Q: Seems Putin has asked China for military and economic help and the US is going to tell China such action is crossing a red line. With this news, is it best to sell now rather waiting to see the out coming?......Yes, I know this is a predictive question but am seeking your take.......Thank....Tom
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Alphabet Inc. (GOOG)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Pinterest Inc. Class A (PINS)
Q: Would you be agreeable to selling BABA for tax loss and replacing it with PINTEREST? Baba is cheap but the China problem does not look like ending any time soon and Pinterest also looks attractive. Thankyou If you have a better tech idea feel free to mention it.
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Airbnb Inc. (ABNB)
- TELUS International (Cda) Inc. Subordinate (TIXT)
- Doximity Inc. Class A (DOCS)
Q: I would appreciate your opinion on these stocks for a 10 year hold. Thank you very much.
- Amazon.com Inc. (AMZN)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
Q: Has Amazon’s online retail segment ever made a profit? Will it ever given its never-stopping investment into the future? If no prospect of profit, what’s the point of keeping on investing into the segment? Do you like its retail model - owning and selling goods? Isn’t Alibaba’s model better by only providing online retail space? Thanks. Liping
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
Q: After substantial declines in both stocks and being aware of political risk sentiments, which one of the two would be a better option currently?
Thank you!
Thank you!
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: I am down 21% on BABA and even more down on UPST and AFRM. At this point, with a plan to hold for 3-5 years, would it make sense for me to sell all my BABA and invest in UPST and AFRM. Which of the 2 is expected to have a better upside in 3-5 years? Which of the 2 is riskier?
Q: What do you think about BABA?
It has fallen so much - do you think the new political risks are factored in? What are its growth prospects/valuation? Would you buy?
It has fallen so much - do you think the new political risks are factored in? What are its growth prospects/valuation? Would you buy?
Q: Hi Peter and Team
I have two questions: (1) In your opinion based on both current environment and previous experience, what is the chance that BABA is delisted from the NYSE? (2) If that were to happen, what is the effect on current shareholders?
Thanks
Marc
I have two questions: (1) In your opinion based on both current environment and previous experience, what is the chance that BABA is delisted from the NYSE? (2) If that were to happen, what is the effect on current shareholders?
Thanks
Marc
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
Q: Hi Team;
My question is whether to keep on holding baba or not . It is held in a US cash account so selling would incure a 53% loss as of today. The reason I ask today is that there have been many quality names that have sold off a lot . Just wondering if a switch into a different , more convincing beat down name might be a good move at this point. Ideally I would like as much recovery upside as baba potentially would have in order to try to recover my losses. Which essentially would mean a double from here.
Any names you would endorse switching to that might potentially meet this criteria ? Or do I keep patience and hold. I am a long term investor typically (10yr timeframe or more before retirement ). Thanks
Shane
My question is whether to keep on holding baba or not . It is held in a US cash account so selling would incure a 53% loss as of today. The reason I ask today is that there have been many quality names that have sold off a lot . Just wondering if a switch into a different , more convincing beat down name might be a good move at this point. Ideally I would like as much recovery upside as baba potentially would have in order to try to recover my losses. Which essentially would mean a double from here.
Any names you would endorse switching to that might potentially meet this criteria ? Or do I keep patience and hold. I am a long term investor typically (10yr timeframe or more before retirement ). Thanks
Shane
Q: I would appreciate your thoughts on BABA as an entry point at this time. And if not now, what price would you find attractive? Thank you.
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Tencent Holdings Ltd. ADR (TCEHY)
- JD.com Inc. (JD)
- NIO Inc. American depositary shares each representing one Class A (NIO)
Q: Hi Peter,
Is this a good time to start buying Chinese companies? Can you give 4-5 names and why those? I am a long-term investor will be okay for some short-term risks.
Best,
Matt
Is this a good time to start buying Chinese companies? Can you give 4-5 names and why those? I am a long-term investor will be okay for some short-term risks.
