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Alibaba Group Holding (BABA-N)

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Alibaba Group Holding
BABA-N

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What the experts are saying about BABA-N

Signal	Opinion	Expert
PARTIAL BUY	Alibaba Group Holding(BABA-N) December 7, 2018 Two-year outlook? He doesn't do two-years. He invests long, like Buffet. The US-China trade war is on, and tech stocks are under pressure. Those are two headwinds. And if interest rates continue to rise, we'll walk into a recession. Tech stocks have high beta, so don't buy them; too much volatility. Buy half a position in BABA and see what happens. 0 0 0 0 0 0 comments	Two-year outlook? He doesn't do two-years. He invests long, like Buffet. The US-China trade war is on, and tech stocks are under pressure. Those are two headwinds. And if interest rates continue to rise, we'll walk into a recession. Tech stocks have high beta, so don't buy them; too much volatility. Buy half a position in BABA and see what happens. 0 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $153.060 Owned Unknown

BUY on WEAKNESS	Alibaba Group Holding(BABA-N) November 21, 2018 Average down? It depends on your risk tolerance and how much you already own. BABA wins over time. It's still now that expensive vs. its growth rate. Q2 was in line as revenues grew 25% YOY. Commercial revenue was up 31%. They did offer a slowdown in their guidance due to overall China slowdown--and that's why the stock has dipped. He expects a strong growth rate in 2019. Be patient. Good fundamentals. 0 0 0 0 0 0 comments	Average down? It depends on your risk tolerance and how much you already own. BABA wins over time. It's still now that expensive vs. its growth rate. Q2 was in line as revenues grew 25% YOY. Commercial revenue was up 31%. They did offer a slowdown in their guidance due to overall China slowdown--and that's why the stock has dipped. He expects a strong growth rate in 2019. Be patient. Good fundamentals. 0 0 0 0 0 0 0 comments Greg Newman Director &, Scotia Wealth Manage... Price $149.410 Owned Unknown
DON'T BUY	Alibaba Group Holding(BABA-N) November 8, 2018 Their story is not going away. The concept is very good. But the valuation is too high. With a P/E of 49 the valuation has to compress. 0 0 0 0 0 0 comments	Their story is not going away. The concept is very good. But the valuation is too high. With a P/E of 49 the valuation has to compress. 0 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $148.990 Owned No
PAST TOP PICK	Alibaba Group Holding(BABA-N) November 7, 2018 (A Top Pick Oct 12/17, Down 16%) It's had some tough times recently, but it's cheap at 26x forward earnings with a 25% growth rate, unless China falls into a downturn via US tariffs. Has fallen below its 200-days moving average. Long-term, though, it's great to own. Expects $250 billion in revenues this year, more than Amazon. 0 0 0 0 0 0 comments	(A Top Pick Oct 12/17, Down 16%) It's had some tough times recently, but it's cheap at 26x forward earnings with a 25% growth rate, unless China falls into a downturn via US tariffs. Has fallen below its 200-days moving average. Long-term, though, it's great to own. Expects $250 billion in revenues this year, more than Amazon. 0 0 0 0 0 0 0 comments Stan Wong Director &, Private Wealth Manag... Price $152.500 Owned Yes
WAIT	Alibaba Group Holding(BABA-N) November 1, 2018 If it pulls back and then brake outs it would be very positive. He wouldn't buy it today but would buy it a week or two form now if it continues to loo constructive. 0 0 0 0 0 0 comments	If it pulls back and then brake outs it would be very positive. He wouldn't buy it today but would buy it a week or two form now if it continues to loo constructive. 0 0 0 0 0 0 0 comments Keith Richards Portfolio , ValueTrend Wealth Ma... Price $151.250 Owned Unknown
PAST TOP PICK	Alibaba Group Holding(BABA-N) October 17, 2018 (Past Top Pick Aug. 22, 2018, Down 17%) He'd still buy it. Their topline revenues is growing 62% and accelerating and doubling his expecations. True, the stock is down 30% YTD. These things happen in tech stocks which will have structural pullbacks. Look at Apple in 2006. 0 0 0 0 0 0 comments	(Past Top Pick Aug. 22, 2018, Down 17%) He'd still buy it. Their topline revenues is growing 62% and accelerating and doubling his expecations. True, the stock is down 30% YTD. These things happen in tech stocks which will have structural pullbacks. Look at Apple in 2006. 0 0 0 0 0 0 0 comments Chris Stuchberr Portfolio , Wellington-Altus Pri... Price $148.140 Owned Yes
STRONG BUY	Alibaba Group Holding(BABA-N) October 12, 2018 He sees it at $4.50 earnings per share – trading at 27 times earnings. It has traded back to $156, his target, and would see it as a buy. (Analysts’ price target is $220) 0 0 0 0 0 0 comments	He sees it at $4.50 earnings per share – trading at 27 times earnings. It has traded back to $156, his target, and would see it as a buy. (Analysts’ price target is $220) 0 0 0 0 0 0 0 comments Ross Healy Chairman, Strategic Analysis C... Price $147.290 Owned No
