Topic Archives: Qnexa

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  • Travis Johnson, Stock Gumshoe

    I'd be inclined to look at Prosus (the Naspers "venture" spinout listed in Europe) again now that the discount is openin...

  • Travis Johnson, Stock Gumshoe

    That's almost certainly a rejiggering of some older Motley Fool teases about Tencent. Haven't covered that specific ad,...

  • Travis Johnson, Stock Gumshoe

    Yes, I expect it will probably help to finally close the discount to Tencent... though the fundamental driver will still...

  • Travis Johnson, Stock Gumshoe

    The parent, this was teased before the IPO of Tencent Music. TCEHY and TCTZF are both tickers used for shares of Tencen...

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    I was intrigued based on the market cap because Tencent had to be the obvious $333bill Market cap reference. Not many ...

  • Travis Johnson, Stock Gumshoe

    Just FYI, HUYA is a Chinese company that's effectively a copy of Twitch, they do video streaming of gamers but not a lot...

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    I hear he mentioned Tencent the Chinese tech giant But in Asia the financial gurus are all saying cash is king right no...

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    I believe TCEHY is a great long term play, and the Fool is certainly high on it. Interesting factoid, every single tick...

  • Travis Johnson, Stock Gumshoe

    Interesting -- yes, the "this will be the biggest company in the world" pitch from Sjuggerud about Tencent has been roll...

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    Jinri Toutiao is not owned or associated with Tencent....

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    Checked all the smaller cap video games stocks today (e.g. not Tencent, its market cap is too big) and the biggest gaine...

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    "46-year-old CEO" -Ma Huateng · Age, 46 years old, Born Oct 29, 1971 "over 1 billion users on their social networki...

  • Travis Johnson, Stock Gumshoe

    Could be, though the overhang of Chinese regulatory changes and Chinese growth/slowdown in general may mean more than an...

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    I don't have access to Motley Fool, but the hint pretty clearly matches Tencent (HK:0700 or TCEHY are two ways I see it ...

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    I doubt that it's Facebook - I don't think the numbers match... Isn't there a Chinese company with both gaming and socia...

  • Travis Johnson, Stock Gumshoe

    Good points, S.Africa is certainly a worrisome country, and changing the laws to somehow pressure Naspers is a meaningfu...

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    As a subscriber to Sjuggerud's newsletters, he's definitely pushing KBA, and Ping An. Taking their advice, I have shares...

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    Great analysis, thanks. The initial weighting of Chinese A shares in MSCI emerging benchmark will be just 0.39 per cen...

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    This week's Barrons has an article on the Matthews China fund MCHFX, a no load mutual fund that has essentially matched ...

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    Sjuggerud puts out a free daily e-letter called "Daily Wealth." The title of today's edition is "The World's Best Inves...

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    So we know about KBA and KWEB and Tencent, Naspers, BABA and BIDU. Do I want to spend $1500 to discover that the magi...

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    sjuggerud is following KWEB, a chinese Internet ETF where he says the opportunity to gain is and he also follows Tencen...

  • Travis Johnson, Stock Gumshoe

    The price per share being close for the ADRs is just a coincidence. Buy Tencent if you just want clear and unfiltered e...

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    Several other funds also own Tencent (and Alibaba, Baidu, etc), including CQQQ, KWEB....

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    both Naspers and Tencent have ADRs but the Naspers one, NPSNY, is more visible and liquid here, while the Hong-Kong-list...

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    we got into Naspers first because my reporter Harry Geisel is married to a South African born lady. then we bought Ten...

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    That movie might apply to small caps, but ridiculous to compare to companies like Tencent and Ali Baba....

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    Don’t bet against him...he was touting the melt-up before it became popular and others started using the term...is he ...

  • Travis Johnson, Stock Gumshoe

    There is a risk, I don't know what the size of the risk is. The risk is mostly that the South African government could ...

  • Travis Johnson, Stock Gumshoe

    Interesting. Gaming has been the driving force for Tencent for quite a while, though I don't know much about the specif...

  • Travis Johnson, Stock Gumshoe

    Well, then they probably picked a better price :) I first owned Naspers and Tencent more than a decade ago, and fooli...

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    Regarding Tencent, they recently became parent company in Epic Games, a US company. My sons are both playing Epic Game...

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    Re: CATL: You got the wrong company. CLLDY stands for CapitalLand LTC, while CATL stands for Contemporary Ameperex Techn...

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    I have owned Naspers as a play on tencent for almost a year now - up 45% so far....

  • Travis Johnson, Stock Gumshoe

    I’d have to double check the numbers, but yes, roughly a third. I wouldn’t assume that owning those shares indirect...

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    Does Naspers really own 1/3 of Tencent? If so, I would rather own Naspers because they are not a Chinese stock....

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    Echo B. D.'s comments re: Stansberry Research products, including Sjuggerud's True Wealth - he nailed it on TenCent. Li...

  • Travis Johnson, Stock Gumshoe

    Yep. Naspers essentially performs exactly as Tencent, since a third of Tencent is their primary asset....

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    Stansberry & Sjuggerud are pushing the "next Tencent." There story is below: "Steve remains bullish on Tencent – ...

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    Would be great to hear thoughts on BABA, Tencent, BIDU, and YY. Thanks Travis. I had sold all of my FB position at the e...

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    Thanks Travis for this report. I am looking for the same report for your Chinese stock, BABA, Tencent, Baidu, etc Ha...

  • Travis Johnson, Stock Gumshoe

    The company most recently teased as the "one tap app" has been Tencent, by the Stansberry folks, but I don't know if the...

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    Travis --- instead of Naspers as a backdoor to Tencent why not buy TCEHY directly like I did this week for around $48+ ...

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    I think I've made more money from Sjuggerudd's information than from any other. His advice got me into Tencent, for exam...

