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Baidu, Inc. Message Board

gigmbwng 11 posts  |  Last Activity: Dec 26, 2014 3:41 PM Member since: Mar 9, 2005
  • With $1 billion in reve for the ttm 3q, no dobut we will easily beat the projected $1.2B for fy 2014. .24 cents eps for full year 2014, and .44 cents in 2015. Seems reasonable. So why the sell off? I think some are concerned that the sales and profit will not arrive. Strange since the company did the dog and pony shows last quarter and have invested in another DC and capex for process improvements and material handling. So many of the boo-bears site fictitious claims that consumer expect rapid delivery when the value proposition is strong without such delivery targets. Well, so the months zoom by we will see ZU at $2 Billion and the short traders will still be singing that ZU is not real. Opportunity for longs: buy, buy, buy. Bye-bye!

  • Reply to

    ZU down 5% today?

    by gigmbwng Dec 12, 2014 1:46 PM
    gigmbwng gigmbwng Dec 16, 2014 2:11 PM Flag


    trailing 12 mo rev $1.07 Billion; expected fy 2014 $1.2 B; $1.8 B 2015 estimate; eps 2015 est .44

    those numbers do not look like a failed business model to me. the 3 DC's and global sourcing are creating a growth engine with a very loyal customer base.

    i do not own this on margin, so am content to see how it plays out over the next couple of years. each to his/her own. good luck.

  • gigmbwng by gigmbwng Dec 12, 2014 1:46 PM Flag

    anyone know possible cause? crazy.

  • 4:12 pm zulily beats by $0.06, reports revs in-line; guides Q4 revs in-line (ZU) : Reports Q3 (Sep) earnings of $0.02 per share, $0.06 better than the Capital IQ Consensus Estimate of ($0.04); revenues rose 71.5% year/year to $285.8 mln vs the $285.45 mln consensus.

    Active customers grew to 4.5 million by the end of Third Quarter 2014, an increase of 72% year over year (Q2 4.1 mln)
    Total orders placed increased to 5.9 million for the Third Quarter 2014, an increase of 63% year over year. (Q2 5.4 mln)
    Average order value was $56.33 for the Third Quarter 2014, an increase of 2% year over year. (Q2 $53.85)
    In the Third Quarter 2014, approximately 50% of North American orders were placed from a mobile device, up from approximately 49% in the Second Quarter 2014, and approximately 45% in the Third Quarter 2013.

  • Reply to

    shorts have blocked my communication

    by gigmbwng Nov 4, 2014 4:38 PM
    gigmbwng gigmbwng Nov 4, 2014 4:45 PM Flag

    I really think we will see ZU CEO indicating he thinks the company can do $2 BILLION sales in 2015. Such a fantastic growth story. Enjoy, Sorry you have to put up with the 15% of float shorts that are doing their best to keep ZU in the cellar. Will not last. Truth will overcome. Good luck to all longs.

  • Reply to

    sell off on Tuesday

    by gigmbwng Nov 4, 2014 12:42 PM
    gigmbwng gigmbwng Nov 4, 2014 2:43 PM Flag

    bought another 150

  • Reply to

    sell off on Tuesday

    by gigmbwng Nov 4, 2014 12:42 PM
    gigmbwng gigmbwng Nov 4, 2014 1:54 PM Flag

    You know, it is not as if the shorts had additional information. They do not. They just play of insecurities longs have. Shorts do, however, worry about what upcoming facts might be. And well they should.

  • Reply to

    sell off on Tuesday

    by gigmbwng Nov 4, 2014 12:42 PM
    gigmbwng gigmbwng Nov 4, 2014 1:51 PM Flag

    Just 5 days ago ZU was trading at $38. Now, the shorts are working to save their positions and holding it down. Cannot last much longer in light of upcoming earning report and projections regarding 2015. GLTL

  • Reply to

    sell off on Tuesday

    by gigmbwng Nov 4, 2014 12:42 PM
    gigmbwng gigmbwng Nov 4, 2014 1:35 PM Flag

    Just bought 365 shares at 35.71...added to prior positions. Opportunity in the making. GLTY

  • Reply to

    sell off on Tuesday

    by gigmbwng Nov 4, 2014 12:42 PM
    gigmbwng gigmbwng Nov 4, 2014 12:57 PM Flag

    Wonder where the East Coast DC will be for ZU? Baltimore? Philly? Good to see them provide shipping points and regional delivery to sites on the East coast.

    Another thing: the business model for ZU incorporates something that is completely unique. They have buyers for global procurement and merchandisers for online cataloging and marketing promotions. In today's world of online commodity selling (Amazon, etc.), ZU has entered with a differentiated strategy: knowledgeable marketing/buying professionals that have the ability to seek out "what's new" from suppliers around the planet. Walmart cannot hope to have such perception of the market. Walmart would love to acquire a specialty business (ZU) that could link with them on the online platform to offer excitement and unique product offerings. I hope ZU stays as its own entity longer, but the retail giants seem hungry fro growth into adjacent spaces.

    For investors, ZU is a game changer. Crammer told you as much a few months ago...something like "ZU is the most impressive company since Amazon"...remember that? Well, we should see come the earnings and conference call. At least some of the 15% of float shorts should re-think their mind numbing strategy to oppose this emerging online retailer.

  • What a bore, why not sell it off 5%? no big deal, just saving lives and breaking through with totally different and effective treatments for cancer. happens every day, doesn't it? no big deal..........................or is it?

234.88+3.90(+1.69%)Dec 26 4:00 PMEST

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