Viewing Company Alibaba Group Holding | StockChase
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Compiling comments that experts make about stocks while on public TV.

Alibaba Group Holding Stock Symbol: BABA-N

Last Price Recorded: $151.8900 on 2017-07-21

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Date Signal Expert Opinion Price
2017-07-13 COMMENT Paul Harris, CFA

A unique company. People think of this as the Amazon of China, but it really isn’t. They act as a platform for 3rd party people. They have no credit issues. A very domestic play, so you have to continue to believe China will do well, which he does. It is trying to be a more global player, so you have to wait and see. Also, has a company called Alipay, which is something they can monetize over the next little while.


Price:
$149.520
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-06-22 BUY on WEAKNESS Paul Harris, CFA

An online, mobile, e-commerce site. They don’t actually own inventory or sell anything. They provide a 3rd party online service to people who want to sell. They have some really good businesses including Alipay which is growing rapidly, and a Cloud business. 80% of revenue comes from China with about 400 million buyers and about 5 million sellers. A very big company in China. The stock has done well because of the expectation that they are going to be moving internationally. There are a lot of positive things. The one problem is that it is competing outside of China, and it is much harder for them to compete against the Amazons of the world. Look at this on a big pull back.


Price:
$142.270
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2017-06-15 COMMENT Richard Croft

He likes this company. They just came out with a presentation to financial analysts, and the numbers caught everybody by surprise. They were staggered by the accelerating growth rate the company was talking about. They have a tremendous in with China, and the options are quite illiquid because they are pretty volatile, so you get a nice premium for it.


Price:
$135.080
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Yes
2017-06-14 COMMENT John O'Connell, CFA

This has been a fantastic investment. On-line adoption in shopping and payment systems in China has a far higher adoption than it has in North America and Europe. In that respect, this company is very, very well positioned. If you want exposure to the Asian market, this is probably one of the best places to be. However, he doesn’t know if you are actually owning anything as a shareholder, and accounting issues are always difficult. He would rather you own companies with American domiciled positions.


Price:
$136.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-12 WATCH Keith Richards

This is no exception to the FANG move.  You did not get a lot of corrective action.  It is overdue.  It is healthy looking, but long overdue for a correction.  The last resistance point is the last possible pullback ($112 level).  It is a little overbought.


Price:
$139.080
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-06-09 COMMENT Rick Stuchberry

Had fabulous news this week in that projections going forward are over 40% revenue growth. It is way more than the Amazon of China. The Chinese are going to leapfrog over credit cards, and will be going right to paying with their phones. This company is perfectly positioned for this. This is not just China, they are all through Asia.


Price:
$139.440
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
Yes
2017-05-31 PAST TOP PICK Christine Tan

(A Top Pick Feb 2/17. Up 21%.) E-commerce in China makes sense, because there is such a big population. She still thinks there is a lot of upside.


Price:
$122.460
Subject:
EMERGING MARKET
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2017-05-31 TOP PICK Christine Tan

Even though this has performed well, it is still the leading e-commerce leader, and more importantly they are figuring out more ways to diversify their revenues and just linked to e-commerce. Think of e-data helping companies target the segment that they want. The other really interesting thing is the Ali-Cloud. They initially started the Cloud computing business in 2009, because they needed a lot of capacity themselves. Now, it is the only Cloud provider in China that provides full inter-services. (Analysts’ price target is $140.)


Price:
$122.460
Subject:
EMERGING MARKET
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2017-05-19 COMMENT David Driscoll

The opportunity to be the Amazon of China is definitely there. They’ve got 500 million users now. They are kind of a quasi-Amazon eBay. The way you have to play this is, these are trading stocks, they don’t pay dividends, you don’t get voting control. Therefore, if you are going to trade them, do a half a position. If it doubles in price, then you take half off the table and then the rest is free. It’s a good company and they are in a good space, but he would still be cautious in investing in companies like this.


Price:
$123.220
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-04-20 WEAK BUY Mark Grammer

The Chinese Internet space is strong and this company is well positioned.  It has opened up markets for a variety of businesses.  He does not have a huge exposure to China.  Tencent (TCEHY-5) (WeChat) is the only one he has and feels it is better than BABA-N.


Price:
$112.960
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
No
2017-04-18 COMMENT John Stephenson

A good company. It has had some struggles of late, but in general it is really good. It controls e-commerce in China. To the extent that they can roll out any real initiative to consumers in North America. It is a very good name.


Price:
$111.230
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-29 HOLD Jason Del Vicario

If they can take out the $110 level and challenge the $120 all time high then they can do great things.  They are the Chinese AMZN-Q. 


Price:
$109.510
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
No
2017-02-06 BUY Brian Acker, CA

His model price is $82.79, a 17% discount to current price.  He plays this through Yahoo, however.  BABA-N is expensive, relative to his model price, but Amazon is even more so.  Yahoo is a cheaper way to play BABA-N. 


Price:
$87.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
No
2017-02-02 TOP PICK Christine Tan

Founded in 1999. Initially it was just a simple portal connecting manufacturer in China to buy items around the world. Currently about 80% of online retail goes to an Ali Baba website. She likes the whole move to online, because if you think about China and their big land base, they are very concentrated in major cities where there are a lot of bricks and mortar retailers. Then you have the rural and smaller villages, where there are none. Valuation is very compelling. Among the big 3 tech companies in China, this is the most inexpensive. (Analysts’ price target is $125.24.)


Price:
$87.370
Subject:
EMERGING MARKET
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2017-01-24 HOLD Jason Del Vicario

Had owned this, but got stopped out. It would be nice to see what sort of volume supports its latest move has had. Their competitive advantage or moat would be the network affect. There is some incredible power to the network affect, that as you add more retailers and users to your network, the value of that network gets greater and greater.


Price:
$87.370
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
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