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 Har1en (99.27) Submitted: 5/21/2015 3:25:22 PM : Outperform Start Price: $79.25 TRIP Score: +0.03

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 (77.94) Submitted: 5/20/2015 11:42:18 AM : Outperform Start Price: $79.88 TRIP Score: -1.07

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: -1.25

one of the million dollar portfolio

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Member Avatar mountpaul (< 20) Submitted: 5/2/2015 2:59:09 AM : Outperform Start Price: $80.80 TRIP Score: -2.93

I use Trip Advisor, and the top Fools seem to love this stock, but it is just not doing anything in particular so far in 2015. But I am optimistic for long term growth and holding it accordingly.

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Member Avatar federalpremium (97.64) Submitted: 5/1/2015 8:05:46 PM : Outperform Start Price: $80.80 TRIP Score: -2.93

My default go to for recommendations. Heavy user.

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Member Avatar MoeBruin (73.32) Submitted: 4/28/2015 12:44:34 PM : Outperform Start Price: $81.91 TRIP Score: -4.26

The go to source for many travelers particularly travel veterans. Just beginning to learn how to use its potential and make money with it.

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Member Avatar tommyty (41.92) Submitted: 4/27/2015 2:21:42 PM : Outperform Start Price: $82.23 TRIP Score: -4.59

Great business. Buyout candidate. Sticky platform

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Member Avatar andrewtraylor (42.40) Submitted: 4/16/2015 2:59:29 PM : Outperform Start Price: $82.65 TRIP Score: -5.41

One should buy this kind of stock off its highs like now.

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Member Avatar Herbstmd (57.21) Submitted: 4/11/2015 12:28:22 PM : Outperform Start Price: $83.13 TRIP Score: -6.34

Quality company, just breaking out, twice recommended by Dave Gardner. A simple visit to the site shows you the quality. So many people go there for reviews. Maybe a buy out target, too. I am in for the long term with this one with considerable cash.

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Member Avatar CMFMikenpdx (25.21) Submitted: 3/31/2015 7:25:52 PM : Outperform Start Price: $86.29 TRIP Score: -9.30

are you TRIPpin'? this company is going places! founder led business, great margins, great rev growth. more cash than debt. and given that reviews are the key content they provide consumers, i appreciate the dedication to preserving the integrity of those reviews. on a recent call, CEO Kaufer mentioned they want to become very person's personal travel guide, whether you're looking to book travel, need a place to eat or want to find something to do while at your destination.

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Member Avatar iksnamyzs (77.54) Submitted: 3/28/2015 11:53:39 AM : Outperform Start Price: $84.31 TRIP Score: -9.09

buying on dip even though I missed the some of the dip

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Member Avatar txlonghorn (75.02) Submitted: 3/24/2015 7:53:29 PM : Outperform Start Price: $85.48 TRIP Score: -9.35

Strong offering to a loyal fan base and strong network effect to build the eyes on the site. Need to make sure that translates to add sales, and then booking through related services without killing the customer base it has developed.

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Member Avatar champagnepowder (75.28) Submitted: 3/20/2015 10:09:32 PM : Outperform Start Price: $86.61 TRIP Score: -9.90

I use the site quite a bit. The reviews seem to pretty reliable and they will probably soon being seeing income from bookings.

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Member Avatar CMFChadf926 (79.29) Submitted: 3/20/2015 3:44:00 PM : Outperform Start Price: $86.45 TRIP Score: -9.59

Gaining market share, profitable and growing cash flow. Adding more services and creating network effect.

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Member Avatar CMFJayNew (96.21) Submitted: 1/25/2015 2:28:28 PM : Outperform Start Price: $69.65 TRIP Score: +9.56

have owned since the IAC spinoff, supporting the notion of "if you own it, you'll undoubtedly care more and learn more about a business." in the years that have followed I've watched an incredible business continue to blossom. time to double down and add a caps rec too.

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Member Avatar baselineace (21.60) Submitted: 1/18/2015 8:11:31 PM : Outperform Start Price: $69.00 TRIP Score: +8.97

Insider buying

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Member Avatar kkconway (99.45) Submitted: 11/26/2014 10:58:03 AM : Outperform Start Price: $72.64 TRIP Score: +6.19

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 (95.45) Submitted: 11/22/2014 2:35:10 AM : Outperform Start Price: $72.30 TRIP Score: +4.19

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 (99.83) Submitted: 11/18/2014 11:17:12 AM : Outperform Start Price: $69.69 TRIP Score: +9.75

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 (47.17) Submitted: 10/17/2014 3:45:05 PM : Outperform Start Price: $81.22 TRIP Score: -15.50

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

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