Alibaba Group Holding

BABA-N

They report in the morning. Wait till then. There's a lot to worry about BABA, which is why the stock is flat. Devaluing the yuan may have a near-term impact on Alibaba However, it is the biggest direct way to access the Chinese middle-class of 600 million people. (Analysts’ price target is $210.93)

It is one of the best stocks on the board. Buy it on a bad day like today. It is still growing at over 20%. It is not affected by the trade wars.

High risk? It is not exactly cheap trading at 6.5 times book value. Compared to Amazon at 18 times book, it looks safer. It is not the cheapest stock, but it has value up to $215. Maybe if there was less concern about China in general.

They're definitely flourishing. Sold-off in Q4, but for the high-risk takers, you can but it now.

One of the "fangs" of China. A buy and hold. Stick with it. He has a price target of $202.75. Big e-commerce side and advertising. He'd recommend it as a buy here.

One of the world's weirdest companies--you don't know what's going on there. Is it like Amazon? Transportation? What? He doesn't invest in Chinese companies because he just doesn't know that geography, but there are opportunities there, no doubt. He'd rather buy North American companies with exposure to China.

He got stopped out around October. He would like to come back to. It is like buying Amazon 15 years ago. He would be careful with the allocation and not be overly exposed to it, but certainly would want to be part of it.

(A Top Pick Aug 22/18, Up 1%) The Amazon of China. Better profit margin. Its growth hasn't slowed down. Positive balance sheet.

(A Top Pick Feb 26/18, Down 7%) They never had any negative news regarding themselves, but dropped on negative trade news. However they have little trade with the US. It has come back up and they came out with 41% revenue growth. Their ecommerce business is expanding even faster than the ecommerce industry. He considers it a hold right now.

(A Top Pick Mar 13/18, Down 3%) It has been quite a roller coaster. 20% long-term growth rate. He likes the runway for growth of this company.

He would not touch this with a 10 foot pole. The change in senior management worries him. The recent bullish bounce is a good sell opportunity as he targets only $88 on this. He is wary of the Chinese trade war, which is likely to get worse. If the world grinds down in growth, China will be hit hard.

They are more like AMZN-Q. It is unbelievable to see the growth in these. They are in Asia, Russia and south-east Asia. They have a payment system as well. They are growing multiples of anything we can find here. They are not worried about what Trump does. It is all inside China. (Analysts’ price target is $201.68)

He sees for 2019 only 8% growth, which is low for BABA, but he foresees it rising to 25% beyond. This is growth at a reasonable price. A quality name to buy bit by bit after this pullback.

Remember the high population density in China, so moving goods is difficult and takes time--and this issue doesn't go away. The pricing of this stock got very high and needed re-tracement. But if it continues to grow at this fast rate, it may get busted up/split (like U.S. telecoms in the late-1980s). This is a good company. It's partially on sale now, not totally oversold. If you have a half a position now, see how it goes.

(A Top Pick Oct 17/18, Down 7%) Growth rate has risen from 30% to 50% a year, but this year it's faced its first tough season. Not doubt that trade tensions and sanctions have impacted their stock price, but the underlying value remains strong. He's happy to own this.