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The Priceline Group Inc. Message Board

  • squeezetracker squeezetracker Apr 17, 2014 4:53 PM Flag

    Time to own the OTA (Again)

     

    Pulling hedges and adding to this, EXPE and TRIP

    The RIP higher on these OTAs will begin next week as the airlines report stunningly good numbers on record rasm and gentle capacity increases while holding casm down. We own AAL, DAL and ALK again too they are ready to roar again too now that the shakeout is done.

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