SE, CPNG, AMZN, BABA, MELI, EBAYI was comparing performance of the biggest e-commerce players internationally and the differences are, to me, astonishing: (1 year) SE + 88% EBAY +34% MELI +21% AMZN -1% BABA -45% CPNG -47% (until now) I still think e-commerce has a long way to go and a long way to grow. It could be nice, Mr. […]
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The folks at Cabot are so often enthusiastic about great growth companies, often picking them and re-picking them as they soar higher, that they sometimes remind me of David Gardner and his Motley Fool Rule Breakers… and given their yen for growth, I imagine both are probably doing great this year with the explosion in […]
The latest ads from Cabot’s Global Stocks Explorer caught my eye with a “bypass the coronavirus” pitch. Here’s how the ad starts: “Bypass the Coronavirus…with this hidden gem at the heart of ‘the biggest investment boom in history’ “Operating revenue increased over 70%. “Gross profit surged 122%. “Net income was up over 60%. “Total bookings […]
Since I added to a telecom/5G stock today, and I see that same stock being teased again this week, I thought I’d take this Friday opportunity to solve a teaser for you as I update you on my portfolio moves. The teaser is from Michael Robinson for his Nova-X Report ($79/year), and it sounds kind […]
Scott Chan is pretty new to the world of newsletter pitchmen, but he’s apparently been working for Investing Daily for a while as a technology analyst, and is now headlining his second ad for them (that I’ve seen, at least). The last one was pitching a stem cell immunotherapy biotech stock (which hasn’t worked so […]
Lots to discuss this week, mostly because several Real Money Portfolio companies reported earnings… and because I added money to two positions this week, and brought a new company into the portfolio. Enjoy! Shopify (SHOP) had reasonable earnings when they came out, but “reasonable” isn’t enough for a high-growth momentum stock that’s trading at almost […]
Lots of readers wondering today about Steve Sjuggerud’s latest China teaser — it starts with a pretty “urgent” promise… “Recently, in a closed-door meeting in Boston, the most powerful authority in global investing told me… “Two Stocks That Nearly Every Wall Street Firm Will be Forced to Buy at 3:59pm on May 31 Get there […]
We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]
A reader asked me about a Motley Fool promo that was running late last week, and it sounds like a pretty spicy one… here’s the part that got my attention: “Did the “Next Netflix” just raise $2.25 billion in a massive IPO last Thursday? “I’ll tell you what, I wasn’t missing out on its IPO. […]
Sometimes we just need to take a step back. On Tuesday, we were headed into a devastating trade war, with a third of our exports to China subject to punishing tariffs (in response to the tariffs proposed on more than 10% of their exports to the US)… by mid-afternoon on Wednesday, the trade war is […]
The talk of “Trade War” is everywhere in the financial media, as you’ve no doubt seen — the first round of “tit for tat” trade tariffs has been decided on both sides, with the US planning tariffs against Chinese steel and aluminum and the Chinese retaliating with tariffs on a variety of mostly agricultural products […]
I’ve had a couple readers ask about this one, and it seems fairly interesting, so I thought I’d look into it even though it doesn’t seem to have been particularly actively promoted. The “tease” came in Steve Sjuggerud’s free Daily Wealth newsletter over the weekend, as bait to tempt subscribers into his True Wealth newsletter […]
And our Annual Review proceeds apace… on a day when the market is showing signs of actually having a meaningful correction, thanks to Friday jitters and inflation worries and rising interest rates… so cross your fingers for better prices in the week to come (I did buy a couple positions this week, but as I […]
For this week, the focus of my Annual Review moves to natural resources. I’ve owned a bunch of stocks in this sector over the years, though it has grown more concentrated of late in the mining area — mostly gold, though not entirely. To start with, I should share my basic strategy — or my […]
We don’t have one big story that’s catching my eye today, so I’ll do some catching up and musing for you. We’re heading into a slow week, so it’s likely there won’t be many new articles during Thanksgiving week — other than our annual “Turkey of the Year” reveal, of course. I often get asked […]
