Watchlist

Watchlist
Alibaba Group Holding Limited (BABA)
Alibaba Group Holding Limited (BABA)
Ford And Alibaba: The Ultimate Automotive Partnership?
The Ford-Alibaba collaboration in light of Ford CEO Strategic Update On October 3, Ford ( F ) CEO Jim Hackett, appointed earlier this year to turn around the corporation, presented the initial outline of his new strategy. The strategic update included several important topics, such as th…
Alibaba's Killer O2O Strategy
We are looking at some bigger companies for our SHU portfolio which we started at the end of September (it's up 18% since then), as it is fairly heavily skewed towards smaller companies: And just by accident, we're stumbling onto a really big one and we were not aware what kind of opportunit…
China Is Rising On The Back Of High Tech
Original Post By Stuart Burns China has always had a long-term dream - America has always scoffed - at the idea that one day Chinas economy may exceed that of the U.S. Many still believe that is inconceivable. However, relentless growth at 6% gradually has its effect, and a F…
Micron Portfolio Performance Update
Getting ready to deadlift 95lbs less than I did this month (Image: Micron ) Micron Portfolio Performance Update Last week ( In Case I Was Wrong ), I wrote that Micron ( MU ) had been one of Portfolio Armor 's top picks at the beginning of this year and again last month, when it was inclu…
Alibaba's New Retail Push Goes On Steroids With Grocery Plan
E-commerce giant Alibaba (BABA) is pretty much a carbon copy of its founder Jack Ma when it comes to standing still, in that the concept is completely foreign to both. I've been critical of the company in the past for getting into too many things too quickly without a coherent big-picture plan…
Tencent buying 5% of Yonghui Superstores in latest retail move
Tencent ( OTCPK:TCEHY ) is making the latest Chinese tech incursion into retail -- and increasing its competitive interface with Alibaba (NYSE: BABA ) -- with plans to buy a 5% stake in Yonghui Superstores . More news on: Tencent Holding Ltd. ADR, Alibaba Group Holding Limited, Tencent Ho…
Amazon: Updates To Thesis
Shares of Amazon (AMZN) have risen by almost 50% since my article published in September of last year where I stated the company had plenty of growth left in the tank despite the stock being at 52-week highs. AMZN data by YCharts In the original piece, we discussed the followin…
Is Alibaba Eating JD.com's Lunch?
We started a portfolio at the end of September and one (of three) first buys were shares in JD.com ( JD ). As you can see, these shares haven't gone anywhere: Note the following: This sharp divergence in fortunes of the relative stock prices of JD.com and Alibaba ( BABA ) seems odd in the …
Starbucks Growth To Be Augmented By Alibaba
Share Price Of Starbucks Lagging Behind Revenue Growth Despite the perennial concern over the possibility of Starbucks ( SBUX ) reaching the "peak store", the company continued to prove skeptics wrong with steady revenue growth. In fact, Starbucks recently proclaimed that it is opening a new…
Venture capital deals of the week
Financial Times reported that Alibaba (NYSE: BABA ) was among the investors putting at least $1B into Ofo, a Chinese bike-sharing company. More news on: Alibaba Group Holding Limited, Salesforce.com, Inc., Baidu, Inc., Tech stocks news, Read more …
Alibaba Group Holding Limited (BABA)