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
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.

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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1233.970
Owned
Yes
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.

(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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1263.320
Owned
Yes
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.

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

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$1181.180
Owned
Unknown
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.

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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1198.520
Owned
Yes
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.

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.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$1176.850
Owned
Yes
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.

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.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$1201.370
Owned
Unknown
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.

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.

Don Lato
President, Padlock Investment Management
Price
$1238.080
Owned
No
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.

(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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1157.750
Owned
Yes
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.

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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1356.940
Owned
Yes
BUY
BUY
January 29, 2014

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

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

Gordon Reid
President, GoodReid Investment Counsel
Price
$1133.790
Owned
Yes
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.

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

Gordon Reid
President, GoodReid Investment Counsel
Price
$1145.440
Owned
Yes
COMMENT
COMMENT
December 3, 2013

This was a Top Pick on April 11/13. Bought this in the high $600s and sold a piece of it at $1190. Nothing to do with the company. This has to do with risk management that he uses to make sure one position doesn’t dominate the portfolio. Still loves the company.

This was a Top Pick on April 11/13. Bought this in the high $600s and sold a piece of it at $1190. Nothing to do with the company. This has to do with risk management that he uses to make sure one position doesn’t dominate the portfolio. Still loves the company.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1176.480
Owned
Yes
WAIT
WAIT
September 23, 2013

This is one of those fast money plays that hedge funds and traders like. He thinks you have to wait for some sort of meaningful correction before getting interested.

This is one of those fast money plays that hedge funds and traders like. He thinks you have to wait for some sort of meaningful correction before getting interested.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$996.760
Owned
Unknown
BUY
BUY
August 20, 2013

Thinks it is good value. It is expensive. Got back in about 6 months ago. He saw better valuation than when he owned it at $19. Continues to hold it. It is good value here. Expanding margins and a great company. The business model is incredibly scalable.

Thinks it is good value. It is expensive. Got back in about 6 months ago. He saw better valuation than when he owned it at $19. Continues to hold it. It is good value here. Expanding margins and a great company. The business model is incredibly scalable.

Gordon Reid
President, GoodReid Investment Counsel
Price
$932.770
Owned
Yes
TOP PICK
TOP PICK
April 11, 2013

Expects earnings to grow in excess of 20% for foreseeable future. Trading at 23X historical earnings and 18X 2013 estimates, which he thinks will be $38. Fantastic growth story.

Expects earnings to grow in excess of 20% for foreseeable future. Trading at 23X historical earnings and 18X 2013 estimates, which he thinks will be $38. Fantastic growth story.

Gordon Reid
President, GoodReid Investment Counsel
Price
$733.990
Owned
Yes
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