Baidu.com, Inc. (BIDU)

All Comments on BIDU

  • commenter
    globalmacro
    May 05 03:33 PM
    China Stocks: April Was Kind [view article]
    There are some really high quality names on this list. China's consumer is just beginning to come of age and I suspect that China's consumer will have an equal weight with the US consumer a few years prior to the 2020 target set by a number of prominent economists and research firms. The 50% selloff in China's A share market is a great opportunity. Reply
  • commenter
    NOBLE77777
    May 05 11:30 AM
    Baidu: A Train Heading for Derailment? [view article]
    The chart tells us that the first gap needs to be filled is at about $350 and the next is at about $320. Reply
  • commenter
    huafang liu
    May 05 02:55 AM
    My Website
    Baidu: A Train Heading for Derailment? [view article]
    china is not us,baidu is not google Reply
  • commenter
    huafang liu
    May 05 02:54 AM
    My Website
    Baidu: A Train Heading for Derailment? [view article]
    baidu is a gang Reply
  • commenter
    Silver-Bulle
    t
    May 05 01:45 AM
    It's More than Just Baidu: 51 Other Ways to Invest in China [view article]
    Response to keithrasm's post:
    ----------------------...
    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.
    ----------------------...

    I think you may have hit on the holy grail on participating in China's growth. There's going to be a lot of mouths to feed.

    Any good agricultural stocks in or involved in China? I am also considering bulk shippers and food distributors but have no specific companies in mind.     Reply
  • commenter
    investorsliv
    e
    May 05 01:10 AM
    My Website
    Baidu: A Train Heading for Derailment? [view article]
    Looking at the following for Monday, all the big boys will take a break and consolidate (GOOG, AAPL, BIDU, RIMM, V, MA) its only healthy... now we have the MSFT YHOO saga...

    www.investorslive.com/.../     Reply
  • commenter
    Hot Shoe
    May 04 11:48 PM
    Baidu: A Train Heading for Derailment? [view article]
    Sounds like the bears are trying to get organized for another raid on BIDU like last winter and Krieger is trying to be a catalyst. Reply
  • commenter
    User 142738
    May 04 08:10 PM
    Baidu: A Train Heading for Derailment? [view article]
    Actually, I find the comparison of Baidu to the U.S. airlines to be incredibly fair: they’re both supported by, funded by, invested in, and regulated by the Chinese and U.S. governments, respectively.

    The Chinese government props up Baidu; the U.S. government props up Delta.     Reply
  • commenter
    globalmacro
    May 04 06:31 PM
    Baidu: A Train Heading for Derailment? [view article]
    This article is dumb, dumb, dumb. Comparing Baidu to US airlines is a laughable exercise. Every Chinese stock has a huge short interest -- call it the bandwagon effect. The fact that a Chinese stock has a large short interest is completely meaningless except for the fact that it should provide for an extra pop when sentiment shifts. In 2000, companies with earnings were trading at a PE of 2,000 and most of the .com's weren't even profitable. Baidu is profitable and growing very fast. Your comparisons are elementary and flat out incorrect. Many of the Chinese stocks listed on the NYSE are some of the most attractively valued securities that can be found anywhere in the world currently. Reply
  • commenter
    weng ho teng
    May 04 03:10 PM
    Baidu: A Train Heading for Derailment? [view article]
    This article fails to take into account the fact that the Chinese government wants Baidu to be the dominant player in China.

    Thats why China controlled China netcom and Baidu juts joined forces.

    Smaller Chinese compnaies like MYST.OB have also being given an enormous lift by their partnership with China Netcom     Reply
  • commenter
    RW
    May 04 03:07 PM
    Baidu: A Train Heading for Derailment? [view article]
    I think BIDU is due for a small pull back and the author is trying to emphasis the pull back to advantage. I have a May straddle on it and I think it is time to sale the call and hope he is sucessful in making the pull back large enough for me to break even on the put. After that I think it will follow GOOG. Reply
  • commenter
    AndyMan
    May 04 02:03 PM
    Baidu: A Train Heading for Derailment? [view article]
    As peak oil approaches....oil prices/fuel prices will rise...rise....rise..m... airline companies will go bankrupt as we are seeing. As prices rise all around the world...people will have to focus a larger portion of their income on energy/food/basic needs. I would suspect air travel to drastically decrease from the retail sector as time goes on. As technology progresses...businesse... will also travel less as teleconferencing will be preferred from a cost and time basis.

    A companies fair value is both present value and forward looking.....I would see airlines as horrible investments as I think they will all go bankrupt with time if they continue to use jet fuel....and there isn't many alternatives right now. Biofuel with a 60-70% energy density of jet fuel most likely can't be used (maybe?). This is all coming from someone within the aerospace industry.

    More and more people will spend time online....as they can't afford to drive around when fuel prices are $8-10-12/gallon in the near future. Baidu is a market leader......Google hasn't been able to take market share from them.....and Baidu plays on an uneven playing field....not held to US regulations....which I see as a HUGE advantage.

    The shares are overpriced some....but nothing hugely out of the ordinary for the growth they are experiencing and will experience.

    Just MO.     Reply
  • commenter
    User 188258
    May 04 01:04 PM
    Baidu: A Train Heading for Derailment? [view article]
    The fact that you would compare value as a multiple of revenue in a completely different industry, renders anything else you had to say, irrelevant. A 50 PE is like putting your money in the bank at 2%. This company is the dominant player in its industry in and enormous market that is in its infancy. Why don't you just keep your money in the bank. Reply
  • commenter
    Alpha Seeker
    May 04 12:10 PM
    Baidu: A Train Heading for Derailment? [view article]
    The biggest growth story in China and the biggest growth country in the world. Baidu is the leader in this space and clearly going towards $500/ share and a valuation number close to Google's :)
     Reply
  • commenter
    Ajoy
    May 04 11:24 AM
    Baidu: A Train Heading for Derailment? [view article]
    No, they are required to file 10Ks, and insider trading that
    crosses the 5% ownership mark. A low sequential increase
    in the number of customers isn't significant because Q1 is
    cyclically a slow quarter, on par with the previous Q4.
    TAC increase is the only negative in their report.
     Reply

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