Out Fox The $treet

Baidu easily surpassed Q1 estimates as the Chinese Internet search giant grew revenues over 30%. The company continues heavily spending on Transaction Services and video content. The stock remains an incredible value in comparison to other Internet giants even despite the heavy spending that holds back profit growth. Despite some better views of the Chinese economy and solid results from  Baidu (NASDAQ: BIDU ) , the stock hasn't made a lot of traction since the release of Q4 results at the end of February. Ending last week below $200, the stock still trades far below the levels reached all the way in early 2014.  Read the full article on Seeking Alpha.   Disclosure: Long BIDU. Please read the disclaimer page for more details.

Baidu soared on solid Q4 results and guidance for Q1. The Chinese Internet search giant will benefit from multiple efforts to remove costs from the financials. The recommendation is to own Baidu as operating margins rebound going forward. Despite obvious value, Baidu (NASDAQ: BIDU ) traded near its lows over the last few months. The fears over the Chinese economy have overshadowed the company's incredible growth rates and the shift in the economy towards services and domestic consumption that benefits Internet-based businesses.  Read the full article on Seeking Alpha.  Disclosure: Long BIDU. Please read the disclaimer page for more details.

After trading as high as $50 in early 2011, Ctrip.com International (NASDAQ: CTRP ) continues to languish in the low $20s. Even with a growing revenue base, the company faces margin pressures from online entrants to the travel market in China and a general lack of interest in Chinese stocks. Ctrip is a leading travel service provider of hotel accommodations, airline tickets, packaged tours, and corporate travel management in China more » Disclosure: Long BIDU. Please review the disclaimer page for more details.