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I Don't Own Enough Sohu

 Apr 30, 2008 06:02 AM UTC
Symbol Sentiment Start Return Closed
SOHU Positive 04/30/08 +2.09% 06/20/08

Graphic_arrow1 Via Long Investment Ideas from Seeking Alpha:  

I believe in my earnings preview my exact quote was "I don't own enough of this Chinese rocket ship". <!--more--> Let me reiterate... I don't own enough.








Sohu.com (SOHU
crushed estimates... $0.55 actual vs $0.37 estimate, and yet another
guidance boost to boot (obviously). All the growth drivers continue to
look rosy, and the gaming side of the business is simply growing
exponentially. My only fear has been some sort of slowdown post-Olympics,
but I suppose that is a matter for another day. I began this position
in early February [Feb 5: Initiating Sohu.com "Starter" Position]
near $46. Obviously with the stock now north of $71 (+54% in under 3
months), I (repeat all together) don't own enough. At the time I wrote:


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