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

CAPS Rating: 4 out of 5

Baidu is the leading Chinese-language Internet search provider.

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Member Avatar pchop12316 (64.01) Submitted: 3/29/2016 10:34:52 AM : Outperform Start Price: $186.01 BIDU Score: -6.84

Google like success both near & long term

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Member Avatar link8822 (68.46) Submitted: 2/2/2016 4:09:23 PM : Outperform Start Price: $155.84 BIDU Score: +5.26

China blocks google and facebook, but the internet is still huge. Baidu being the "google" of China makes it a clear cut investment as the world of the internet and informatino grows.

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Member Avatar ERojo (< 20) Submitted: 1/29/2016 7:27:28 AM : Outperform Start Price: $159.24 BIDU Score: +2.08

High growth
CHINA

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Member Avatar TMFDitty (99.61) Submitted: 1/22/2016 11:09:42 AM : Outperform Start Price: $171.82 BIDU Score: -6.34

At BIDU, it all comes down to growth. The stock sells for 34 x earnings, and about 30x FCF. Projected growth rate is 17% annually over the next five years, and BIDU must exceed that projection if its stock is to prove a bargain.

Note: Data on FCF is hard to come by, but I've tracked it down through the SEC filings:

$464M FCF in Q3: http://www.sec.gov/Archives/edgar/data/1329099/000119312515359040/d93806dex991.htm
$775M FCF in Q2:
http://www.sec.gov/Archives/edgar/data/1329099/000119312515264782/d90717dex991.htm
$293M FCF in Q1:
http://www.sec.gov/Archives/edgar/data/1329099/000119312515159407/d919461dex991.htm = $1.5B in first three quarters of 2015, en route to about a $2B run-rate.

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Member Avatar Hendrickson71 (< 20) Submitted: 12/28/2015 1:43:53 PM : Outperform Start Price: $193.02 BIDU Score: -9.31

iQIYI fast-growing video-streaming platform has seen its paid subscriber base hit 10 million, doubling in less than six months.

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Member Avatar andytraylor (43.49) Submitted: 11/29/2015 5:17:37 PM : Outperform Start Price: $206.21 BIDU Score: -12.80

Always rebounds at least 70% the year after a down year.

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Member Avatar andrewtraylor (43.27) Submitted: 11/29/2015 5:14:49 PM : Outperform Start Price: $206.21 BIDU Score: -12.80

No brainer

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Member Avatar andrewtraylor2 (50.62) Submitted: 11/27/2015 12:19:38 PM : Outperform Start Price: $204.44 BIDU Score: -12.13

China is still a long-term growth story; CEO has skin in the game and is one of the richest people in China.

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Member Avatar dstwhit (37.55) Submitted: 11/17/2015 1:48:18 PM : Outperform Start Price: $196.97 BIDU Score: -10.57

Google of China. Growing market. Undervalued due to short-term concerns about competition. Continued opportunities to grow through video and mobile. Closed prior position and re-upping here (kinda like adding to my position in my real portfolio)

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Member Avatar napcokid (< 20) Submitted: 10/20/2015 1:57:11 AM : Outperform Start Price: $154.82 BIDU Score: +12.03

The Google of China but 5 years behind and still lots of room to grow as China industrial revolution continues

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Member Avatar TMFBuckeye (< 20) Submitted: 10/13/2015 4:07:46 PM : Outperform Start Price: $144.98 BIDU Score: +18.21

Solid value, especially when compared to Google.

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Member Avatar meridius91 (37.53) Submitted: 9/24/2015 8:15:10 AM : Outperform Start Price: $131.35 BIDU Score: +26.60

China's market has been whacked but they're bottoming out. Baidu went for the same ride but is still one of the few local AAA tech companies and the investment thesis is still intact.

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Member Avatar kikashi (91.05) Submitted: 9/11/2015 1:09:16 PM : Outperform Start Price: $142.74 BIDU Score: +17.98

real money

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Member Avatar Monie4Me (< 20) Submitted: 8/26/2015 12:11:05 PM : Outperform Start Price: $137.21 BIDU Score: +19.46

Way over sold for a solid company in a massive market.

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Member Avatar dschleicher (68.97) Submitted: 8/7/2015 3:55:58 AM : Outperform Start Price: $175.21 BIDU Score: +1.46

Chinese Internet growth has alot of room to run and Baidu doesn't have to do a lot of inventing to target new revenue streams.

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Member Avatar jdkosmicki (60.26) Submitted: 8/5/2015 6:03:21 PM : Outperform Start Price: $173.40 BIDU Score: +3.49

Buying China after the dip, still plenty of growth potential left. But lets hope they just stick to the asia niche and stay away from google's dominate reign, which is about everywhere else. (If they really wanted to emulate Google, nows about the time where they announce Baidu X. Just kidding, of course :)

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Member Avatar CellBlock9 (91.32) Submitted: 7/30/2015 7:02:26 PM : Outperform Start Price: $174.50 BIDU Score: +3.38

S&P

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Member Avatar WillyMoe (85.49) Submitted: 7/28/2015 10:50:10 AM : Outperform Start Price: $165.00 BIDU Score: +7.42

Panic has set in in China. Long term this will be just a blip.

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Member Avatar TMFOpie (95.81) Submitted: 7/28/2015 10:46:41 AM : Outperform Start Price: $163.81 BIDU Score: +8.11

Stock is off 15% today so I'm taking the opportunity to open a Caps position. I'm not bullish on China investing in general but I think BIDU is a shiner, with many of the Fool qualities we appreciate and untapped potential.

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Member Avatar Chopperlicious (34.78) Submitted: 7/22/2015 8:28:37 PM : Outperform Start Price: $207.32 BIDU Score: -12.44

50% of China's population is still not on the internet.

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