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    Another turkey? AAOI by Cabot TTD by Motly Fool. STON (18% div) by someone Christmas Gift: TCEHY, Tencent has b...

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    Tencent is a must own imo, they not only have great products in diverse categories. But they also have significant inve...

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    Real Subscriber, it's hard to tell what your beef is with Bill but if you look at things a little differently you might ...

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    Also checkout Guggenheim China Internet (CQQQ) around $50, holds similar portfolio to KWEB, including BABA, Tencent, etc...

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    I am liking FISMX; even though it's a fund, they have Tencent in the top holdings and several others. Up about 6% in ...

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    Thanks Travis! Been mulling the idea of Tencent lately but just couldnt do it. NPSNY on the other hand is doable fo...

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    Considering your reluctance on buying Tencent at today's lofty multiple, where do you stand on Amazon? (I am happily par...

  • Travis Johnson, Stock Gumshoe

    Yes, there's a smallish but vociferous group of investors who aren't so delighted that Tencent is warping the assessment...

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    I did a deep analysis of kin by kik. I backed out at the last minute. The only thing that made it appealing to me was ...

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    You'll want to read the discussion from July, but most think the app is WeChat which is popular in China. After you rea...

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    1-TAP is owned by TENCENT- TCEHY is the US stock symbol....

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    Tencent created WeChat. Looking up Stransberry and tencent, pretty much confiems he's talking about tencent....

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    The symbol for Tencent is TCEHY. I'm up 1about 40% since Steve recommended it....

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    Only China would have 700 million users of anything. It's Tencent. He also talks about a "backdoor" into the 1 tap app...

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    I'll bet you anything the company is Tencent. His mention of the new sector addition to the MSCI is China A Shares. TCE...

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    It is without a doubt tencent...

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    The stock is Tencent. The App is WeChat. Yes they do have a lot of subscribers. i am glad to find this website. To m...

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    WeChat. In a country of 710 million internet users, Tencent, the Shenzhen-based goliath that owns WeChat, reports that a...

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    My thought is also tencent, as Stansberry last week touted tencent as the company soon to be the largest in the world. a...

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    I was wondering the same thing. Tencent you say. I do own a few shares from Stansberry recommendation and they have be...

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    Updates: 1. Steve S predictions were accurate 2. 9 out 10 of his recom. are up. Some 30%. 3. CAF is way up and he n...

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    Naspers owns 34% of Tencent. It's may backdoor play on tencent...

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    Although not scientific evidence or a particularly well-defined metric or indicator, but I do not know of a Chinese immi...

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    Tencent has over a billion customers and owns the online gaming space as well as now investing in everything from movies...

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    Tencent is good, I'm long. Sjuggerrud is a fan and he's good. He thinks that Tencent is going to become the biggest corp...

  • Travis Johnson, Stock Gumshoe

    Tencent has certainly been a winner for a long time, a strange little chat network system with emojis and games that gre...

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    More into Tencent mainly because they own Wechat and the fact that you can buy/pay in china with wechat , and exchange m...

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    When I graduated from college, I had accumulated $700 that I wanted to invest somewhere. I had a pretty good idea and we...

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    I have some intrest in tencent but not for this price ,15 times revenues to market cap, pe of 50, I wonder what the eff...

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    Yes, KBA and CAF, and Tencent are correct. He says that he is good friends with Krane and his CIO whom he went to China ...

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    Here's my problem with investing my hard earned money in "TenCent". First and foremost you can't trust Chinese accounti...

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    If you are tempted by Tesla but don't like the risk and like the Stansbury thesis here, then Tencent now owns 5% of Tesl...

  • takeprofits

    As Gumshoe readers know I am pretty well focused on resource stocks, but I do read widely and do look for some diversifi...

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    Eyedoc / cw99 $ATVI - Glad I'm not the only Activision fan here. I've been following Esports for a couple of years and l...

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    I don't subscribe to Sjuggerud but It seems everyone has missed the real pick, including Gumshoe: "At this week's co...

  • Travis Johnson, Stock Gumshoe

    Yes, Naspers has offered great exposure to emerging market tech/media stocks for a decade or more -- the foundation (asi...

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    Not sure about the appetite of USA or other developed market players about a curved ball entry into Tencent. Naspers (N...

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    Isn't there supposed to be another way to buy the company (like a "C-share") instead of the regular $TCEHY / TCTZF? Tenc...

  • SoGiAm

    $TCEHY Tencent Holdings Ltd or TCTZF not as liquid. Best2You ~ Ben...

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    how do we buy tencent? I couldn't find any US market it's listed on....

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    Unlike most of you, I only caught the tail end of the presentation. From the presentation, what is the distinction betw...

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    Is Tencent a Chinese stock? I sat through most of it, but didn't get so far as hearing the free recommendation. Finall...

  • Travis Johnson, Stock Gumshoe

    And I sold my Tencent shares many years ago after what seemed a lovely run of a couple hundred percent or so. Arg, anot...

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    They mentioned tencent holdings - which I already own - as the free stock recommendation. Tencent is the fastest growin...

  • Travis Johnson, Stock Gumshoe

    Indeed, totalitarian regimes can take down even the biggest executives -- not quite like Putin's "disappearance" of Khod...

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    unsponsored ADRs are more likely to incur depositary fees which are per share, so they are particularly galling if you h...

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    Often the Gumshoe has uncovered stocks that were right for me and have all lined my pockets. I take my hat off to you....

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    TenCent is indeed the pick ..... under HK$160. ...

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    how can Robt Hus expect anyone to believe him when he touts a hot stock at $13 that is currently trading at $21? Tencen...

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    Andre, I think we've all got experiences like that ... missing those huge runs is emotionally more difficult than o...

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