Booking Holdings Inc.

BKNG-Q

NASDAQ:BKNG

1,973.60
25.12 (1.29%)

Analysis and Opinions about BKNG-Q

Signal
Opinion
Expert
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.

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.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$669.890
Owned
No
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.

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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$653.620
Owned
No
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.

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.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$634.610
Owned
No
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.

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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$563.670
Owned
No
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.
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.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$409.590
Owned
No
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.
Trading at about 32X this year’s earnings and 27X next year’s, which is too rich for him.
Don Lato
President, Padlock Investment Management
Price
$407.430
Owned
No
BUY
BUY
November 10, 2010
Fabulous company. Great operating leverage. Represents good value here.
Fabulous company. Great operating leverage. Represents good value here.
Gordon Reid
President, GoodReid Investment Counsel
Price
$419.070
Owned
No
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.
(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.
Don Lato
President, Padlock Investment Management
Price
$188.250
Owned
No
PAST TOP PICK
PAST TOP PICK
May 19, 2010
(A Top Pick June 10/09. Up 65.55%.) Sold his holdings in March.
(A Top Pick June 10/09. Up 65.55%.) Sold his holdings in March.
Don Lato
President, Padlock Investment Management
Price
$190.110
Owned
No
PAST TOP PICK
PAST TOP PICK
April 14, 2010
(A Top Pick June 10/09. Up 121.3%.) Online hotel/airline reservation discounter. Huge beneficiaries of the skittishness in the economy as people that had to travel are looking for better bargains. Sold his holdings and wouldn't go back in at these levels.
(A Top Pick June 10/09. Up 121.3%.) Online hotel/airline reservation discounter. Huge beneficiaries of the skittishness in the economy as people that had to travel are looking for better bargains. Sold his holdings and wouldn't go back in at these levels.
Don Lato
President, Padlock Investment Management
Price
$265.260
Owned
No
TOP PICK
TOP PICK
June 10, 2009
Online travel. Great company and still well below the highs of a year ago. Continues to grow and hasn't disappointed on earnings even through this economic slowdown. Trades at about 16X earnings.
Online travel. Great company and still well below the highs of a year ago. Continues to grow and hasn't disappointed on earnings even through this economic slowdown. Trades at about 16X earnings.
Don Lato
President, Padlock Investment Management
Price
$115.810
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 6, 2009
(A Top Pick May 14/08. Down 25%.)
(A Top Pick May 14/08. Down 25%.)
Gordon Reid
President, GoodReid Investment Counsel
Price
$103.240
Owned
Yes
TOP PICK
TOP PICK
May 14, 2008
An Internet-based travel site growing dramatically. Since 2005, revenues have more than doubled. Earnings have gone up sevenfold. Multiple is pretty much static.
An Internet-based travel site growing dramatically. Since 2005, revenues have more than doubled. Earnings have gone up sevenfold. Multiple is pretty much static.
Gordon Reid
President, GoodReid Investment Counsel
Price
$138.290
Owned
Yes
DON'T BUY
DON'T BUY
October 30, 2001
Have a poor business model. Revenues are dropping.
Have a poor business model. Revenues are dropping.
Neil Murdock
Executive Vice President and Portfolio Manager, AIC Limited
Price
$4.530
Owned
Unknown
Showing 61 to 74 of 74 entries