Alibaba Group Holding
BABA-N
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About Alibaba Group Holding (BABA-N)
Alibaba Group Holding Limited is a Chinese multinational e-commerce, retail, Internet, AI and technology conglomerate founded in 1999 that provides consumer-to-consumer, business-to-consumer and ...
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WATCH
WATCH
November 13, 2019
A $13 billion IPO listing in Hong Kong is happening next week. It is already impacting some of the other Chinese tech companies as investors seem to be taking some money off the table in anticipation. BABA is very expensive right now. It has a PEG ratio over 50. He does not own it. He thinks there will be people who will be flipping this following the IPO and back into other Chinese tech stocks.
A $13 billion IPO listing in Hong Kong is happening next week. It is already impacting some of the other Chinese tech companies as investors seem to be taking some money off the table in anticipation. BABA is very expensive right now. It has a PEG ratio over 50. He does not own it. He thinks there will be people who will be flipping this following the IPO and back into other Chinese tech stocks.
COMMENT
COMMENT
November 7, 2019
Things are growing in China, so this is good for the company. BABA is a dominant force. It's not that he doesn't trust the numbers, but there are companies with numbers he trusts more, like Amazon. He looks to remove investment risk by removing uncertainty.
Things are growing in China, so this is good for the company. BABA is a dominant force. It's not that he doesn't trust the numbers, but there are companies with numbers he trusts more, like Amazon. He looks to remove investment risk by removing uncertainty.
BUY
BUY
October 25, 2019
It's now on sale due to trade tensions. He doesn't see the business going away. However, the Chinese government wants to break it up. Because of the law of large numbers, they won't be able to keep up its growth rates. The relative valuation will be a big impediment.
It's now on sale due to trade tensions. He doesn't see the business going away. However, the Chinese government wants to break it up. Because of the law of large numbers, they won't be able to keep up its growth rates. The relative valuation will be a big impediment.
TOP PICK
TOP PICK
October 7, 2019
The chart will continue to bounce up and down, but he's sure a US-China trade deal will be signed. The countries need each other. When this happens, Chinese markets will pop and this is the best place to be. BABA is his biggest Chinese holding. (Analysts’ price target is $222.81)
The chart will continue to bounce up and down, but he's sure a US-China trade deal will be signed. The countries need each other. When this happens, Chinese markets will pop and this is the best place to be. BABA is his biggest Chinese holding. (Analysts’ price target is $222.81)
BUY
BUY
October 1, 2019
He bought it recently, because it's a great opportunity for appreciation of 36% upside. They will focus on growing their domestic side in China. Amazon's PE is around 74.5 while BABA's is 32x. So, BABA is cheap.
He bought it recently, because it's a great opportunity for appreciation of 36% upside. They will focus on growing their domestic side in China. Amazon's PE is around 74.5 while BABA's is 32x. So, BABA is cheap.
COMMENT
COMMENT
September 27, 2019
A Chinese stock that trades in New York. It's been off the past year. You see the FAANG stocks come down, and in the last few years, this hasn't done well either. If there is not as much confidence in the Chinese economy, then it would not be a good play.
A Chinese stock that trades in New York. It's been off the past year. You see the FAANG stocks come down, and in the last few years, this hasn't done well either. If there is not as much confidence in the Chinese economy, then it would not be a good play.
BUY
BUY
September 20, 2019
Revenues were up 42% and beat consensus. A great growing name with history of its side. They’re modelling 24% per share growth, while trading at a very reasonable price. Could buy it here.
Revenues were up 42% and beat consensus. A great growing name with history of its side. They’re modelling 24% per share growth, while trading at a very reasonable price. Could buy it here.
HOLD
HOLD
September 11, 2019
Long runway for growth. Much greater market in China. Has been held back by trade relations. Will be up and down for a while. Growth story will continue after Jack Ma retires.
Long runway for growth. Much greater market in China. Has been held back by trade relations. Will be up and down for a while. Growth story will continue after Jack Ma retires.
COMMENT
COMMENT
September 6, 2019
Baidu reported earnings recently and missed sending the stock down. He does not believe tech talk as having a real revenue story. As such, the valuation does not make too much sense to him. The trade issues with China have made all these companies cheap, so if you are a trader this could be a good way to go. He would prefer Tencent or Alibaba instead.
