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HomeAway, Inc. (AWAY) Message Board

  • moneynow27 moneynow27 Aug 7, 2014 1:14 PM Flag

    In play....More M&A......

    I truly believe Home Away is in play, and there may be several suitors that would be a great strategic fit. This is a profitable company with great fundamentals, and would allow a PCLN, EXPE, TRIP, etc. access to a new growth opportunity. Just my opinion.

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    • What happened to the UBS upgrade this morning?

    • with an increase in traffic and marketing expense, homeaway should increase its subscription prices.

      Since there is no other game in town I wouldn't expect much churn and the customers should be happy with increased traffic as their margins are increasing.

      this net margin increase would funnel directly to their bottom line.

      • 1 Reply to erbium_doper
      • "Since there is no other game in town"....exactly....which is why I was thinking there may be ongoing negotiations and interest from others in the travel space. Home Away has a very valuable asset of happy, repeat clients. So your idea to increase prices is a good one, and I'm sure the CEO (who is very impressive by the way, if you watched the recent videos) is considering that.

        On another note, UBS is starting AWAY with a buy today, so that should help the stock break out of its recent range. This is a great story that so far has gone unnoticed, which has given investors a chance to accumulate.

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