The reviews are fair at best. Real reviews could be found on Frommer"s, Foder's and Conde Nast. Trip is not a disruptive company and nothing is locked up.
Yep. Just like Zillow, Salesforce, etc etc. This is a bubble ALL OVER AGAIN. Sell/short all of them. Look at Pandora. Crushed. Pump and DUMP
Sentiment: Strong Sell
They'll make a little over $2 in 2014. At $70 the stock is too rich at a 35PE. That's after a miss. A couple of months ago the stock was $80, overvalued, yet many had high hopes. I can't stop others from making bad investments, but I don't have to. Maybe if the market goes parabolic next week Trip will hang in there, but it's going to end up at a 52 week low in due course.
$20 drop is coming . Growth will slow down and they will continue buying small companies to add to revenue but profit looks hard to come by ...Expect this to trade sharply lower .A good drop in S&P will take this down to $30
Sentiment: Strong Sell
Seems like a panic buy at 9pm the day after lousy earnings are announced. PE is way too high for this stock.
Mediocre earnings next quarte will be blamed on integration of Viator.
Hi DrDrDetroit I beg you different. Trip absoultely owns the review space and is by far the most important source of information when people plan their travel. 70% of all travelers rely on reviews to make their decision to book a hotel / restaurant (only beat by pictures). Also, Tripadvisor is the largest travel website in the world, they are bigger than Expedia, Travelocity, Orbitz, Hotwire, Booking etc.
There is no alternative. The travel marketing space is crowded (Kayak, TripAdvisor, Travelzoo etc..), but if you look closely, all verticals are dominated by a single company unlike OTAs.
Adding Viator is also great. Not sure why they would go for Viator rather than GetYourGuide, but it's a fantastic match anyway. They'll be able to monetize this in a very big way. This ain't Whatsapp, this is a real business that complements TRIP.
finally something smart and the fact that they are paying by cash it means that TripAdvisor values their shares and won't want to water down investors. Great move!
I never understood what others saw in Trip. The forward pe was always too high and the competition is high. To compete Trip needs to spend more to compete. They don't own the space. Not even close. You say $80's, I find it remarkable it's not in the 60's. The report was not impressive. They really needed to impress to retain the high multiple.
and shorted more at higher levels. The earnings miss tells me that to compete they need to spend. Too many players out there and ad dollars need to be divided between too many. Wacky valuation.
Technical Analysis studies, just before the announcement showed that the stock should be going straight up.
This isn't supposed to go down. The indicators said so.