Baidu reported earnings recently and missed sending the stock down. He does not believe tech talk as having a real revenue story. As such, the valuation does not make too much sense to him. The trade issues with China have made all these companies cheap, so if you are a trader this could be a good way to go. He would prefer Tencent or Alibaba instead.
TOP PICK
TOP PICK
August 29, 2019
He is looking for value and great growth. China is bubbling along with all this goop in the media about 5% GDP growth. The domestic economy is strong and growing faster than the US. He was looking for good domestic companies that are growing quickly. BABA-N grew over 30% in the last quarter – the AMZN-Q of China. They also have pay systems and the shopping business, etc. Now is the time to get a position in China through this one. (Analysts’ price target is $221.76)
He is looking for value and great growth. China is bubbling along with all this goop in the media about 5% GDP growth. The domestic economy is strong and growing faster than the US. He was looking for good domestic companies that are growing quickly. BABA-N grew over 30% in the last quarter – the AMZN-Q of China. They also have pay systems and the shopping business, etc. Now is the time to get a position in China through this one. (Analysts’ price target is $221.76)
BUY
BUY
August 29, 2019
It's a bit of a bet that the trade stuff will be resolved. Fabulous growth. Great company. A lot of price suppression is based on trade fears, and then the stock will go up. There's risk, but he's betting it will go up.
It's a bit of a bet that the trade stuff will be resolved. Fabulous growth. Great company. A lot of price suppression is based on trade fears, and then the stock will go up. There's risk, but he's betting it will go up.
TOP PICK
TOP PICK
August 28, 2019
He thinks it is an opportune time to get in. His target is $219. Even with all that has gone on, it has all the engines running -- including cloud, networking, digital media and on and on. They have a 31% holding in the largest payment system in India. Yield 0% (Analysts’ price target is $221.76)
He thinks it is an opportune time to get in. His target is $219. Even with all that has gone on, it has all the engines running -- including cloud, networking, digital media and on and on. They have a 31% holding in the largest payment system in India. Yield 0% (Analysts’ price target is $221.76)
DON'T BUY
DON'T BUY
July 30, 2019
Splitting shares 8-1 and listing in Hong Kong--good or bad? A terrific company in a bad geography. Hong Kong and trump are completely unpredictable. He wouldn't buy any stock from China, no matter how good the company. He's on the sidelines. He's risk-averse.
Splitting shares 8-1 and listing in Hong Kong--good or bad? A terrific company in a bad geography. Hong Kong and trump are completely unpredictable. He wouldn't buy any stock from China, no matter how good the company. He's on the sidelines. He's risk-averse.
WATCH
WATCH
July 29, 2019
Is there a stock split coming? There is, but isn't sure how it'll shake out. The split won't effect the value of Alibaba. The Chinese government backs Alibaba (vs. Washington battling US tech stocks). BABA's metrics don't attract him, but they may down the road.
Is there a stock split coming? There is, but isn't sure how it'll shake out. The split won't effect the value of Alibaba. The Chinese government backs Alibaba (vs. Washington battling US tech stocks). BABA's metrics don't attract him, but they may down the road.
Brett Girard, CPA, CA, CFA
CFO and Portfolio Manager, Liberty International Investment Management
$177.020
No
BUY WEAKNESS
BUY WEAKNESS
July 22, 2019
What does it mean for them to list in Hong Kong? A lot more liquidity. He used to own this, but backed away from all his Chinese stocks as the US-China trade war loomed. BABA is one of the top 10 biggest tech companies in the world, involved in so many areas like cloud computing and digital media. You can buy this between $125-150. Don't chase it now. Also, next year's US elections will create volatility. Trade, don't invest in, this.
What does it mean for them to list in Hong Kong? A lot more liquidity. He used to own this, but backed away from all his Chinese stocks as the US-China trade war loomed. BABA is one of the top 10 biggest tech companies in the world, involved in so many areas like cloud computing and digital media. You can buy this between $125-150. Don't chase it now. Also, next year's US elections will create volatility. Trade, don't invest in, this.
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