tag:blogger.com,1999:blog-2335748440449035592.post7344203931850793132..comments2008-10-26T22:14:10.932-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-18738499360159410392008-10-26T22:13:00.001-04:002008-10-26T22:13:00.001-04:00I've had SOHU in the portfolio before - they are all being demolished in concert.<BR/><BR/>I don't like SINA very much.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-6753154986957198962008-10-25T20:45:00.000-04:002008-10-25T20:45:00.000-04:00I prefer SOHU to either BIDU or SINA. Just look at the numbers on Yahoo Finance and you'll see what I mean. Ignoring SINA, which is has a measly 52% Quarterly revenue growth... What a slug! <BR/><BR/>None of the three have any real debt which is typical of a non industrialized venture with big cash flow. <BR/><BR/>SOHU has 75% of the revenue that BIDU dies, but a whopping 2 Times the earnings growth of BIDU, and SOHU has better than 6 times the revenue growth!!!<BR/><BR/>Both companies occupy the same segment of the Chinese Internet market, and both had high exposure to the Olympics. I came across SOHU when the CEO/Owner of SOHU was the winning bid for the charitable meal with Buffet.<BR/><BR/>Oddly enough, I've been sitting on the sidelines for about 3 months trying to buy SOHU up in the $60 - $70 range.. And here it is at $40.. Hope it doesn't drop. <BR/><BR/>jeganjeganhttp://www.blogger.com/profile/05850061548373752817noreply@blogger.com