Q: BKNG is u about 5.35% in the pas two days, on heavy volume, but I cannot find any reason for the sudden move. Do you have any idea why it issue hot right now?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Apple Inc. (AAPL)
- Expedia Group Inc. (EXPE)
- Microchip Technology Incorporated (MCHP)
- VeriSign Inc. (VRSN)
- AbbVie Inc. (ABBV)
- Mastercard Incorporated (MA)
- McKesson Corporation (MCK)
- McCormick & Company Incorporated (MKC)
- Procter & Gamble Company (The) (PG)
- Fortive Corporation (FTV)
Q: Could you please give me the top 10 stocks with the highest ROCE 5 year average (Return on Capital Employed) on the TSX and the S&P? So, that would be 20 stocks in total. Thank you very much.
Q: Could you do a quick review of the 3 online activity/trip/booking companies and provide your order of buying with a short explanation of your most preferred to least preferred. If you believe there's a better investment than these three in this sector, which would it be and why is it better? Thanks so much for all you do. Regards, John
Q: What is your view on these two following the divergent reaction to their earnings reports? Which would be your preference today?
Q: Greetings, may we please have your updated views on ABNB and its Q2 2023 results? Also, your opinion on how the negative press about various problems with the platform might impact future prospects (e.g. rising costs; fraudulent listings, bans on listings). Would you continue to hold? Thank you.
- Expedia Group Inc. (EXPE)
- Marriott International (MAR)
- Booking Holdings Inc. (BKNG)
- Hilton Worldwide Holdings Inc. (HLT)
- Airbnb Inc. (ABNB)
Q: Hi,
What is your perspective on the travel industry, and what are your recommendations on stocks or ETF US or Canadian or international for 5-10 hold?
Best,
Matt
What is your perspective on the travel industry, and what are your recommendations on stocks or ETF US or Canadian or international for 5-10 hold?
Best,
Matt
Q: Can I get detailed comments on each three and which you would buy and why? Which is the “cheapest” on metrics and which has the greatest upside in your opinion?
- Expedia Group Inc. (EXPE)
- Booking Holdings Inc. (BKNG)
- lululemon athletica inc. (LULU)
- Big 5 Sporting Goods Corporation (BGFV)
- Columbia Sportswear Company (COLM)
- Camping World Holdings Inc. Class A (CWH)
- Vista Outdoor Inc. (VSTO)
- Dick's Sporting Goods Inc (DKS)
Q: Looking for an investment in the recreation space. Would you favour a company that was a manufacturer like VSTO, an outfitter like COLM or LULU, a travel agent like BKNG or EXPE, a retailer like DKS or BGFV or an operator like CWH? Or is there another suggestion you might have. Thanks.
- Expedia Group Inc. (EXPE)
- Booking Holdings Inc. (BKNG)
- Air Canada Voting and Variable Voting Shares (AC)
- Airbnb Inc. (ABNB)
Q: Looking for a travel play, it would be my only one. Of the above which would you recommend?
Cam
Cam
- Expedia Group Inc. (EXPE)
- Booking Holdings Inc. (BKNG)
- Wynn Resorts Limited (WYNN)
- WSP Global Inc. (WSP)
Q: Trimmed my SHOP (thank you for that one!) above 1500 as it got to be too big part of my overall portfolio. I'm considering WYNN, WSP, EXPE or BKNG with the proceeds to buy now. Probably will buy 2. I have lots of industrials already but little in the way of recovery trades. Please rank them in order of preference please. Merry Christmas and Best wishes in 2021. Martin
- Expedia Group Inc. (EXPE)
- TripAdvisor Inc. (TRIP)
- Carnival Corporation (CCL)
- Royal Caribbean Cruises Ltd. (RCL)
- Air Canada Voting and Variable Voting Shares (AC)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
Q: I would like to purchase companies In the travel industry that will do well once COVID is over and people start to travel again for pleasure and business.
Please suggest a sector or stocks that I may consider
Many thanks for your great service
Peter
Please suggest a sector or stocks that I may consider
Many thanks for your great service
Peter
Q: in anticipation of pick up in travel in 2021, I am looking at taking a position in on-line travel booking companies. I am looking at Expedia and Booking Holdings. What would you recommend as your best pick in this space....
from the one's i am looking at or something else.
Thank you
Thank you
from the one's i am looking at or something else.
Thank you
Thank you
Q: Can You give your opinion on these two stocks in terms of valuation and potential returns within the next three years
would you advise to buy ?
I noticed altimeter capital has these two stocks as
a large percentage of the portfolio at approximately current prices
thank you
would you advise to buy ?
I noticed altimeter capital has these two stocks as
a large percentage of the portfolio at approximately current prices
thank you
Q: Hi Peter and Ryan.
The market is a bit crazy lately, with many tech companies reaching all time high, as if the covid-19 has never happened. I think there should be good companies that are still worth to buy. I am wondering how you think about the listed three companies (e.g. CAR, EXPE, LUV).
Thank you,
Yiwen
The market is a bit crazy lately, with many tech companies reaching all time high, as if the covid-19 has never happened. I think there should be good companies that are still worth to buy. I am wondering how you think about the listed three companies (e.g. CAR, EXPE, LUV).
Thank you,
Yiwen
- Expedia Group Inc. (EXPE)
- Chevron Corporation (CVX)
- Southwest Airlines Company (LUV)
- United Airlines Holdings Inc. (UAL)
- Suncor Energy Inc. (SU)
- Air Canada Voting and Variable Voting Shares (AC)
Q: Dear Peter and Ryan.
Thank you for your help through the volatile market. Though the Economy is not back yet, we may be able to see the light at the end of the tunnel soon. I checked a few stocks. Airlines and Energy have been down a lot. I want to take advantage of the market and consider allocating 10% of my RRSP to these companies (AC, UAL, EXPE, CVX and SU). I like to think about 2-3 years or longer. Currently I don't own any airlines. I own TOU only for oil industry.
Thank you,
Yiwen
Thank you for your help through the volatile market. Though the Economy is not back yet, we may be able to see the light at the end of the tunnel soon. I checked a few stocks. Airlines and Energy have been down a lot. I want to take advantage of the market and consider allocating 10% of my RRSP to these companies (AC, UAL, EXPE, CVX and SU). I like to think about 2-3 years or longer. Currently I don't own any airlines. I own TOU only for oil industry.
Thank you,
Yiwen
Q: Presumably Expedia and Bookings will recover in time. How do their balance sheets rate. Can they weather the storm? Thanks
Q: Please comment on Expedia's recent performance and quarter 's result, how do you think its long term future? Would you initiate a buy today? Thank you.
Q: Expedia just got knocked down to 2015 prices, I'll likely wait for prices to settle a bit, but do you find it attractive at these levels? Were earnings really that bad?