Baidu.com

BIDU-Q

NASDAQ:BIDU

124.57
1.54 (1.22%)
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.
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Analysis and Opinions about BIDU-Q

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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.

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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.

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.

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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.

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.
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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.
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.
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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.
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?
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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?
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.
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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.
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 )

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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 )

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

DON'T BUY
DON'T BUY
August 24, 2015

He had about a 10% weighting in China until about a month and a half ago and then ditched it all. Doesn’t like the look of the market overall. The chart looks like the stock is testing the old low right now. Doesn’t think he would buy this, it is still in a downtrend.

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Baidu.com (BIDU-Q)
August 24, 2015

He had about a 10% weighting in China until about a month and a half ago and then ditched it all. Doesn’t like the look of the market overall. The chart looks like the stock is testing the old low right now. Doesn’t think he would buy this, it is still in a downtrend.

TOP PICK
TOP PICK
June 15, 2015

They have been investing a lot of capital into the mobile platform. It is founder lead. Their investments have always paid off. They are growing at a rate of 30% with a 22 PE. It has outperformed GOOGL-O over 5 years. If you missed GOOGL-O you can still have BIDU-O.

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Baidu.com (BIDU-Q)
June 15, 2015

They have been investing a lot of capital into the mobile platform. It is founder lead. Their investments have always paid off. They are growing at a rate of 30% with a 22 PE. It has outperformed GOOGL-O over 5 years. If you missed GOOGL-O you can still have BIDU-O.

TOP PICK
TOP PICK
September 11, 2014

The Google of China. In two years they figure the Internet economy will be the same size as in the US and they will be as big as Google.

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Baidu.com (BIDU-Q)
September 11, 2014

The Google of China. In two years they figure the Internet economy will be the same size as in the US and they will be as big as Google.

SPECULATIVE BUY
SPECULATIVE BUY
August 13, 2014

A search engine in Asia. Has done very, very well. Has owned it in the past and really likes it. This is a name that he would want to own, but in a risky portfolio.

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Baidu.com (BIDU-Q)
August 13, 2014

A search engine in Asia. Has done very, very well. Has owned it in the past and really likes it. This is a name that he would want to own, but in a risky portfolio.

COMMENT
COMMENT
July 31, 2014

Reported greater earnings recently. Chart shows it has spiked higher, and it essentially has created a gap. We essentially could see a fill of that gap by a downwards movement of about 5%. Trading well above its significant moving averages. Seasonally, Internet stocks tend to do pretty well into September and October.

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Baidu.com (BIDU-Q)
July 31, 2014

Reported greater earnings recently. Chart shows it has spiked higher, and it essentially has created a gap. We essentially could see a fill of that gap by a downwards movement of about 5%. Trading well above its significant moving averages. Seasonally, Internet stocks tend to do pretty well into September and October.

COMMENT
COMMENT
July 22, 2014

Doesn’t know the company well, but a great way if you want to participate broadly in China, e-commerce and growth in the Internet. Generally, it is probably not a bad name to add if you want exposure here.

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Baidu.com (BIDU-Q)
July 22, 2014

Doesn’t know the company well, but a great way if you want to participate broadly in China, e-commerce and growth in the Internet. Generally, it is probably not a bad name to add if you want exposure here.

BUY
BUY
July 10, 2014

This is China’s Google. Have done a great job of catching up to Google (GOOG-Q). They’ve had their eye on the ball, and are focused on the transformation to mobile, and are making money from it. Growth rate in earnings this year is going to slow, but the growth rate in revenues is not slowing. They are reinvesting significantly in mobile, which he feels is the right strategy.

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Baidu.com (BIDU-Q)
July 10, 2014

This is China’s Google. Have done a great job of catching up to Google (GOOG-Q). They’ve had their eye on the ball, and are focused on the transformation to mobile, and are making money from it. Growth rate in earnings this year is going to slow, but the growth rate in revenues is not slowing. They are reinvesting significantly in mobile, which he feels is the right strategy.

