"Which stocks and which sectors are relatively inflation-proof while offering exposure to emerging market growth, particularly in China?" asks Glenn Rogers.

The contributing editor to Internet Wealth Builder explains, "I kept coming back to a basket of Chinese Internet stocks which, with a few exceptions, have not significantly pulled back with the rest of the Chinese market.

"There are a lot of things to like about the Internet in China where they had a total of 384 million web surfers at the end of 2009. That is greater than the entire population of the United States and that's with a penetration of only 23% so there is lots of room to grow.

Continue reading Online in China: Baidu (BIDU) and Youku.com (YOKU)

Online in China: Baidu (BIDU) and Youku.com (YOKU) originally appeared on BloggingStocks on Fri, 25 Feb 2011 10:30:00 EST. Please see our terms for use of feeds.

"NetEase (NTES) fits right into the theme of rapidly expanding Internet revenues and profits in China," says Jim Trippon.

The editor of the China Stock Digest explains, "At least 450 million Chinese are now online. Online gaming has 265 million users and is expected to gross over $4 billion over the past year.

"This company has a wide offering of products, even though it is mostly known to western investors as a gaming platform. In fact, NetEase falls into all of the major categories of web revenue generation with significant ad sales, a home page service similar to Yahoo, email, search and a new online B2C (business to consumer) shopping presence.

Continue reading NetEase (NTES): China's Expanding Internet

NetEase (NTES): China's Expanding Internet originally appeared on BloggingStocks on Tue, 08 Feb 2011 13:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"I don't have much confidence in any kind of predictions about what might happen in 2011, but I think it's a good bet that top-stock honors will go to a fresh face rather than a familiar one," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "E-Commerce China Dangdang (DANG) is an online bookseller that's been following in Amazon.com's footsteps.

Continue reading Top Picks 2011: E-commerce China Dangdang (DANG)

Top Picks 2011: E-commerce China Dangdang (DANG) originally appeared on BloggingStocks on Mon, 27 Dec 2010 17:00:00 EST. Please see our terms for use of feeds.

"Our latest recommendation is a bet on China through SINA Corp. (SINA), a leading Chinese online media services provider," says international investing specialist Nicholas Vardy.

The editor of The Global Bull Market Alert explains, "Up until relatively recently, Sina's services were similar to other portals in China. But its Sina Weibo, a new twitter-like micro-blogging service, has caught users' (and investors') attention.

"First, unlike Twitter, Sina Weibo is in Chinese, giving it a big edge with local users. It also allows users to attach pictures, video and audio to their postings -- something you can't do easily with Twitter.

Continue reading SINA (SINA): Micro-Blogging in China

SINA (SINA): Micro-Blogging in China originally appeared on BloggingStocks on Wed, 20 Oct 2010 12:30:00 EST. Please see our terms for use of feeds.

"In our opinion, Chinese Internet search company Baidu (BIDU) remains the top growth stock in the market," says growth stock investor Mike Cintolo.

In Cabot Top Ten, a newsletter service that each week assesses the market's 10 strongest stocks based on technical performance, he explains, "The big idea with Baidu, of course, is online search in China, an industry that's probably where the U.S. market was back in the mid 2000s, before a few years of mega-growth.

Continue reading Bet on Baidu (BIDU): Online in China

Bet on Baidu (BIDU): Online in China originally appeared on BloggingStocks on Thu, 27 May 2010 15:00:00 EST. Please see our terms for use of feeds.

This post is part of a featured report on stocks in the Chinese online gaming sector.

"One lesson we learned long ago is that it often pays to recognize stocks showing unusual strength -- one such stock is NetEase (NASDAQ: NTES)," says Mike Cintolo in The Cabot Market Letter.

"In terms of stocks, NetEase is showing unusual strength. The stock started moving ahead in a powerful manner as soon as (actually a bit before) the market bottomed in March.

"In fact, NTES recently notched nine straight up weeks, all on above-average volume, breaking out of a three-year base in the process!

Continue reading China online gaming: NetEase (NTES) and Changyou (CYOU)

China online gaming: NetEase (NTES) and Changyou (CYOU) originally appeared on BloggingStocks on Mon, 15 Jun 2009 10:30:00 EST. Please see our terms for use of feeds.

This post is part of a featured report on stocks in the Chinese online gaming sector.

"Perfect World Co., Ltd. (NASDAQ: PWRD) is a leading online game developer and operator in China; is our latest 'stock of the month' feature," says Dennis Slothower in his Stealth Stocks newsletter.

"The company primarily develops three-dimensional, or 3D, online games based on its proprietary Angelica 3D game engine and game development platform.

"Its strong technology and creative game design capabilities, combined with its extensive local knowledge and experience, enables the company to frequently and rapidly introduce popular games designed to cater to changing customer preferences and market trends in China.

Continue reading China online gaming: Perfect World (PWRD)

China online gaming: Perfect World (PWRD) originally appeared on BloggingStocks on Sun, 14 Jun 2009 14:00:00 EST. Please see our terms for use of feeds.

