Google is setting up to re-enter the Chinese search market, where it was once the #1 search engine. That’s bad for Baidu.com (BIDU).
Chinese search engine Baidu (BIDU) posted solid results last qtr, but still the stock couldn’t break out to All-Time highs. Here’s why.
Baidu.com (BIDU) was the king of search engines in China. Then apps took hold, with people using the app to do searches. Now the company is moving into Artificial Intelligence.
Baidu (BIDU) is still getting a majority of its revenue from search engine advertising, but Baidu seems to be making strides in Artificial Intelligence. Will it succeed?
Management at Baidu (BIDU) is focused on artificial intelligence, but 86% of company revenue is derived from online ads, so will this company be able to adjust?
Catalyst Health Solutions (CHSI) just pulled off a coup, buying Walgreens’ pharmacy benefit business. Customers will rise from 7 million to 18 million — but profits estimates didn’t jump. Where’s the beef? All I see here is bun.
My new BFF has a boomin BODY.
Today I will sell Cognizant Tech. Solutions (CTSH) and Bridgepoint Education (BPI) and buy Body Central (BODY) in the Growth Portfolio. I like BODY so much that it will also replace Express Scripts (ESRX) in the Aggressive Growth Portfolio.
Chipotle (CMG) has gone from $85 to $285 in just five quarters. The P/E of 42 makes the stock expensive. You could say the run is almost over, but solid same store sales growth could push the stock even higher.
I updated my charts on Deckers (DECK) yesterday — there’s a lot of positives — and as I write this article today the stock is breaking out. Deckers stock has legs.
Cognizant Technology Solutions (CTSH) has had an almost-perfect decade, as the ten-year chart shows. But 2011 profits are expected to rise 15% and the stock is moving up like a 40% grower. This shouldn’t be happening.