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Regulatory Risk Could Open Up Buying Opportunity in Amazon

We're sticking with our fair value estimate, as we see increased regulatory oversight as a low-probability event over the near future.

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After an up-and-down week following criticisms from President Trump, investors in wide-moat Amazon likely find themselves with greater uncertainty about what, if any, regulatory restrictions the current administration could impose.

This regulatory risk has grabbed headlines the past two weeks, with Trump stating that Amazon is taking unfair advantage of the USPS and pays little or no taxes, and that the Department of Justice should look into potential antitrust cases. We think it is difficult to make an antitrust case given the existence of other large retail players like Walmart.

R.J. Hottovy does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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