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: $174.4600 on 2017-08-22

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Date Signal Expert Opinion Price
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
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
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