Today I’ll start by stating the obvious: One of the great problems with being an investor is that you can’t know for sure beforehand what’s a dip and a buying opportunity, and what’s the beginning of a long-term decline or a crash. That’s what sticks in my craw about mechanical stop-loss trading, because it doesn’t […]
What to do when the market is looking ugly, and pessimism is trying to sneak in through the back door of our long-running bull market? Look for a purveyor of optimism and see what he says. So that’s the mission today — as interest rate worries (and perhaps fears of political risk) catch enough attention […]
So… what’s going on this week? The world watched Congress actually pass something last night, on the 30th anniversary of the 1987 stock market crash (they passed their spending framework bill for 2018, which is importantly mostly because it sets the stage for tax reform legislation to proceed in the coming months), so that made […]
I spent the day on Tuesday at the Delivering Alpha conference, which is hosted by CNBC and Institutional Investor — it’s not the kind of confab that includes “secret” or special ideas that you can’t hear about elsewhere (it’s hosted by CNBC, after all, and they broadcast from the conference all day), but it’s an […]
I have one relatively substantial portfolio change that I telegraphed to you last week, and which has been spurred by a recent dip in one stock and good news from another. I have sold about two thirds of my position in AIG 2021 Warrants following the trigger of a stop loss in that position (because […]
This ad has been rolling for a week or so, and a group of Gumshoe readers have already been discussing it and trying to figure out exactly what the Stansberry folks are talking about… but there are lots of questions still coming over the transom here at Castle Gumshoe, so let’s take a look. The […]
Today we’re taking a quick look at a teaser ad that went around late last week, for Cabot’s Emerging Markets Investor. That’s the letter that used to be called Cabot China & Emerging Markets Report, it’s changed names to reflect the relative lack of popularity of Chinese stock picking these days but is still edited […]
There have been two pretty big promo campaigns about the Alibaba IPO in the last week or so — one from Bill Patalon in an ad for his Private Briefing, and the other from Mike Palmer for Jeff Clark’s S&A Short Report… so I thought we should try to take a look, answer some reader […]
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Charlie Munger and Ray Dalio are still holding BABA, There is also a video from Adam Khoo on BABA on youtube you should...
Baba may be delisted from the U.S. stock exchange (either at the request of China or America). But Baba is a good compan...
I personally like Amazon at these levels. Long term history suggest it is overdue for a run up. Chart seems to suggest h...
I think Amazon may face some regulatory scrutiny while the same is unlikely for Shopify. So, on that ground only, I wo...
Thanks Travis. I know Ant Financial is not included here. But what do you think of it? I would love to get some of the I...
$FYI - EV Company News For The Month Of July 2020 by Matt Bohlsen @SA - Includes: AUDVF, BABA, BABAF, BAMXF, BCCM...
Tencent isn't US-listed, but I don't know how it might shake out. My best guess is that it leads to nothing real, just ...
It's expensive, but AMZN is already back to pre CV-19 highs, and beyond. BABA is also holding up strong. In addition to ...
I looked this up on Yahoo and their 1 year forecast for it is crazy. It makes more sense if it is in rubles. It goes f...
You might want to take a look at the online companies like BABA or TCEHY. If you want to poke around a basket maybe look...
Yes, ANT Financial (Alibaba's Fin Svcs entity) is largely owned by Alibaba and has 900M credit card holders in PROC. ...
Thank but I have more interest in 5 G the next Generation.....Can you help me find the 3 best companies involved in perp...
Hello, I am a follower ! Can you uncover the 3 companies at the forefront of the 5 g revolution. It is difficult to ge...
I am curious too. I know Stansberry is bullish China, so maybe BABA, TCEHY, JD? But, I honestly have no idea!...
We own 1200 shares. Like BABA and the vision fund. We are praying his vision fund is not out of focus....
I just cancelled my subscription to Fast Fortune Club. When you sign up you open the flood gates to a barrage of spam em...
I took 3 trades in 3 weeks.. The first one was great, bought C Calls and made money. The second week, bought the .25 cen...
Hi, I'm a new here! Thank you for the invaluable analysis, it is clear that you put in a tonne of effort researching st...
