• Is Priceline Wall Street’s Starship Enterprise?

    By Eileen Rojas - August 19, 2013 | Tickers: EXPE, PCLN, TRIP

    The rise of (NASDAQ: PCLN) shares to a price target that no other S&P 500 stock has reached before speaks to current investor tolerance for high share prices. Two factors driving share prices higher include the Federal Reserve’s quantitative easing and the improvements seen in the economy in recent months. Analyst Howard Silverblatt explains in the Wall Street Journal that companies are not engaging in as more »

  • Why This Online Traveling Company is in Trouble

    By Adrian Campos - August 18, 2013 | Tickers: EXPE, PCLN, TRIP

    The summer of 1999 was hot and long. Words like "dotcom" or "web" sounded the way "3D printers" or "e-cigarettes" sound today. The web was the next big thing, and online traveling sites were regarded as gold mines by many. In this context, online travel booking company Priceline (NASDAQ: PCLN) saw its share price reach almost $1000.

    The aftermath was terrible. Priceline's shares dropped all the way down to more »

  • Are Online Travel Companies About to Take Off?

    By Lior Cohen - August 8, 2013 | Tickers: OWW, PCLN, TRIP

    If you are like me, then you usually plan your trips via big online travel companies such as Orbitz Worldwide (NYSE: OWW) and TripAdvisor (NASDAQ: TRIP). Even though I still occasionally use travel agents for international flights, the majority of my flights and hotel bookings are done via online travel sites. Considering the little growth in the U.S airline business, will these online-travel companies continue augmenting their revenue? 

    During more »

  • Can This Company Become Profitable This Year?

    By Ishfaque Faruk - August 2, 2013 | Tickers: GOOG, TRIP, YELP

    Rapidly growing consumer reviews platform Yelp (NYSE: YELP) has been a strong performer in 2013, with its stock price up more than 123% so far. The company has seen large increases in levels of user traffic to its platform. The company has built up a robust reputation among consumers by making its platform more social, and has a phenomenal position on mobile to keep up with secular shifts.

    Strong revenue more »

  • After Recent Declines, Should Investors Buy Into Expedia?

    By Rupert Hargreaves - August 1, 2013 | Tickers: EXPE, TZOO, TRIP

    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 »

  • This Online Travel Stock Looks out of Gas

    By Vladimir Zernov - July 30, 2013 | Tickers: EXPE, TZOO, TRIP

    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 »

  • Is This Stock Tripping?

    By Marshall Hargrave - July 29, 2013 | Tickers: EXPE, PCLN, TRIP

    TripAdvisor (NASDAQ: TRIP) spiked 20% last week; the company beat EPS consensus estimates and net income was up 26% year-over-year. Its 2Q EPS of $0.46 was inline with consensus. Part of the big earnings bump was the fact that the company began its first TV ad campaign last quarter. It also snatched up five companies. 

    However, TripAdvisor's business model is a bit different than the likes of the more »

  • Who Should Investors Trust in the Scattered Online Travel Booking Industry?

    By Ryan Guenette - July 29, 2013 | Tickers: EXPE, OWW, PCLN, TRIP

    Over the past week, two of the most prominent companies in the online travel booking industry have reported second-quarter financial results. These reports sent one stock soaring 16%, and another plummeting almost 30%. With mixed signals coming from different companies, which perspective of the industry should investors trust?

    What Happened

    On July 24, TripAdvisor (NASDAQ: TRIP) reported second-quarter financial results, posting earnings of $0.46 per share, up 24% year more »

  • How Mobile Will Impact Online Travel Companies

    By Ryan Peckyno - July 29, 2013 | Tickers: GOOG, PCLN, TRIP

    A few months ago, I penned an article, 4 Top Internet Stock Picks.  In that article, I highlighted a company that I feel has a very solid business model, TripAdvisor (NASDAQ: TRIP)

    A few days ago, TripAdvisor's stock price soared, breaking out and reaching a new high, after a very strong earnings release.  So let's take a closer look at TripAdvisor, its competition, the travel industry, and the more »

  • Billionaire Steve Cohen’s SAC Reports 5.2% Stake in This Internet Stock

    By Meena Krishnamsetty - July 25, 2013 | Tickers: RATE, TRIP, WBMD, YELP

    A 13G filed with the SEC has reported that billionaire Steve Cohen’s SAC Capital Advisors owns 2.6 million shares of WebMD Health (NASDAQ: WBMD), giving it 5.2% of the total shares outstanding of the $1.5 billion market cap health information website. At Insider Monkey, we can see from our database of 13F filings (which we track as part of our research on investment strategies; we have more »

  • Will Yelp Become the Next $10 Billion Social Media Company?

    By Mark Holder - July 22, 2013 | Tickers: LNKD, TRIP, YELP

    As investors ponder if Yelp (NYSE: YELP) is overvalued at $42, the big picture needs to be considered. The company has a market value of $2.7 billion and revenue that will only cross $200 million this year. While it might be difficult to envision it as worth $10 billion at this point, the company appears to have all the makings of a future that big.

