Alibaba Group Holding

BABA-N

NYSE:BABA

238.69
0.40 (0.17%)
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

Analysis and Opinions about BABA-N

Signal
Opinion
Expert
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.
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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.
Kim Bolton
Price
$165.150
Owned
Yes
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.
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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.
Gavin Graham
Price
$165.980
Owned
Unknown
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.
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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.
Greg Newman
Price
$182.510
Owned
Yes
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.
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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.
Stan Wong
Price
$176.090
Owned
Yes
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.

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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.

Darren Sissons
Price
$176.690
Owned
Unknown
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)

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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)

Rick Stuchberry
Price
$172.810
Owned
Yes
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.
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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.
Keith Richards
Price
$172.810
Owned
Yes
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)
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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)
Kim Bolton
Price
$167.480
Owned
Yes
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.
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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.
David Baskin
Price
$174.100
Owned
No
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.
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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.
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.
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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.
Kim Bolton
Price
$174.000
Owned
No
DON'T BUY
DON'T BUY
July 15, 2019

He's lukewarm. The accounting here is so vague--and scary. True, the stock has done well since the IPO. He'd rather own Facebook or Google. Also, the trade war doesn't help.

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He's lukewarm. The accounting here is so vague--and scary. True, the stock has done well since the IPO. He'd rather own Facebook or Google. Also, the trade war doesn't help.

John Zechner
Price
$173.500
Owned
Unknown
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)

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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)

Christine Poole
Price
$166.930
Owned
No
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.

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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.

Stan Wong
Price
$173.300
Owned
Yes
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)

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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)

Richard Croft
Price
$174.670
Owned
Yes
Showing 61 to 75 of 248 entries