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  • Baidu: $300 Is Possible By End Of 2014
    Tue, Jul. 29 BIDU 9 Comments

    Summary

    • Baidu’s Q2 earnings and revenue blew past analyst estimates as the company ramps up its mobile monetization.
    • High revenue growth should lead to a sustainably high P/S multiple in the next six to twelve months, bringing Baidu’s share price close or above $300.
    • Investors should be careful here since the stock is extended and vulnerable to a pullback.
  • Revisiting The Baidu And Qihoo Investment Call
    Sun, May. 4 BIDU, QIHU 4 Comments

    Summary

    • Both Baidu and Qihoo have fallen since I suggested that selling Qihoo and buying Baidu might be a better way to profit in the future.
    • Since Qihoo has fallen much more than Baidu, the reward/risk proposition has changed and it might be prudent to consider a long position in Qihoo and stay long Baidu.
    • The growth outlook for both companies has improved in the last two months.
  • Time To Sell Qihoo And Buy Baidu?
    Mon, Mar. 10 QIHU, BIDU 18 Comments

    Summary

    • Qihoo 360 reported earnings and revenue ahead of estimates and guided Q1 2014 above consensus.
    • The company’s search market share was 23% in Q4.
    • After a strong run in prior months, it might be prudent to take some profits and buy Baidu.
  • Baidu: Disturbing Growth Slowdown
    Apr. 28, 2013 QIHU, YOKU, BIDU 10 Comments
  • Baidu: Last Stage Of Earnings Maturation Cycle
    Mar. 28, 2013 QIHU, BIDU 6 Comments
  • Baidu Will Benefit From China Recovery
    Dec. 24, 2012 GOOG, QIHU, BIDU 7 Comments
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