Alibaba Group Holding | StockChase
82
Alibaba Group Holding (BABA-N)

Last Price Recorded: $188.0000 on 2017-11-20

ON STOCKCHASE SINCE Sep 2014


Alibaba Group Holding


Signal Opinion Expert

2017-10-31

BUY on WEAKNESS
Alibaba Group Holding (BABA-N)

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.

Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $184.890
Owned: Unknown

2017-10-30

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

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.

Jordan McNamee

Portfolio Manager, Cambridge Global Asset Management

Price: $181.580
Owned: No

2017-10-23

BUY on WEAKNESS
Alibaba Group Holding (BABA-N)

It is one of his core holdings.  He trimmed a little because it was up so much but he likes it.  This is going to be a huge company and could be the biggest in the world in a few years.  This thing has tremendous momentum.  The risk is political risk in China.

Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $173.130
Owned: Yes

2017-10-18

BUY
Alibaba Group Holding (BABA-N)

(Market Call Minute.) If you believe in online retail, you have to believe in this company. They control China. They have the opportunity to become the world’s biggest payment company. The risk is political.

David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $179.610
Owned: Unknown

2017-10-13

COMMENT
Alibaba Group Holding (BABA-N)

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.

Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $178.450
Owned: No

2017-10-12

TOP PICK
Alibaba Group Holding (BABA-N)

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.)

Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $180.530
Owned: Yes

2017-10-04

COMMENT
Alibaba Group Holding (BABA-N)

(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.

David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $178.710
Owned: Unknown

2017-09-22

COMMENT
Alibaba Group Holding (BABA-N)

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.

Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $178.140
Owned: Unknown

2017-09-12

COMMENT
Alibaba Group Holding (BABA-N)

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.

Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $175.310
Owned: No

2017-09-11

HOLD
Alibaba Group Holding (BABA-N)

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.

Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $174.060
Owned: No

2017-09-08

COMMENT
Alibaba Group Holding (BABA-N)

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.

Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $169.000
Owned: Unknown

2017-08-31

PAST TOP PICK
Alibaba Group Holding (BABA-N)

(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.

Christine Tan

Chief Investment Officer, Excel Funds

Price: $171.740
Owned: Yes

2017-08-30

BUY
Alibaba Group Holding (BABA-N)

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.

Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $171.250
Owned: Yes

2017-08-24

PARTIAL BUY
Alibaba Group Holding (BABA-N)

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.

Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $175.000
Owned: Yes

2017-08-24

BUY on WEAKNESS
Alibaba Group Holding (BABA-N)

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.

Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $175.000
Owned: Yes

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