TripAdvisor LLC (NASDAQ:TRIP)

CAPS Rating: 4 out of 5

The company runs travel research websites in 30 countries and 21 languages, including market leader TripAdvisor.com.

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Member Avatar lovepeace (65.11) Submitted: 8/8/2015 5:32:32 PM : Outperform Start Price: $86.41 TRIP Score: -14.31

Should have waited to add this to CAPS. Market too high now.

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Member Avatar afaithfulsteward (37.36) Submitted: 8/8/2015 4:41:46 PM : Outperform Start Price: $75.20 TRIP Score: -1.05

Where the eyeballs go the advertising will follow.
As the leading provider of trip reviews this is the starting point for travel planners. As such they will command premium ad pricing as long as they are the defacto landing spot.
The network effects virtuous cycle has reached critical mass and gives me hope that the eyeballs will still be coming here in 10 years.
I must admit I'm not visionary in the travel planning space and this company does stand to get disrupted by a new and better mousetrap if users get tired of sifting through reviews that sometimes come across as schizophrenic.
I'm more optimistic about TRIP adding value to travelers through booking options than I am pessimistic about TRIP being disrupted at this point. I'll enjoy the ride

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Member Avatar nonzerosum (77.24) Submitted: 8/6/2015 3:29:30 PM : Outperform Start Price: $76.05 TRIP Score: -2.61

I do believe in the network effect of TRIP, although travel is not as sticky as google or FB, and valuation is horrible, but if they maintain growth then over 5 years it will be fine.

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Member Avatar tj99 (93.81) Submitted: 8/1/2015 11:45:43 AM : Outperform Start Price: $79.39 TRIP Score: -5.49

I bought PCLN earlier because they are so much bigger and more influential in the market. But I think there is more growth ahead in the industry that can support another big player, and TRIP has always been great when I have used them. TRIP is the best likely growth option in the travel industry.

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Member Avatar wstanislaw (30.41) Submitted: 7/30/2015 6:30:26 PM : Outperform Start Price: $78.79 TRIP Score: -4.38

Trip advisor looks expensive at first glance with a peg 2.5. But solid financials and growth prospects abound. Unique in the travel space having built lunge of a kind content through their reviews and loyal following. Expanding into bookings for air, hotels etc is a logical growth step. Well managed, there is belief in their ability to manage to projections and more.

Some debt, but cash holdings as well. The key will be how they manage growth, execute new booking deals and features on their site. Much potential here.

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Member Avatar ishamj (86.58) Submitted: 7/30/2015 2:04:51 PM : Outperform Start Price: $78.82 TRIP Score: -4.73

P/E and P/B look high, but they always do on MFSA type stocks. ROE looks good, debt low, and front runner in their industry. Long term growth prospects seem promising, I am willing to take a chance on this MFSA pick.

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Member Avatar GuidedByFools (35.43) Submitted: 7/29/2015 5:14:06 PM : Outperform Start Price: $79.60 TRIP Score: -5.86

Business is generating lots of cash while still investing for the future. Patience will be rewarded.

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Member Avatar WillyMoe (87.79) Submitted: 7/28/2015 10:49:11 AM : Outperform Start Price: $80.21 TRIP Score: -7.65

Moving in the right direction with hotel and restaurant bookings on site

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Member Avatar meridius91 (39.24) Submitted: 7/6/2015 10:11:55 AM : Outperform Start Price: $86.89 TRIP Score: -14.86

TripAdvisor can become Priceline easier than the other way around that seems to be the direction that they're taking. What happens when they go beyond just flights, hotels & cars too?

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Member Avatar Sbrandonharrell (51.42) Submitted: 6/25/2015 4:51:27 PM : Outperform Start Price: $87.97 TRIP Score: -14.26

Deals with hotel chains and a push toward direct bookings. The user friendly environment that fosters a community retains users and will attract growth.

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Member Avatar TMFCheesehead (61.31) Submitted: 6/17/2015 9:10:18 PM : Outperform Start Price: $85.77 TRIP Score: -11.74

Even after the big jump, I think there's lots of room and optionality for this stock to grow.

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Member Avatar dstwhit (82.16) Submitted: 6/5/2015 12:48:55 PM : Outperform Start Price: $75.83 TRIP Score: -1.48

complementary w/pcln; rb, sa bbn; good leadership and growth; network moat w/millions of reviews

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Member Avatar jdbow (64.75) Submitted: 5/28/2015 11:53:03 AM : Outperform Start Price: $77.32 TRIP Score: -2.52

good track record, summer's on the way

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Member Avatar chris2ffer (58.58) Submitted: 5/26/2015 10:05:11 PM : Outperform Start Price: $77.88 TRIP Score: -3.41

They will be huge(er(?))

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Member Avatar wsualum95 (40.87) Submitted: 5/26/2015 6:33:52 PM : Outperform Start Price: $77.88 TRIP Score: -3.41

I personally use this site to research all my family's travel plans, and I leave reviews . . . so do millions and millions. This is "the" go-to site for travel.

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Member Avatar ValuVestor2009 (< 20) Submitted: 5/24/2015 5:00:52 PM : Outperform Start Price: $80.43 TRIP Score: -5.80

Building a strong brand for leisure travel enabled by internet, social media and mobile technology.

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Member Avatar Har1en (99.41) Submitted: 5/21/2015 3:25:22 PM : Outperform Start Price: $79.25 TRIP Score: -4.01

Buying this in my real money port today, based on SA advice and my wife's insistence. She's the travel planner of the family and uses this tool constantly (which she told me yesterday).

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Member Avatar Gordogato (79.31) Submitted: 5/20/2015 11:42:18 AM : Outperform Start Price: $79.88 TRIP Score: -5.01

TripAdvisor will either grow up to compete directly with the bigger players, or get bought out by someone.

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Member Avatar PietLi (< 20) Submitted: 5/7/2015 9:12:52 AM : Outperform Start Price: $78.18 TRIP Score: -5.26

one of the million dollar portfolio

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Member Avatar federalpremium (98.36) Submitted: 5/1/2015 8:05:46 PM : Outperform Start Price: $80.80 TRIP Score: -6.70

My default go to for recommendations. Heavy user.

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