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Posts Tagged ‘ Google ’

Dec 22
Thursday

Chipotle vs Amazon vs Apple vs Google Chart Comparison and Analysis

Filed under Amazon

Chipotle versus Amazon versus Apple versus Google Comparison 5 Year Chart
Chipotle versus Amazon versus Apple versus Google Comparison 5 Year Chart

Points:

1. Investing in Google (Brown line) over the last 5 years have been a (relatively) very bad investment

2. Gap between Apple and Amazon finally converge. We are still riding our 350 shares in Amazon short from $239. Plan to close another 200 shares at $160 +/- $10. We may not be greedy and take our profits at $170 if markets decide to take another dip. Now the blogosphere is full of bearish Amazon articles - we were about 12 months early!

(We often joke amongst ourselves - our foresight looks so far ahead that its counterproductive! Another example was our JB Hi Fi and Billabong Shorts - Billabong was $8 when we were shorting it. It closed $1.30 recently. We have been spending time scouting Billabong outlets and we didn’t like what we saw 12 months ago)

3. Chipotle is outperforming all over 5 year window. The RSI indicator below is for CMG - which is our next short candidate. It looks set for a decline but we cannot exclude a sharp push higher to $400. We started shorting Amazon at about $140 (peak was about $240) - again risk management is most important in top picking. If our margin of error in Amazon is applied to Chipotle at the current $333 short level, thats $570! Currently Chipotles PE is 51 - at $570 thats a PE of 87 (still not as insane as Amazon at its peak with a PE of 110).

All entries filed under this archive


Agriculture Play
no responses - Posted 10.27.11
We have been accumulating a stock recently as part of our agriculture play. It is a solid business with a monopoly with good cash flow and leverages on the agriculture sector in Australia. Because it is so illiquid and we are still in the process of accumulation, we will not ...continue
Amazon versus Apple versus Google
1 response - Posted 09.21.11
Amazon hit all time high two nights ago at $242, with a current PE of 109. If you go to Yahoos Market Pulse which tracks the live chat on Amazon by traders (tweets etc), you will find everyone is bullish on Amazon's soon to be launched "Ipad Killer". We are ...continue
Amazon | Baidu | Chipotle | Fossil | Google | Caterpillar - 2 Year Chart Comparison
no responses - Posted 08.14.11
[caption id="attachment_4768" align="aligncenter" width="672" caption="Click to ENLARGE"][/caption] Disclosure: We are Short: Amazon, Baidu, Chipotle, (took profits in Fossil) Long: Google(paired with Amazon short), Caterpillar (Paired with Chipotle) ------ We believe food prices will continue to go up (good for Caterpillar, bad for restaurant chains as margins get squeezed). Google remains the #1 search engine online, Amazon ...continue
Order to Short Baidu @ 145
no responses - Posted 04.18.11
Hugh Hendry is shorting China via Japan CDS. We are taking a position via Baidu currently trading at a PE of 93. 100 Shares short Baidu at $145 Baidu (Candle Chart) Vs Google (Red) - 1 Year Chart Comparison Baidu (Candle Chart) Vs Google (Red) - 6 Year Chart Comparison continue
Ready to Short Amazon
2 responses - Posted 02.01.10
Dow futures are up 0.5% at 10110. This is looking good. We prefer an up move preopen when we think its going down, and vice versa. We also checked on Amazon after a colleague bought a Kindle. Looks pretty cool - but at $300 AUD, I think I would rather ...continue
Thursday Turn
1 response - Posted 03.26.09
Last nights 300-point roller-coaster ride would have shaken off quite a few longs and shorts - clear manipulation at play. We held on tenaciously to our last Dow long position, but do aim to unload it tonight as close to out entry 7950 as possible. We will accept a small ...continue


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