HomeAway (NASDAQ:AWAY)

CAPS Rating: 3 out of 5

HomeAway’s online catalog links renters with 560,000 vacation properties listings worldwide, disrupting the time-share industry by giving renters the same flexibility as booking a hotel room.

Recs

3
Player Avatar TMFIPO2011 (< 20) Submitted: 7/6/2011 2:12:09 PM : Outperform Start Price: $39.45 AWAY Score: -65.11

•   Organic growth and acquisitions have helped HomeAway tower above the competition.
•   Capital-light business model could lead to meaningful margin expansion.
•   Network effects endow HomeAway with a growing competitive moat.

Report this Post 6 Replies
Member Avatar OklaBoston (67.78) Submitted: 6/12/2012 5:34:30 PM
Recs: 0

Insiders are still selling more often than their buying, and the stock hasn't been public for even 52 weeks yet. However bright the company's future may be it's not time to go long yet. IPOs just don't work that way.

Member Avatar bcnu6 (29.85) Submitted: 9/11/2012 5:43:14 PM
Recs: 0

In 2012, in steps aimed to generate some quick income while jeopardizing the long term success, HomeAway has taken steps to alienate its customers--the owners of properties who pay the fees to list rentals on the HomeAway sites--as well as risking the loyalty of would-be-renters of those properties. Check out the HomeAway discussion boards to see what its customers are saying, and you will see little love and a lot of hostility directed toward management.

Member Avatar bcnu6 (29.85) Submitted: 9/11/2012 5:43:36 PM
Recs: 0

In 2012, in steps aimed to generate some quick income while jeopardizing the long term success, HomeAway has taken steps to alienate its customers--the owners of properties who pay the fees to list rentals on the HomeAway sites--as well as risking the loyalty of would-be-renters of those properties. Check out the HomeAway discussion boards to see what its customers are saying, and you will see little love and a lot of hostility directed toward management.

Member Avatar bcnu6 (29.85) Submitted: 9/11/2012 5:43:57 PM
Recs: 0

In 2012, in steps aimed to generate some quick income while jeopardizing the long term success, HomeAway has taken steps to alienate its customers--the owners of properties who pay the fees to list rentals on the HomeAway sites--as well as risking the loyalty of would-be-renters of those properties. Check out the HomeAway discussion boards to see what its customers are saying, and you will see little love and a lot of hostility directed toward management.

Member Avatar bcnu6 (29.85) Submitted: 9/11/2012 5:44:18 PM
Recs: 0

In 2012, in steps aimed to generate some quick income while jeopardizing the long term success, HomeAway has taken steps to alienate its customers--the owners of properties who pay the fees to list rentals on the HomeAway sites--as well as risking the loyalty of would-be-renters of those properties. Check out the HomeAway discussion boards to see what its customers are saying, and you will see little love and a lot of hostility directed toward management.

Member Avatar bcnu6 (29.85) Submitted: 9/11/2012 5:46:03 PM
Recs: 0

Whoa, I did not do those multiple posts. Honest.

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