Sohu.com, Inc. (NASDAQ:SOHU)

CAPS Rating: 3 out of 5

A premier Internet media company providing millions of Chinese consumers with its daily source of information, entertainment and communication.

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Member Avatar gtechie (65.34) Submitted: 4/10/2015 10:42:34 AM : Outperform Start Price: $59.79 SOHU Score: +9.36

SOHU has some nice momentum, but do they have what it takes to differentiate themselves from their competitors?

Short term thumbs up. Long term... who knows?

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Member Avatar CMFKaizen (86.13) Submitted: 4/9/2015 3:35:30 PM : Underperform Start Price: $58.73 SOHU Score: -11.04

From a business standpoint, I just don’t see SOHU’s competitive advantage in the video space it’s working so hard -- and investing so much capital -- to enter. Right now that industry is all about who is willing to throw the most cash at the most sought-after licensed content, and SOHU's competitors have a lot more cash and are clearly willing to spend it. The outlook might change if there's a lot of consolidation or if SOHU is able to successfully and sustainably produce its own in-house content, and integrate user-generated content in a way that is still very attractive to users, and that allows SOHU to maintain and grow marketshare and attract advertisers. But those are big “ifs.” Combined with the hazy outlook of Changyou (which is the only meaningfully profitable division of SOHU) and, to a lesser extent, Sogou, this isn’t a business I would want to invest in at this time. I’d at least want to wait and see how things evolve over the next few years to see if Sohu can establish a durable competitive advantage.

Once governance (possible CEO self-enrichment) and significant regulatory issues are factored in, I definitely would pass on this company.

Sohu has been able to grow marketshare and revenues very quickly and successfully, and in many cases that’s all the market cares about -- there sometimes seems to be this implicit assumption that someday profits will automatically follow. So it’s very possible that the stock will outperform based simply on these metrics. But I’m sticking with my analysis of the business on this one and rating it Underperform.

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Member Avatar NetsMasters (34.05) Submitted: 10/1/2014 10:15:31 PM : Outperform Start Price: $48.54 SOHU Score: +27.03

Good transition away from Google Censorship!

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Member Avatar talkingdog (89.56) Submitted: 9/26/2013 8:40:15 AM : Outperform Start Price: $74.95 SOHU Score: -37.25

Chinese Momo

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Member Avatar akmmm199 (< 20) Submitted: 8/27/2012 2:56:10 PM : Outperform Start Price: $41.37 SOHU Score: +10.18

online gaming + mobile + chinese internet population growth
tradezen . blogspot . com

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Member Avatar azinsd (< 20) Submitted: 7/25/2012 8:56:45 PM : Outperform Start Price: $34.35 SOHU Score: +36.45

Hurt by fear of fraudulent Chinese stocks
- strong growth - huge market

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Member Avatar dj2000a (86.49) Submitted: 4/2/2012 4:38:38 PM : Outperform Start Price: $54.35 SOHU Score: -28.28

Both ML and MS fair value $76

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Member Avatar bridgeboy0 (30.47) Submitted: 3/13/2012 1:43:41 PM : Outperform Start Price: $52.57 SOHU Score: -27.18

A positive report from Citron?!?!?

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Member Avatar jacelsus400 (< 20) Submitted: 10/30/2011 5:27:44 PM : Outperform Start Price: $64.21 SOHU Score: -64.15

No competion worth mentioning in China. Direct access through TV, i.e., no other intervening device. Thus, simplicity is key. Has no significant problems with the government, like SINA, with fiscalization, because it uses what has already been censored.

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Member Avatar saturnreturns (87.73) Submitted: 8/8/2011 11:36:41 AM : Outperform Start Price: $69.74 SOHU Score: -87.92

stock market rebound

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Member Avatar pscholte (< 20) Submitted: 7/24/2011 9:36:16 PM : Outperform Start Price: $83.49 SOHU Score: -80.30

Because "the force," justified or not, is still with China and Google, albeit standing on legitimate principle, removed themselves from the game

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Member Avatar Jaxxs (33.17) Submitted: 7/21/2011 8:24:10 AM : Outperform Start Price: $83.74 SOHU Score: -80.42

China likes computers

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Member Avatar teknologic (< 20) Submitted: 4/1/2011 5:15:36 PM : Outperform Start Price: $73.04 SOHU Score: -73.06

1x - 4/1

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Member Avatar Adagion (43.75) Submitted: 3/29/2011 11:06:28 AM : Outperform Start Price: $88.15 SOHU Score: -86.91

The proliferation of computers in china is just getting started and it has the most internet users in any nation. Because of China's massive economic growth, more people will be visiting this site. Combine it with strong fundamentals and this company is poised only to grow.

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Member Avatar Roadkillguam (25.13) Submitted: 12/13/2010 9:52:59 AM : Outperform Start Price: $49.72 SOHU Score: -116.27

#12 of the Top 100 Fastest Growing Companies, according to CNN Money

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Member Avatar msnmax (30.67) Submitted: 11/24/2010 10:52:08 AM : Outperform Start Price: $74.82 SOHU Score: -88.95

rule breakers

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Member Avatar rockynicky (< 20) Submitted: 11/8/2010 9:15:23 AM : Outperform Start Price: $74.01 SOHU Score: -84.43

Good growth and earnings.

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Member Avatar prwch (< 20) Submitted: 10/29/2010 12:56:27 PM : Outperform Start Price: $75.27 SOHU Score: -91.59

intuition

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Member Avatar jianminmin (< 20) Submitted: 10/19/2010 11:09:16 AM : Outperform Start Price: $60.35 SOHU Score: -71.52

good

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Member Avatar greenwave3 (< 20) Submitted: 7/11/2010 2:57:09 PM : Outperform Start Price: $40.86 SOHU Score: -35.54

Looks cheap, possible acquisition target.

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