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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: $179.9800 on 2017-09-18

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Date Signal Expert Opinion Price
2017-09-12 COMMENT Christine Poole

Ali Baba (BABA-N) or Amazon (AMZN-Q)? Both are online retailers. As a value investor, it is very difficult for her to own either. If she had to choose one, she would lean towards Amazon because they have their Cloud service business, which is very profitable. That sector is growing very fast and the penetration rate is quite low.


Price:
$175.310
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-09-11 HOLD Darren Sissons

Makes a ton of sense for high density countries like India, China and even for New York, because they can buy online, and get delivered to their local post office. The stock has been fabulous. It is just outside his valuation range for his clients. He would like to see it a little cheaper.


Price:
$174.060
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-09-08 COMMENT Don Vialoux

To get a seasonal study, you have to have at least 20 years of data, and this one has only been around for about 4 years. However, technically, the chart shows a distinct upward trend, it is outperforming the market and the momentum is positive. It’s got everything you would want to be Long on the security.


Price:
$169.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-08-31 PAST TOP PICK Christine Tan

(A Top Pick May 31/17. Up 40.1%.) The Amazon (AMZN-Q) of China, except they are servicing a population of 1.4 billion. They are also servicing a population, where outside the primary cities, there is very little retail infrastructure, which is why they are doing so well. Also, they are taking the cash flow from their domestic core business and are making very smart acquisitions outside.


Price:
$171.740
Subject:
EMERGING MARKET
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-30 BUY Mike S. Newton, CIM FCSI

Amazon (AMZN-Q) or Ali Baba (BABA-N)? He would add to both of these now, for 3 reasons. #1 the pullback. #2 it is a longer-term great story and #3 you have an $.80 Cdn$, which you don’t see very often.


Price:
$171.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-24 PARTIAL BUY Rick Stuchberry

AMZN-Q vs. BABA-Q. He likes them both. It is always better to buy them in a correction.  But they both look like they could go higher.  He suggests making a partial buy now.  BABA-N looks exceptionally good because it is centric on Asia.  BABA-N also gives you a Paypal equivalent.  AMZN-Q is mostly North America.


Price:
$175.000
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Yes
2017-08-24 BUY on WEAKNESS Stan Wong

He has been watching it very closely and would like to take a position, but it has run up quite a bit.  It is a lot cheaper than AMZN-Q.  It has a 31 times earnings and 26% growth rate over time.  It has run up quite a bit, but pick your point where to invest.  It has outperformed AMZN-Q quite a bit.


Price:
$175.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2017-08-22 DON'T BUY David Baskin

He is very reluctant to invest in Chinese companies because he does not know how transparent their accounting is among other unknowns.  They are doing a terrific job, however.  They appear to be making lots of money.


Price:
$174.460
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-11 COMMENT Darren Sissons

Population density lends itself very closely to local delivery, and this company does a very good job of that. It has a very big captive audience and a very good business model. He likes the concept and feels the business model is sustainable. However, he struggles with the valuation. It is very rich. There are concerns with the governments aspects, and disclosure is not as great as it could be. Until he sees some kind of correction in the stock, it is one he would not buy.


Price:
$151.700
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-08-09 COMMENT Cameron Hurst

You have a mid-30% grower here, which is phenomenal. This is going into earnings, and he gets really skittish when a graph is going from bottom left to top right in a chart, because a lot can happen. With something like this, if you had a really big whopping gain, consider paring it back.


Price:
$157.490
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Unknown
2017-08-03 TOP PICK John Stephenson

This has put out some really outstanding numbers lately. Core earnings have grown by 46% year-over-year, and where else are you going to get growth like that. Right now it is a Chinese story and a Chinese play, but they are doing outreach to North American retailers in order to sell their wares in to China. (Analysts’ price target is $170.)


Price:
$153.320
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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
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