$Amazon.com(AMZN)$ With Amazon trading at only 22x next year's estimates, Amazon is actually cheaper than WalMart (28x). They are just now realizing the payoff from the build out of their infrastructure in recent years, demand for cloud services is continuing to grow, streaming is growing, and prime is a good source of revenue and makes their customers stickier than on other platforms.
Even if their earnings growth slows to mid teens for the next several years from the 20%+ they see now, that means they are trading at about 11x what their earnings will be in 5 years. This seems like a bargain to me.
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