DON'T BUY
DON'T BUY
April 24, 2014

It is day traded. There are huge volumes. He was in China last year and found out how pervasive the online shopping experience is. He is not sure it is a longer term hold, but it is a trading vehicle. Be prepared to trade it. It is not for him.

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Baidu.com (BIDU-Q)
April 24, 2014

It is day traded. There are huge volumes. He was in China last year and found out how pervasive the online shopping experience is. He is not sure it is a longer term hold, but it is a trading vehicle. Be prepared to trade it. It is not for him.

WEAK BUY
WEAK BUY
March 6, 2014

He is surprised how pervasive the online shopping experience is in China. The whole social media platform has enormous upside. Not sure if this is the one. A lot of people tend to trade this one like it was an option. He is a little leery of this one in particular. He has not filtered out which is the alternative.

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Baidu.com (BIDU-Q)
March 6, 2014

He is surprised how pervasive the online shopping experience is in China. The whole social media platform has enormous upside. Not sure if this is the one. A lot of people tend to trade this one like it was an option. He is a little leery of this one in particular. He has not filtered out which is the alternative.

COMMENT
COMMENT
September 13, 2013

Largest Internet player in China. Wonderful way to play growth of income and growth of Internet usage and will be a major long-term winner. A much more reflection on what is happening with the Chinese economy and outside investors’ views. A Chinese eBay (EBAY-Q) equivalent. Longer-term fundamentals of this stock look great.

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Baidu.com (BIDU-Q)
September 13, 2013

Largest Internet player in China. Wonderful way to play growth of income and growth of Internet usage and will be a major long-term winner. A much more reflection on what is happening with the Chinese economy and outside investors’ views. A Chinese eBay (EBAY-Q) equivalent. Longer-term fundamentals of this stock look great.

DON'T BUY
DON'T BUY
April 2, 2013

Avoid this one. One of the things he thinks about when investing in emerging markets is the viability of the business and the viability of the profits. If you’re thinking of this kind of a stock, you are going out on a limb twofold in terms of 1) taking a stand on the secular permanence of the technological lead in Chinese search engine market and 2) the regulatory outlook.

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Baidu.com (BIDU-Q)
April 2, 2013

Avoid this one. One of the things he thinks about when investing in emerging markets is the viability of the business and the viability of the profits. If you’re thinking of this kind of a stock, you are going out on a limb twofold in terms of 1) taking a stand on the secular permanence of the technological lead in Chinese search engine market and 2) the regulatory outlook.

COMMENT
COMMENT
December 19, 2012

Internet search engine of China. Have about 70% market share in the PC desktop search space. Real issue, as it is for all competitors in the US right now, is what is their share in mobile. They only have about 35%. Raised about $1.5 billion in November, which should get them on a good footing to try to push into the mobile space.

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Baidu.com (BIDU-Q)
December 19, 2012

Internet search engine of China. Have about 70% market share in the PC desktop search space. Real issue, as it is for all competitors in the US right now, is what is their share in mobile. They only have about 35%. Raised about $1.5 billion in November, which should get them on a good footing to try to push into the mobile space.

PAST TOP PICK
PAST TOP PICK
November 7, 2012

(A Top Pick Sept 26/11. Down 15.31%.) Has had a lot of negative news in the last little while. Has competition that is trying to capture share but it hasn’t impacted earnings. Also, it is hard right now for them to monetize mobile search. Thinks the story still has legs.

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Baidu.com (BIDU-Q)
November 7, 2012

(A Top Pick Sept 26/11. Down 15.31%.) Has had a lot of negative news in the last little while. Has competition that is trying to capture share but it hasn’t impacted earnings. Also, it is hard right now for them to monetize mobile search. Thinks the story still has legs.

SELL
SELL
November 7, 2012

This was a star going up until a couple of years ago. Chart indicates the 200 day and 50 day are falling. For the time being you want to be out of this stock until there is some strength showing.

