Ctrip.com International, Ltd. (ADR) (CTRP)

Strong Group Rotation Pick

navallier: B, moneycentral:9

I like Ctrip and think that management has done a good job managing for growth. However, shares have gotten a little expensive. Assuming a 5-year growth rate of 25% and then growth declining to 15% by year 10, Ctrip is worth $66 per share at a 10% discount rate and $55 per share at a 12% discount rate.

I will look to end this pick if Ctrip falls much below $50 per share. Short-term on this one. I will go thumbs up again at $45.

Travel business in China - up, up, and away

Recently bought stake in Taiwan online travel service. Great mgmt. Dominates in China.

I don't think it's all that hard to start a travel website.

When the overly optimistic FOMC says that household spending will be "constrained" by sluggish income growth, ongoing job losses, lower household wealth, and tight credit AND Shanghai stocks hit a seven-week low, then you know this bear market rally is finally over!

The 1929-1930 equity rally (coming out of The Great Depression) lasted 147 days and the market was up 46%. It has been the same amount of time since the March, 2009 low and we are up about the same percentage. It’s déjà vu (paramnesia), so prepare for a drop of about the same percentage (85%).

2/25 in Hotels, Resorts, & Cruise Lines -(72.0 @ A/A+)

this stock has significant earnings growth and once the confirmation is clear on the markets upside this stock has every reason to shoot up. CTRP

It's game over for China

Good company. But looking overpriced again.

Newbie learning by watching. These picks are 2subarus' picks [I chose to test his picks by searching top rated members and filtering by highest accuracy rate - 2subarus appears to be a rockstar. I'm excited to learn not just from 2subarus, but from all of you!

This is the gold standard for online travel in China. The middle class is growing larger as a result of the world buying their goods (Made in China). The next time you see Chinese tourists in your country, think about how they got there. CTRP is at a great price, and the P/E is low.

Simple:

Look at the graph over 10 years. This gem is at 2006 prices.

Is this going to be the one you look at later in your CAPS and say, "I got CAPS points, but should have made real money!"

Leading travel services firm in the world's largest country - and one of the fastest growing. Dominant position in a growing market, so expect long-term growth. High risk associated with immature, opaque, and possibly corrupt marketplace.

The Company is a consolidator of hotel accommodations and air tickets in China.

p/e is dear at 28, but given the demographic factors, this is a clean long term out perform. Nearly 50% hair cut gives me room to grow.

Just look @ the fundamentals of this company - they make $ and are very strong financially with very little costs. Plus, the country of China's growing middle class will be a major driver for CTRP going forward. This is a no-brainer - buying CTRP will produce great long-term returns!

A good buy if you're looking to add Emerging Markets to your folio. Not at it's lowest at the moment but still a bargain.