Booking Holdings Inc.

BKNG-Q

NASDAQ:BKNG

1,930.27
26.05 (1.37%)

Analysis and Opinions about BKNG-Q

Signal
Opinion
Expert
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.

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.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$1232.140
Owned
Yes
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.

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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1306.110
Owned
Yes
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.

$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.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$1069.100
Owned
Unknown
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.

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.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$1094.500
Owned
Unknown
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.

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.

David Baskin
President, Baskin Wealth Management
Price
$1210.690
Owned
Yes
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.

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.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$1277.490
Owned
Unknown
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.

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

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$1303.970
Owned
Unknown
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.

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.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$1248.850
Owned
No
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.

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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1244.990
Owned
Yes
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.

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.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$1245.750
Owned
Unknown
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.

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.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$1284.650
Owned
Unknown
WAIT
WAIT
November 16, 2015

This is probably a falling knife at this point. They came out with great earnings, weak guidance, so the stock fell. Not only was the guidance tepid, but anything trouble related is getting hit hard. Give it a few days at least. Overall it is a good company and probably something you can wade back into.

This is probably a falling knife at this point. They came out with great earnings, weak guidance, so the stock fell. Not only was the guidance tepid, but anything trouble related is getting hit hard. Give it a few days at least. Overall it is a good company and probably something you can wade back into.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$1266.870
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 4, 2015

(A Top Pick Nov 3/14. Up 22.61%.) They are going to report on the 9th and he thinks it will be a good report, especially based on what some of their peers are doing. Expects they will report somewhere around $57 a share for the year. Next year it will probably push $70.

(A Top Pick Nov 3/14. Up 22.61%.) They are going to report on the 9th and he thinks it will be a good report, especially based on what some of their peers are doing. Expects they will report somewhere around $57 a share for the year. Next year it will probably push $70.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1469.560
Owned
Yes
TOP PICK
TOP PICK
November 2, 2015

The consumer is strengthening due to low oil prices and the first thing they are doing is spending more money on travel. Online is taking a larger and larger share of the revenue. This one has a dominant position in Europe. It has a growing piece of a pie in a growing market.

The consumer is strengthening due to low oil prices and the first thing they are doing is spending more money on travel. Online is taking a larger and larger share of the revenue. This one has a dominant position in Europe. It has a growing piece of a pie in a growing market.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$1467.190
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 14, 2015

(Top Pick Sept. 11/14, Up 8.70%) 70% of revenues are from outside of the US, so it surprises him that it is up.

(Top Pick Sept. 11/14, Up 8.70%) 70% of revenues are from outside of the US, so it surprises him that it is up.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$1286.830
Owned
Yes
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