Shopify Stock Prediction: In A Gold Rush Sell Shovels

May 10, 2019

This article was written by Daniel Verblun.

Summary:

Berkshire Hawthaway just bought Amazon. Shopify’s market cap is approximately 3% of Amazon’s.
Amazon shut down its attempted Shopify competitor Webstore and instead integrated Shopify because Shopify is the leader is the lading multi-channel commerce platform.
As the leader in its field, Shopify is in prime position to benefit greatly from the once in-a -lifetime and accelerating transfer of value away from bricks and mortar shopping to the conveniences of online commerce.
Shopify is the fastest-growing software-as-a-service company in history to achieve $1B in revenue, growing revenue 59% over 2017.
Shopify’s global expansion has a long runway of growth ahead.
Geopolitical macro trade developments are providing an attractive pull back buying opportunity.
I Know First Algorithm is currently bullish on Shopify.

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EBAY Stock Forecast: Why eBay Remains Relevant

April 25, 2019

The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

I am again endorsing eBay as a buy for investors who like the growing $3.45 trillion retail e-commerce business. This company’s stock is also relatively undervalued.
I went long on this company because eBay is still a worthy alternative to Amazon.com for online shopping. The GMV in the United States is dropping but eBay’s international GMV is growing.
The online auction industry is also growing at 7.2% CAGR. eBay remains the world’s top online auction site. It has 180 million active buyers and 25 million sellers.
Q1 earnings showed eBay still touts a growing number of active buyers. This is helping eBay post year-over-year growth in EPS and revenue.
StubHub, Classifieds, and Payments business segments are also growing.

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BABA Stock Forecast: Why Alibaba’s Stock Has More Upside Potential

February 13, 2019

motek 1 The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

Alibaba Group Holding’s stock has already posted a 3-month return of +29.04%. I still reiterate it as a buy.
Digital advertising, cloud computing, Youku, and Lazada are all obvious long-term tailwinds that can notably boost BABA’s price.
My-month PT for BABA is $200. This is reasonable. The average 12-month PT for BABA at TipRanks is $203.33.
Alibaba making Youku the Netflix of China can be a major boost to Alibaba’s subscription revenue business.
The 0% commission rate on Lazada means it will continue to rule Southeast Asia’s booming e-commerce industry.

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Amazon Stock Forecast: Why Amazon Is A Buy Right Now

February 3, 2019

The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

I Know First has slightly bearish algorithmic forecasts for AMZN. I am still endorsing this stock as a decent long-term investment.
My last previous buy recommendation for AMZN was in December 27. The stock has since returned more than 8%.
Amazon still offers the best risk/reward opportunity. The FY 2018 earnings report convinced me that Amazon’s hyper-growth story is still intact.
The laser focus on long-term growth is finally delivering a surge in net income. Amazon’s FY 2018 net income of $10.1 billion was more than 230% growth over FY 2017’s $3.0 billion.
Alibaba’s growth is slowing down but Amazon’s momentum seems to be immune from Trump’s trade war with China.

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Amazon Stock Forecast For 2019: Two Emerging Important Tailwinds for Amazon

December 30, 2018

The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

Amazon’s stock has significantly dropped since December 3. It is now more affordable to own.
Amazon is a must-have investment for your 2019 portfolio. Aside from its growing presence in India, Amazon can now cater to online shoppers in more countries.
Investors can turn more optimistic on Amazon when the company starts showing better international net sales.
Non-U.S. citizens/residents can now shop on Amazon.com and pay using local currencies at Western Union remittance/money transfer partner outlets.
Amazon also has another obvious tailwind from its decision to sell its own brand of toys. The global toy industry’s revenue last year was $83 billion.

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Apple Stock Price Analysis: New Partnership With Amazon Is A Boon For Apple

November 14, 2018

The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

This holiday quarter should see a notable increase in Apple’s hardware sales. Apple’s flat lining iPhone unit sales desperately needs a boost.
Amazon recently agreed to sell Apple Watches, iPhones, and iPad tablets in its U.S. and international online stores.
Amazon agreed to become an official Apple reseller. Amazon will delist unauthorized resellers of Apple products using its platform by January 4, 2019.
Amazon touts more than 100 million Prime subscribers. They are all desirable potential customers for Apple products. Buying online is faster than queuing up at an Apple retail store.
I still rate AAPL as a buy.