Alibaba Group Holding | StockChase
95
Alibaba Group Holding (BABA-N)

Last Price Recorded: $188.8200 on 2018-02-22

ON STOCKCHASE SINCE Sep 2014

0
95
Alibaba Group Holding (BABA-N)

Last Price Recorded: $188.8200 on 2018-02-22

ON STOCKCHASE SINCE Sep 2014


Alibaba Group Holding


Signal Opinion Expert
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

WATCH

He is fascinated by what all these Chinese companies are doing. He hasn’t made any investment in China. Makes him nervous. He prefers North American cos. But he would look at them if there is a significant pullback. (Analysts’ price target is $230)

He is fascinated by what all these Chinese companies are doing. He hasn’t made any investment in China. Makes him nervous. He prefers North American cos. But he would look at them if there is a significant pullback. (Analysts’ price target is $230)

0
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$185.170
Owned Owned
No

BUY

Alibaba (BABA-N) or Amazon (AMZN-Q)? You can buy both and he would. Don't use multiples to under valuations, but rather look at invested capital. Estimates 15-20% return on invested capital for Amazon. Alibaba is equal if not slightly better than Amazon. 18% ROIC. Loves both, but would slightly prefer Alibaba.

Alibaba (BABA-N) or Amazon (AMZN-Q)? You can buy both and he would. Don't use multiples to under valuations, but rather look at invested capital. Estimates 15-20% return on invested capital for Amazon. Alibaba is equal if not slightly better than Amazon. 18% ROIC. Loves both, but would slightly prefer Alibaba.

0
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$187.310
Owned Owned
Unknown

BUY

This is China's largest global online market place and is growing very rapidly. It’s not inexpensive. Trading at something like 40X next year's earnings estimate. There are political risks, because it is in China. The structural theme of online retail and marketplace is not one that is going to go away anytime soon. This should grow 50% this year and maybe another 30%-40% next year. Estimates are being revised higher.

This is China's largest global online market place and is growing very rapidly. It’s not inexpensive. Trading at something like 40X next year's earnings estimate. There are political risks, because it is in China. The structural theme of online retail and marketplace is not one that is going to go away anytime soon. This should grow 50% this year and maybe another 30%-40% next year. Estimates are being revised higher.

0
David Burrows

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

PricePrice
$204.290
Owned Owned
Yes

BUY on WEAKNESS

Doesn't feel this is a value stock, but one reason it has been so successful in China, really has to do with the population. He would like to see it a little lower. This is one you can buy on a correction and then hold it long-term.

Doesn't feel this is a value stock, but one reason it has been so successful in China, really has to do with the population. He would like to see it a little lower. This is one you can buy on a correction and then hold it long-term.

0
Darren Sissons

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

PricePrice
$204.290
Owned Owned
No

COMMENT

Bank of America (BAC-N), Boeing (BA-N) or Ali Baba (BABA-N)? His choice would definitely be Bank of America. He lukewarm on Ali Baba compared to a Google or Amazon.

Bank of America (BAC-N), Boeing (BA-N) or Ali Baba (BABA-N)? His choice would definitely be Bank of America. He lukewarm on Ali Baba compared to a Google or Amazon.

0
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$187.790
Owned Owned
Yes

COMMENT
Alibaba Group Holding(BABA-N) 

December 28, 2017

Has had a great growth run. Revenues in the last quarter were up 61%. They dominate the Chinese market, which Amazon (AMZN-Q) is not able to get into. There are concentration risks, because it has been such a wonderful performer over the last 2 years. Because it doesn't pay a dividend and because it is part of the momentum stocks, if you doubled your money he would have no problem taking half off the table and letting the rest run.

Has had a great growth run. Revenues in the last quarter were up 61%. They dominate the Chinese market, which Amazon (AMZN-Q) is not able to get into. There are concentration risks, because it has been such a wonderful performer over the last 2 years. Because it doesn't pay a dividend and because it is part of the momentum stocks, if you doubled your money he would have no problem taking half off the table and letting the rest run.

