What do all of these markets -- tablets, smartphones, online search, digital advertising, and China -- have in common? Growth. Two market leaders benefiting from these growing markets are trading a substantial discount: Apple (NASDAQ:AAPL) and Baidu (NASDAQ:BIDU).

In the video below, Fool contributor Daniel Sparks tells Fool.com's Erin Miller why he think's it's time to "be greedy when others are fearful," as the world's greatest investor, Warren Buffett, has famously said.


Fool contributor Daniel Sparks has no position in any stocks mentioned. Erin Miller owns shares of Apple. The Motley Fool recommends Apple and Baidu. The Motley Fool owns shares of Apple and Baidu. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.