Baidu.com

BIDU-Q

NASDAQ:BIDU

120.95
4.58 (3.94%)
Baidu, Inc., incorporated on 18 January 2000, is a Chinese web services company headquartered at the Baidu Campus in Beijing's Haidian District. It is one of the largest internet companies, and one of the premier AI leaders in the world.
More at Wikipedia

Analysis and Opinions about BIDU-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 8, 2019

He avoids Chinese companies--heard too many horror stories. Google is growing faster than Baidu, and he prefers Google if you want an internet stock.

Baidu.com (BIDU-Q)
October 8, 2019

He avoids Chinese companies--heard too many horror stories. Google is growing faster than Baidu, and he prefers Google if you want an internet stock.

Jamie Murray
Head of research, Murray Wealth Group
Price
$99.530
Owned
No
COMMENT
COMMENT
September 6, 2019

Baidu reported earnings recently and missed sending the stock down. He does not believe tech talk as having a real revenue story. As such, the valuation does not make too much sense to him. The trade issues with China have made all these companies cheap, so if you are a trader this could be a good way to go. He would prefer Tencent or Alibaba instead.

Baidu.com (BIDU-Q)
September 6, 2019

Baidu reported earnings recently and missed sending the stock down. He does not believe tech talk as having a real revenue story. As such, the valuation does not make too much sense to him. The trade issues with China have made all these companies cheap, so if you are a trader this could be a good way to go. He would prefer Tencent or Alibaba instead.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$102.590
Owned
Unknown
BUY
BUY
April 17, 2019
The Google of China. Much like Google, they have investments around like IQIYI in the e-commerce. Own within an ETF. A leader when it comes to AI. They just announced earbuds that translate real-time across 40 languages.
Baidu.com (BIDU-Q)
April 17, 2019
The Google of China. Much like Google, they have investments around like IQIYI in the e-commerce. Own within an ETF. A leader when it comes to AI. They just announced earbuds that translate real-time across 40 languages.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$170.330
Owned
Yes
DON'T BUY
DON'T BUY
April 4, 2019
Investing in China is OK as most of the political issues are behind us. He owns Alibaba and Google but not this company. The chart shows that the price is bellow the 200 day average. He doesn't like the momentum.
Baidu.com (BIDU-Q)
April 4, 2019
Investing in China is OK as most of the political issues are behind us. He owns Alibaba and Google but not this company. The chart shows that the price is bellow the 200 day average. He doesn't like the momentum.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$179.130
Owned
No
DON'T BUY
DON'T BUY
March 26, 2019
A fabulous company, but if you think you're investing directly in a company in China, you aren't, and it's not as simple as investing in, say, a German company. It's complex. No doubt there are fabulous companies in China. However, there are risks outside these companies given the political tension between China and Canada now. Why take on risk?
Baidu.com (BIDU-Q)
March 26, 2019
A fabulous company, but if you think you're investing directly in a company in China, you aren't, and it's not as simple as investing in, say, a German company. It's complex. No doubt there are fabulous companies in China. However, there are risks outside these companies given the political tension between China and Canada now. Why take on risk?
David Baskin
President, Baskin Wealth Management
Price
$167.200
Owned
Unknown
WAIT
WAIT
December 6, 2018
Consider accounting issues with Chinese companies in relation to investing in this name - It has come down quite a bit. At 19 times earnings with 20% growth rate looks good. Still would wait until sentiment turns. Very volatile.
Baidu.com (BIDU-Q)
December 6, 2018
Consider accounting issues with Chinese companies in relation to investing in this name - It has come down quite a bit. At 19 times earnings with 20% growth rate looks good. Still would wait until sentiment turns. Very volatile.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$180.700
Owned
No
DON'T BUY
DON'T BUY
May 11, 2018

The law of large numbers means a company of this size and valuation will struggle to double in value. There are very high expectations of future earnings growth and valuations are too expensive. This is a better trade than a buy and hold. (Analysts’ price target is $290 )

Baidu.com (BIDU-Q)
May 11, 2018

The law of large numbers means a company of this size and valuation will struggle to double in value. There are very high expectations of future earnings growth and valuations are too expensive. This is a better trade than a buy and hold. (Analysts’ price target is $290 )

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$269.910
Owned
No
COMMENT
COMMENT
March 22, 2018

This is a well-placed company, the Google of China. Search will continue to grow. Baidu has had some hiccups along the way but they are doing well now. They have heavy investment in artificial intelligence which he thinks will be valuable. He is out of Chinese technology companies at this point because of valuation. He thinks these stocks are a little frothy at the moment. If he had to rank potential investments in Chinese technology, he would place Tencent Holdings at the top. Baidu might be second, followed closely by Alibaba.

