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Netflix and Amazon aren't as bad off as it seems

Investors were caught off guard by results at Amazon and Netflix. Truth is, if they'd been paying closer attention, they'd have seen it coming. By Kevin Kelleher, contributor FORTUNE — This fall's...

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Amazon: The ultimate good-faith stock

Few stocks involve more guessing than Amazon. The company is tightfisted when it comes to disclosing data or metrics. By Kevin Kelleher, contributor FORTUNE -- No matter how much research is done...

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