August 18, 2022 @ 7:31 pm | BABA, Breaking News, Jubak Picks Portfolio |
When I added Alibaba (BABA) to my Jubak’s Picks Portfolio on April 29, 2022, and Tencent Holdings (TCEHY) to my Volatility Portfolio on my subscription site JubakAM.com on January 3, 2022, I thought two things were about to happen in China. First, I thought that...
June 13, 2022 @ 7:53 pm | Breaking News |
My one-hundred-and-forty-fourth YouTube video “China Stocks Soar on End to Tech Crackdown” went up today. In the past few weeks–at least before the inflation/interest rate meltdown in U.S. markets–I’ve seen an uptick in big China stocks...
May 17, 2022 @ 11:37 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY, Volatility |
Today, Tuesday May 17, China’s top economic official, Vice Premier Liu He, said that the government will support the development of digital economy companies and their public stock listings. The comments delivered after a symposium with the CEOs of some of the...
May 3, 2022 @ 10:59 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY |
My one-hundredth-and-ninth-eighth YouTube video “Trend of the Week China’s back!” went up today. At the end of last week, the Chinese government sent signals that it would make moves to stimulate the slowing economy amid widespread lockdowns, as well...
May 2, 2022 @ 7:24 pm | BABA, Breaking News |
My one-hundredth-and-twenty-eighth YouTube video “Quick Pick Alibaba” went up today. Alibaba (BABA) and other Chinese internet companies have been struggling recently under the pressure of a government crackdown. However, with the slowing of the Chinese...
March 16, 2022 @ 11:06 pm | Breaking News, Buy Hold Sell, Jubak Top 50 Portfolio, TCEHY |
Yesterday, March 15, I was thinking that I wished I didn’t own any China stocks at all. Today, March 16, I wished I owned more. Lot’s more. First, China’s top financial policy group vowed to ensure stability in capital markets, support overseas stock...
January 3, 2022 @ 7:32 pm | Breaking News, Buy Hold Sell |
In other years, this would be a no-brainer Yes! What we have right now is a classic, tried-and-true set up for big gains from buying China stocks. China is near the end, probably, of a big sell off. We’re talking drops of 20% or more. Much more. Market leaders...
December 22, 2021 @ 7:00 pm | Breaking News |
I’m starting up my videos again–this time using YouTube as a platform. My eighty-third YouTube video “A new trade war with China?” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s the...
October 4, 2021 @ 8:14 pm | Breaking News, Buy Hold Sell |
The Hong Kong Stock Exchange suspended trading in shares of China Evergrande after the Chinese developer missed a key bond interest payment last week. That’s led to selling across Chinese stocks with, as of the close in New York, shares of Alibaba (BABA),...
September 22, 2021 @ 3:34 pm | Breaking News, Jubak Top 50 Portfolio |
I’d call the policy being followed by the People’s Bank in the China Evergrande crisis “Try to support the markets but see how little we can get away with.” Today China’s central bank supplied liquidity (About $18 billion worth) to the...
September 20, 2021 @ 7:30 pm | ALB, Breaking News |
The Standard & Poor’s 500 fell another 1.70% today and it’s now down 3.94% from the September 2 high. As the index dropped last week (again) and over the weekend, lots of Wall Street money managers said Hey, stocks were over-valued and news from...
September 15, 2021 @ 10:54 pm | Breaking News, Jubak Top 50 Portfolio |
I’m starting up my videos again–this time using YouTube as a platform. My forty-seventh YouTube video “Time to Worry About China Too” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
September 14, 2021 @ 12:13 am | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Sign Up for Jim‘s Newsletter Back on September 4 I posted a video on YouTube and this site “September and October 2021 Worse Than Usual for Investors?” that argued that September, the worst performing month for the Standard & Poor’s 500 from 1950...
August 19, 2021 @ 7:35 pm | BABA, Breaking News, JO, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY |
I’m starting up my videos again–this time using YouTube as a platform. My forty-second YouTube video “3 China stocks to buy but not now”-went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it below:...
August 16, 2021 @ 7:04 pm | Breaking News |
The Chinese government reported today that the country’s economy slowed more than expected in July. Retail sales were crimped by tough new virus restrictions introduced toward the end of the month to contain fresh outbreaks. Retail sales rose by 8.5% near over...
