Topic Archives: Alibaba (BABA)

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 […]

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, […]

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 […]

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 […]

Comments

  • 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...

  • $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...

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