This post is part of a featured report on stocks in the Chinese online gaming sector.

John Reese assesses stocks based on the criteria of a select group of well-known investors with very strong track records of long-term success.

In his Validea advisory, he looks at Chinese gaming stock, Netease (NASDAQ: NTES) based on the investment strategy of Martin Zweig, a long established growth investor. Here's his review.

"Netease operates an interactive online community in China, and is a provider of Chinese language content and services through its online games, Internet portal and wireless value-added services businesses.

Continue reading China online gaming: NetEase (NTES)

China online gaming: NetEase (NTES) originally appeared on BloggingStocks on Sun, 14 Jun 2009 10:00:00 EST. Please see our terms for use of feeds.

This post is part of a featured report on stocks in the Chinese online gaming sector.

"When it comes to numbers, Giant Interactive (NYSE: GA) is the kind of company that accountants can only dream about; with a profit margin above 70% and huge cash reserves, the stock is selling well below book value," says China expert Jim Trippon.

In his The China Stock Digest he explains, "Giant was founded in November 2004 and as become one of the fastest-growing and most profitable companies in the Chinese online game industry."

"Despite constantly rising earnings as more and more Chinese log on to the Internet, Giant Interactive is reasonably valued with a P/E multiple of 12.5.

Continue reading China online gaming: Giant Interactive (GA)

China online gaming: Giant Interactive (GA) originally appeared on BloggingStocks on Sat, 13 Jun 2009 14:00:00 EST. Please see our terms for use of feeds.

This post is part of a featured report on stocks in the Chinese online gaming sector.

"We're increasing our bet on Asia through Shanghai-based Chinese gaming company, Shanda Interactive Entertainment Ltd. (NASDAQ: SNDA)," says international stock expert Nick Vardy in The Global Bull Market Alert.

"I expect this small-cap stock to be a solid, risk-return trade, especially if you are willing to endure some volatility.

"First, Shanda operates online games in the People's Republic of China and is a pioneer in the hugely complex role-playing games that people play over the Internet.

Continue reading China online gaming: Vardy votes for Shanda (SNDA)

China online gaming: Vardy votes for Shanda (SNDA) originally appeared on BloggingStocks on Sat, 13 Jun 2009 10:00:00 EST. Please see our terms for use of feeds.

One month ago, we featured a special report featuring the favorite China-based stocks among financial newsletter advisors. Since then, the 14 stocks covered in the report have risen an average of more than 15%.

The performance of these stocks -- along with the overall China market -- has far exceeded the 3% gain in the S&P 500 index over the same time period. That report can be viewed here.

Despite these gains, many of the leading advisors remain bullish on China; in particular, several have recently focused on the online gaming sector in Asia. Indeed, Timothy Lutts notes that while the video game market in the U.S. is slowing, the video game market in China is expected to show 20%+ annual growth in coming year.

Continue reading China online gaming: Top advisors' top picks

China online gaming: Top advisors' top picks originally appeared on BloggingStocks on Fri, 12 Jun 2009 16:30:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Global advisors look to China.

Two leading advisors -- both with a noted focus on technical analysis -- look to Shanghai-based Shanda Interactive (NASDAQ: SNDA).

In his Ticker Tape Digest advisory service, Leo Fasciocco focuses on stocks breaking out of basing patterns and cconsiders Shanda a breakout buy.

Continue reading Shanda Interactive (SNDA) entertains China

Shanda Interactive (SNDA) entertains China originally appeared on BloggingStocks on Sun, 29 Mar 2009 12:30:00 EST. Please see our terms for use of feeds.

Jim Collins, editor of OTC Insight, uses a proprietary quantitative system to isolate high growth and momentum stocks trading at reasonable valuations relative to that growth.

His latest two featured stocks based on these criteria are both China-based companies: Internet search provider Baidu.com (NASDAQ: BIDU) and online gaming firm Shanda Interactive Entertainment Limited (NASDAQ: SNDA).

Collins notes that Baidu's search engine was the most frequently used in China in 2006. Last December, he adds, Baidu announced its intention to enter the Japanese search market, which is currently dominated by Yahoo! (NASDAQ: YHOO) and Google (NASDAQ: GOOG).

In March, he adds, the company launched a limited beta trial of its Japanese language search services, which included web and image search.

For the quarter ended June 30, 2007, he reports, Baidu showed earnings of $0.61 a share, compared with $0.21 per share in the prior year. Revenues, he states, increased 121% to $53 million. The stock, he explains, has a relative strength rating of 99 (out of 100) and garners a B+ for accumulation and distribution.

Continue reading China's Baidu (BIDU) and Shanda (SNDA): Relative strength favorites

China's Baidu (BIDU) and Shanda (SNDA): Relative strength favorites originally appeared on BloggingStocks on Mon, 01 Oct 2007 13:27:00 EST. Please see our terms for use of feeds.