Baidu.com, Inc. (BIDU)

All Comments on BIDU

  • commenter
    Ajoy
    Nov 05 10:42 PM
    Profit From China's Advertising Boom: 2008 Olympics and Beyond [view article]
    "Google continues to make great strides in China."
    The numbers don't bear that out. The margin by which they
    trail Baidu in revenue market share widened from Q2 to Q3 2007.
    The margin by which they trail in search market share widened
    even more (Baidu has almost 74% according to CNNIC).
    That single sentence weakens your entire article.
     Reply
  • commenter
    keithrasm
    Nov 04 05:28 PM
    It's More than Just Baidu: 51 Other Ways to Invest in China [view article]
    More interesting trivia (which ain't so trivial): China’s population has been growing by some 10 million people annually, and now comprises 22 percent of the world total. Yet the country is home to only 7 percent of all arable land, creating a rising food security concern, according to Xinhua News Agency.
    Reply
  • commenter
    jturano7423
    Nov 02 07:29 AM
    Jim Cramer's Mad Money In-Depth, 10/31/07: Welcome to the Rate Cut [view article]
    Since Cramer has appointed himself head of Public Relations for NSTK, he deserves a salary from the company. No other investment advisor has dedicated himself more on NSTK for the past 10 months than Cramer. He has beeb on a mission of TOUTS above and beyond any Norm and has shown video's on nstk, and last but not least had the CEO on his show several times.
    They are in early stages of phase 2 only, their earnings report was double the loss expected, and yet he continues to beat the drums on NSTK.
    The only motivation I can see is the root of all evil, MONEY! It's unexplainable! The stats are pathetic, the ratings are poor and he keeps hitting the drums. WHY?
    Reply
  • commenter
    rlirph
    Oct 31 02:42 PM
    It's More than Just Baidu: 51 Other Ways to Invest in China [view article]
    Since the purpose here is to disseminate different investment ideas I must point out that some of the data is incorrect.

    ACH has gone up 3.5 times this year. PE is nowhere around 5-6.
    LFC has almost doubled this year. The correct PE is somewhere north of 65.
    ZNH had been losing money annually until 12/06. Hang Seng Bank, subsidiary of Hong Kong Shanghai Bank listed the PE ratio of 246.

    It seems that data from ACH and LFC came out of Yahoo Finance.
    I do not know why they listed ACH with such a low PE. I know that
    Yahoo did not update the fact that LFC had splitted 2.67:1 last December even though their stock price chart is correct.

    SNP with a PE of 1400+ is a suspect too. It is just an oil company although a small one by China's standard.
    Reply
  • commenter
    Brian Croner
    Oct 29 04:13 PM
    My Website
    Why I'm Resisting the Urge to Buy Baidu [view article]
    Currently there are perhaps roughly 300 million in the Chinese workforce, with perhaps 500 million in the rural areas who are awaiting introduction. In the American workforce, we see perhaps a rough 100 million. The Chinese workforce is around 3 times the size, and may ultimately grow to be as much as 8 times the size, of the American one.

    The born-rich non-workers don't make productive use of a search engine, because they are non-performers for an economy (they do not contribute despite their consumption). In other words, the only valuable money is that held by the proletariat. I'm trying to imagine the IPO of Baidu as a guess that the Chinese economy will grow to be 4 or 6 times the size of the American economy. That makes sense, because any nation with a nuclear arsenal can steal Arab oil. Anybody with an Internet connection can outsource labor. This is quickly becoming unprofitable. So when it all equalizes out, the only thing that matters is the domestic work force.