0
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$172.300
Owned Owned
Unknown

BUY
Alibaba Group Holding(BABA-N) 

December 13, 2017

This is right in the heart of e-commerce alongside of Amazon (AMZN-Q). It really is a juggernaut, growing at a tremendous rate. The most recent quarter revenues were up 63% and earnings were up 65%. The Internet stocks have had a tremendous year, especially Internet retail as a whole. It’s one you could have a little piece of to participate in the very important structural theme, which is not slowing down at all.

This is right in the heart of e-commerce alongside of Amazon (AMZN-Q). It really is a juggernaut, growing at a tremendous rate. The most recent quarter revenues were up 63% and earnings were up 65%. The Internet stocks have had a tremendous year, especially Internet retail as a whole. It’s one you could have a little piece of to participate in the very important structural theme, which is not slowing down at all.

0
David Burrows

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

PricePrice
$176.470
Owned Owned
Unknown

BUY

It’s a good idea to be exposed 10% to the high flyers.  You should use stops.  You have to hang in if you are right too early.  They beat earnings consistently and have a buy back in place right now.  They have good strategy and a good management team in place.  It has not broken technically.

It’s a good idea to be exposed 10% to the high flyers.  You should use stops.  You have to hang in if you are right too early.  They beat earnings consistently and have a buy back in place right now.  They have good strategy and a good management team in place.  It has not broken technically.

0
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$174.470
Owned Owned
Unknown

COMMENT

Trading at around 27X Forward Earnings with a 27% long-term growth rate, giving it a 1X Peg Ratio. This is pretty cheap considering the Tech space they are in. It’s the world’s largest on-line and mobile commerce company measured by GMV growth merchandise volume. They have the largest Internet audience in the world with China of 738 million Internet users.

Trading at around 27X Forward Earnings with a 27% long-term growth rate, giving it a 1X Peg Ratio. This is pretty cheap considering the Tech space they are in. It’s the world’s largest on-line and mobile commerce company measured by GMV growth merchandise volume. They have the largest Internet audience in the world with China of 738 million Internet users.

0
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$174.470
Owned Owned
Yes

COMMENT

Like the rest of technology, there are indicators starting to turn down. Is the downturn going to crack the uptrend significantly? His guess is that it won’t.

Like the rest of technology, there are indicators starting to turn down. Is the downturn going to crack the uptrend significantly? His guess is that it won’t.

0
Hap (Robert) Sneddon FCSI

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

PricePrice
$169.580
Owned Owned
Unknown

COMMENT
Alibaba Group Holding(BABA-N) 

November 22, 2017

The challenge is that it is a very, very expensive stock. Feels it has a smell in terms of the pricing. You can’t discount what they have done or the growth, but he just feels there is a correction needed in the price. If you own, you might want to start thinking about cutting it in half.

The challenge is that it is a very, very expensive stock. Feels it has a smell in terms of the pricing. You can’t discount what they have done or the growth, but he just feels there is a correction needed in the price. If you own, you might want to start thinking about cutting it in half.

0
Darren Sissons

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

PricePrice
$189.840
Owned Owned
No

BUY on WEAKNESS

This is in an uptrend. It consolidated for a while, but generally speaking has been a fairly bullish pattern. The consolidation we are seeing, is still making higher highs and higher lows. A great stock. If it pulled back to a narrow trend channel, he would be all over this. Doesn't see anything stopping it.

This is in an uptrend. It consolidated for a while, but generally speaking has been a fairly bullish pattern. The consolidation we are seeing, is still making higher highs and higher lows. A great stock. If it pulled back to a narrow trend channel, he would be all over this. Doesn't see anything stopping it.

0
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$184.890
Owned Owned
Unknown

DON'T BUY

It is an incredible company, an absolutely dominant business.  However they manage in a way that does not look shareholder first.  No one cares about the risks if the stock is going up.  The government could suddenly exercise controls.

It is an incredible company, an absolutely dominant business.  However they manage in a way that does not look shareholder first.  No one cares about the risks if the stock is going up.  The government could suddenly exercise controls.

0
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$181.580
Owned Owned
No

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