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No. 2 – Amazon Phenomenon

Amazon (AMZN) has its shareholders meeting tomorrow and it’ll likely be a bit more celebratory than Yahoo’s, as CEO Jeff Bezos has guided the online retailer to an 80% gain this year. So how do you trade the online retailer's success - and is it here to stay?

Stacey Briere Gilbert doesn’t think, based on the activity in the options, that expectations are very high that something big will come out of the Amazon meeting.



Guy Adami admits, he missed the boat. But why stop at Amazon? He recommends going downstream to the credit card companies like Mastercard (MA) and American Express (AXP) which are collateral winners from a surge in online shopping.

If you’re going to own Amazon, Pete Najarian says, buy the puts as an insurance policy. He isn’t worried necessarily, but when it comes down – and it will come down, he says – “it will come down in a hurry.”

But think long-term. Eric sees there is a sea change taking place that is the foundation for Amazon’s success. While older generations look at internet shopping with a skeptical eye, younger consumers don’t hesitate to go right to the web when they need something, and Amazon, as the world’s largest online retailer, is the most obvious beneficiary of that trend. With all the ups and downs, Eric thinks it may be time to look at Amazon as a true long-term success story.



DISCLOSURE:
Stacey Briere Gilbert Is Chief Options Strategist For Susquehanna Financial Group, LLLP
Gilbert Is Head Of Market Intelligence Research For Susquehanna Financial Group, LLLP
Gilbert Does Not Cover Individual Securities But Does Recommend Trading Strategies; An Affiliate Of Susquehanna Financial Group, LLLP Is An Options Specialist In Certain Of The Stocks Discussed By Gilbert; An Affiliate Of Susquehanna Financial Group, LLLP Is A Market Maker In Certain Of The Stocks Discussed By Gilbert; Gilbert Owns (TIE); Susquehanna Financial Group, LLLP And Affiliates Own More Than 1% Of The Shares In (CAL); Bolling Owns Gold, (ICE), (NMX); Najarian Owns (STX), (MS), Is Short (AMR) and (CAL); GE Is The Parent Company Of CNBC

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