Out Fox The $treet

Baidu stemmed the massive downturn due to better than expected Q2 results. The Chinese search giant isn't predicting Q3 results worthy of a major stock rally. The company is positioned to thrive when the Chinese economy rebounds. The stock trades at an insane 1.5x EV/S. Following  strong Q2 results  for the Chinese internet stocks focused on ad revenue,  Baidu  ( BIDU ) is likely stuck at resistance near $115. Despite the stock trading far below the $180 levels from back in April, the macro headwinds and market dynamics in internet search aren't likely to provide the growth necessarily for a stock rally until resolution of the Chinese trade war. Ultimately, the insane stock value will make one want to own Baidu on a trade war resolution. Read the full article on Seeking Alpha.  More commentary - Out Fox The $treet - August 20  Disclosure: Long BIDU. Please review the disclaimer page for more details. 

Google CEO confirmed the company wasn't planning on entering the Chinese search market. Oddly, Baidu ended down on the day despite this bullish news. The stock trades at only 13.5x '20 EPS estimates despite double the growth rate. Baidu   ( BIDU ) remains one of the more perplexing stocks in the market. Despite a blooming Chinese internet sector, the market always has an excuse for avoiding the stock. My long-term   investment thesis   hasn't changed, and the stock only becomes a better bargain on every dip. Read the full article on Seeking Alpha. 

Baidu continues to slump to multi-year lows. The Chinese company has growth opportunities outside internet search in voice assistants and self-driving cars, among others. The stock remains exceptionally cheap in the large-cap technology sector as margins rebound with the exit of transaction-related businesses. The general weakness in Chinese tech stocks provides a substantial opportunity for a stock like Baidu ( BIDU ). The internet search leader in China has in-roads to new technologies and the Chinese economy is still transitioning online while the economy is growing at one of the fastest rates in the world. My investment research continues to support buying weakness in the stock, especially on irrational fears related to Google ( GOOG , GOOGL ) entering the Chinese internet search market. Read the full article on Seeking Alpha. 

Baidu continues building a dominant position in the mobile search market in China. The market has several catalysts that will naturally grow the opportunity for the stock. Baidu remains attractively valued in comparison to other Internet giants. After about a year of going nowhere, Baidu (NASDAQ: BIDU ) appears ripe to build on the recent rally from early May. The Chinese Internet search giant remains a mostly underappreciated stock despite many catalysts for growth. The stock sits around $207, a level that is toward the bottom of the range for the last year. Read the full article on Seeking Alpha. Disclosure: Long BIDU. Please review the disclaimer page for more details. 

Summary Qihoo 360 easily surpassed analyst estimates for Q414. The Chinese Internet stock continues to trade at a compelling valuation forecast by one analyst at roughly 9x 2016 EPS estimates. The quarterly report did nothing to alleviate concerns that leave the stock in the value trap position. After the close on Monday, Chinese technology company Qihoo 360 Technology (NYSE: QIHU ) reported Q4 results that generally smashed analyst estimates. While the top line growth rate was phenomenal, the lingering issues that sent the stock plunging from over $120 to below $50 in the last year probably weren't resolved. Read the full article at Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Summary Baidu easily exceeded Q214 earnings estimates. The stock trades at a favorable valuation with multiple expansion. Chinese search stocks in general remain cheap. When last covering Baidu (NASDAQ: BIDU ) , the stock was under pressure due to fears over SEC bans on auditors in China. At the time in January of 2013, the stock slipped below $160 before an eventual bottom near $140 that April. Investors were encouraged to focus on mobile search growth and ignore the over flamed SEC concerns. Fast-forward to today and the stock is surging beyond $225 based on fast mobile growth. The crazy part is that investors might not be too late to invest in this story. Read the full article at Seeking Alpha. Disclosure: Long BIDU. Please review the disclaimer page for more details.