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  • Higher Expenses Or Not, Baidu Is Cheap [View article]
    Well of course FB isn't the best example, but thats why GOOG was in the discussion. The use of FB was to compare a company of mega-cap size with a similar growth rate. The different EBITDA margins are what they are, but a higher margin only means that FB flows more to the bottom line. It doesn't mean that once it reaches the bottom line that it is worth twice as much. Net income is net income, EBITDA is EBITDA, BIDU is growing at the same rate and should trade at a similar multiple to FB. As long as it doesn't, I'll continue owning BIDU.

    As far as the China discount, its one of those thinks that exists until it doesn't. At some point in the future, the market will forget the risk in China and appreciate the faster growth rate compared to GOOG in the US. Such valuations and risks always ebb and flow. Back in 2007 and 2008, China Internet stocks were hot even though I seriously doubt the audit risk really disappeared.
    Jul 30 12:28 AM | Likes Like |Link to Comment
  • Higher Expenses Or Not, Baidu Is Cheap [View article]
    yeah, its incredible going back a year or so and seeing all the complaints about expenses growing too fast. The mobile market in China is going to be huge in the next couple of years with the transition to 4G.
    Jul 30 12:21 AM | Likes Like |Link to Comment
  • Baidu: Focus On Mobile Search Market Share, Not SEC Posturing [View article]
    Nice bounce back today as the fear quickly disappear.
    Jan 29 12:31 AM | Likes Like |Link to Comment
  • Baidu: Focus On Mobile Search Market Share, Not SEC Posturing [View article]
    Definitely need to see a slow down in expenses as 2014 progresses. It was definitely important to grab market share in wireless.
    Jan 28 02:42 AM | Likes Like |Link to Comment
  • Baidu: Investing For The Future [View article]
    Wow... great news for BIDU.
    Jun 2 11:20 PM | Likes Like |Link to Comment
  • Baidu: Investing For The Future [View article]
    Thanks for the info Nocturnian and gg117. Good discussion.

    Either way, the market loves the BIDU move. The stock is breaking out now around $95. Could easily fill the gap back over $105.
    May 9 12:28 PM | Likes Like |Link to Comment
  • Baidu: Investing For The Future [View article]
    Looks like BIDU is now the leading video provider in China with the purchase of PPS.tv. Any thoughts?
    May 7 12:04 AM | Likes Like |Link to Comment
  • Baidu: Investing For The Future [View article]
    Definitely don't see BIDU flat lining with 30-40% top line growth. It'll either plunge if earnings expectations continue dropping or soar if the company can show that earnings will start growing with revenue again. Remember that both FB and GOOG appeared dead in water due to the mobile transition and than boom....same will happen with BIDU.
    May 6 12:36 PM | Likes Like |Link to Comment
  • Baidu: Investing For The Future [View article]
    Looks like the stock will go straight to $70 so I wouldn't rush to buy at $70, but it isn't guaranteed the stock will even break the current support.

    Like that concept of "Consider Buying". Every stock as an attractive entry point and if an investors has 10 stocks with such consider buying levels, one can wait for the ones that drop to those levels. Instead of chasing stocks, you let them come to you.
    May 6 12:32 PM | Likes Like |Link to Comment
  • Baidu: Investing For The Future [View article]
    Not a technical expert, but it appears that a break of $84.50 would send it down to support around $70 from 3 years ago. Based on todays 3% jump it doesn't appear that will happen.
    May 6 12:30 PM | Likes Like |Link to Comment
  • Baidu: Disturbing Growth Slowdown [View article]
    Growth isn't really slowing down or the culprit. The company has increased costs to build new services for the future. Big difference!
    Apr 28 02:56 PM | Likes Like |Link to Comment
  • Buy Baidu At Much Cheaper Prices Now [View article]
    Cramer has historically been bullish on BIDU.
    Mar 1 02:15 AM | Likes Like |Link to Comment
  • Buy Baidu At Much Cheaper Prices Now [View article]
    So we're suppose to believe that BIDU has built a billion dollar platform yet it doesn't have a good product?
    Feb 28 05:19 PM | Likes Like |Link to Comment
  • Buy Baidu At Much Cheaper Prices Now [View article]
    Stock hit just below $88 today and is not jumping at $90.50. Good sign of a short term bottom Will it hold?
    Feb 21 10:19 AM | Likes Like |Link to Comment
  • Buy Baidu At Much Cheaper Prices Now [View article]
    Appears the low might be around $88 where the tail occurred on the low. Of course any close below that level would be a negative.
    Feb 20 02:45 PM | Likes Like |Link to Comment
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