BKNG News and Press, Booking Holdings Inc. From 11/30/23

2023-11-30 09:42:19 ET The recent narrative surrounding the travel industry hasn't exactly been bullish. The so-called swell of "revenge travel" stemming from COVID-19 pandemic lockdowns has reportedly run its course. The inflation-hampered economy isn't helping, either. It's curious, h...

2023-11-28 23:28:55 ET Summary Booking Holdings is a strong business with experienced management, high returns on capital, and a solid growth future. The company faces competition and potential threats from big players like Google, but the current stock price offers a favorable ri...

2023-11-27 22:46:40 ET Summary Despegar.com had a successful debut on Wall Street, with its stock closing 24% higher on its first day of trading. Since then, shares have fallen significantly. The company appears to have a very low average customer satisfaction, with many negative ...

2023-11-24 05:47:15 ET Summary Despegar is a rapidly growing online travel company that trades at a multiple way below peers such as Expedia, Booking.com, Make My Trip and Trip.com. Despegar has an unusually large number of catalysts that should lead to significantly higher revenu...

2023-11-22 07:17:09 ET More on the markets SPY: Sell The Rally - Historical Patterns Show Misplaced Optimism S&P 500: Forget The Year-End Rally The Message From 12 Post-CPI Charts Chart Talk: S&P 500 hasn’t hit an all-time high in 471 days, sev...

2023-11-22 06:19:02 ET More on Amazon, Booking and Tripadvisor Amazon: Delivering Strength As We Enter 2024 Amazon: The All-Time High Is In Sight For 2024 Booking Holdings: Take Some Profits On This Rally (Ratings Downgrade) Tripadvisor Earnings: Phoenix...

2023-11-22 03:55:00 ET Summary Matrix Asset Advisors is a Value-Driven asset management company. Our investment philosophy and process has allowed us to build a cohesive team of key investment professionals, enabling us to be both opportunistic and responsive. The S&P 500 decl...

2023-11-22 02:06:35 ET Summary Booking Holdings stock has surged over 50% YTD, prompting my recommendation to take profits and wait for a cheaper entry point. BKNG stock is trading at a slightly richer multiple than the S&P 500 and has a slightly above 1.0x PEG ratio. The ...

2023-11-19 17:00:00 ET Summary Airbnb's business model enables it to print money. Free cash flow, share buybacks, and rock-solid balance sheet make it an attractive stock. What is an attractive price with storm clouds on the horizon? The travel industry is a mixed bag ri...

2023-11-19 07:48:16 ET Summary The consumer discretionary sector is slightly undervalued relative to 11-year averages. Durables and apparel have the best value score, whereas consumer services have the best quality score. VCR: an alternative to XLY. 9 consumer discretionar...