Alibaba Group Holding | StockChase
87
Alibaba Group Holding (BABA-N)

Last Price Recorded: $173.5500 on 2017-12-15

ON STOCKCHASE SINCE Sep 2014

0
87
Alibaba Group Holding (BABA-N)

Last Price Recorded: $173.5500 on 2017-12-15

ON STOCKCHASE SINCE Sep 2014


Alibaba Group Holding


Signal Opinion Expert
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

BUY on WEAKNESS

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.

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.

0
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$173.130
Owned Owned
Yes

BUY

(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.

(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.

0
David Burrows

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

PricePrice
$179.610
Owned Owned
Unknown

COMMENT

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.

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.

0
Darren Sissons

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

PricePrice
$178.450
Owned Owned
No

TOP PICK

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.)

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.)

0
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$180.530
Owned Owned
Yes

COMMENT

(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.

(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.

0
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$178.710
Owned Owned
Unknown

COMMENT
Alibaba Group Holding(BABA-N) 

September 22, 2017

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.

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.

0
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$178.140
Owned Owned
Unknown

COMMENT
Alibaba Group Holding(BABA-N) 

September 12, 2017

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.

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.

0
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$175.310
Owned Owned
No

HOLD
Alibaba Group Holding(BABA-N) 

September 11, 2017

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.

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.

0
Darren Sissons

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

PricePrice
$174.060
Owned Owned
No

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