According to Tim Seymour, Baidu Inc (ADR) (NASDAQ:BIDU) is a company that’s trading at about 28 or 29 times earnings and to him, it’s going to 35 times. The company is making a lot of investments which make the company unattractive to some people, he said. However, what’s happening in the U.S. is also happening in China, the trader said, and the company is right to invest in areas it needs to invest in.
Seymour added that Baidu Inc (ADR) (NASDAQ:BIDU)’s push in mobile and monetization of mobile is “very, very impressive”. Furthermore, the company is trading on liquidity, he said, and not on valuation.
Guy Adami, on the other hand, likes Oracle Corporation (NYSE:ORCL). The company hit a “funk” in January, he said, but it appears that now they have their act together.
Furthermore, Adami said that the moves in Oracle Corporation (NYSE:ORCL) makes the stock interesting for investors looking for stocks to invest in.
Pete Najarian picks Tesla Motors Inc (NASDAQ:TSLA) as he says the stock has traded in a much higher area in the past. Now, the stock is trading on the low end of its volatility scale, he added.
Nonetheless, Najarian advises people who want to invest using Tesla Motors Inc (NASDAQ:TSLA) to use options because although the stock may have great moves to the upside, the stock can also have horrendous moves to the downside. Options protect investors in these cases, he said.
Stephen Mandel’s Lone Pine Capital owned about 7.03 million Baidu Inc (ADR) (NASDAQ:BIDU) shares by the end of the December quarter. The stake in Baidu Inc (ADR) (NASDAQ:BIDU) which made up 6.71% of Lone Pine’s whole portfolio decreased 15% quarter over quarter.
Donald Yacktman’s Yacktman Asset Management owned about 38.06 million Oracle Corporation (NYSE:ORCL) shares by the end of 2014. The Oracle Corporation (NYSE:ORCL) which was 7.09% of the fund’s whole portfolio at the end of the year decreased a substantial 39% quarter over quarter.
John Thaler’s JAT Capital Management LP owned 684,456 Tesla Motors Inc (NASDAQ:TSLA) shares by the end of the last quarter of 2014. The stake in Tesla Motors Inc (NASDAQ:TSLA) which made up 5.83% of JAT Capital’s whole portfolio decreased 28% quarter over quarter.
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