Google and Baidu are supposed to ose all that financial ad word placement from the mortgage meltdown. There have been thousands of posts on why you need to sell Google and Baidu because of the coming recession. Baidu up $9 at all time highs and Google muddling along near all-time highs. I guess bankruptcy and …
Tagged: Baidu
Baidu – Bull and Bear
I am still long, just a lot less than a few months ago. In th long-term scheme of things, a 60 percent share of the Chinese search market is not something that anyone can value. Here are two updated opinions: Bullish Bearish . Damn Eddy! Here’s Wallstrip’s great first show on Baidu. I think we …
Should Microsoft Buy RIMM…ABSOLUTELY
AND if not them…Google should or even DELL. Reuters is reporting the rumor. I mean, somebody better do something drastic or Apple and RIMM just walk away with consumer tech over the next 5 years. I am embarrased to say I never thought of this rumor, but if they (Microsoft, Dell, Google) want to be …
Google vs. Baidu – War of The Worlds…Enemies ARE GOOD for Business
Everyone needs enemies. It focuses you. In Business today, we don’t have enough real gloves off fighting. Everyone has a piece of everyone else. Not so for Google and Baidu. Forget Microsoft/Apple. Jobs and Gates are like buddies now. It’s like watching men’s tennis today. Too much admiration. That leads to a crap product (for …
The Strong get Stronger… and Wallstrip Weekend Gets a Name
Lot’s of juicy silliness in my fave names today. Apple, Baidu, Google, Garmin, Rimm (can’t believe I don’t own). Awe. UPDATE – CHIPOTLE’s TOO. Check out Wallstrip’s weekend show TOMORROW where we finally have a great name (thanks to jason Meshwork) and James Altucher and I shoot some pool and talk stocks. Disclosure – Long …
Chinese Billboards on Wallstrip – Focus Media (FMCN)
I am long any stock whose executive names just crack me up: Mr. Jason Nanchun Jiang Mr. Mingdong Wu Ms. Congrong Chen Ms. July Lilin Wang Ms. Yan Chan Cindy I would like one order of your Mingdong Wu, with a side of the Congrong Chen…extra spicy. The billboard business is money. It’s cash flow. …
Call Me Blodget…Henry Blodget
Now that my $200 Baidu price target has been reached , I will answer only to the name Blodget until my new $600 Baidu price target is reached. That’s Henry to all you CNBC rich yuppie subscribers. Price targets are absurd and me actually getting one correct is likely the surest sign of a top. …
Front Running My Baidu $200 Sell
Selling a little more Baidu in the $193 area now. Close enough to $200 for me. Keeping my final 1/3rd and my stop is waaaaay down in the $130’s but climbing fast, so I imagine I will own iit for a long while. Will revisit at $130 or $300. Going to take the profits and …
China is Chac-ching these days! Enjoy it. Never Lasts!
Ridiculous…but not complaining about Baidu – up $18 and change today. Will sell down more at $200 and keep about 1/3 of original position. Profits…have to book them occasionally. I am not going to let the sillliness in China stop me from a few more names. I am adding to my water play, the ETF …
Search – OPEN FIELD for Google and Baidu
No Companies have more open field in the world than Google and Baidu. They are having spectacular runs again. Forget Facebook, MySpace, Yahoo, or any other website or service. The over 60 and under 10 crowd comes on-line for one reason – SEARCH. Google and Baidu are the real reasons the fogies and kiddies use …