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    1. The Year in International Funds

      Headlines

      Tue, 23 Dec 2014

      carnage in that sector, while it was buoyed by an allocation of roughly 4.5% of assets entering 2014 to top holding Baidu BIDU . That paid off when the Chinese Internet firm posted a strong gain. However, Artisan International Small Cap ARTJX, which

    2. Opportunities in Internet Stocks

      Video Reports

      Thu, 18 Dec 2014

      competition in a way that few other countries experience. So, Baidu ( BIDU ) is one of our largest positions in the Hare portfolio. But ..... search engines. The big names here are Google and then [TICKER: BIDU ] Baidu in China. The second category would be social networks

      BIDU found at 2:47, 5:25

      global competition in a way that few other countries experience. So, Baidu ( BIDU ) is one of our largest positions in the Hare portfolio. But Alibaba (BABA) would also qualify or Tencent (00700) as companies that
      I'd say, first, search engines. The big names here are Google and then [TICKER: BIDU ] Baidu in China. The second category would be social networks--also, very strong advertising business models. For the most part, I would focus
    3. A Preview of the 2014 Morningstar International-Stock Fund Manager of the Year Competition

      Headlines

      Tue, 4 Nov 2014

      including top-25 holdings Shire SHP, Teva Pharmaceutical Industries TEVA, Taiwan Semiconductor Manufacturing TSM, Baidu BIDU , and Avago Technologies AVGO. As a result, this fund has lost roughly 3 percentage points less than the foreign large-growth

    4. From Barron’s, November 3, 2014 (Part 1)

      Commentary

      Sat, 1 Nov 2014

      recalibration of the MSCI EM Index which will include the Chinese ADRs listed in the US and the expected beneficiaries include BIDU , BABA, CTRP , etc. Free access to Asia Edition until 1/15/15 http://online.barrons.com/asia Pg M8, Emerging

    5. From Barron’s, October 27, 2014 (Part 1)

      Commentary

      Sat, 25 Oct 2014

      market cap is only $63 billion. Pg M7, Asia: China’s Baidu [ BIDU ] has made the transition to mobile search [80% market share] while Qihoo 360 [QIHU] hasn’t. BIDU pays for pre-installation of its apps on smartphones but gets good

    6. Danoff, Davis, Lynch: Stock-Picking Ahead of the Crowd

      Video Reports

      Sun, 29 Jun 2014

      people to hide, not adapt. Yang: We have a question right up here. Unidentified Speaker: Do you see premortem for [TICKER: BIDU ] Baidu? Davis: Well, somebody want to take a whack at Baidu? Danoff: Baidu. Lynch: Baidu. Danoff: China is a little

    7. From Barron’s, May 5, 2014 (Part 1)

      Commentary

      Sat, 3 May 2014

      complained that YNDX management has too many Americans and Europeans [ and people here think that is good ]. Play defensively with BIDU , LVS , etc. Pg M9, Yields : After poor Q1 GDP of +0.1% , there is expectation of better Q2 GDP growth of +3.5%, and

    8. Dodge & Cox Stock Finding Many Values in Tech

      Video Reports

      Wed, 23 Apr 2014

      able to start in the portfolio in May of last year when emerging-markets valuations fell pretty precipitously, [TICKER: BIDU ] Baidu, the Chinese search company. And this is a company that we had been covering for some time. We owned Google starting

      BIDU found at 8:07

      the portfolio in May of last year when emerging-markets valuations fell pretty precipitously, [TICKER: BIDU ] Baidu, the Chinese search company. And this is a company that we had been covering for some time. We owned Google starting
    9. Build a Moat in Your Portfolio

      Video Reports

      Thu, 10 Apr 2014

      MasterCard, these are great businesses, great wide-moat businesses. It's maybe less obvious that a company like [TICKER: BIDU ] Baidu, for example, a Chinese version of Google, has a positive moat trend, that we think the competitive advantage is

    10. From Barron’s, March 31, 2014 (Part 2)

      Commentary

      Sat, 29 Mar 2014

      other momentum favorites [ GMCR, FB, TWTR, P, YELP, NFLX, BIDU ]; fears of higher rates and weaker economy were responsible for this selloff ..... online ad market is controlled by GOOG, FB, Tencent /700.hk, BIDU , YHOO, TWTR, LNKD, YELP, ZNGA, AOL, SOHU, RENN ; pg 15

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