The Hidden Messages in Amazon's Quarter

Let's get two things quickly out of the way.'s (AMZN) quarter, for lack of a better word, stunk. Guidance for the first quarter stunk even more.

The real deal today is that the market is voting that despite Amazon's phenomenal breadth of products offered and an ever-looming presence over the likes of retailers with physical stakes in the ground, there are fundamental issues in the mix worthy of a lower stock price. On top of this lays the basic reality check question: are you the investor able to separate yourself from the stellar Amazon shopping experience and a low-single-digit percentage operating margin business near term, cloaked in an expensive valuation and avoid buying the dip? I hope you are able to do so, given the hidden, and not so hidden, messages inside Amazon's fourth quarter earnings....319 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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