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$213.75 7.57 (3.67%)
10/10/2008 4:00 PM

Baidu.com, Inc. (ADR) (BIDU)

CAPS Rating:
**

A Chinese language Internet search provider.

View Ticker Page (BIDU)

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Recs

2

Avatar zrs79 (70.16) Submitted: 7/18/07 4:14 PM : Outperform Start Price: $208.94 BIDU Score: 45.18

Earnings play ... probably will get burnt with this. Though their earnings should show growth due to their recent acquisitions which should finally show up in the reporting. Still ... purely speculative.

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Recs

1

Avatar travelller (78.45) Submitted: 2/16/07 5:10 PM : Outperform Start Price: $103.35 BIDU Score: 146.10

Disclosure: I recently bought BIDU at $119 and $104.

Positives:
+ BIDU is in a long term expanding market. Internet usage should expand in China for a decade ot more.
+ BIDU gained market share from GOOG in China during 2006. I view this as evidence...

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Recs

1

Avatar eastcoastsurfer (53.06) Submitted: 2/12/08 3:37 PM : Outperform Start Price: $242.86 BIDU Score: 21.97

Picking it up right before earnings is probably not the smart thing to do ;) , but I think they will beat and will be driven up from there.

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Recs

1

Avatar JP7533 (< 20) Submitted: 2/09/08 7:34 PM : Outperform Start Price: $239.98 BIDU Score: 22.58

The population of China growth; plus I truly see Google acquiring which then makes goog untouchable


(and with the blessing and a hefty payment to Chinese government

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Recs

1

Avatar BeQuietAndDrive (34.68) Submitted: 7/04/07 1:12 AM : Underperform Start Price: $181.20 BIDU Score: -59.89

Would not buy at these levels. I can't justify a 135 multiple. I agree that the prospects for the Chinese internet are excellent in the next few years, but I cannot agree with something trading at that. The equivalent price of Google at this multiple...

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Recs

1

Avatar optionwinners (85.39) Submitted: 8/15/07 9:06 AM : Outperform Start Price: $187.64 BIDU Score: 51.91

This is the Chinese Google. The markets have given us an opportunity to get in. There may be some downside, but the upside for the market turning is huge. This company has blown out numbers over and over again and is going to continue.

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Recs

1

Avatar aaroger (31.99) Submitted: 7/17/07 3:28 PM : Underperform Start Price: $212.45 BIDU Score: -43.58

215

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Recs

1

Avatar emonkey (< 20) Submitted: 10/11/07 2:47 AM : Outperform Start Price: $347.07 BIDU Score: 5.19

Scary, good growth, can anything derail the Chinese market? I am not in, just saying.

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Recs

1

Avatar Terapixel (93.30) Submitted: 4/04/08 9:01 AM : Outperform Start Price: $250.05 BIDU Score: 20.72

10x market cap in 10 years will make BIDU 1/2 the market cap GOOG is today. A conservative 10-bagger? I think so.

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Recs

1

Avatar Tracker52 (98.98) Submitted: 2/06/07 3:42 AM : Underperform Start Price: $122.64 BIDU Score: -111.55

Hmmm...let's see...shorting's not my game, but here we have the "Chinese Google" - two crazes in one. It's trading at 150 times earnings on 900% earnings growth - I suppose that might be sustainable. Oh, and it's based in a communist country. If h...

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