The Long Investor

$BABA TOP 20

Added 2023-11-19 05:39:37 +0000 UTC

Not the week we wanted for $BABA, few surprises and although the report is recorded as a double beat, there was many positives but also enough to startle the market......for me, this is presenting a good opportunity and I can not ignore the fundamentals here.

The difference between EPS growth and share price decline has been its largest in its history and these two normally track each other. As the share price is suppose to reflect earnings.....in the ideal world and short term influences do play their part here....that being said, I believe that as long as the EPS continues its growth, the share price will eventually track each other again.

My plan here, if the share price comes down to the yellow trend line between $73-$71, I will be adding to my position. This compliments my average and $BABA is a long term hold for me.

If $BABA is not a long term hold for you and this price action makes you uneasy, for whatever reason, this may not be the stock for you.

But I am a value investor and I am constantly looking for stocks that are beat down and disconnected from their fair value and I have no problem holding for as long as it takes.

I have stocks that are profitable and I have stocks that are offering value right now.....both I am happy to hold.