$FYI - EV Company News For The Month Of January 2019 by Matt Bohlsen - Includes: AAPL, APTV, AUDVF, BABA, BCCMY, ...
$FYI - EV Company News For The Month Of December 2018 by Matt Bohlsen @SA - Includes: AAPL, APTV, AUDVF, BABA, BC...
I see China closing up toward the rest of the world again and the corporate structure behind these stocks is shaky at be...
$FYI - EV Company News For The Month Of November 2018 by Matt Bohlsen @SA - Includes: AAPL, APTV, AUDVF, BABA, BC...
my triple down buy stocks are Baba, NIO, & JD...
$FYI - EV Company News For The Month Of October 2018 by Matt Bohlsen @SA - Includes: AAPL, APTV, AUDVF, BABA, BC...
$FYI - EV Company News For The Month Of September 2018 by Matt Bohlsen - Includes: AAPL, APTV, AUDVF, BABA, BCCMY,...
Could be, though the overhang of Chinese regulatory changes and Chinese growth/slowdown in general may mean more than an...
Hello Vivian, Thank you for providing your concern and insight regarding Foxconn. To help clarify some of your sk...
I believe that for the most part, you discuss your needs with a company and they build to your needs. I have not found ...
Several other funds also own Tencent (and Alibaba, Baidu, etc), including CQQQ, KWEB....
Why does everyone keep saying "Don´t forget to take your profits." You sell because they know better than you, and aft...
I have very little money to invest but a while back I saw a 60 minutes interview with the guy who runs alibaba and went ...
Good point, I skimmed over that part of the clue, but that’s a better match for that part — their $15 billion is ove...
could be Alibaba also. They announced 15 Billion for R&D....
$RHT - Red Hat and Alibaba Cloud Join Forces to Bring Increased Flexibility with Open Source https://investors.redhat.co...
What about Alibaba and Antfinancial who just bought AGTEF a tech company, and AGTEF is in partner with Paytm that has A...
Watch These 7 Huge Call Purchases In Friday Trade 3:42 am ET August 25, 2017 (Benzinga) Benzinga's newsdesk monitors...
Enjoyed reading this as usual. . As reading this article one stock that comes to mind is a Amazon,and Alibaba type stoc...
To me I would look at chinese mobile phone manufactures as they will for sure achieve more market share at expense of Ap...
I think they are pushing Shopify SHOP SHOP has a business format like Alibaba....
After reading Deutsche Bank analyst Alan Hellawell's buy on BABA I am wondering if I should add to my short, for he turn...
Three Things to Know About Ant Financial 4/26/2016 5:44AM Alibaba affiliate Ant Financial raised $4.5 billion at ...
TRKK - P^D? Earthquake in Equador play on communications: Good Morning! Orbital Tracking Corp. (TRKK) earned the team...
Don't know how IPOs are run in other markets, but I would not be interested in investing in anything that a broker cold-...
Sorry George This is a somewhat blanket statement based on history of most IPOs including Facebook and Alibaba. Most s...
Interesting. Singapore’s state-owned investment firm sold 7.3 million American depositary receipts in Alibaba, and put...
I was suckered once on this idea when I bought SoftBank as a way to get in on pre IPO Alibaba after reading about it her...
Softbank has had other problems -- their core business at home is in Yen, which makes performance looks worse in dollars...
Why not just buy Alibaba and Apple?...
$JUNO Talked to BMO Investorline (Canada) and they told me they pretty much never get to participate in US IPOs. The ...
Ben, you have not lost yet. You have only lost if 20 years from now you still are not in. Wait for a pullback, and p...
Yes, I took a small position in it, and plan to hold. I listened to Ma's plans, and his goal is not only to expand the...
Greetings fellow gummies, I'm new to this discussion (and almost as new to trading options). I would very much apprecia...
Altius and Seadrill? I wouldn't touch either stock. Great way to lose money. Buy Alibaba instead....
I do prefer Softbank to Yahoo -- but Softbank carries a lot of debt as well and has the huge question of what to do with...
I share your pain, Nick. I had a lot of call options on Yahoo, the second biggest holder of Alibaba and felt they shou...
