Alibaba Group Holding
BABA-N
92 watching
Join the Discussion
Comment Now
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 ...
More at Wikipedia
0
0
0
0
0
Your ReactionSignal
Opinion
Expert
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.
DON'T BUY
DON'T BUY
July 15, 2019
SELL
SELL
July 10, 2019
It is a high growth, high expectation, high multiple stock. She would move to another stock: V-N. Buy it on a pullback. (Analysts’ price target is $219.00)
It is a high growth, high expectation, high multiple stock. She would move to another stock: V-N. Buy it on a pullback. (Analysts’ price target is $219.00)
WEAK BUY
WEAK BUY
July 4, 2019
Performed nicely YTD. Long-term, great to own, despite the volatility. Right up there with Amazon, in terms of sales. Would allocate to it here, but not a great amount. Move away from cyclicals into defensives.
Performed nicely YTD. Long-term, great to own, despite the volatility. Right up there with Amazon, in terms of sales. Would allocate to it here, but not a great amount. Move away from cyclicals into defensives.
TOP PICK
TOP PICK
July 3, 2019
It's been beaten up badly, but after the G20 summit, he expects it to bounce back. It's the Amazon of China and this is one way to play China. (Analysts’ price target is $281.88)
It's been beaten up badly, but after the G20 summit, he expects it to bounce back. It's the Amazon of China and this is one way to play China. (Analysts’ price target is $281.88)
DON'T BUY
DON'T BUY
June 26, 2019
Upcoming share splits and will list in Hong Kong Share splits have no influence, but listing in Hong Kong will make it easier for investors to access the stock. Also, BABA faces more competition. The stock is not cheap. Further, Chinese growth continues to decelerate. And who knows about these U.S. tariffs?
Upcoming share splits and will list in Hong Kong Share splits have no influence, but listing in Hong Kong will make it easier for investors to access the stock. Also, BABA faces more competition. The stock is not cheap. Further, Chinese growth continues to decelerate. And who knows about these U.S. tariffs?
COMMENT
COMMENT
June 24, 2019
They announced 50% revenue growth but then guided down to 33% revenue growth going forward. They are really a domestic play in China even though they go up and down with trade tensions between the US and China.
They announced 50% revenue growth but then guided down to 33% revenue growth going forward. They are really a domestic play in China even though they go up and down with trade tensions between the US and China.
DON'T BUY
DON'T BUY
June 18, 2019
A power house and great company, but it has one big problem: it operates in a dictatorship. What's to stop the government from replacing all its managers or hijacking all shareholder value? Look at what the Chinese government has done to Canadian canola oil producers.
A power house and great company, but it has one big problem: it operates in a dictatorship. What's to stop the government from replacing all its managers or hijacking all shareholder value? Look at what the Chinese government has done to Canadian canola oil producers.
WAIT
WAIT
June 12, 2019
He has backed away from Chinese names given the trade tariff concerns other than a Chinese ETF, where he has 3% of his holdings. He likes BABA-N for the cloud and e-commerce business they are developing. He would wait until the G20 decides what will happen next. It is very cheap here, but he not sure when it will be safe to enter.
He has backed away from Chinese names given the trade tariff concerns other than a Chinese ETF, where he has 3% of his holdings. He likes BABA-N for the cloud and e-commerce business they are developing. He would wait until the G20 decides what will happen next. It is very cheap here, but he not sure when it will be safe to enter.
BUY
BUY
June 11, 2019
The US just said that all Chinese tech must be just subject to U.S. orders. Whether or not that's true, it's a negotiation tactic. BABA is down a fair bit from its peak. The Chinese government has expressed anti-trust sentiment towards BABA. Still a good company and gives you exposure to e-commerce in the Chinese market despite a rich valuation.
The US just said that all Chinese tech must be just subject to U.S. orders. Whether or not that's true, it's a negotiation tactic. BABA is down a fair bit from its peak. The Chinese government has expressed anti-trust sentiment towards BABA. Still a good company and gives you exposure to e-commerce in the Chinese market despite a rich valuation.
HOLD
HOLD
June 5, 2019
It is very similar to Amazon -- a leader in global internet commerce. You are paying for a sustainable growth at a reasonable price. It has had some negative revisions, but this is clearing the deck for going forward.
It is very similar to Amazon -- a leader in global internet commerce. You are paying for a sustainable growth at a reasonable price. It has had some negative revisions, but this is clearing the deck for going forward.
BUY
BUY
June 5, 2019
What is your opinion about listing shares in the Hong Kong market? It is going to list $20 billion worth of shares in Hong Kong. Very powerful positive. One of his top picks in February. He wants to own it for the next 20 years even as it is a little more volatile than he would like.
What is your opinion about listing shares in the Hong Kong market? It is going to list $20 billion worth of shares in Hong Kong. Very powerful positive. One of his top picks in February. He wants to own it for the next 20 years even as it is a little more volatile than he would like.
DON'T BUY
DON'T BUY
May 27, 2019
BABA vs. GOOG He'd go with Google. For Alibaba, gross margins have dropped in half. Challenge is that they want to continue to grow, so they have to subsidize the products they sell. For Google, 85% of revenue is still coming from search, but they're expanding what search means to people. Google is leaps and bounds ahead of Siri.
BABA vs. GOOG He'd go with Google. For Alibaba, gross margins have dropped in half. Challenge is that they want to continue to grow, so they have to subsidize the products they sell. For Google, 85% of revenue is still coming from search, but they're expanding what search means to people. Google is leaps and bounds ahead of Siri.
Brett Girard, CPA, CA, CFA
CFO and Portfolio Manager, Liberty International Investment Management
$154.810
Unknown
BUY
BUY
May 22, 2019
This is one of the premiere names you want to own long term. A huge runway for growth in China. The flare up between US and China has already been priced into the stock. He likes this name long term.
This is one of the premiere names you want to own long term. A huge runway for growth in China. The flare up between US and China has already been priced into the stock. He likes this name long term.
PAST TOP PICK
PAST TOP PICK
May 21, 2019
(A Top Pick May 28/18, Down 18%) Has come back from last year. Revenues are up 51%, but 33% going forward. Still good, since valuation is 30x earnings. BABA doesn't have the scale of Amazon yet. So you can see the profit potential once they get to scale.
(A Top Pick May 28/18, Down 18%) Has come back from last year. Revenues are up 51%, but 33% going forward. Still good, since valuation is 30x earnings. BABA doesn't have the scale of Amazon yet. So you can see the profit potential once they get to scale.
Comments
00000
© Stockchase Inc.
Stock saved to your watch list successfully.View Watch List
