Baidu.com

BIDU-Q

NASDAQ:BIDU

97.20
2.39 (2.40%)
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
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.

Jon Vialoux

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Price
$216.050
Owned
Unknown
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.

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