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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (71253)10/3/2022 10:05:38 PM
From: Madharry  Read Replies (2) | Respond to of 78648
 
i have way too much mac and not much confidence up management being allied with shareholders so not adding there. everything else I would be adding to at these levels if I were not fully invested.



To: Paul Senior who wrote (71253)10/4/2022 6:32:40 AM
From: Eric Bramble  Respond to of 78648
 
I like Alibaba for its cloud infrastructure and I wonder if it will be spun-off into a separate entity. This depends primarily on the threat of US delisting and how much they can get during an IPO. This is why I'm looking at Hong Kong & Singapore, but market sentiment needs to be higher for a possible IPO. I do not expect much to happen in the short-term except for companies with loads of cash acquiring competitors.


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