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  5. BKNG: With the possible turnaround of traveling later in 2021 would sabre be worhtwhile investing. [Booking Holdings Inc.]
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Q: With the possible turnaround of traveling later in 2021 would sabre be worhtwhile investing.It was a 24,00 US stock but now trades around $12.00 and they are reservation company for airlines, hotels. Also with Biden adm. signing of mining materials would NEO (canadian) for ev be ok.They seem to be part of of MP for rare earth minerals. For growth 1 to 2 yrs Tks 5I use as many credits needed

Asked by Guy on January 25, 2021
5i Research Answer:

NEO is cheap, offers a dividend and has a very strong balance sheet. We like it for the sector and would be OK owning it. SABR has lots of leverage to travel, but its balance sheet is quite stretched. Cash flow has been negative but even if we take the best cash flow from the past decade net debt is still close to 5X cash flow. If travel resumes it will no doubt do well, but we would prefer BKNG for a 'safer' play within the same theme.