I am the Global Editor at MoneyShow.com and each week I interview an investing expert. This week, I spoke with Paul Goodwin, Emerging Markets Specialist and Analyst, Cabot Heritage Corporation. Paul thinks there may be bargains in battered emerging markets. Q. Emerging markets have been beaten up and the Russia/Georgia conflict, unfortunately, points out one of the problems with investing internationally -- uncertainty created by government and political actions. How can investors protect their portfolios?
Another quality quarter from Sohu.com (SOHU) and an interesting ploy to extract value from the market by a proposed IPO of its gaming unit Changyou.com. As in the recent past [Apr 28: Sohu.com Crushes Estimates - Up 15%], the advertising arm did well but the gaming arm did stupendous. This should bode very well for our pure play Chinese gaming stock Perfect World (PWRD). I cut back the position recently ahead of earnings as I normally do... the stock is up 4-5% in pre market, despite crushing earnings estimates. Frankly it's a bit disappointing to see such a lack of response, but not sur...
I was hoping for more of a sell off in Sohu.com (SOHU) after Friday's "news" that after an Olympic style bump this year in their advertising business, things would return to more normal in 2009. [Jun 20: Sohu.com Sees Ad Revenue Slowing in 2009] Notable Calls blog points out that analysts have rushed to its defense this AM, and the stock is bouncing sharply at least for now. Again, gaming not advertising has provided the spark in this name.
Citigroup notes Friday's sell-off was sparked by a Reuters article confirming what almost everyone already knew: Sohu will face challenging YoY comps o
Sohu.com (SOHU) is weak this morning on news it sees ad revenue slowing to 20-30% in 2009; but frankly this company has been booming off its gaming business anyhow. That hasn't stopped the stock from being punished this morning to the tune of 7%. I've cut this name back severely on this tremendous run up (too early in fact), but I'd like to add some in the lower $70s but we have that daunting gap in the chart in the low to mid $60s as well...
Chinese media firm Sohu.com (SOHU) expects core advertising revenue to grow up to 45 percent this year as corporations vie for consumers during the B
Sohu.com, Inc. provides a range of online products and services to consumers and businesses in the People’s Republic of China. Its products and services comprise brand advertising, sponsored search, online game, and wireless services. The company’s products and services to users include aggregated content on various topics, including news, business and finance, entertainment, sports, information technology, automobile, real estate, and women; online video products and services; communication and community tools, such as alumni clubs, blogs, email, picture galleries, message boards, and Web ...
Sohu
(SOHU) is a leading Internet portal in China (similar to Yahoo (YHOO)). <!---->They also
havevery popular online games that helped them report huge earnings two weeks ago (see conference call transcript). Revenues surged 156% and earnings exploded by 256% last
quarter. They have beat analysts estimates by an increasing percentage each of
the last 4 quarters (I can’t remember ever seeing that). The trend is
that they have beat estimates by 15%, 19%, 25% and 48% over the last 4
quarters.
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 (SOHUcrushed estimates... $0.55 actual vs $0.37 estimate, and yet anotherguidance boost to boot (obviously). All the growth drivers continue tolook rosy, and the gaming side of the business is simply growingexponentially. My only fear has been some sort of slowdown post-Olympics,but I suppose that is a matter for another day. I began this positionin early February [Feb 5: Initiating Sohu.com "Starter" Position]near $46. Obviously w
The Glam 5 Index has turned positive on the year, returning just over 5%.
Speculative growth leaders are running. The trading action of MasterCard (MA) and Sohu.com (SOHU) over the past sessions has been bullish, to say the least. Since inclusion in the index, their shares have returned 20% and 26% respectively.
Each has broken to new price highs on abnormally large volume. This action typifies what investors would expect of top growth companies during broad advances. Both companies have produced 25% plus EPS growth, 25% plus sales growth. Each has zero debt and 18% plus return on equity.
I like SOHU but, today it is a short term sell. This sprung way too high and will probably correct. It definitely had a great earnings report but, in my opinion not good enough for the gap that it opened with this morning. I'd try for a one or 2 day sell or put option then it will be a buy. If your a swing trader it's gaps like this that can make you some money. Good luck!
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