Expedia Inc. (EXPE)

All Comments on EXPE

  • commenter
    selene
    Jun 17 12:15 PM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    This chart would be even more useful if it also included trailing PEs. Reply
  • commenter
    WACG
    Jun 17 09:00 AM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    The problem with GRMN is that all of their functionalities can and will be imported into or imbedded into cell phones. Unless GRMN plans on getting into telecom they have a bleak future. Maybe they can develop some code or apps for the i-phone and forestall the inevitable. Reply
  • commenter
    User 207911
    Jun 10 03:43 PM
    My Website
    Delta Airlines Now Accepting PayPal [view article]
    Delta just started Moneta, too. It's a slick new online payment alternative without the high merchant rates. Reply
  • commenter
    Josen
    Jun 08 02:57 PM
    My Website
    Online Travel Sites: comScore November Top Sites [view article]
    The challenge that most online booking giants have is loyalty--or lack of it. They spend millions of dollars each week with hopes that they will attract a customer. YTB's model is totally different in that each YTB agent has a small circle of loyal family, friends or associates that will book with them, given all other factors are equal. That is why YTB is capturing a large market share. Reply
  • commenter
    Et tu,
    Brute!
    Jun 02 05:26 PM
    Delta Airlines Now Accepting PayPal [view article]
    The disaster of the deadly Paypal tentacles just keeps getting longer. These companies just have no idea (underlined) of what they are signing on to.

    If you are linked up to Paypal with your regular email account, and you just want to do a regular pay with your credit card, it will continuously re-route you to the Paypal link in an attempt to force use of their services.

    And that's just a minor issue.     Reply
  • commenter
    CrossProfit
    May 13 09:21 AM
    My Website
    Online Travel: Priceline Prospers, Expedia and Orbitz Slow [view article]
    SA editors,
    Can we get a standard disclosure from Sramana Mitra?     Reply
  • commenter
    greencapital
    ist
    May 08 05:24 PM
    The Short Case on Priceline [view article]
    fools - that's the one word.

    i am seeing ma, pcln, rimm everyday in life and they are beaters all the time.

    dont cover fools.

    cover once it reaches 160 tomorrow

    and dont cover again. it will be 200 in next earnings

    when you say you are short, you got be real careful about the stock, its management, its track record, past conference calls, etc

    DONT COVERRRRRR MA, PCLN, RIMM and FLSRRRRRRRR and make lots of money....

     Reply
  • commenter
    forest
    May 08 04:38 PM
    The Short Case on Priceline [view article]
    Told you guys. Now you're roasted. Reply
  • commenter
    greencapital
    ist
    Apr 30 10:51 PM
    The Short Case on Priceline [view article]
    folks, cover your short. BIG TIME...

    did you listen to the master ma. cross border credit card travel volume at RECORD transactions.

    guess who is leading in cross border website bookings. as usual the lean mean machine PCLN.

    but stay true. when you tell boldy that you are short, stay short and cover 2 days after earnings!!!
     Reply
  • commenter
    mpharbold1
    Apr 27 04:25 AM
    The Short Case on Priceline [view article]
    Just compared prices for Vegas trip from BWI - checked Priceline, Expedia, and Orbitz. Prices similar, but Expedia was cheapest. Not sure exactly why greencap likes PCLN so much. I always check PCLN and haven't used them yet in 7 years of frequent traveling. I like Amit's analysis, but would rather look into PUT options instead of shorting. Shorting can be painful. Reply
  • commenter
    greencapital
    ist
    Apr 18 11:42 AM
    The Short Case on Priceline [view article]
    ha ha...folks, busy covering huh? pcln at 129

    but stay true. dont cover. cover when it hits 150 after this quarter mean, lean and gargantuan earnings.     Reply
  • commenter
    greencapital
    ist
    Apr 17 09:57 PM
    The Short Case on Priceline [view article]
    the first para should read
    "did you all see the massive short cover in goog after earnings. am waiting to see the same in pcln after the lean and mean machine blasts away again onto 145."     Reply
  • commenter
    greencapital
    ist
    Apr 17 09:57 PM
    The Short Case on Priceline [view article]
    did you all see the massive short cover after earnings. am waiting to see the same in pcln after the lean and mean machine blasts away again onto 145.

    my friend's comment: "i search all travel websites, google and what not, but only pcln gives me the best deal"

    he booked his tickets to vegas for next week via pcln.

    let's see how it pans out. i am bull here. bull on ma, pcln, rimm, fslr (aka the monster which will be 500 pretty soon once so.cal plant comes into its fold), visa.     Reply
  • commenter
    Maulik Nagri
    Apr 16 02:43 PM
    The Short Case on Priceline [view article]
    Hello Bafnotrad:

    In its March 26, 2008, FASB notified FASB Staff Position No. APB 14-a, “Accounting for Convertible Debt Instruments that May be Settled in Cash upon Conversion (Including Partial Cash Settlement)”. I understand that this FASB ratification makes FSP APB 14-a a part of U.S. GAAP applicable from fiscal years starting from December 15, 2008. In case of PCLN, interest expense will increase (thus reported EPS will decrease) because of non-cash accretion in the carrying value of debt. However, debt equity ratio (on accounting basis) will decrease, because fair value of the conversion bond is included in equity. This is a classic case of financial engineering that does not impact PCLN's operations or future business in any way. Except for the decline in EPS because of the convertible debt instrument, this disclosure in PCLN's 10K should not affect your decision to invest in PCLN.

    I also want to commend Amit on an excellent analysis of why PCLN should be shorted.     Reply
  • commenter
    Daniel
    Jacome
    Apr 14 05:34 PM
    My Website
    The Short Case on Priceline [view article]
    CROX - 30% after guiding MUCH MUCH lower. Clearly, the sell side was duped, the clowns at Piper were pumping up a dog, and Amit is right -- AGAIN.

    We know so many people on the buy side who got burned on CROX and will "give up altogether" tomorrow. It's over - HLYS part duex     Reply
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