Booking Holdings Inc.

BKNG-Q

NASDAQ:BKNG

1,643.93
53.79 (3.17%)

Analysis and Opinions about BKNG-Q

Signal
Opinion
Expert
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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

DON'T BUY
DON'T BUY
January 17, 2013

An online site booking for travel. You want to consider that 50% of revenue are derived from international businesses and most of that is really focused on Europe. One of their strategies is trying to increase their North American exposure and increasing revenue that way. Because of risks around Europe, he is not a big fan of this. Trading at 21X forward earnings and a growth rate at 19, not expensive but not cheap either.

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An online site booking for travel. You want to consider that 50% of revenue are derived from international businesses and most of that is really focused on Europe. One of their strategies is trying to increase their North American exposure and increasing revenue that way. Because of risks around Europe, he is not a big fan of this. Trading at 21X forward earnings and a growth rate at 19, not expensive but not cheap either.

BUY
BUY
January 10, 2013

Likes this one. Trading at 17X earnings. Expects that next year it will earn $37. It doesn’t really matter what the price of the stock is, it is the relationship between the price and the fundamentals. Growing well.

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Likes this one. Trading at 17X earnings. Expects that next year it will earn $37. It doesn’t really matter what the price of the stock is, it is the relationship between the price and the fundamentals. Growing well.

COMMENT
COMMENT
November 7, 2012

Very efficient model and very well managed. Recently fallen down a little bit. Only trading around 20X earnings with a 21% annual earnings growth expectation forecast. Pretty fair value at a 1X PEG ratio. Likes the stock.

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Very efficient model and very well managed. Recently fallen down a little bit. Only trading around 20X earnings with a 21% annual earnings growth expectation forecast. Pretty fair value at a 1X PEG ratio. Likes the stock.

BUY
BUY
October 24, 2012

Has $31 a share in earnings so is trading very reasonably. Sold his holdings in late 2010 at $244 a share. Sold it because it had moved over $10 billion of market capitalization and no longer qualified for his small cap portfolio. This is a great buy today because of the earnings progression and is trading at about 18X earnings.

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Has $31 a share in earnings so is trading very reasonably. Sold his holdings in late 2010 at $244 a share. Sold it because it had moved over $10 billion of market capitalization and no longer qualified for his small cap portfolio. This is a great buy today because of the earnings progression and is trading at about 18X earnings.

HOLD
HOLD
November 19, 2010
Had some gaps in its trend line, one just recently. You don’t want to see it go below that point. If it goes down to the $390 area, it probably means it will go to $350. Moving averages are moving up nicely. Use a Stop of around $390.
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Had some gaps in its trend line, one just recently. You don’t want to see it go below that point. If it goes down to the $390 area, it probably means it will go to $350. Moving averages are moving up nicely. Use a Stop of around $390.
DON'T BUY
DON'T BUY
November 15, 2010
Trading at about 32X this year’s earnings and 27X next year’s, which is too rich for him.
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Trading at about 32X this year’s earnings and 27X next year’s, which is too rich for him.
BUY
BUY
November 10, 2010
Fabulous company. Great operating leverage. Represents good value here.
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Fabulous company. Great operating leverage. Represents good value here.
PAST TOP PICK
PAST TOP PICK
June 23, 2010
(A Top Pick June 10/09. Up 62.5%.) Sold his holdings at about $250, up 116%. Online travel and got hit in 2008-2009. Great company but got a little bit rich for him. Trading at about 15X forward earnings and he is watching it.
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(A Top Pick June 10/09. Up 62.5%.) Sold his holdings at about $250, up 116%. Online travel and got hit in 2008-2009. Great company but got a little bit rich for him. Trading at about 15X forward earnings and he is watching it.
PAST TOP PICK
PAST TOP PICK
May 19, 2010
(A Top Pick June 10/09. Up 65.55%.) Sold his holdings in March.
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(A Top Pick June 10/09. Up 65.55%.) Sold his holdings in March.
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