEx Corp. (FDX) CEO and founder Fred Smith and Chief Financial Officer Alan Graf sat down for an interview with Stanley Cates of Southeastern Asset Management (the firm has held shares of FedEx in portfolios since the early 1990s, and it’s currently a 6% weighting in their Partners Fund). As longtime readers know, I’ve been following FedEx closely over the past year, and I thought there were a number of interesting tidbits from the interview. I think it’s fair to group what was said into three buckets: the good, the bad and the ugly. My takeaways

483 Views    The Science of Hitting    2020-01-07 20:03
Third-Party sellers sold more than a billion items in Amazon’s stores this holiday season

Amazon (AMZN) has experienced a record-breaking 2019 holiday season, defined in the sales world as the period from November 1 to December 24.

Although Amazon came out with its annual post-holiday press release, the report lacked key information such as number of shoppers, items ordered and average amount of money spent per customer. The holiday season witnessed "billions of items ordered worldwide" by customers online. On Thursday, the company named a few of its top-selling products, which included Echo Dot, Fire TV Stick with Alexa Voice Remote and the Echo Show 5.

The online retailer saw robust third-party sales as

110 Views    Mayank Marwah    2019-12-27 17:21
Company’s gross margin rose to 44% in the second quarter

Nike Inc. (NKE) released its financial results for the second quarter of fiscal 2020 on Dec. 19 after the market closed. The company’s earnings and revenue surpassed Refinitiv’s expectations thanks to robust sales of apparel online and limited-edition Jordan sneakers in stores.

Snapshot of the quarter

The company, which is known for its athletic shoes and apparel, recorded earnings of earnings of 70 cents per share, up 35% from the prior-year quarter. Revenue surged 10% on a reported basis and 13% on a currency-neutral basis to $10.3 billion courtesy of strong growth across all regions. Analysts had anticipated earnings

71 Views    Mayank Marwah    2019-12-20 17:04
A breakdown of a conversation about the tech giant's business model

I recently came across an interesting email exchange from a time when email was still in its infancy. The exchange was between Warren Buffett (Trades, Portfolio) and a 39-year old Jeff Raikes, a high-level Microsoft (MSFT) employee. The email references “Bill G”, and after some small talk, it gets into a pretty interesting outline of Microsoft’s business model, and why it was such a great business.

A couple years ago, Warren Buffett (Trades, Portfolio) described how the five largest companies in the S&P 500 (Apple (AAPL), Microsoft, Google (GOOG)(GOOGL), Amazon (AMZN) and Facebook

516 Views    John Huber    2019-12-19 20:42
The telecoms billionaire sees a bright future for Disney+ and ESPN+

The Walt Disney Co. (DIS) made a big splash in the world of streaming content with the launch of Disney+ on Nov 12, 2019. With 10 million subscribers signed up the first day, and another million joining every day, the initial rollout was an unquestionable triumph. Disney+ joins Disney’s other streaming offerings, Hulu and ESPN+, with its vast and popular library of wholly-owned content.

The big debut of Disney+ has had the financial media in a buzz. Last month, CNBC interviewed John Malone, chairman of Liberty Media Corp., about Disney’s place within the burgeoning streaming ecosystem.

114 Views    John Engle    2019-12-18 18:04
Logistics giant’s results weighed down by declining global economic conditions and loss of business

FedEx Corp. (FDX) released its second-quarter results for fiscal 2020 on Dec. 17 after the market closed. The logistics giant’s earnings and revenue lagged Wall Street’s estimates due to declining global economic conditions as well as Amazon’s move to cut some of its ties with FedEx.

Earnings highlights

The courier company recorded second quarter adjusted earnings of $2.51 per share, down 38% year-over-year. Wall Street had anticipated earnings of $2.76 per share. Revenue for the same period came in at $17.32 billion, down roughly 3% year-over-year and below Wall Street’s expectation of $17.58 billion.

“Fiscal 2020 is a year of

64 Views    Mayank Marwah    2019-12-18 15:48
Amazon looks to rely on its own shipments

Amazon Inc. (AMZN) announced on Sunday that it will disallow its third-party sellers from using the FedEx Corp. (FDX) ground delivery network for managing Prime shipments. The company cited a decline in the performance of FedEx ground service in times when holiday shipments were huge. The ban is slated to start this week.

Bird’s-eye view

Third-party merchants make up more than 50% Amazon’s total goods sold, but neither Amazon nor FedEx mentioned how many shipments would be affected by the restriction. The online retail giant said the decision to temporarily ban FedEx ground for shipment is

57 Views    Mayank Marwah    2019-12-17 16:44

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2020-01-24 $ 1887.16 (0.14%)
2020-01-23 $ 1884.58 (-0.15%)
2020-01-22 $ 1887.46 (-0.24%)
2020-01-21 $ 1892 (1.46%)
2020-01-20 $ 1864.72 (%)
2020-01-17 $ 1864.72 (-0.7%)
2020-01-16 $ 1877.94 (0.85%)
2020-01-15 $ 1862.02 (-0.4%)
Total 19134
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