Ep. 518: Frankly Speaking: Why Alibaba (BABA) is no longer a momentum stock

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 19 May 2017

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome back to another episode of Frankly Speaking. This week's breakdown is starting with Alibaba (BABA). Originally, the Chinese e-commerce company received loads of skepticism in regards to their deliverability and figures. Basically, analysts didn't believe the financials. But that was two years ago... Recently, the stock has been delivering some solid numbers that you can't ignore. The company is seeing its highest growth in revenues since their IPO... mobile use is stretching past 500 million monthly users... and not mention, Chinese e-commerce is skyrocketing. This company is no longer a momentum play. And to start off today's stream of Q&A's, I explain why. Switching gears, I then turn my focus to General Electric (GE). I completely understand the concerns for the short-term investors... The stock has sold off a bit... Deutsche Bank recently placed a sell rating on the stock... and cash concerns continue to push analysts away. But as I explain, there are still plenty of over-looked, long-term catalysts. Other topics talked about: BlackBird Energy's (BBI.V) recent drilling troubles, and just a little more politics. No personal hard feelings here. My concerns have very much to do with the financial markets. Special thanks to Larry, Howard, Faye, John, and Derek for all the questions. Keep em' coming at Frank@curzioresearch.com Good Investing, Frank Curzio

Transcript

Click on a timestamp to play from that location

0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream
0:06.0	financial media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.8	right to you on Main Street.
0:14.0	How's it going out there? It's Friday, May 19th.
0:18.0	I'm Frank Curzy, hosted the Frankly Speaking podcast where I answer all of you glitions.
0:22.0	By the Market Stocks economy sports and politics and anything else you want to throw with me.
0:28.0	I grade this podcast to answer more of your questions that you are sending me through my Wall Street
0:31.3	unplugged podcast which I host every Wednesday?
0:34.0	Do you have any questions you want to answer?
0:36.0	Just send me an email at Frank at cursier research.com. That's Frank at cursier research.com.
0:41.0	Be sure to put frankly speaking in the headline and you never know your
0:45.0	question may be the one I read on this podcast. You notice that intro is a
0:50.4	little different since I include the word politics because last week I had
0:54.7	the rant about Democrats how this just get over the fact they lost the election
0:58.2	already be more concerned with making this country better for us instead of putting
1:02.4	out stories on a daily
1:03.2	basis to try to get trumped impeached. I knew I would get negative responses
1:08.9	right? I mean the motions have never been this high when it comes to
1:10.9	politics in my lifetime. I don't know if I could say
1:13.0	that for someone who's yeah in their 60s or 70s they've probably seen even more
1:16.5	stuff and more crazy things but it is pretty crazy right now and you know in a weird way I kind of wanted to get some of these negative emails.
1:27.0	I'm always talking and answering emails or frankly speaking which is this podcast.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Frank Curzio, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Frank Curzio and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.