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Jack L. White  

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  • Celgene: An Absolutely Excellent Company With An Absolutely Terrible Valuation [View article]
    Ignoring the errors I think you are making in valuation assumptions of high growth biotech leaders...

    ...I think your numbers are off. Celgene's guidance for 2020 (5 years from now) is $12.50 EPS (http://bit.ly/1xHGYNu). Using your logic of putting a 25X multiple on that gives you a $312.50 target or over 144% return from today's prices...
    Mar 20, 2015. 06:17 PM | 4 Likes Like |Link to Comment
  • Baidu: Thank You, Google [View article]
    I agree with your analysis www2280. See my article of seeking alpha on Baidu to see my viewpoints.

    http://seekingalpha.co...
    Apr 2, 2012. 06:06 PM | Likes Like |Link to Comment
  • Baidu: After A Breather, The Valuations Are More Reasonable And Suggest Upside Ahead [View article]
    Completely agree, see my article I posted on Seeking Alpha why I think BIDU could see $200 if the market continues to hold up.

    http://seekingalpha.co...
    Mar 28, 2012. 10:06 PM | Likes Like |Link to Comment
  • Baidu: Potential To Lead [View article]
    Thank you for all the metrics. I agree Google is attractive as well from a value standpoint, but BIDU is the bigger growth play. The best growth stocks usually are the ones that look overvalued, and some of the stats you posted support that. I try to mix technicals and fundamentals so if I am wrong I will be out before the real damage is done. However I definitely think that both GOOG and BIDU are attractive and will be looking to own both on any market weakness.
    Mar 28, 2012. 10:02 PM | Likes Like |Link to Comment
  • Baidu: Potential To Lead [View article]
    I think the news that Apple may be changing the default search engine on iPhones in China to Baidu from Google plays in with exactly what your saying and could be huge for BIDU.

    http://bit.ly/GXXSNk
    Mar 28, 2012. 09:55 PM | 1 Like Like |Link to Comment
  • Baidu: Potential To Lead [View article]
    Completely understand your hesitation. Like I said in article, I have skepticism as well in most Chinese stocks, but BIDU is one I am willing to put money in. I also like Google as well.
    Mar 28, 2012. 09:54 PM | Likes Like |Link to Comment
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