Alibaba Group Holding | StockChase
108
Alibaba Group Holding (BABA-N)

Last Price Recorded: $195.0000 on 2018-05-19

ON STOCKCHASE SINCE Sep 2014

0
108
Alibaba Group Holding (BABA-N)

Last Price Recorded: $195.0000 on 2018-05-19

ON STOCKCHASE SINCE Sep 2014


Alibaba Group Holding


Signal Opinion Expert
PAST TOP PICK

(A Top Pick Mar 2/18, Up 11%)  This is a name you hold long term.  There is a lot more opportunity to come in China. 

(A Top Pick Mar 2/18, Up 11%)  This is a name you hold long term.  There is a lot more opportunity to come in China. 

0
Thomas George

, TD Asset Management...

PricePrice
$198.640
Owned Owned
Yes

DON'T BUY

It's a Chinese play on Amazon, Alphabet and eBay rolled into in one operating within a huge market. How can you not like that? Problem with Chinese companies is that the accounting is opaque. He's not comfortable with BABA's financial reporting, so he'd stay away. He's rather play their American counterparts.

It's a Chinese play on Amazon, Alphabet and eBay rolled into in one operating within a huge market. How can you not like that? Problem with Chinese companies is that the accounting is opaque. He's not comfortable with BABA's financial reporting, so he'd stay away. He's rather play their American counterparts.

0
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$181.450
Owned Owned
No

WATCH

It has a rounding top.  You’d like to have it get emphatically above the trend line.  You could own it at $165 or at a significant break out upward.

It has a rounding top.  You’d like to have it get emphatically above the trend line.  You could own it at $165 or at a significant break out upward.

0
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$178.540
Owned Owned
Unknown

WATCH

The Amazon of China.  It is growing in leaps and bounds, controlling internet commerce.  You have to be careful on the valuation.   He would take a wait and see approach. 

The Amazon of China.  It is growing in leaps and bounds, controlling internet commerce.  You have to be careful on the valuation.   He would take a wait and see approach. 

0
David Dietze

Founder, Pres. & Chief Investment Strategist, Point View Wealth Ma...

PricePrice
$177.160
Owned Owned
No

BUY

It is one of his favourite stocks and one of his biggest holdings.  They are fascinating in that it grows so much.  It is the AMZN-Q of Asia, not just China.  They continue to pick up businesses that are congruent with their business.  They are having a rest here and he thinks it is an excellent stock to own.

It is one of his favourite stocks and one of his biggest holdings.  They are fascinating in that it grows so much.  It is the AMZN-Q of Asia, not just China.  They continue to pick up businesses that are congruent with their business.  They are having a rest here and he thinks it is an excellent stock to own.

0
Rick Stuchberry

Portfolio Manager, Wellington-Altus Pri...

PricePrice
$175.570
Owned Owned
Yes

COMMENT

Their valuation is crazy, partially the result of being the recipient of a lot of fund flows buying. Even if they fell 20%, they're still high. But he's been wrong about this stock before. 

Their valuation is crazy, partially the result of being the recipient of a lot of fund flows buying. Even if they fell 20%, they're still high. But he's been wrong about this stock before. 

0
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$172.070
Owned Owned
No

PARTIAL BUY

It has a 1.11 beta. Doesn't pay a dividend. Competing with Amazon, but Amazon can't operate in China, where Alibaba can operate in America. Just had one of its best quarters ever with 56% YOY growth. Added 27 million active consumers last year, one of its biggest rises in the past three years. But there will be volatility and they can't grow 30-40% forever. Buy half a position to mitigate risk.

It has a 1.11 beta. Doesn't pay a dividend. Competing with Amazon, but Amazon can't operate in China, where Alibaba can operate in America. Just had one of its best quarters ever with 56% YOY growth. Added 27 million active consumers last year, one of its biggest rises in the past three years. But there will be volatility and they can't grow 30-40% forever. Buy half a position to mitigate risk.

0
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$178.910
Owned Owned
Unknown

BUY

The Amazon of China, covering  all the right bases. Valuation is okay. You're buying secular growth at 25%. The relative strength is great. It has consoliidated for a while. Downside to $170 and upside to $200, so that's your range. If ir breaks above $200, you're up up and away. Secular themes are great. 