    The company is a more »

  • This Stock Is Heading To $1,000 a Share and Higher

    By Jayson Derrick - July 18, 2013 | Tickers: EXPE, PCLN, TRIP (NASDAQ: PCLN) is trading in the low $900 range, and I believe that not only will the stock reach $1,000 a share, but also continue to appreciate from there.

    One of highest quality companies in the Internet space is a low cost operator with a focus on large industry profit pools and a management team with an acquisition strategy focus. That being said, it would more »

  • OpenTable Might Surprise You

    By Dan Moskowitz - July 17, 2013 | Tickers: OPEN, TRIP, YELP

    OpenTable (NASDAQ: OPEN) is up more than 77% over the past 12 months, as well as approximately 40% year to date. At the same time, the stock carries a hefty short position of 20%. Trading at 30 times forward earnings, some shorts might have taken their position based on valuation alone. Other shorts might have established their positions based on longer term concerns. 

    The good news

    OpenTable’s revenue has more »

  • Yelping for a Higher Stock Price

    By Mark Holder - July 9, 2013 | Tickers: ANGI, TRIP, YELP

    The local ad market offers tons of opportunity and Yelp (NYSE: YELP) provides possibly the best way to play that market. The local online ad market already has reached $23 billion of the roughly $100 billion spent in local ads each year. Yelp is quickly placing itself as the place to generate high quality leads via check-ins, reservations, clicks to their websites, phone calls, and even directions with a depth more »

  • Three Risky Review Site Investments

    By Dan Moskowitz - July 1, 2013 | Tickers: ANGI, TRIP, YELP

    Yelp (NYSE: YELP) continues to expand its domestic and international geographic reach. Those expansions come with costs, however, including lower margins. The game plan is for the costs to pay off in the future, of course, but how risky would it be for you to make that bet? Are there review sites that offer better investment opportunities, such as TripAdvisor (NASDAQ: TRIP) or Angie’s List (NASDAQ: ANGI)?

    We’ll more »

  • 3 Web-Based Businesses That Profit From Leisure

    By Victor Selva - June 27, 2013 | Tickers: OPEN, SFLY, TRIP

    You travel, you dine out, you take pictures… you spend money. This is my list of Internet services related to leisure activities: TripAdvisor (NASDAQ: TRIP) is used for voyages, OpenTable (NASDAQ: OPEN) is used to eat out and Shutterfly (NASDAQ: SFLY) is used to keep the memories alive. These three companies beneficiate from increasing disposable incomes around the world and an ever-growing use of the Internet as a research, reservation more »

  • Why Should You Be Bullish on Expedia?

    By Kiran Gulati - June 19, 2013 | Tickers: EXPE, PCLN, TRIP

    Growth in the U.S. online travel market has witnessed a slowdown, which resulted in online travel agencies (OTAs) such as Expedia (NASDAQ: EXPE) exploring other profitable markets. The Asia-Pacific region is a rapidly growing market, especially for the online travel industry. At present, Expedia possesses a 4% market share in the Asian-Pacific online travel market.

    It must be noted Expedia’s revenue generated from international markets increased from 35 more »

  • How Does This Internet Travel Company Measure Up?

    By Dan Moskowitz - June 18, 2013 | Tickers: EXPE, PCLN, TRIP

    Would you like to enjoy a luxurious vacation on the beach? Find an affordable seven-night cruise in Alaska? Plan an itinerary for your European adventure? If so, then Expedia (NASDAQ: EXPE) might be your best option. However, this doesn’t mean Expedia is the best investment option compared to its peers.

    As many investors already know, Priceline (NASDAQ: PCLN) has been the biggest winner for Internet travel companies over the more »

  • Jana Partners Jams Things Up

    By Marshall Hargrave - May 27, 2013 | Tickers: AIG, NFLX, BA, TRIP

    Barry Rosenstein founded Jana Partners in 2001, and now has some $3.5 billion in assets under management. The hedge fund focuses on value-oriented and event-driven strategies. A couple of Jana's latest activist campaigns include its fight with Ashland and Agrium. Outlined below are a few of Jana's notable sell-offs and additions during the first quarter, per the fund's quarterly filing with the SEC (check out Jana more »

  • Are Online Reviews Destroying Small Business?

    By AnnaLisa Kraft - May 25, 2013 | Tickers: ANGI, TRIP, YELP

    Starting a small business is a brave endeavor with a US failure rate of 44%. Online review sites can drastically alter the odds one way or another.

    The bad news

    Yelp (NYSE: YELP), Angie's List (NASDAQ: ANGI), and TripAdvisor (NASDAQ: TRIP), are the three go-to sites for consumer online reviews on local business, services, and travel, respectively. The one with the greatest impact on small business is Yelp.

    According more »

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