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: $175.3200 on 2017-10-18

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Date Signal Expert Opinion Price
2017-10-13 COMMENT Darren Sissons

This is a play on the underlying social media, logistics, delivery. In terms of the Chinese economy, it has a highly dense population, and if you want to deliver products, you just can’t go to the big box stores, so you get a delivery price which comes with the Ali Baba story. The valuation is very steep, and if it were a little lower he would potentially take a position. A very binary story as far as valuations go, but he recognizes it as a quality company.


Price:
$178.450
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-10-12 TOP PICK Stan Wong

World’s largest online mobile commerce company, measured by gross merchandise value. Given that they operate in China, is a big factor why he likes this. China has 560 million Internet users, spending 20 hours a week online, by far the largest internet market globally, double the size of the US market. They are well positioned to boost revenues related to particular content, entertainment and Cloud computing, which is about 5%-6% of their revenues. Cheaper than Amazon (AMZN-Q), trading at 31X earnings on a forward basis. Has a long-term growth rate of 25%, which is not an expensive measure when looking at a company like this. (Analysts’ price target is $200.)


Price:
$180.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-04 COMMENT David Driscoll

(Market Call Minute.) The Amazon (AMZN-Q) of China, but growing at a much faster rate with many more people than the US. The 2 things he doesn’t like is the price and that you don’t get to vote on the shares.


Price:
$178.710
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2017-09-22 COMMENT Paul Harris, CFA

Very different from Amazon (AMZN-Q). An e-commerce site, but they set up platforms for companies. Unlike Amazon, they don’t control the seller and they don’t compete with them. 90% of revenue comes from China. They also have a Cloud business that they want to grow and they have Alipay. They need to expand internationally, but can they compete on an international basis. Also, it is a very difficult thing for them to be in the Cloud business, because they are a Chinese company and people get very wary of the security. Thinks they will spin off the Alipay business. Feels Amazon has a much better business.


Price:
$178.140
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
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
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