Lise Buyer
Lise Buyer
days good pay sector ugly
They have days like this. This sector is really volatile. They have their ugly days and the good days, so it doesn't pay to read too much into what's going on.
inventory means
That means they'll never have an inventory problem.
numbers sector solid trading underlying
These are good, solid numbers by any measure. The underlying fundamentals are strong, but the whole sector is trading on emotion, not fundamentals.
arise careful channel conflict extremely involved issues solve team together
The two together will have to be extremely careful to solve the channel conflict issues which will undoubtedly arise from this combination. The issues involved in working as a team should not be underestimated.
add amazon beginning company importance investors recommend scale turned
The company has turned a corner. Beginning with this report, Amazon is demonstrating the importance of scale and leverage. We recommend that long-term investors strategically add to positions.