Baidu, Inc. Message Board
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The problem with bidu is that their margins are great, their ROE is fantastic, their PEG is under .50
And they make piles of money, and grow 40% YOY. Now, if they want to get a higher stock price, they will have to stop all these things, and lose money like AMZN does then their stock price will rise, like AMZN's did:)
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or become a Bank Holding Company and get free money from the Fed, fully backstopped by US taxpayers.
- 1 Reply to jjjinglehimersmith
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And remember, as a bank they can cook their books by practicing cooked accountimg measures like not marking to current market values.
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Its a Chinese co. and this market does not like china. Great earnings and great growth. It's a value play at these levels.
- 2 Replies to the_spaniard_ii
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I agree this market does not like chinese. This market only likes american companies that report huge caches of money locked up off shore in some kind of lock box, place unknown:) you cannot make this stuff up.
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It's a great co.
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I suspect the market is discounting their earnings because, it is not sure if the revenues and profits will be able to withstand the competition of the likes of QIHU in the mobile space. Then there is pressure on margins due to the need for investment and raising operation expenses. Add other emerging market risks like accounting issues, political, China macro and currency risks.
At some point, the stock will be a good buy. Not yet!- 3 Replies to ajitmd2000
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I don't see margin pressures because 65% of the Chinese have no internet. If 90% of the Chinese people had Internet that I would agree.
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This market is a complete joke manufactured by the easy fed money provided to the member institutions that have easy access, all others need not apply.
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BIDU needs to come out and say they expect to enter and generate rev from Mobil market by such a time
Sentiment: Buy
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The PEG ratio at .50% is a real head scratcher. In time this stock has legs
- 1 Reply to toomanyshorts
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Low PEG is meaningless because EPS has been cut and uncertain future growth rate.
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exactly, what a joke huh. Li better have a great conf call.
- 1 Reply to tonka6772
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I am a frustrated holder of BIDU and LeapFrog(LF) and a frustrated short of Netflix. There is some serious manipulation out there. Retail investors are still missing from the market and stocks won't behave normally with big money manipulating the float. Meanwhile we'll just have to be patient and long term.
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