I decided that Alibaba was too like Tesla and Amazon not to try at least a little nibble. Not so large that I will cry...
"Sell on the news" for the most part, I'd guess ... plus the realization that YHOO's remaining stake in Alibaba and Yaho...
Question: Yahoo was hyped as a good way to get in on the Alibaba deal since it owned 24% of baba's stock. Sounded rea...
Did you see the comments elsewhere about Alibaba? Comments were basically that Alib sells VERY SHODDY merchandise with V...
Roughly 270 Million shares traded today in Alibaba and not even a full day trading at that...OMG!!...
I was offered shares through Fidelity but typically receive so few shares in IPO's that are anxiously anticipated by mas...
Is anyone in the Alibaba IPO or planning to buy shares tomorrow? Just curious. LOT of money going into it tomorrow....
Softbank has 90B in debt, that mitigates some direct impact in EV from Alibaba price appreciation, i have seen $1 alibab...
Softbank has 90B in debt, that mitigates some direct impact in EV from Alibaba price appreciation, i have seen $1 alibab...
Thanks for your quick response, Travis. But despite my feelings about options, I responded to your article last May or ...
I got killed financially in the dot.com bubble of 2000. At that time (Y2K) there was no fear. I see the same thing happe...
Oops. maybe you mean Elon Musk is treading the boards. by the way, so is Jack Ma of another share, Alibaba....
I would be surprised if Alibaba rockets dramatically higher after the initial IPO pop that will probably happen on the f...
Taiwanese and HKong residents use Alibaba mostly as a supply chain tool (to keep Mainlanders in check)...Not sure there ...
Very interesting thierry. Very useful to know. I have close friends in Taiwan who mention how much Alibaba is doing busi...
Your friend should be a diplomat...It matches rude vendors of inferior quality and unsuspecting customers. And growth w...
FWIW: Have been talking a friend who is analyst in Asia about Alibaba. (1) while likened to AMZN, it's not. No warehous...
Don't know Fosun. I have written some about Alibaba and the "backdoor" investments of Yahoo and Softbank (I prefer the ...
This area is murky. Today I published a note about Alipay, the global payments arm of Alibaba which also owns the Taobao...
It might be Yahoo. They own over 30% of Alibaba in China...
Most of Yahoo's value is now in Alibaba, lots of people are holding and hoping for a huge spike but huge IPOs don't alwa...
Any thoughts on buying Yahoo to get AliBaba, or is the value already priced into Yahoo? Or is there another way to get ...
Like SFTBY as a back door play. Son has been compared to Buffett and Softbank has higher ownership in Alibaba than Yaho...
Map Press' Micheal Robinson also made the case that YHOO was sure to be worth lots more as they believe that Alibaba may...
Alibaba shares maybe worthless. See: http://www.vox.com/2014/5/8/5693830/what-is-alibaba-and-why-is-it-about-to-become-t...
unsponsored ADRs are more likely to incur depositary fees which are per share, so they are particularly galling if you h...
I have always liked Softbank since 2000 when it was over $1k per share and I think Son is really a smart guy. I want to...
Who is handling the ipo. Is just buying the Alibaba IPO the best way to go? Any suggestions on how to buy in on the ipo....
I might be tempted by a backdoor Alibaba play, if only I could be sure that beyond the door there wouldn't be 40 thieves...
You have it right. Jeff Clark is selling October puts to buy the October 39 calls in one promo. In another, he is just s...
Nope. This is a biggie, so unless you have a big money account at one of the listing brokerages that's underwriting (ha...
Hi Alan - You may be right that some B2B service develops. I have run across Alibaba but as you say usually as a link t...
Sorry John, maybe my terminology was wrong....I assumed that B2B covered wholesale too. But I didnt say Amazon would tak...
dear Mr Harris You wear wellies despite being a gumboot reader. Yes I punt. I also offer US readers unfamiliar with U...
Im based in UK so this tease bust is very welcome. I also subscribe to Red Hot Penny Shares (my only subscription other ...
Learned from the Alibaba.com web site that Yahoo owns 40% of Alibaba which is purportedly worth in excess of $10 Billion...