eslebe
2021-12-15
Let's go Bezos!
Amazon Stock: It Could Skyrocket in 2022
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Here are the key reasons wh","content":"<p>Could Amazon stock have a great year ahead, after disappointing in 2021? Here are the key reasons why shares of the e-commerce giant may outperform the Big Tech group in 2022.</p>\n<p>Amazon stock continues to be a disappointing underperformer in 2021. The chart below shows that shares have lagged the tech sector and the tech-rich Nasdaq index by a mile so far this year.</p>\n<p>But last week, I saw the recent weakness as a buying opportunity. Not only that, but I have called AMZN “my Big Tech pick for 2022”. Below, I explain to our TheStreet audience why I think shares of the cloud and e-commerce giant could have a much better 12 months ahead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d64c80fb9227dfb2f07ca327020b7b\" tg-width=\"882\" tg-height=\"328\" width=\"100%\" height=\"auto\"><span>Figure 1: AMZN, XLK COMPX comparison.</span></p>\n<p><b>Best to buy AMZN on the dip</b></p>\n<p>The first argument for buying Amazon stock now and holding through the end of 2022, at least, is very simple: the share price is down. At last check, Amazon was nearly 10% below the early July peak. Not only have shares been underwater for nearly half a year, but they are also almost in correction territory.</p>\n<p>There are many ways to rationalize the buy-on-dip strategy. Common sense in investing suggests buying low and selling high.I have plugged in the numbers and determined that, historically, the approach has produced better returns.</p>\n<p>An investor that buys AMZN near peak prices has raked in average gains of 29% one year later. Not bad. But this figure jumps to 42% when the stock is 15% or more below the all-time high. Amazon stock is not quite there yet now, but I still think that the opportunity for outsized gains exists today.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe59b47af83bd439a7f35ab6c5325b9b\" tg-width=\"630\" tg-height=\"410\" width=\"100%\" height=\"auto\"><span>Figure 2: Median one-year return on AMZN.</span></p>\n<p><b>Not all about the bargain price</b></p>\n<p>To be clear, the appeal of buying AMZN today transcends its lower share price. At a higher level, the Seattle-based company continues to be one of the most relevant players in nearly all businesses that it currently operates: from e-commerce to cloud, and from tech devices to streaming services.</p>\n<p>I have no reason to expect this dynamic to change anytime soon. Amazon, for instance, is unlikely to morph from undisputed market leader in US e-commerce, with an impressive market share of 41% today, to a secondary player in the space. Part of the reason is the company’s heavy investments in infrastructure to ensure that its high growth trajectory remains intact.</p>\n<p>The problem is that, today, Amazon does not trade like a long-term winner. Rather, it is perceived as a short-term loser. Here is what I said about this topic, on my Seeking Alpha piece:</p>\n<blockquote>\n “\n <i>On the labor side, Amazon has had to ramp up hiring […] precisely when labor shortages and wage increases may have hit a pandemic-recovery peak. On the product side, costs have ramped up due to inflationary pressures and transportation challenges, not to mention the need to reroute inventory to sidestep bottlenecks. In addition, Amazon has fallen victim to unsurmountable comps this year. […] From this short-term perspective, Amazon stock's malaise in the past six months or so is justifiable</i>.”\n</blockquote>\n<p>I see the market’s focus on Amazon’s less exciting short-term prospects as an opportunity, not a reason to worry. Investors who are in for the long haul should not care much about whether Amazon stock price will be a bit higher or lower, say, in a couple of weeks. Look past the headwinds, and I believe that AMZN will be valued much more richly than its current $3,400 levels.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: It Could Skyrocket in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock: It Could Skyrocket in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-15 10:32 GMT+8 <a href=https://www.thestreet.com/amazon/stock/amazon-stock-it-could-skyrocket-in-2022><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Could Amazon stock have a great year ahead, after disappointing in 2021? Here are the key reasons why shares of the e-commerce giant may outperform the Big Tech group in 2022.\nAmazon stock continues ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/amazon-stock-it-could-skyrocket-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amazon-stock-it-could-skyrocket-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161863455","content_text":"Could Amazon stock have a great year ahead, after disappointing in 2021? Here are the key reasons why shares of the e-commerce giant may outperform the Big Tech group in 2022.\nAmazon stock continues to be a disappointing underperformer in 2021. The chart below shows that shares have lagged the tech sector and the tech-rich Nasdaq index by a mile so far this year.\nBut last week, I saw the recent weakness as a buying opportunity. Not only that, but I have called AMZN “my Big Tech pick for 2022”. Below, I explain to our TheStreet audience why I think shares of the cloud and e-commerce giant could have a much better 12 months ahead.\nFigure 1: AMZN, XLK COMPX comparison.\nBest to buy AMZN on the dip\nThe first argument for buying Amazon stock now and holding through the end of 2022, at least, is very simple: the share price is down. At last check, Amazon was nearly 10% below the early July peak. Not only have shares been underwater for nearly half a year, but they are also almost in correction territory.\nThere are many ways to rationalize the buy-on-dip strategy. Common sense in investing suggests buying low and selling high.I have plugged in the numbers and determined that, historically, the approach has produced better returns.\nAn investor that buys AMZN near peak prices has raked in average gains of 29% one year later. Not bad. But this figure jumps to 42% when the stock is 15% or more below the all-time high. Amazon stock is not quite there yet now, but I still think that the opportunity for outsized gains exists today.\nFigure 2: Median one-year return on AMZN.\nNot all about the bargain price\nTo be clear, the appeal of buying AMZN today transcends its lower share price. At a higher level, the Seattle-based company continues to be one of the most relevant players in nearly all businesses that it currently operates: from e-commerce to cloud, and from tech devices to streaming services.\nI have no reason to expect this dynamic to change anytime soon. Amazon, for instance, is unlikely to morph from undisputed market leader in US e-commerce, with an impressive market share of 41% today, to a secondary player in the space. Part of the reason is the company’s heavy investments in infrastructure to ensure that its high growth trajectory remains intact.\nThe problem is that, today, Amazon does not trade like a long-term winner. Rather, it is perceived as a short-term loser. Here is what I said about this topic, on my Seeking Alpha piece:\n\n “\n On the labor side, Amazon has had to ramp up hiring […] precisely when labor shortages and wage increases may have hit a pandemic-recovery peak. On the product side, costs have ramped up due to inflationary pressures and transportation challenges, not to mention the need to reroute inventory to sidestep bottlenecks. In addition, Amazon has fallen victim to unsurmountable comps this year. […] From this short-term perspective, Amazon stock's malaise in the past six months or so is justifiable.”\n\nI see the market’s focus on Amazon’s less exciting short-term prospects as an opportunity, not a reason to worry. Investors who are in for the long haul should not care much about whether Amazon stock price will be a bit higher or lower, say, in a couple of weeks. Look past the headwinds, and I believe that AMZN will be valued much more richly than its current $3,400 levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/607286530"}
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