Losing Stocks. Hold or Sell?

"my latest intrinsic value is about $136 and currently it's selling at $888 which is very very undervalued and I would probably want to sell Alibaba only if it gets nearer the fair value which is about $136 which implies there's still uh quite a bit of upside from where we are today."

"once the Hong Kong market uh starts to go back near the Fair median about 10 uh 10 times earnings so slightly above I will get out of my China ETFs the GXE for example if you look at the GXE itself the ETF you can see it's uh again very very cheap because the current PE ratio is nine times earnings... I want to sell them once they get to a fairer price once sentiment changes."

"the ashr ETF which tracks the mainland China Market... the median PE ratio is 12.5 times earnings for the last 10 years and the current PE ratio is 10 times earning... once it gets nearer 12 times earnings 13 times earnings I'm selling selling out of my whole position."

"I believe that if they can execute all this properly they should see quite a nice rebound of about 23% kga in their earnings over the next 5 years so that should see the share price rebounding uh not immediately I'll give it another 1 to two years for a proper recovery in the Share Price. latest intrinsic value taking into account their current free cash flow and their projected growth is about $150 so at today's share price of $85 it's at a 50% discount."

"in the long run I believe that again Coco prices will come back down they have been coming back down their margins will uh stabilize and Hershey's has pricing power so once they start to raise their prices they should have a nice Rebound in their reacceleration in their revenue and profit"

"this guy will bring Nike back to their Glory Days right where they will re accelerate revenue and growth but it's not going to be overnight it's going to take at least uh the next 9 to 12 months for us to see some material re acceleration in revenue and profits and a rebound in the share price"