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Baidu.com (BIDU-Q)
November 7, 2012

This was a star going up until a couple of years ago. Chart indicates the 200 day and 50 day are falling. For the time being you want to be out of this stock until there is some strength showing.

PAST TOP PICK
PAST TOP PICK
August 9, 2012

(Top Pick Sep 26/11, Up 7%) Fallen a bit out of favour. Google for China. They now have no competition. Upgraded to Phoenix search. Tremendous potential to grow and a dominant player. Growth rate is extraordinarily high.

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Baidu.com (BIDU-Q)
August 9, 2012

(Top Pick Sep 26/11, Up 7%) Fallen a bit out of favour. Google for China. They now have no competition. Upgraded to Phoenix search. Tremendous potential to grow and a dominant player. Growth rate is extraordinarily high.

PAST TOP PICK
PAST TOP PICK
May 3, 2012
(A Top Pick Sept 26/11. Up 9.42%.) The “Google” of China. Almost a monopoly. Well-run and has good technology. Still a Buy.
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Baidu.com (BIDU-Q)
May 3, 2012
(A Top Pick Sept 26/11. Up 9.42%.) The “Google” of China. Almost a monopoly. Well-run and has good technology. Still a Buy.
TOP PICK
TOP PICK
September 26, 2011
When Google left China, this helped them a lot as they are now the only answer. Very solid company. Product offering has improved dramatically. 50% earnings growth over the next year. This will probably slow down to maybe 30%.
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Baidu.com (BIDU-Q)
September 26, 2011
When Google left China, this helped them a lot as they are now the only answer. Very solid company. Product offering has improved dramatically. 50% earnings growth over the next year. This will probably slow down to maybe 30%.
DON'T BUY
DON'T BUY
September 22, 2011
When you look at emerging markets, you want to see a clear alignment of interests via insider ownership. You want consistent dividends. This one does not do that. Growth stocks are something you rent for while. You don’t want to rent this one.
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Baidu.com (BIDU-Q)
September 22, 2011
When you look at emerging markets, you want to see a clear alignment of interests via insider ownership. You want consistent dividends. This one does not do that. Growth stocks are something you rent for while. You don’t want to rent this one.
COMMENT
COMMENT
July 20, 2011

Caller bought Sept $85 Puts expecting it to go under $80 by Labour Day. Too far in price and time? Not a big believer in "Buying" Puts or Calls. This one has great numbers so probability of it going down to $80 is very low. If you own the Puts, Sell them..

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Baidu.com (BIDU-Q)
July 20, 2011

Caller bought Sept $85 Puts expecting it to go under $80 by Labour Day. Too far in price and time? Not a big believer in "Buying" Puts or Calls. This one has great numbers so probability of it going down to $80 is very low. If you own the Puts, Sell them..

BUY
BUY
June 28, 2011
Likes this one. 36% of the search engine in China and is growing quite dramatically. Search is very under penetrated in China. As broadband moves across China, search gets more and more useful and has more and more money spent on it. In the early stages of search and new services. Well positioned and fast growing.
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Baidu.com (BIDU-Q)
June 28, 2011
Likes this one. 36% of the search engine in China and is growing quite dramatically. Search is very under penetrated in China. As broadband moves across China, search gets more and more useful and has more and more money spent on it. In the early stages of search and new services. Well positioned and fast growing.
HOLD
HOLD
June 24, 2011
Sept 85 Puts. Too far out in price and time? You are currently $40 out of the money. There would have to be a serious sell off in China and he doesn't see this happening. Really a lottery ticket at this stage and he wouldn't add to them.
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Baidu.com (BIDU-Q)
June 24, 2011
Sept 85 Puts. Too far out in price and time? You are currently $40 out of the money. There would have to be a serious sell off in China and he doesn't see this happening. Really a lottery ticket at this stage and he wouldn't add to them.