    China having 4 to 6 times the economic value of the US sounds about right to me, assuming Google was a good investment for a given investment plan. Further, China is less illegitimate than the US. As much as people like to say the government owns everything, it's less so than in the US, because in China you as a business can't survive just by connection. So if Baidu is comparable to Google in terms of functionality, long-term I can see Baidu with comparable prospects. And I agree with the author about the investment quality. Maybe a good investment, but might want to hold off right now.     Reply
  • commenter
    CCB
    Oct 29 12:03 AM
    Earnings Season: Fight The Urge To Buy Fast Flyers [view article]
    Why, exactly, is it not a good time to buy a company like AAPL or GOOG who both have incredible, long-term strategies in place and are executing beautifully against those strategies? Do you even understand the fundamental business strategies of these companies? Your comments are relevant for day traders, perhaps, but certainly not for long-term *investors*. Reply
  • commenter
    Prashanth
    Cherukuri
    Oct 25 04:15 PM
    My Website
    Earnings Season: Fight The Urge To Buy Fast Flyers [view article]
    You cant be more mistaken than this. At any time during earnings season, you're better off buying high-growth large cap stocks than buying the Underarmours and Irobots, Nutrisystems and Coaches, which are nothing but fad stocks.
    Even NTRI was way below its 52 week high but got creamed after earnings. Atleast the big guys like AAPL, GOOG and BIDU have the legs to come back to their levels even if they fall, but think how long NTRI will take to get to 70 again.
    You were wrong on earnings on AAPL and GOOG, hope you make a hattrick of mistakes with BIDU.
    good luck     Reply
  • commenter
    raylo
    Oct 25 01:25 PM
    Five Large Cap Short Ideas [view article]
    It can only happen if there's another credit crunch- induced market correction or some external events that bring down the whole market like 911, sorry to have to say that one. Reply
  • commenter
    raylo
    Oct 25 01:09 PM
    Five Large Cap Short Ideas [view article]
    Well, Mr. Jones can't answer that one.....
    Shorting these tech. leaders like Rimm, Aapl and Goog is like playing Bacarrat in Las Vegas casinos. Good luck. I can see Amzn being shorted even before this week earnings release.
    But not the other 3. They are just too strong fundamentally. Maybe in early 2008.     Reply
  • commenter
    jturano7423
    Oct 24 07:15 AM
    Jim Cramer's Mad Money Lightning Round 10/2/07: Bucyrus Comes Back [view article]
    10/24 OCT.3RD JIM CRAMER SAY I WANT YOU IN NSTK NOT ISIS! NSTK HAS BECOME A WHITE ELEPHANT FOR HIM AFTER 36 TOUTS AND HE LOOKS EVEN MORE FOOLISH DOWNGRADING ISIS BECAUSE IT HAS CONTINUED TO PERFORM BETTER THAN NSTK TO DATE, AND WILL HAVE BETTER EARNINGS THAN NSTK ON NOV.8TH AND LASTLY WILL MORE THAN LIKELY HAVE A SPECTACULAR DRUG APPROVED BY THE FDA BY 3RD WEEK OF NOVEMBER.
    NSTK WILL CONTINUE TO GO DOWN BECAUSE THE YEAR END EARNINGS REPORT IS WORST OF ALL COME MARCH 2008! GIVE IT UP CRAMER, STOP BEATING THE NSTK DRUMS!     Reply
  • commenter
    User 233
    Oct 23 03:26 PM
    Best, Worst Performing Chinese ADRs YTD [view article]
    here is the link:

    chinabizfocus.com     Reply
  • commenter
    Al Willis
    Oct 23 12:08 AM
    Five Large Cap Short Ideas [view article]
    I commented on October 18th that shorting Apple wasn't a good idea. As I forecast at the time, we'll likely see $190 before we see $140, which seems pretty obvious after today's record quarter and the $12 jump (to $185 after hours).

    Still think Apple is going to $140 soon?



     Reply
  • commenter
    Daniel Jones
    Oct 20 04:08 PM
    My Website
    Five Large Cap Short Ideas [view article]
    That's funny..We did put on an XOM short about a week ago - a little early, but we see an oil bubble peaking now that $87+ oil has arrived. If anything can kill our economy, it's a combo of inflation and dead financials.

    FNM puts are rocking - I put up a comment today to look at taking about your original capital out of the trade if you have it. Always good to be working with "house money".

    These big cap techs will fall - I don't disagree that they have the growth underlying their businesses - esp. RIMM and AAPL. It's a price call on these stocks.     Reply
  • commenter
    Fuelrelief
    Oct 19 01:52 PM
    Jim Cramer's Mad Money Lightning Round, 10/18//07; MO' Money in Altria [view article]
    I suggest Jim cramer check out SSTP who has just discover a New fule called BG100 a replacement for Gasoline. Reply
Loading...
Symbols:
Authors:
Quick Links: