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 kkconway (99.27) Submitted: 11/26/2014 10:58:03 AM : Outperform Start Price: $72.64 TRIP Score: +4.53

Had a couple rough quarters, but TRIP has the ever-slowly improving economy as a tail wind to get back the Big Mo it needs to impress all the analysts who went into hyper-bear mode with it. One good report and the CYA effect will pick up the stock price fast.

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Member Avatar TMFEdyboom223 (97.26) Submitted: 11/22/2014 2:35:10 AM : Outperform Start Price: $72.30 TRIP Score: +2.59

I've traveled to 29 countries in the past 6 years, and TripAdvisor is important! I say this based on 2 ideas. It's important for the travelers. It was a great help to me with the use of its offline map and all of the information that's stored on the app once you download it for a particular city.

Secondly, the businesses highly value positive TripAdvisor reviews. Gone are the days when a business could treat you badly with no repercussions. I even had a problem at a hotel. For fear of getting a bad review, the owner instead gave me 3 free additional nights at his hotel. I didn't threaten him or anything, but he knows where I can hurt him. Sadly, some people may try to take advantage of this, so I'd watch out for quality control. In the end, the majority should win out anyways. If 100 people rate a place 5 stars and 1 person gives it a 2, most people would be able to figure out who to believe.

On a side note, I can confirm that people traveling throughout Asia, Europe, and Australia are all well aware of TripAdvisor. Businesses proudly place their TripAdvisor ratings (if it's high!) on their windows. I stayed in hostels for the most part, and most other people there were using TripAdvisor. Some even feel a responsibility to TripAdvisor. They feel that if they use TripAdvisor, they must write a review of the attractions, restaurants, or whatever else that they found because of TripAdvisor. TripAdvisor has helped them, and they want to return the favor. It's a sticky platform that should continue to grow well into the future.

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Member Avatar TMFPencils (99.81) Submitted: 11/18/2014 11:17:12 AM : Outperform Start Price: $69.69 TRIP Score: +7.91

TripAdvisor will be volatile in the short term, but I think this is a long-term winner. A few quick reasons:

** Consistent strong growth. Revenue will grow roughly 30% in 2014 and this level of growth will likely persist in the coming years considering the global expansion opportunity for all of TripAdvisor's segments.

** Strong balance sheet with $576 million in cash and $310 million in debt -- a net cash position of $266 million. This is cash that can be deployed in more acquisitions, product development, and global expansion. The company is also solid when it comes to growing free cash flow production.

** A long-term focus. Founder and CEO Stephen Kaufer has consistently made it clear that TripAdvisor management is focused on generating growth over the long haul. I love to see this focus from upper management, and expect this team to continue generating the results that we've grown accustomed to with TripAdvisor. On the third quarter conference call, CFO Julie Bradley reiterated this focus:

"While we measure countless metrics each day in order to run the business effectively and efficiently, we measure the success of our business over 2- to 5-year increments and firmly believe that we are making the correct strategic decisions to maximize value over that time frame."

This is a very quick summary of why I like TripAdvisor -- especially at these levels -- but I expect this to outperform the market over the next 5+ years. Short-term volatility is to be expected, but I think patient investors will be rewarded in the coming years.

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Member Avatar Weidmans (50.70) Submitted: 10/17/2014 3:45:05 PM : Outperform Start Price: $81.22 TRIP Score: -16.30

Millions and Millions of dedicated tripaholics and advertising revenue will begin to grow and outrageous rates.

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Member Avatar anindakumars (23.85) Submitted: 10/14/2014 10:44:17 AM : Outperform Start Price: $73.21 TRIP Score: +1.25

the best go to travel site, period!

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Member Avatar My535 (51.18) Submitted: 9/17/2014 2:13:03 PM : Outperform Start Price: $95.83 TRIP Score: -23.81

Excellent user interface, the go to for travel or dining. Sorry Open Table. 3.8 GD Stares.

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Member Avatar TMFInnovator (42.90) Submitted: 8/4/2014 4:01:52 PM : Outperform Start Price: $94.32 TRIP Score: -26.74

Solid foundation to outperform for years:

- Meta-search will be more relevant to advertisers, meaning the company's core strength gets even stronger. New features like InstantBooking continue to reinforce this.
- Cofounder is still at the helm and not afraid to make long term decisions. I also like seeing John Malone as a significant shareholder: http://www.reuters.com/article/2014/05/06/libertyinteractive-divestiture-idUSL3N0NS2OB20140506
- They are quickly growing the subscriptions from condo/vacation homeowners. That should provide a nice recurring revenue stream.
- Network effect and top dog position makes this company very difficult to displace by would-be competitors.
- A consumer shift in preferences for applications over Google searches on mobile devices bodes well for TRIP.

Hard to lock down a 'right price', but there's no doubt that the important pieces are there. Outperform, long-term.

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Member Avatar nonzerosum (86.27) Submitted: 7/10/2014 4:30:36 PM : Underperform Start Price: $103.94 TRIP Score: +32.38

Getting defensive after a great run and I'm entering specific short positions in addition to negative ETFs. I have used this site occasionally, but the opinions gravitate to the complaints, so its not that helpful in getting an objective ranking. Besides, the moat is not the best, and then there is valuation...

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Member Avatar Bravehorse (37.66) Submitted: 7/7/2014 10:01:37 AM : Outperform Start Price: $108.61 TRIP Score: -34.79

It only makes sense that anyone going on a vacation to a resort, restaurant or hotel would not check out the reviews and ratings on TRIP, it is free and chalk full of info without leaving your couch.

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Member Avatar TMFBwithbike (57.47) Submitted: 7/4/2014 9:34:22 PM : Outperform Start Price: $109.08 TRIP Score: -35.05

When I was in Guatemala, my hotels and restaurants I visited were on Yelp. Amazing.

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Member Avatar TMFtheEdge (99.09) Submitted: 7/3/2014 2:23:18 AM : Outperform Start Price: $46.27 TRIP Score: +10.95

2014-04-23 Update:

Having followed TRIP for 1.5 years, I came away impressed with the pace of innovation and conscious-capitalism-like approach in improving their customer's results. IMO, TRIP has held their own and fended off the likes of Google (Maps + Plus) to maintain their first mover, and top dog advantage. There is risk, of course, in their customer concentration.

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Member Avatar Darnedifino (45.49) Submitted: 6/11/2014 2:14:04 PM : Outperform Start Price: $102.68 TRIP Score: -32.45

Amazingly useful service. I find myself using it all the time to learn about places and find accommodations and restaurants.Now linked with AAA and other travel services. Great growth potential.

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Member Avatar dschleicher (87.50) Submitted: 6/6/2014 4:19:24 PM : Outperform Start Price: $104.05 TRIP Score: -33.01

With the European recession eventually fading and growing wealth in North American and Asian markets, the travel industry is bound to continue to grow.

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Member Avatar TMFConan (98.19) Submitted: 5/23/2014 10:27:42 AM : Outperform Start Price: $93.43 TRIP Score: -27.64

another great platform company -- ubiquitous.

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Member Avatar Floridasharks (< 20) Submitted: 5/7/2014 3:18:01 PM : Outperform Start Price: $82.92 TRIP Score: -18.99

I use all the time... great info and now getting income for travel bookings. Beware Priceline Travelocity and Cheap Flights!

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Member Avatar markv (84.77) Submitted: 4/20/2014 9:11:15 AM : Outperform Start Price: $85.83 TRIP Score: -22.63

the huge moat that is their reviews database

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Member Avatar TMFTailwind (85.30) Submitted: 4/9/2014 3:29:34 PM : Outperform Start Price: $88.12 TRIP Score: -24.63

Powerful network effect, strong returns on capital, and scalable business model. Also, importantly for me, it's under the John Malone umbrella - and that guy generally knows what he's doing when it comes to investing and running businesses.

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Member Avatar gr8twhtebuffalo (49.58) Submitted: 4/3/2014 4:00:19 PM : Outperform Start Price: $92.19 TRIP Score: -26.84

I like here

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Member Avatar Griss010 (48.47) Submitted: 3/5/2014 10:26:27 PM : Outperform Start Price: $107.81 TRIP Score: -39.56

Tingo equals vertical integration. TRIP is expanding their reach and becoming a one stop shop for travel.

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Member Avatar ClimberMel (41.03) Submitted: 2/9/2014 1:33:37 PM : Underperform Start Price: $84.05 TRIP Score: +24.92

Given TRIP's underperformance, high price to valuation (mine) and negative earnings trend (decreasing over last 5 quarters), I am bearish on this stock for the next year or two versus the S&P. It will probably see gains in 2014, just not enough for a thumbs up from me.

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