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Sohu Has A Hidden Gem
- SOHU is still in control of Sogou.
- SOHU’s valuable assets like SOHU TV and SOHU FOCUS are selling for 817 million dollars.
- Tempting potential 40% upside.
Why Baidu Will Stand Strong Amid The Deteriorating Chinese Real Estate Market
- The deteriorating Chinese real estate market means more discretionary spending by the younger generations.
- Baidu is a much more focused technology giant than its competitors.
- The travel market in China is still at the booming stage.
- Baidu is one of the safest ways to invest in Chinese Internet industry.
Yandex Is Going To Be A Classic Contrarian Pick
- The World War III threat speech is a public relations tactic.
- YNDX is fundamentally and financially robust.
- YNDX is undervalued.
The Cold Weather Was A Short-Term Headwind For These Retailers
- Extreme weather impacts will not last forever. Many companies like Kohl's and Home Depot suffered losses from the frigid weather.
- FRAN's CEO said that business was hit by 370 full and partial daily boutique closings during January due to extreme weather conditions.
- BBBY says severe weather led to 464 times a store was closed for a full day and 1,923 times a store was closed for a partial day.
- One-time incidents like weather storms will eventually provide opportunities for contrarians.
- These Chinese Gaming Companies May Go Private
- Mattel Is Becoming A Better Story Teller
- Why The Fresh Market May Get Cheap Enough To Lure Contrarians
- Perfect World Comes Back With Mobile Stance
- Hibbett Sports Is A Good Bet
- Lululemon Is Set To Turn Around
- Perfect World Is About To See Robust Growth
- Materials Prices Can't Keep Deckers Down Forever