Booking Holdings Inc.

BKNG-Q

NASDAQ:BKNG

1,703.76
33.78 (2.02%)

Analysis and Opinions about BKNG-Q

Signal
Opinion
Expert
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.

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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.

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.

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(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.

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.

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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.

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.

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(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
TOP PICK
July 22, 2015

An online site for booking travel and they have hundreds of thousands of relationships with hotels globally. Last quarter they grew international bookings at 29% year-over-year. It is still growing extremely robustly. Currently trading at about 18X this year’s earnings. He is expecting $65 of earnings per share this year.

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An online site for booking travel and they have hundreds of thousands of relationships with hotels globally. Last quarter they grew international bookings at 29% year-over-year. It is still growing extremely robustly. Currently trading at about 18X this year’s earnings. He is expecting $65 of earnings per share this year.

PAST TOP PICK
PAST TOP PICK
May 5, 2015

(A Top Pick April 30/14. Up 8.9%.) Last quarter was gangbusters. Came out with very, very strong numbers. Expects gross bookings and earnings to rise, somewhere in the high 20% area. Trading at below 20X earnings, so not expensive.

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(A Top Pick April 30/14. Up 8.9%.) Last quarter was gangbusters. Came out with very, very strong numbers. Expects gross bookings and earnings to rise, somewhere in the high 20% area. Trading at below 20X earnings, so not expensive.

DON'T BUY
DON'T BUY
March 23, 2015

There is a clear trading channel, going down. This is looking negative. We had a strong run and then it stepped back.

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There is a clear trading channel, going down. This is looking negative. We had a strong run and then it stepped back.

TOP PICK
TOP PICK
November 3, 2014

Expecting $65 a share in earnings next year. Reporting tomorrow morning at 7 AM, and he expects good things. They are growing their gross bookings in the high 20% range.

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Expecting $65 a share in earnings next year. Reporting tomorrow morning at 7 AM, and he expects good things. They are growing their gross bookings in the high 20% range.

TOP PICK
TOP PICK
September 11, 2014

Booking.com is one of their divisions. 600,000 booking per night around the world. Growing at 26% and trading at 23 times earnings. A virally expanding company.

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Booking.com is one of their divisions. 600,000 booking per night around the world. Growing at 26% and trading at 23 times earnings. A virally expanding company.

BUY WEAKNESS
BUY WEAKNESS
July 17, 2014

The 1 year chart shows a nice consolidation. He suspects that this may just be taking a pause. The support of around $1200 is most definitely being held. Looks like a healthy consolidation within an uptrend. He would probably buy it on any significant pullback to the trendline.

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The 1 year chart shows a nice consolidation. He suspects that this may just be taking a pause. The support of around $1200 is most definitely being held. Looks like a healthy consolidation within an uptrend. He would probably buy it on any significant pullback to the trendline.

DON'T BUY
DON'T BUY
June 6, 2014

Getting to a level where he is starting to feel a little less comfortable. It’s up around 20X earnings, which is stretching the valuation. Also, one of the areas that he would be concerned about would be the emergence of these virtual “rental by owner” properties, were people, looking for vacation, are looking for more of an established place to visit and stay in. Thinks there will be some competition on the vacationers’ side.

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Getting to a level where he is starting to feel a little less comfortable. It’s up around 20X earnings, which is stretching the valuation. Also, one of the areas that he would be concerned about would be the emergence of these virtual “rental by owner” properties, were people, looking for vacation, are looking for more of an established place to visit and stay in. Thinks there will be some competition on the vacationers’ side.

TOP PICK
TOP PICK
April 30, 2014

(A Top Pick April 11/13. Up 55.85%.) You have to distinguish between price and value. First bought the stock in 2005 at $19 and sold it in 2010 for $243 and then re-entered a year or 2 ago at $680-$690. When he first bought the stock in 2005, it was trading at about 27X earnings and today it is trading at about 18X expected next year’s earnings. Metrics are just outstanding with last quarter’s gross bookings up 39% and earnings were up 31%. They have 420,000 hotels worldwide signed on to their website.

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(A Top Pick April 11/13. Up 55.85%.) You have to distinguish between price and value. First bought the stock in 2005 at $19 and sold it in 2010 for $243 and then re-entered a year or 2 ago at $680-$690. When he first bought the stock in 2005, it was trading at about 27X earnings and today it is trading at about 18X expected next year’s earnings. Metrics are just outstanding with last quarter’s gross bookings up 39% and earnings were up 31%. They have 420,000 hotels worldwide signed on to their website.

BUY
BUY
February 26, 2014

Fantastic company. Bookings are up 39% year over year. 271 million rooms booked last year. A pure growth story. They are a cheaper stock today than when he bought it way back, on an earnings basis. High priced stocks don’t necessarily mean expensive stocks.

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Fantastic company. Bookings are up 39% year over year. 271 million rooms booked last year. A pure growth story. They are a cheaper stock today than when he bought it way back, on an earnings basis. High priced stocks don’t necessarily mean expensive stocks.

BUY
BUY
January 29, 2014

Has great growth at 25%-30%. It is in the retail space but enabled by technology. A wonderful company.

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Has great growth at 25%-30%. It is in the retail space but enabled by technology. A wonderful company.

PAST TOP PICK
PAST TOP PICK
January 2, 2014

(A Top Pick April 11/13.) Reduced his holdings on Nov 27/13 at $1190. This was risk management to maintain a portfolio balance.

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(A Top Pick April 11/13.) Reduced his holdings on Nov 27/13 at $1190. This was risk management to maintain a portfolio balance.

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