Booking Holdings Inc.

BKNG-Q

NASDAQ:BKNG

1,905.81
24.46 (1.27%)

Analysis and Opinions about BKNG-Q

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 3, 2017

Thinks online travel booking, which is only 25% of the market in Asia right now, is going to be huge, and this company is only one of 2 huge players in the industry right now. It is going to make a lot of money going forward. The stock is down about 10% from where it was and has a wonderful growth profile ahead of it. (Analysts’ price target is $2,100.)

Thinks online travel booking, which is only 25% of the market in Asia right now, is going to be huge, and this company is only one of 2 huge players in the industry right now. It is going to make a lot of money going forward. The stock is down about 10% from where it was and has a wonderful growth profile ahead of it. (Analysts’ price target is $2,100.)

David Baskin
President, Baskin Wealth Management
Price
$1867.650
Owned
Yes
PARTIAL BUY
PARTIAL BUY
September 21, 2017

Got a little weak. In early August, it made a new high and then came back down. It has a moving average at around $1735, which would be a base. It would probably line up with the bottoms of the last several months. If buying for new clients today, he would not take a full position. He would rather pay a little more, and wait for it surge to around $1940 to get a full position. A well-run company that is well followed on the street.

Got a little weak. In early August, it made a new high and then came back down. It has a moving average at around $1735, which would be a base. It would probably line up with the bottoms of the last several months. If buying for new clients today, he would not take a full position. He would rather pay a little more, and wait for it surge to around $1940 to get a full position. A well-run company that is well followed on the street.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$1866.350
Owned
Yes
TOP PICK
TOP PICK
September 19, 2017

This has been one of the best performing stocks in the NYSE’s history. Had owned this about 15 years ago at $19, but the multiple is lower today than it was then. They will make somewhere in the neighbourhood of $78 a share in earnings this year, and may even touch $90 a share next year. They’ve been very acquisitive over their lifespan. (Analysts’ price target is $2,100.)

This has been one of the best performing stocks in the NYSE’s history. Had owned this about 15 years ago at $19, but the multiple is lower today than it was then. They will make somewhere in the neighbourhood of $78 a share in earnings this year, and may even touch $90 a share next year. They’ve been very acquisitive over their lifespan. (Analysts’ price target is $2,100.)

Gordon Reid
President, GoodReid Investment Counsel
Price
$1859.780
Owned
Yes
WATCH
WATCH
August 18, 2017

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.

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.

Jon Vialoux
Research Analyst, CastleMoore Inc.
Price
$1810.000
Owned
Unknown
BUY
BUY
August 9, 2017

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.

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.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$1906.800
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 18, 2017

(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.

(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.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$1976.240
Owned
Yes
TOP PICK
TOP PICK
June 21, 2017

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.)

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.)

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$1867.780
Owned
Yes
HOLD
HOLD
May 11, 2017

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.

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.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$1813.560
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 2, 2017

(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.

(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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1880.520
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 17, 2017

(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.

(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.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$1770.610
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 16, 2017

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

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

David Baskin
President, Baskin Wealth Management
Price
$1648.880
Owned
Yes
TOP PICK
TOP PICK
December 20, 2016

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.)

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.)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$1502.250
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 30, 2016

(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.

(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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1503.680
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 22, 2016

(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.

(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.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$1535.420
Owned
Yes
TOP PICK
TOP PICK
August 3, 2016

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.

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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1371.140
Owned
Yes
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