Expedia (NASDAQ: EXPE) has been one of the worst performers of the whole market in the past week, with the stock falling nearly 30% in just two days.
What went wrong?
Expedia is a good example of a growth company that missed expectations. Before the declines, the company traded at a trailing 12-month P/E ratio of 65 compared to the sector average of around 23.
Expedia was expecting to more »
Finding deals online is how modern consumers make their decisions. This is true for the travel industry as well. Various deal and booking sites fight for the growing number of customers. Travelzoo (NASDAQ: TZOO) is one of them. The stock has had a good year, up 53%. However, the recent earnings report was taken coldly despite the fact that the company had beaten estimates on both revenue and earnings. Investors more »
When Groupon (NASDAQ: GRPN) issued its massive IPO in July of 2011, the company had been in a difficult position. First, it was forced to reissue it’s S-1 statement due to errors in accounting mechanisms it used in its first filing. Furthermore, its inexperience, the rapid emergence of competitors, and customer deal fatigue (translation: exasperation at the number of emails and deals they were getting bombarded with), put Groupon more »
The business of online travel is thriving, and years of strong stock performance as proof. The undoubted leaders of the space are Priceline.com (NASDAQ: PCLN) and Expedia (NASDAQ: EXPE), but according to investors, Travelzoo (NASDAQ: TZOO) is also a serious player in the space. So which company is presenting the best investment opportunity?
A Rising Star?
Travelzoo has produced gains of 55% in 2013, and prior to last Thursday more »
Earnings season will officially be in full swing when July 18 rolls around. For one, a major auto parts supplier might help to indicate just how robust the automotive market rebound is. In addition, a wholesale food company, ground shipper, and travel website operator may provide a feel of how their respective markets are shaping up. Here's a look at the companies to watch:
Auto parts firm growing internally more »
Travelzoo (NASDAQ: TZOO) is a global internet media company which provides consumers great local deals, discounted flights, and amazing vacation packages to destinations all over the world. Since reporting a strong quarter late last month, shares have traded significantly higher. Shares now sit at roughly $28 per share, but remain far below the highs seen a few years ago.
Remember the big hype before the Groupon IPO in 2011?
During more »
For the past month, as the markets have created new all-time highs, there have been numerous stocks to rally under the radar. What might have been top-market news in years past has gone unnoticed, and as a result, I am looking at three stocks that have exploded higher to determine the reason and whether or not each is a buy, hold, or sell!
Waiting for a Pullback in this Fast-Moving more »
In the past, I have been highly critical of both Travelzoo (NASDAQ: TZOO) the company and also its management. This stemmed from what I believe was a period of misleading investors complemented with strong insider selling back in its glory days of 2011. However, after another strong quarter, I think Travelzoo might have turned the page.
Everyone travels once in a while. Some people book their flights directly with airlines like Southwest; others use the variety of travel sites that are at their disposal to find the perfect package. Here’s my collection of two travel sites to buy, and one to avoid.
Travelzoo (NASDAQ: TZOO)
Travelzoo is the smallest of the three travel companies that we will be looking over in this article, but I more »
Despite the recent run-up, Travelzoo (NASDAQ: TZOO) is poised to outgrow its valuation in a short time frame. Two of the company's segments -- Travel and Local (daily deals) -- have significant growth potential that is not currently appreciated by the market.
Here's a brief run-down on Travelzoo's business segments:
Travel - includes travel publications (Travelzoo.com, newsletters) and Getaway vouchers
Search - includes travelzoo.com/supersearch and Fly.com. Search more »
priceline.com (NASDAQ: PCLN) was recently upgraded by Lazard Capital Markets from “neutral” to “buy” in a note issued to investors last week. Priceline last announced its earnings results on Feb. 26. The company reported $6.77 EPS for the quarter, beating the consensus estimate of $6.50.
The company posted revenue of $1.19 billion in the quarter, in line with the consensus estimate of $1.19 billion. During more »
Web-based airfare and hotel reservation and information specialists, a sector launched and previously dominated by Priceline.com (NASDAQ: PCLN), continues to expand. A quick look into some of the key participants in that market reveals improving metrics, such as subscribership and advertising revenues. They are high margined for the most part and growing. Take caution, though, and consider the volatility of these stocks when making selections. With numerous upstart companies more »
The S&P 500 could be days from creating a new all-time high, and this is all possible because we’re seeing signs of strength in the economy with superb earnings. Going into earnings season analysts were worried about results because of fiscal cliff and debt ceiling concerns. However, as of January 28, 60.8% of companies have beat top line expectations and 63.9% have beat bottom line expectations more »
There is perhaps nothing more important to the long-term direction of a stock moreso than management. Over the years I have discussed in detail how and why management is important both fundamentally and psychologically to the performance of a stock. If you don’t believe me just look at the debacle of Ron Johnson at J.C. Penney or the success of Bradley Jacobs and Steve Jobs at XPO Logistics more »
Value investing rule #1: never fall in love with a stock—period.
Separating “money” decisions from emotion is hard. That’s why new value investors need to establish “buy rules” and adhere to them.
“Buy Rules” That Work
1). Start with the numbers
Numbers weed out bad stocks before you have the chance to fall in love.
Go “simple” with metrics. People who preach about “discounted cash flow” models just more »
During the past twelve months, the stock prices of Travelzoo and Tempur-Pedic have moved in contrary motion to the market – they’re down 40% while the S&P 500 is up 15%. The two companies are scheduled to release earnings on Monday, January 21, and investors will be watching the reports closely for any indication that another nosedive is around the corner.
The stock price of Expedia (NASDAQ: EXPE), the world's leading online travel agency, has doubled in the past 12 months. The company posted better than expected financial results throughout 2012. With expanding international presence and a robust hotel business, the stock price is expected to scale new highs in this year too. This article will focus on the company’s long-term growth drivers.
With the worldwide recessionary pressure easing more »
A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a great way to gain a detailed and thorough perspective on a company and its future. As 2012 draws to a close, I would like to focus on a trailblazer in the online travel booking industry: Priceline.com (NASDAQ: PCLN).
- Accelerated Revenue Growth: In 2006, Priceline reported revenue of $1.12 billion more »
When the economy goes south travel is one of the first things to suffer. Paying rent and the food bill is more important than that vacation to Disneyland. As the below chart shows, the broad based U-6 unemployment rate which includes under-employed workers is still at elevated levels. Also, disposable personal income has not kept up with population growth. These factors together with high oil prices will continue to put more »
When an insider sells his or her stock it sometimes is part of a preplanned strategy, or to avoid higher taxes, but then sometimes it is more and a sign of what’s to come. These insiders have knowledge of fundamentals, demand, supply, and all other business related catalysts prior to it becoming public knowledge. Therefore, we should continue to monitor trends, and in this article I am looking at more »
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