What's Next For The Market: Why We Like Baidu Options, Long Marathon, And Short Home Properties

Andrew Wilkinson submits: Ventas, Inc. (VTR) – Shares of the REIT with a portfolio of seniors housing and healthcare properties in the U.S. and Canada rallied as much as 2.04% this afternoon to reach an intraday- and new 52-week high of $51.57.

By The Independent Investor: << Return to Part I

Andrew Wilkinson submits: Baidu, Inc. (BIDU) – Bullish investors continue to trade January contract calls and puts on the Chinese language internet search provider today even with expiration close at hand.

ByThird Mile:Over the year, Google (GOOG) share price has been raging up by over 40% from the low of $560. On the contrary, Baidu (BIDU) share price has declined over 40% from the peak of $150. Here I'll compare Google versus Baidu and explain the reasons why I'd switch out from Google to Baidu for the internet search engine space.

Xiaofan Zhang submits: Expecting strong Q1 results and Q2 guidance. Chinese search engine Baidu.com (BIDU) is reporting 1Q10 results on April 28. For the quarter, I estimate Baidu generated $183 million revenue and $1.57 GAAP EPS, above management guidance of $176-181 million.

By Jiang Zhang:Baidu (BIDU) sees strong growth in mobile search and CEO Robin Li believes that mobile will become an increasingly large percentage of the company's total revenue. Heading forward, mobile search will be Baidu's new frontier as it is already the leader in desktop search with 78% market share. However, China's mobile search market is extremely fragmented, and Baidu does not have clear first-mover advantage and market leadership.

By Trefis: Touted as the Google of China, Baidu (NASDAQ:BIDU) is the leading search engine in China with more than 70% market share. Baidu is the number one Chinese language search provider as well as the most trafficked website in China. Its main search operation provides search for websites, audio files, and images. Baidu’s platform also includes Baidu Union, a network of third-party websites and software applications.

Xiaofan Zhang submits: Expecting strong Q4 results. Chinese search engine operator Baidu (BIDU) will report 4Q10 results on January 31 after the market closes. For the quarter, I estimate Baidu generated $369.3 million revenue (up 10% Q/Q) and $0.46 GAAP EPS, above management guidance of $354.2-$364.7 million and consensus of $362.2 million.