Q: What do you think about adding to a position in Alibaba at these levels? Asking for a friend.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- 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
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
Q: Is there a technical support level where these types of names get attractive or do political influences trump tools like this?
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
Q: I know 5i doesn’t cover stocks outside of North America so please feel free to disregard my question if you can’t provide an answer. I currently have no direct exposure to Asia. Could you please rank Baba, JD and SE in a locked in RSP, 10+ horizon. I have space for one and since I’m happy with current valuations with the ongoing uncertainty, I would be ready to choose one. And could you please also comment on what would happen to the investment if it ever was delisted in terms of the access to the funds. Thank you!
Q: Ignoring the risk that come with a Chinese company, how would you currently evaluate BABA's business as a long term investment? I'm interested to hear your thoughts on the business aspects you typically focus on, such as management, earnings growth potential, debt, cash flow, runway etc.? Thanks
Marc
Marc
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Tencent Holdings Ltd. ADR (TCEHY)
- JD.com Inc. (JD)
Q: I have done very well with each of these stocks. The news from China is a concern. I know you are not experts in Chinese stocks, but I would like to hear your opinion on whether to sell or hold.
Q: I figured if this name was safe enough for Charlie Munger and Mohinsh Pabrai, that it would be safe enough for me. However, I always get week knees when I start to lose money. My guess is that China will not want to kill a golden goose like Baba and Im therefore hoping to look past the noise about CCP regulation which seems to be driving down the price of Chinese stocks indiscriminately. I know you do not closely follow overseas stocks but do you suggest I hold this name or move on to North American names which do not face the same regulatory dangers. I’m only down $7 at the moment. Thank you.
Jason
Jason
- Best Buy Co. Inc. (BBY)
- FedEx Corporation (FDX)
- H&R Block Inc. (HRB)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Hologic Inc. (HOLX)
- Foot Locker Inc. (FL)
- BRP Inc. (DOOO)
- Williams-Sonoma Inc. (DE) (WSM)
- Dick's Sporting Goods Inc (DKS)
Q: I've been looking for stocks with favourable value metrics which also demonstrate solid earnings growth and have come up with the above list. It's a little heavy on the retail end which worries me somewhat with covid still being a thing. At the same time, retail stocks are enjoying solid sales and anecdotally, it seems to me that people are anxious to get out there and spend.
With respect to Doo, H&R Block, WSM, and BBY, these have seen decent levels of share repurchases which is appealing for obvious reasons.
What do you think of my list with a view to holding and forgetting for at least one year? Anything you would cut out? I don't like foot locker as a store for instance but the financials appear attractive. Thank you as always,
Jason
With respect to Doo, H&R Block, WSM, and BBY, these have seen decent levels of share repurchases which is appealing for obvious reasons.
What do you think of my list with a view to holding and forgetting for at least one year? Anything you would cut out? I don't like foot locker as a store for instance but the financials appear attractive. Thank you as always,
Jason
Q: Does President XI like China's Billionaires .. He treated Mr. Ma of BABA Badly and punished the shares After all China is a Communist Country He seemed to hurt other Chinese Companies recently. Should I stay away from BABA and other Chinese
Companies. What about Taiwan ? Is it OK to invest in ? RAK
Companies. What about Taiwan ? Is it OK to invest in ? RAK
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- KraneShares CSI China Internet ETF (KWEB)
Q: Could you compare investment into KWEB or BABA.
Would you recommend both for diversification?
Thank you.
Would you recommend both for diversification?
Thank you.
- Garmin Ltd. (Switzerland) (GRMN)
- BP p.l.c. (BP)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
- Flutter Entertainment Plc (PDYPF)
Q: Portfolio analytics --> I need international exposure.
I'm 44yo with a high risk tolerance and 2 kids, 4 yrs and 7 yrs away from entering post-secondary.
Could you make some recommendations to plug this hole in my portfolio? Individual stocks and an ETF mix would be ideal.
Thank you,
Ian.
I'm 44yo with a high risk tolerance and 2 kids, 4 yrs and 7 yrs away from entering post-secondary.
Could you make some recommendations to plug this hole in my portfolio? Individual stocks and an ETF mix would be ideal.
Thank you,
Ian.
- Amazon.com Inc. (AMZN)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
Q: hello 5i:
I'm looking for a consumer stock, the portfolio being weak in that area. I've gone over past questions on the 2 noted stocks. I find BABA very intriguing from a risk/reward perspective. Morningstar has both undervalued, BABA moreso and a 5 year chart favours BABA as its hitting the bottom of its trendline. I'd appreciate your take on it, knowing that Chinese stocks are not your focus. There are a huge number of analysts following both stocks, so I'm indirectly asking you to decipher their opinions for me. For the sake of this excercise, lets assume a "medium" risk investor (whatever that is).
I'm looking for a consumer stock, the portfolio being weak in that area. I've gone over past questions on the 2 noted stocks. I find BABA very intriguing from a risk/reward perspective. Morningstar has both undervalued, BABA moreso and a 5 year chart favours BABA as its hitting the bottom of its trendline. I'd appreciate your take on it, knowing that Chinese stocks are not your focus. There are a huge number of analysts following both stocks, so I'm indirectly asking you to decipher their opinions for me. For the sake of this excercise, lets assume a "medium" risk investor (whatever that is).
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
Q: Your thoughts on BIDU? Any better options here?
- BMO MSCI China ESG Leaders Index ETF (ZCH)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
Q: Your views on ZCH
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Real Matters Inc. (REAL)
- Etsy Inc. (ETSY)
- Redfin Corporation (RDFN)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Unity Software Inc. (U)
Q: Please name 5 companies in the USA and Canada that you think the market has punished unfairly in this tech sell off. Aggressive names with compelling fundamentals and huge growth opportunities would be the focus regardless of sector with a nod to companies with a 10 billion market cap or less. These would be companies in which the downside is fully priced in but nobody is giving them any credit for projected growth (and you believe that growth potential is substantial). If you could then pick your favourite from these in the US and Canada and add one sentence as to why I would be most appreciative!
Q: Please comment on the Qtr. How low can you see this one going? Greg
Q: I have a 2% position in Alibaba which is modestly underwater. With all the US delisting talk, is the risk worth the reward? I like the fundamentals of the company so really looking for your opinion if this is just noise or a reason to exit the name.
Q: What are your thoughts on Alibaba? There is an old saying “sell on news” but would you think with the settlement announced that it may be a good time to take a position?
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
Q: The decline in Chinese stocks is of concern, not only the ones listed that have experienced serious erosion. The stocks do have substance within their immense markets even under the 'political cloud'. Should these stocks be sold and avoided?
Thank you for your analysis, Team!
Thank you for your analysis, Team!
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Twilio Inc. Class A (TWLO)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Roku Inc. (ROKU)
- Pinterest Inc. Class A (PINS)
- Boyd Group Services Inc. (BYD)
Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks