Seeking Alpha

Jeroen Jongbloed

 
View Jeroen Jongbloed's Comments BY TICKER:
BIDU, CAT, CL, COH, COST, CVX, DE, DEO, DIS, DPS, DPZ, DUK, F, FDX, GE, GIS, GSK, HAS, HD, HOG, HSY, JNJ, JPM, K, KO, LO, LOW, LVS, MCD, MMM, MNST, MO, NOK, NVS, PEP, PFE, PG, PM, RAI, SBUX, SO, SPLS, SYY, TJX, UPS, V, VFC, WAG, WFC, WM, WMT, XOM
  • Even After A YTD Increase Of 68+%, Baidu Remains A Great Stock [View article]
    Nitrexx,

    I think a price near Baidu's 52-week high of $181.25 might be seen somewhere in the next 3-6 months. Long term, I think it could turn out to be a whole lot higher. Baidu's spending on R&D is currently placing some heavy weight on their earnings, but when revenues go up further, I could see the company getting to the point were EPS reaches $10-$15. Even at a very carefull valuation of 20 times earnings, that would put the stock between $200 and $300. However, I feel this may take some years. Baidu at this point really is a buy-and-hold kind of stock in my opinion.

    Happy hollidays,

    -Jeroen
    Dec 26, 2013. 10:12 AM | 1 Like Like |Link to Comment
  • Baidu's 40% Decline Makes It Very Cheap [View article]
    Hi Psalerno,

    I totally agree mobile is the real growth market and 35% isn't all that much. However, I think Baidu will be able to use its wealth of cash and knowledge to grow their market share.

    -Jeroen


    -
    Apr 15, 2013. 11:24 AM | 1 Like Like |Link to Comment
More on BIDU by Jeroen Jongbloed
COMMENTS STATS
113 Comments
55 Likes