Barron has a cover story on Amazon (AMZN).
A fairly long article and I recommend reading it at http://online.barrons.com/article_print/SB123819715466061661.html?page=1
What I like about Amazon (and it is on my watchlist) :
- Leading E-Commerce (or online) business; Great moat here. Will we see an Amazon alternative?
- Survived the dot com bubble (ie. It has went through recession and has emerged much stronger)
- New channels and other revenue generating products/services in place (Kindle, cloud services etc
I believed the 3 points above provides sufficient evidence that Amazon will survived this recession and more importantly will have new services or channels revenue that can help grow its revenue as the online business continue to change and Amazon matures further.