Best,
Matt
- Skyworks Solutions Inc. (SWKS)
- Magna International Inc. (MG)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Enthusiast Gaming Holdings Inc. (EGLX)
- MEDIFAST INC (MED)
- Pinterest Inc. Class A (PINS)
- Trane Technologies plc (TT)
- Unity Software Inc. (U)
Q: Hi Team,
I am holding the following stocks at a loss. BABA (-52%), MED (-30%), TT(-4%),EGLX (-33%), MG (-8%), SWKS (-20%), U (-1%), PINS (-33%).
My question is, should I continue to hold the line with all of these? Or are there any that stand out to you as being better off to sell and swap out with a different holding of which you suggest? Or any of these I should be selling, and adding to another one of these? I thought perhaps after yesterdays sell off there might be some moves I should be making. (Although the market is already recovering nicely today on alot of these names). Suggestions here would be appreciated. Thanks!
Shane.
I am holding the following stocks at a loss. BABA (-52%), MED (-30%), TT(-4%),EGLX (-33%), MG (-8%), SWKS (-20%), U (-1%), PINS (-33%).
My question is, should I continue to hold the line with all of these? Or are there any that stand out to you as being better off to sell and swap out with a different holding of which you suggest? Or any of these I should be selling, and adding to another one of these? I thought perhaps after yesterdays sell off there might be some moves I should be making. (Although the market is already recovering nicely today on alot of these names). Suggestions here would be appreciated. Thanks!
Shane.
Q: I’ve been holding this painfully watching it fall everyday. In hindsight, I should have sold it. Now I’m wondering if it will be delisted. Since I own the ADR shares, I’m wondering what would happen if it were delisted and also, how likely an outcome is the delisting in your view? Thank you.
Q: What are your current thoughts on Baba? I have a full position and I am down more than 30%.. it is an RRSP though so I could exit and reenter or stay put..What are your thoughts?
- Alphabet Inc. (GOOG)
- Garmin Ltd. (Switzerland) (GRMN)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- Freeport-McMoRan Inc. (FCX)
- Morgan Stanley (MS)
- Verizon Communications Inc. (VZ)
- Xylem Inc. New (XYL)
- iShares Core MSCI All Country World ex Canada Index ETF (XAW)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Atlassian Corporation (TEAM)
- MEDIFAST INC (MED)
- Reliance Inc. (RS)
- Flutter Entertainment Plc (PDYPF)
Q: Any recommendations for US or international (listed on US stock exchange) stocks for RRSP and TFSA accounts to help overall diversification with non-registered accounts that are overweight Canada geographically and within that financial, energy, and utilities overweight. Thanks.
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Tencent Holdings Ltd. ADR (TCEHY)
- NetEase Inc. (NTES)
- JD.com Inc. (JD)
- NIO Inc. American depositary shares each representing one Class A (NIO)
Q: Is there any China stocks you like
Thank you for your great service Lorraine
Thank you for your great service Lorraine
Q: Is now the right time to buy Alibaba? What is the FCF yield now?
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- MEDIFAST INC (MED)
- Magnite Inc. (MGNI)
Q: Hello team ,
I was looking for your thoughts on some of my recent worst performers and what I should do with them . Baba (held in a US cash account ) is down 45% after the Chinese government crackdown . Med (down 21% in US cash account ) after only owning it for a short time . And Mgni is selling off daily for some reason now , even after the strong quarterly results .(still up 20% in rsp) . For each of these how do you recommend them …buy more , hold , sell? If any are sells what would be your recommendation on a replacement ; preferably one with high potential in getting my money back.
I was looking for your thoughts on some of my recent worst performers and what I should do with them . Baba (held in a US cash account ) is down 45% after the Chinese government crackdown . Med (down 21% in US cash account ) after only owning it for a short time . And Mgni is selling off daily for some reason now , even after the strong quarterly results .(still up 20% in rsp) . For each of these how do you recommend them …buy more , hold , sell? If any are sells what would be your recommendation on a replacement ; preferably one with high potential in getting my money back.
Q: What do you think about adding to a position in Alibaba at these levels? Asking for a friend.
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Tencent Holdings Ltd. ADR (TCEHY)
Q: Hi Peter,
Any good picks you see in the China crash?
Name a few stocks in china ( with high upside ) for the bravehearts !
Thanks
Any good picks you see in the China crash?
Name a few stocks in china ( with high upside ) for the bravehearts !
Thanks