The Hard Part of the Draft: Amazon

I'm going to take Amazon next. I think if there's no growth anywhere, then it doesn't matter so much that smartphones sales aren't rocketing because the comparison against other tech stocks is about profitability and how much cash you're sitting on. If the consumer is strong for the rest of the year, they just reported they had their first day of prime day was their biggest day ever. And maybe the fact that the stock has gone nowhere in five years, lights a fire under the management,. Maybe they start turning the profit dial a little bit.