Booking Holdings Inc.

BKNG-Q

NASDAQ:BKNG

1,669.98
11.19 (0.67%)

Analysis and Opinions about BKNG-Q

Signal
Opinion
Expert
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.)

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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.)

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.

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(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.

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.

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(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.

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.

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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.

TOP PICK
TOP PICK
June 24, 2016

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.

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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.

TOP PICK
TOP PICK
March 23, 2016

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.

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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.

DON'T BUY
DON'T BUY
February 4, 2016

$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.

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$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.

COMMENT
COMMENT
January 19, 2016

80% of returns come from getting to the right market and getting to the sectors within that market that benefits from whatever the secular shift is that is taking place. If our base belief is that the consumer is the ultimate winner, and that the consumer will spend money on experiences, then travel and leisure is a group you want to have a look at. If he had to pick one company in this area, he would probably choose Carnival Cruise Lines (CCL-N), which has been remarkably resilient. Priceline has basically been correcting and consolidating over the last 14-16 months. The stock has pulled back and is into support, and is in the right group. Look for a reversal, but he doesn’t have a problem with this. You want to see revisions on earnings start to move higher.

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80% of returns come from getting to the right market and getting to the sectors within that market that benefits from whatever the secular shift is that is taking place. If our base belief is that the consumer is the ultimate winner, and that the consumer will spend money on experiences, then travel and leisure is a group you want to have a look at. If he had to pick one company in this area, he would probably choose Carnival Cruise Lines (CCL-N), which has been remarkably resilient. Priceline has basically been correcting and consolidating over the last 14-16 months. The stock has pulled back and is into support, and is in the right group. Look for a reversal, but he doesn’t have a problem with this. You want to see revisions on earnings start to move higher.

TOP PICK
TOP PICK
January 5, 2016

People want experienced now, not objects. This one has a PE of 15. The 4-digit price scares some people. He thinks it will get to $100 profit per share in the next 3 years. Huge margin business with 70% gross margins.

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People want experienced now, not objects. This one has a PE of 15. The 4-digit price scares some people. He thinks it will get to $100 profit per share in the next 3 years. Huge margin business with 70% gross margins.

HOLD
HOLD
December 22, 2015

There are a few Internet retailers that have been doing extremely well, and this is one of them. This is one of those companies that is very top of mind from, originally an obscure new industry, and nailed it. Have done extremely well. They have the branding right, the marketing right and the customer approach right. Trading a little bit rich now for their growth that is on the horizon, so it feels a little bit frothy, but fundamentally there is nothing wrong.

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There are a few Internet retailers that have been doing extremely well, and this is one of them. This is one of those companies that is very top of mind from, originally an obscure new industry, and nailed it. Have done extremely well. They have the branding right, the marketing right and the customer approach right. Trading a little bit rich now for their growth that is on the horizon, so it feels a little bit frothy, but fundamentally there is nothing wrong.

DON'T BUY
DON'T BUY
December 8, 2015

His model price is $936. If the US market got ugly later on, this would be on his list.

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His model price is $936. If the US market got ugly later on, this would be on his list.

COMMENT
COMMENT
November 30, 2015

Has admired the company tremendously. They are very innovative. This is an example of how technology is transforming whole industries. People that don’t transform in this highly innovative environment are really going to struggle. This is a high multiple stock and has been growing very well. Has totally disrupted the travel industry. He worries that companies like Facebook (FB-Q), Apple (AAPL-Q) and Google (GOOG-Q) are going to increasingly be able to move into these kinds of things, particularly Facebook. Airbnb is also dramatically changing how the travel business works.

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Has admired the company tremendously. They are very innovative. This is an example of how technology is transforming whole industries. People that don’t transform in this highly innovative environment are really going to struggle. This is a high multiple stock and has been growing very well. Has totally disrupted the travel industry. He worries that companies like Facebook (FB-Q), Apple (AAPL-Q) and Google (GOOG-Q) are going to increasingly be able to move into these kinds of things, particularly Facebook. Airbnb is also dramatically changing how the travel business works.

TOP PICK
TOP PICK
November 27, 2015

A high beta stock, which means it moves the market, so is relatively volatile. If you stay with it long term, it does very well. This is in the Internet space, but in the Internet travel space. They own Booking.com, Kayak and Open Table. Growing gross bookings in the high 20%. This is an opportunity because with the unfortunate events in Paris and terrorism on everybody’s mind, the fear is that travel will be a little more subdued. However, historically, drivers have a great propensity to take on greater risk to get what we want.

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A high beta stock, which means it moves the market, so is relatively volatile. If you stay with it long term, it does very well. This is in the Internet space, but in the Internet travel space. They own Booking.com, Kayak and Open Table. Growing gross bookings in the high 20%. This is an opportunity because with the unfortunate events in Paris and terrorism on everybody’s mind, the fear is that travel will be a little more subdued. However, historically, drivers have a great propensity to take on greater risk to get what we want.

HOLD
HOLD
November 25, 2015

This is a funny one. A stock with a big share price which makes people think it is overvalued, but it actually scores really well on valuation. ROE is particularly strong at 30%. It is high in terms of value on PE to EBITDA, but there is no net debt. Has had strong price momentum, even with the recent volatility. They have been a consolidator for their business. From a price line this is one that you can hold here.

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This is a funny one. A stock with a big share price which makes people think it is overvalued, but it actually scores really well on valuation. ROE is particularly strong at 30%. It is high in terms of value on PE to EBITDA, but there is no net debt. Has had strong price momentum, even with the recent volatility. They have been a consolidator for their business. From a price line this is one that you can hold here.

WATCH
WATCH
November 19, 2015

The chart, from early 2014 to now, is beginning to look like a cup. A cup is identified by having lower lows followed by higher lows. It looks like it tried to break out, but failed. As a technical person he wouldn’t buy this until it definitively broke the handle, somewhere around $1300. The formation is encouraging, but it is not yet ready to Buy.

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The chart, from early 2014 to now, is beginning to look like a cup. A cup is identified by having lower lows followed by higher lows. It looks like it tried to break out, but failed. As a technical person he wouldn’t buy this until it definitively broke the handle, somewhere around $1300. The formation is encouraging, but it is not yet ready to Buy.

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