Viewing Company Priceline.com Inc. | StockChase
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Priceline.com Inc. Stock Symbol: PCLN-Q

Notes:e-commece

Last Price Recorded: $1,854.1800 on 2017-09-18

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Date Signal Expert Opinion Price
2017-08-18 WATCH Jon Vialoux

The PE is 38 times earnings and 22 times forward earnings.  The optimal time to buy is September 25th with a sell date of April 30th.  It should return 23.92% according to seasonal averages.  This year it had a gap lower.  It had a parabolic rise this year and so you expect that to alleviate.  $1728 would be the ideal point to pick it up at.


Price:
$1810.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-09 BUY Cameron Hurst

He likes the space. Online travel has double digit growth and secular trends are good. Valuation has probably got a little stretched. Taking a bit of a hit today as their guidance was a little squishy compared to what people were hoping for. They did beat estimates. This is in a space which is really over-loved, a flag for caution. A well-run company. There will be some volatility.


Price:
$1906.800
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Unknown
2017-07-18 PAST TOP PICK Barry Schwartz

(A Top Pick June 24/16. Up 60.39%.) This has done an amazing job. It is a poster child for what a network affect is. They have the best hotel listings, they get the most customers, and because they have the most customers booking, they get more hotel listings. The runway for this company is still significant.


Price:
$1976.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK Andy Nasr

A good example of a stock that will benefit from a lot of technology trends of more and more people doing things online. 30% of travel bookings are done online right now, still a relatively low number. The industry is dominated by 2 players, Priceline and Expedia. The estimated P/E of 42X is way too high. Next year’s estimates are closer to 21X, and if you strip out cash, it is actually below 20X. They are going to be able to grow through acquisition, which they’ve done a good job of. (Analysts’ price target is $2040.)


Price:
$1867.780
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-11 HOLD Hap (Robert) Sneddon FCSI

He has 2 different Stop methods, and he is really close to the Trailing Stop. He uses $1791 and $1773, and this is really close to that. The chart shows a nice long upward trend developing.


Price:
$1813.560
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-02 PAST TOP PICK Gordon Reid

(A Top Pick March 23/16. Up 44%.) Has been involved with for a long time. Their holding of Booking.Com has been a major home run for them. It was involved in hotel reservations, especially European operations, where there are not a lot of chains, but single owner proprietor hotels, which need exposure.


Price:
$1880.520
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-17 PAST TOP PICK Barry Schwartz

(Top Pick June 24/16, Up 43%) It’s a very volatile name.  It has the best on-line booking platform in the world.  They generate great margins.  It is growing 20% a year and trading at 20 times earnings, ex cash.


Price:
$1770.610
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-16 PAST TOP PICK David Baskin

(Top Pick Jan 5/16, Up 36.19%) It has a healthy market share in the travel industry worldwide. 


Price:
$1648.880
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2016-12-20 TOP PICK Barry Schwartz

This company has such a huge runway of opportunity. Only 35% of all travel bookings are done online, and the rest are done through travel agents. This company makes most of its money, not in North America, but in Europe and Asia. It only has a 10% market share of online bookings. A fast growing company, 15%-20% revenue growth, and trading at a reasonable valuation. A stock that could benefit from a repatriation of capital, as it has over $10 billion of cash offshore. No dividend. (Analysts’ price target is $1733.74.)


Price:
$1502.250
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-30 PAST TOP PICK Gordon Reid

(A Top Pick Nov 27/15. Up 20.77%.) An online travel company. Their biggest property is Booking.com. They have thousands of properties, many of them in Europe which, isn’t as populated by hotel chains as North America is. They are going to earn high $60 EPS this year, and are going to skip the $70 next year, as the consensus is $80 EPS for 2017.


Price:
$1503.680
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-11-22 PAST TOP PICK David Burrows

(A Top Pick Nov 2/15. Up 4.65%.) One of the hallmarks of a good market is that leadership should broaden to new groups. One of the groups that was noticeably absent from the market was consumer discretionary. Early in the fall, the travel and leisure group started to lift. This is a dominant company in the travel business. He would buy this today.


Price:
$1535.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-08-03 TOP PICK Gordon Reid

One of the most successful companies on the exchange. It has done extremely well through the years, and continues to do so. An online travel company, and owns booking.com, open table, Kayak. Very, very successful and high growth. Gross bookings rise anywhere from 25% to 30% year-over-year on a quarterly basis. He is looking for about $67 a share in earnings this year, and probably at $80 for next year.


Price:
$1371.140
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-24 TOP PICK Barry Schwartz

This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.


Price:
$1232.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-23 TOP PICK Gordon Reid

He chose this because of what happened in Belgium in the last couple of days. This always trades off on these terrorists’ events. It is a fact that people will continue to travel, and this company will continue to do well. Trading at about 19X this year and about 18X next year. They have layered on internet options such as Booking.com, OpenTable for dinner reservations, Kayak for flights.


Price:
$1306.110
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 DON'T BUY Brian Acker, CA

$912 model price, 13% above fair value, but we had two negative transits (two EBV levels), which are sell signals.  If it drops below $719, put the full position on there. 


Price:
$1069.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
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