DON'T BUY	Alibaba Group Holding(BABA-N) October 12, 2018 Chinese economy has slowed down. Chinese techs have fallen because of valuations, momentum fell off, and earnings. Use a gambling strategy, when you double your money, take half off the table. Always think about this for companies that don’t pay dividends. BABA is still a concept stock. They’ve gone too far, too fast. 0 0 0 0 0 0 comments	Chinese economy has slowed down. Chinese techs have fallen because of valuations, momentum fell off, and earnings. Use a gambling strategy, when you double your money, take half off the table. Always think about this for companies that don’t pay dividends. BABA is still a concept stock. They’ve gone too far, too fast. 0 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $147.290 Owned Unknown
COMMENT	Alibaba Group Holding(BABA-N) October 11, 2018 Stock has come off when CEO Jack Ma left. A big issue is how they grow outside China--can they do it? Valuation isn't cheap, but they are strong in China along with a growing middle class. They will do well long-term there. 0 0 0 0 0 0 comments	Stock has come off when CEO Jack Ma left. A big issue is how they grow outside China--can they do it? Valuation isn't cheap, but they are strong in China along with a growing middle class. They will do well long-term there. 0 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $141.900 Owned Unknown
DON'T BUY	Alibaba Group Holding(BABA-N) October 10, 2018 The last quarterly earnings report was a bit of a miss. He is concerned about the flow of liquidity on this one as there is a bit of a leap of faith on this. This is a huge momentum name and now that investors may be getting a little nervous there is risk of this falling further. 1 0 0 0 0 0 comments	The last quarterly earnings report was a bit of a miss. He is concerned about the flow of liquidity on this one as there is a bit of a leap of faith on this. This is a huge momentum name and now that investors may be getting a little nervous there is risk of this falling further. 0 1 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $138.290 Owned No
DON'T BUY	Alibaba Group Holding(BABA-N) October 10, 2018 All tech stocks have come off, Alibaba's valuation was always excessive, and Jack Ma has stepped down so who will step in? She's looking at other tech stocks that have better fundamentals. 0 0 0 0 0 0 comments	All tech stocks have come off, Alibaba's valuation was always excessive, and Jack Ma has stepped down so who will step in? She's looking at other tech stocks that have better fundamentals. 0 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $138.290 Owned No
DON'T BUY	Alibaba Group Holding(BABA-N) October 4, 2018 You'd think this would be a great story in a growth economy, but there's a lot of conflict in the US-China trade talks, especially in tech. Also, their accounting is mystery. What is their cash generation? Maybe it's accurate, but he can't get comfortable with this. 0 0 0 0 0 0 comments	You'd think this would be a great story in a growth economy, but there's a lot of conflict in the US-China trade talks, especially in tech. Also, their accounting is mystery. What is their cash generation? Maybe it's accurate, but he can't get comfortable with this. 0 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $156.130 Owned No
DON'T BUY	Alibaba Group Holding(BABA-N) October 3, 2018 He would be careful investing in any Chinese domiciled company. Just for the transparency. Tough enough to make good decisions in the market with audited financial statements with very strict regulations on reporting. There has been a lot of frauds and problems. Doesn’t have the visibility that makes him comfortable. 0 0 0 0 0 0 comments	He would be careful investing in any Chinese domiciled company. Just for the transparency. Tough enough to make good decisions in the market with audited financial statements with very strict regulations on reporting. There has been a lot of frauds and problems. Doesn’t have the visibility that makes him comfortable. 0 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $162.370 Owned No
COMMENT	Alibaba Group Holding(BABA-N) October 1, 2018 He's amazed that tech stocks are off this year. Long-term, BABA has been a great story, but there's been a slowdown in China where the government is tightening lending conditions and only recently is starting to ease this. 0 0 0 0 0 0 comments	He's amazed that tech stocks are off this year. Long-term, BABA has been a great story, but there's been a slowdown in China where the government is tightening lending conditions and only recently is starting to ease this. 0 0 0 0 0 0 0 comments Gavin Graham Trustee, Pointbreak ETFs... Price $162.000 Owned Unknown
BUY	Alibaba Group Holding(BABA-N) September 25, 2018 The recent fall is due to China-US trade war, but it's also the reality of doing business in China. Jack Ma has done an amazing job. He still believes in this. Chinese e-commerce is very good. It's trading 30x forward PE, but he thinks that's decreased to 24x. 0 0 0 0 0 0 comments	The recent fall is due to China-US trade war, but it's also the reality of doing business in China. Jack Ma has done an amazing job. He still believes in this. Chinese e-commerce is very good. It's trading 30x forward PE, but he thinks that's decreased to 24x. 0 0 0 0 0 0 0 comments Mike S. Newton, Director &, Scotia Wealth Manage... Price $164.250 Owned Yes

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