Baidu.com (BIDU-Q)
March 22, 2018

This is a well-placed company, the Google of China. Search will continue to grow. Baidu has had some hiccups along the way but they are doing well now. They have heavy investment in artificial intelligence which he thinks will be valuable. He is out of Chinese technology companies at this point because of valuation. He thinks these stocks are a little frothy at the moment. If he had to rank potential investments in Chinese technology, he would place Tencent Holdings at the top. Baidu might be second, followed closely by Alibaba.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$236.110
Owned
Unknown
HOLD
HOLD
February 26, 2018

It has been a big winner but it has not grown as quickly as Google over the same timeframe. He thinks the difference is that the founders brought in a CEO as they grew in Google’s case. Finally last year the founder of BIDU-Q stepped aside but people think it was a little late. They are being outrun by TCEHY-5.

Baidu.com (BIDU-Q)
February 26, 2018

It has been a big winner but it has not grown as quickly as Google over the same timeframe. He thinks the difference is that the founders brought in a CEO as they grew in Google’s case. Finally last year the founder of BIDU-Q stepped aside but people think it was a little late. They are being outrun by TCEHY-5.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$256.250
Owned
Yes
COMMENT
COMMENT
August 31, 2017

She likes this company. It is basically the Yahoo of China. Until very recently, the last couple of quarters, they were really struggling to figure out a new business model, because search was becoming commoditized. What they’ve been doing is using AI to develop a business model, to figure out the next phase of monetization. It looks interesting. It is fairly valued, so she would be a bit cautious.

Baidu.com (BIDU-Q)
August 31, 2017

She likes this company. It is basically the Yahoo of China. Until very recently, the last couple of quarters, they were really struggling to figure out a new business model, because search was becoming commoditized. What they’ve been doing is using AI to develop a business model, to figure out the next phase of monetization. It looks interesting. It is fairly valued, so she would be a bit cautious.

Christine Tan
Chief Investment Officer, Excel Funds
Price
$228.050
Owned
No
COMMENT
COMMENT
September 30, 2016

She likes the business model a lot. It is essentially the Google of China. She would be very watchful as to what Ali Baba (BABA-N) and Tencent (TCEHY-5) decide to do in “Search”. So far, they are more focused on competing with each other. She likes this company, but it is not inexpensive. However, the growth potential justifies that.

Baidu.com (BIDU-Q)
September 30, 2016

She likes the business model a lot. It is essentially the Google of China. She would be very watchful as to what Ali Baba (BABA-N) and Tencent (TCEHY-5) decide to do in “Search”. So far, they are more focused on competing with each other. She likes this company, but it is not inexpensive. However, the growth potential justifies that.

Christine Tan
Chief Investment Officer, Excel Funds
Price
$182.070
Owned
Unknown
WAIT
WAIT
September 19, 2016

It has had difficulties this year because of Chinese limits on advertising. Also, they have to certify that healthcare advertising is legitimate. In a quarter or two it will be a time to buy it. They have 80% market share of search in China.

Baidu.com (BIDU-Q)
September 19, 2016

It has had difficulties this year because of Chinese limits on advertising. Also, they have to certify that healthcare advertising is legitimate. In a quarter or two it will be a time to buy it. They have 80% market share of search in China.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$184.740
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 15, 2016

(Top Pick Jun 15/15, Down 15.24%) The Chinese government has imposed stricter regulation on advertising and it will impact their results for 2 to 3 quarters. He still feels good about them.

Baidu.com (BIDU-Q)
August 15, 2016

(Top Pick Jun 15/15, Down 15.24%) The Chinese government has imposed stricter regulation on advertising and it will impact their results for 2 to 3 quarters. He still feels good about them.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$172.950
Owned
Yes
TOP PICK
TOP PICK
September 16, 2015

For the multiple you pay, this has a fantastic growth rate. PEG is at about .6, which is very attractive. The beauty of this is that they get to see what Google (GOOGL-Q) does right and does well, and then they copy it. On O to O (online to offline) they announced increased capital expenditure, and the market took that as a negative. He views it as a positive. Feels there is huge opportunity in China. The Chinese are very sophisticated with respect to consumption online, and this company wants to capitalize on that because they have a tremendous user base.

Baidu.com (BIDU-Q)
September 16, 2015

For the multiple you pay, this has a fantastic growth rate. PEG is at about .6, which is very attractive. The beauty of this is that they get to see what Google (GOOGL-Q) does right and does well, and then they copy it. On O to O (online to offline) they announced increased capital expenditure, and the market took that as a negative. He views it as a positive. Feels there is huge opportunity in China. The Chinese are very sophisticated with respect to consumption online, and this company wants to capitalize on that because they have a tremendous user base.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$150.350
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 14, 2015

(Top Pick Sept. 11/14, Down 35.94%) They want to transform themselves into an E-commerce leader. They are spending a lot of money on this. This one still has a lot of room to run.

Baidu.com (BIDU-Q)
September 14, 2015

(Top Pick Sept. 11/14, Down 35.94%) They want to transform themselves into an E-commerce leader. They are spending a lot of money on this. This one still has a lot of room to run.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$141.270
Owned
Yes
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