The Amazon of China, covering  all the right bases. Valuation is okay. You're buying secular growth at 25%. The relative strength is great. It has consoliidated for a while. Downside to $170 and upside to $200, so that's your range. If ir breaks above $200, you're up up and away. Secular themes are great. 

0
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$194.530
Owned Owned
Unknown

TOP PICK

The world's largest online and mobile commerce. Has a huge, untapped internet audience in China with half the penetration rate of the U.S. Long runway. Management just raised guidance on revenue growth to 55% from 49%. Compared to Amazon, trading cheaply. (Analysts price target: $229.86) 

The world's largest online and mobile commerce. Has a huge, untapped internet audience in China with half the penetration rate of the U.S. Long runway. Management just raised guidance on revenue growth to 55% from 49%. Compared to Amazon, trading cheaply. (Analysts price target: $229.86) 

0
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$188.410
Owned Owned
Yes

DON'T BUY

An expensive stock. It's centric to China and they want to be more global, therefore it's becoming riskier. They have unique businesses like Alipay which is used aggressively within China. It'll be hard to move beyond. He'd rather buy Amazon. Then again, there are a lot of people (customers) in China.

An expensive stock. It's centric to China and they want to be more global, therefore it's becoming riskier. They have unique businesses like Alipay which is used aggressively within China. It'll be hard to move beyond. He'd rather buy Amazon. Then again, there are a lot of people (customers) in China.

0
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$192.740
Owned Owned
Unknown

COMMENT

This is China’s largest online marketplace.  It is very similar to Amazon and is very dominate – growing at 60-70% year over year.  He likes the backdrop of Chinese equities, but there is risk when dealing in China.  He sees the vast market size of this market as attractive.  It plays a part in a portfolio strategy.    

This is China’s largest online marketplace.  It is very similar to Amazon and is very dominate – growing at 60-70% year over year.  He likes the backdrop of Chinese equities, but there is risk when dealing in China.  He sees the vast market size of this market as attractive.  It plays a part in a portfolio strategy.    

0
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$189.050
Owned Owned
Yes

TOP PICK

This is a play on global e-commerce.  A well-run company and better than Amazon, because they simply connect the supplier with the end-user – avoiding building large warehouses.   The multiple is 33X earnings with a 40% compound annual growth rate on revenues.   Governance should not be an issue with the Chinese government.  Yield 0%.  (Analysts’ price target is $229.86 )

This is a play on global e-commerce.  A well-run company and better than Amazon, because they simply connect the supplier with the end-user – avoiding building large warehouses.   The multiple is 33X earnings with a 40% compound annual growth rate on revenues.   Governance should not be an issue with the Chinese government.  Yield 0%.  (Analysts’ price target is $229.86 )

0
Thomas George

, TD Asset Management...

PricePrice
$179.760
Owned Owned
Yes

TOP PICK
Alibaba Group Holding(BABA-N) 

February 26, 2018

They control 80% of the e-commerce market in China.  They have their own cloud as well as AliPay, which is expanding throughout Asia.  T-Mall is an online digital mall.  They are growing about 40% top line and 20% bottom line.  (Analysts’ target: $229.82).

They control 80% of the e-commerce market in China.  They have their own cloud as well as AliPay, which is expanding throughout Asia.  T-Mall is an online digital mall.  They are growing about 40% top line and 20% bottom line.  (Analysts’ target: $229.82).

0
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report...

PricePrice
$194.190
Owned Owned
Yes

DON'T BUY
Alibaba Group Holding(BABA-N) 

February 13, 2018

Looking at the Price to Earnings multiple, this stock is overvalued. It has had a huge run up over the last year, but the market was expecting more. It is difficult to model the downside of this stock and so she will not buy it.

Looking at the Price to Earnings multiple, this stock is overvalued. It has had a huge run up over the last year, but the market was expecting more. It is difficult to model the downside of this stock and so she will not buy it.

0
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$179.250
Owned Owned
No

HOLD

It is a cloud play.  It is a Chinese AMZN-Q.  Hang tight.  This one can really whip around.  He cannot knock it.  Give it some time before expecting it to go up.  It has not cracked from a technical point of view.

It is a cloud play.  It is a Chinese AMZN-Q.  Hang tight.  This one can really whip around.  He cannot knock it.  Give it some time before expecting it to go up.  It has not cracked from a technical point of view.

0
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$173.700
Owned Owned
Unknown

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