August 3, 2021 @ 7:43 pm | BABA, Jubak Picks Portfolio, Jubak Top 50 Portfolio, NPSNY, TCEHY |
Last Wednesday, July 28, Chinese financial regulators told big investors–banks and investment groups heavily exposed to China’s stock market–not to worry. China’s financial markets were sound and despite the fears engendered by the...
July 28, 2021 @ 5:18 pm | Breaking News |
I’m starting up my videos again–this time using YouTube as a platform. My thirty-sixth YouTube video “Is China un-investable?”-went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
July 15, 2021 @ 7:49 pm | BABA, Breaking News, Jubak Top 50 Portfolio, TCEHY |
China’s economy grew by 7.9% in the second quarter of 2021 from the second quarter of 2020. That was a huge slowdown from the 18.3% year over year growth in the first quarter. No one had expected that growth surge from the end of pandemic lockdowns to be...
December 29, 2020 @ 6:59 pm | Breaking News |
Yesterday stocks moved higher on news that President Donald Trump had actually signed the combined coronavirus stimulus/relief and government spending bill. I guess after contemplating the possibility of no bill and another government shutdown, even $600 checks seemed...
November 12, 2019 @ 7:18 pm | Breaking News |
By the time Taylor Swift closed down the festivities at midnight with the last of three songs, Alibaba (BABA) had recorded sales of $38.4 billion for the Singles’ Day e-commerce shopping monster. This year’s total beat out last year’s record $30.8...
November 12, 2018 @ 5:49 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
The 10th annual Singles’ Day sales frenzy on November 11 resulted in a new record at China’s Alibaba (BABA) for one-day sales of $213.5 billion yuan ($30.7 billion.) This year merchandise sales for the world’s largest off-line and on-line shopping...
September 13, 2018 @ 7:53 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY, Volatility, You May Have Missed |
There’s some evidence that the money that has left big U.S. tech stocks such as Facebook (FB), Netflix (NFLX), Microsoft (MSFT) and Amazon (AMZN) on some recent days has been headed into big Chinese tech stocks such as Tencent Holdings (TCEHY), Alibaba (BABA),...
February 9, 2018 @ 7:30 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY, Volatility |
While our eyes have been glued to the volatility in U.S. markets, Chinese stocks have staged their own correction. The Shanghai Composite is down 12.1% from its high on January 24 to the low on Thursday, February 8. With the Lunar New Year and the week-long Spring...
November 10, 2017 @ 6:33 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Alibaba (BABA) generated $1 billion in gross merchandise volume in just the first three minutes of the Singles’ Day shopping event in China today. By the end of two hours the sales volume was just shy of $12 billion. The company’s Alibaba Cloud unit...
November 3, 2017 @ 6:58 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Yesterday before the market opened in New York China’s e-commerce giant Alibaba (BABA) reported September quarter earnings of $1.29 a share (excluding one-time items.) That was 26 cents a share better than Wall Street projections. Revenue climbed 61% to $8.63...
August 30, 2017 @ 10:22 am | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, Update |
I’m on vacation until September 6. I wrote this post on August 24 before I left. On August 17 Alibaba Group Holding (BABA) reported another blowout quarter. Non-GAAP earnings per share climbed 65% and revenue rose 56%. And… on its conference call Alibaba...
June 9, 2017 @ 5:24 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, Update |
Yesterday, June 8, Alibaba (BABA) forecast that revenue would climb by 49% for fiscal 2018. That’s a solid 10 percentage points above the recent projection from Wall Street analysts. The New York traded ADRs climbed almost 10% on the news yesterday....
August 11, 2016 @ 5:23 pm | BABA, Jubak Picks Portfolio, Update |
Update: August 11, 2016. Okay, the top line numbers were impressive. Today Alibaba Group Holding (BABA) reported a 59% increase in revenue for its June quarter. But for the first time Alibaba provided segment details on its various businesses–due at least in...
July 15, 2016 @ 7:31 pm | Breaking News, Leading Indicators, You May Have Missed |
Investors start to see second quarter reports on revenue and earnings from Internet search, streaming, and social media companies next week when on Monday, July 18, both Yahoo (YHOO) and Netflix (NFLX) report. Amazon (AMZN) follows on July 21. And then in the...