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Amazon makes most of their money from AWS and a lesser extent from ads. I don't think retail contributes much.
Amazon is best positioned since AWS is upstream of consumer-facing businesses. Several of the big names and a whole lot of startups rely on AWS. These would all have to fail before AWS would fail.
Apple is in a good position because of smartphone buying habits and market share.
Microsoft has both on-prem licenses and cloud revenue from enterprise. Very stable.
Google is okay but they are losing the war to SEO spam and search quality is declining. They are not diversified like MSFT and almost all of their attempts to find revenue outside ads have failed.
I sold many META shares a while back, I simply no longer trust Zuckerberg and their management enough to warrant such a big position. There seems to continue to be a huge backlash over their platform lately from all sides. Having said that they still have literally billions of daily users and that cannot be replicated easily. Advertising ROI on Facebook is still around 10% so for every $1 you spend you get back $1.10 in revenue, that still resonates with a lot of firms. Still holding onto some shares for the long-term but not something I would be holding now if I'm trying to make a quick buck.
PS: Did you see Jim Cramers "apology" yesterday for recommending META stock? Wow, just wow.
Amazon is a collection of businesses, the biggest of which is a low/no margin retailer that's never really produced any earnings. AWS is outstanding, but not enough to overcome the burdens of the other low margin businesses. Plus you've got major labor issues - no one wants to work for Amazon anymore, unionization issues, etc. Jeff Bezos is out, and he's more interested in buying yachts and building spaceships anyhow. No thank you.
Netflix never belonged in this group in the first place.
Apple, Microsoft and Google are the only ones run by grown ups who care about things like earnings, and I would be ok owning any of them long term - in that order, and only at the right price.
Contrary to what we've all heard the last few years, valuation DOES matter.
PS: Did you see Jim Cramers "apology" yesterday for recommending META stock? Wow, just wow.
Amazon is a collection of businesses, the biggest of which is a low/no margin retailer that's never really produced any earnings. AWS is outstanding, but not enough to overcome the burdens of the other low margin businesses. Plus you've got major labor issues - no one wants to work for Amazon anymore, unionization issues, etc. Jeff Bezos is out, and he's more interested in buying yachts and building spaceships anyhow. No thank you.
Netflix never belonged in this group in the first place.
Apple, Microsoft and Google are the only ones run by grown ups who care about things like earnings, and I would be ok owning any of them long term - in that order, and only at the right price.
Contrary to what we've all heard the last few years, valuation DOES matter.
I'm mostly concerned with GOOG since I'm holding some.
Opinions - which ones look good, long term?
I don't own any of them (other than what might be in funds I hold). I rarely ever buy stocks.
I do own Apple, bought on a whim a few years ago. It was a good whim.
Location: West Los Angeles and Rancho Palos Verdes
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Quote:
Originally Posted by Avondalist
Amazon makes most of their money from AWS and a lesser extent from ads. I don't think retail contributes much.
Amazon is best positioned since AWS is upstream of consumer-facing businesses. Several of the big names and a whole lot of startups rely on AWS. These would all have to fail before AWS would fail.
Apple is in a good position because of smartphone buying habits and market share.
Microsoft has both on-prem licenses and cloud revenue from enterprise. Very stable.
Google is okay but they are losing the war to SEO spam and search quality is declining. They are not diversified like MSFT and almost all of their attempts to find revenue outside ads have failed.
I own GOOG, MSFT, AMZN, AAPL and NVDA. I got crushed on the first three. I added to my GOOG position before earnings, what a mistake.
I plan to hold them all though.
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