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Buy Baidu (BIDU)

Doing some catch up on this stock. I added Baidu (BIDU) to the Jubak Picks 50 long-term portfolio http://jubakpicks.com/jubak-picks-50/ on January 18, but this is the first time I’ve had an opportunity to explain why in detail or to actually add it to the portfolio....

Update Johnson Controls (JCI)

Let me use Johnson Controls (JCI), which reported quarterly earnings on January 20, as another concrete example of how to think your way through what to do about individual stocks when the U.S. market seems to be looking for a 5% pullback and overseas markets have the...

Is China's auto market about to slam on the brakes?

Looks like we’re headed to a car wreck in China—or at least something more seriouis than a fender bender. On one side, speeding toward the intersection, is soaring demand for cars in China. Total vehicle sales (autos, trucks, busses) rose by 32% in 2010 to 18.06...

Buy Baidu (BIDU)

Shares of Baidu (BIDU), China’s leading Internet search provider, have been drifting lower since a November 11 high of $114.10—until yesterday. As of the close in New York, the shares had moved up to $101.25, a 2.5% gain on the day. The most recent part of the price...

With inflation on a run, the Chinese are buying gold too

China has treated data on the country’s level of gold imports as a state secret—until last week. And the newly public data shows that China is on a path that would have the country overtake India as the world’s largest consumer of gold. Think this might be bullish for...

Yingli Green Energy (YGE)

While the United State has dithered over how, when, and whether to invest in the energy industries of the future, solar cells and panels have become a commodity business. And that gives a huge edge to China’s solar manufacturers with their significantly lower labor...