Tag Archives: TRIP

how to invest your money

Americans nearing and in retirement don’t know enough about retirement income planning according to a new survey by The American College of Financial services, as roughly 75% of survey respondents failed the 38-question retirement planning quiz. (The quiz can be taken here.) The research surveyed a total of 1,244 Americans between February 16, 2017 and March 1, 2017. The literacy rate survey had a sampling error at the 95% confidence level of +/- 2.8%. According to David Littell, the Retirement Income Program Co-Director at The American College, “the results are alarming and a stark reminder of the need to be prepared for the decades in retirement when you are not earning a steady stream of income.” The survey, which asked Americans between the ages of 60 and 75 with at least $100,000 in investable assets a variety of literacy, attitudinal, and planning questions, is actually a follow-up from a 2014 survey in which the literacy results yielded similar res ults.

Shutterstock – Americans failed The American College’s Retirement Income Literacy quiz in 2013 and again in 2017.

how to invest your money: Warren Resources Inc.(WRES)

Advisors’ Opinion:

  • [By Lisa Levin]

    Shares of Warren Resources, Inc. (NASDAQ: WRES) were down 31 percent to $0.0656. Warren Resources filed for Chapter 11 bankruptcy.

    Gogo Inc (NASDAQ: GOGO) was down, falling around 15 percent to $9.40 after the company announced it has reached an agreement with American Airlines Group Inc (NASDAQ: AAL) to “continue to provide service on a meaningful portion of the American fleet currently served by Gogo.” Investors heavily sold off the stock as the company’s announcement implies it lost some orders to its main competitor, ViaSat, Inc. (NASDAQ: VSAT).

how to invest your money: TripAdvisor, Inc.(TRIP)

Advisors’ Opinion:

  • [By Peter Graham]

    A long term performance chart shows Angie’s List basically back to breakeven while other online review stocks like small cap Yelp Inc (NYSE: YELP) and mid cap Tripadvisor Inc (NASDAQ: TRIP) have performed a bit better with mid capacquirer IAC has been a better performer:

  • [By Paul Ausick]

    TripAdvisor Inc. (NASDAQ: TRIP) dropped about 4.5% Thursday, to post a new 52-week low of $43.48 after closing at $45.55 on Wednesday. The stock’s 52-week high is $71.69. Volume was about 60% above the daily average of around 2.4 million shares. The company had no specific news today.

  • [By Ben Levisohn]

    TripAdvisor (TRIP) tumbled to the bottom of the S&P 500 today, a reversal of yesterday’s big gain following the news thatExpedia (EXPE) would participate in its Instant Booking program.

    Agence France-Presse/Getty Images

    TripAdvisordropped 5.1% to $46.28 today, while the S&P 500 declined 0.3% to 2,265.18.

    In a note published yesterday, SunTrust Robinson Humphrey’s Rodney Hull and team called the announcement a “positive for [the] platform” but worried about the fact that “shopper growth and monetization have been muted.” They explain:

    Ultimately, TripAdvisor is seeking to improve its revenue per shopper which trails its OTA peers who earn 4-5x more per shopper by driving booking and repeat booking activity on their sites. On a positive note, TripAdvisor stated that US trends improved through the third quarter and that transaction revenue and rev/shopper turned positive in October. Further, green shoots in app bookings and vaulted credit cards are noteworthy. However, the dual headwinds of mobile and the IB transition continue to negatively impact financials as well as the “flywheel” for shopper growth and visibility into improving growth remains limited, aside from easing comps. We have a positive view of the company’s longer-term monetization opportunity, but we await further signs of inflection in growth and profitability, which may follow a larger ad campaign. Recall, the company reduced its margin outlook for 2017 on the 3Q call as it will likely look to increase paid marketing spe nd and invest revenue per shopper gains to restart the flywheel

    TripAdvisor’s market capitalization fell to $6.7 billion today from $7.1 billion yesterday. It reported net income of $198 million on sales of $1.5 billion in 2015.

  • [By Peter Graham]

    A long term performance chart shows Angie’s List underperforming (but not really falling lower) other online review stocks likesmall capYelp Inc (NYSE: YELP) which is rising again andmid cap Tripadvisor Inc (NASDAQ: TRIP), but all three stocks have fallen off from their all time highs:

  • [By Ben Levisohn]

    TripAdvisor (TRIP) tumbled to the bottom of the S&P 500 today after reporting earnings that came in well below the Street consensus.

    Agence France-Presse/Getty Images

    TripAdvisordropped 11% to $46.92 today, while the S&P 500 dipped 0.1% to2,347.22.

    Susquehanna’s Shyam Patil and team write that TripAdvisor’s “challenges persist.” They explain why:

    4Q highlights another challenging quarter. Total revenue was $316m (up 2% y/y), 1% below our estimate of $320m and 3% below consensus of $327m. EBITDA of $58m (18.4% margins) was ~25% below our and the consensus estimate of $77m, caused by the revenue miss and higher opex (specifically S&M and G&A) vs. our model…

    While we like TRIPs leading audience reach (on both mobile and desktop) and breadth of travel content, we believe the traffic mix shift to mobile combined with the transition to instant book (IB) will continue to weigh on monetization and cause near-term volatility in the numbers. TRIP is prioritizing revenue growth over profits this year, and management expects to drive double-digit revenue growth but at the expense of significant margin deleverage and absolute EBITDA declines. Additionally, EBITDA could decline further, if TRIP decides to do TV advertising, which is currently not in our estimates or managements outlook. Given these issues, forecasting remains challenging and we continue to have little confidence in estimates.

    TripAdvisor’s market capitalization fell to $6.8 billion today from $7.6 billion yesterday.

how to invest your money: SeaWorld Entertainment, Inc.(SEAS)

Advisors’ Opinion:

  • [By Rick Munarriz]

    It’s time to see if SeaWorld Entertainment (NYSE:SEAS) can earn a treat by performing a fancy trick above water. The struggling theme park operator has a media event slated for Thursday morning at its flagship SeaWorld Orlando park. Speculation centers around the unveiling of a new sea-rescue-themed attraction, but some brand bashers hope that SeaWorld will be taking additional steps to wean itself from live marine-life entertainment.

  • [By Ben Levisohn]

    SeaWorld Entertainment (SEAS) has dropped 2.2% to $18.47 after getting cut to Sell from Neutral at Citigroup.

    Valeant Pharmaceuticals International (VRX) has jumped 4.3% to $11.68 after activist investor ValueAct bought three million shares of the beaten-down specialty pharmaceutical company.

  • [By Benzinga News Desk]

    In the parched terrain just south of the United States border, the prices of food and other necessities follow the dollar, whose value has been climbing: Link

    ECONOMIC DATA Industrial Production (MoM) for Feb 0.00% vs 0.20% consensus estimate; Manufacturing Outputs (MoM) for Feb 0.50% vs 0.40% consensus estimate. The University of Michigan's consumer sentiment index for March is schedule for release at 10:00 a.m. ET. The index of leading economic indicators for February will be released at 10:00 a.m. ET. The Baker Hughes North American rig count report for the latest week is schedule for release at 1:00 p.m. ET. ANALYST RATINGS Wunderlich upgraded Adobe Systems (NASDAQ: ADBE) from Hold to Buy FBR Capital upgraded L Brands (NYSE: LB) from Market Perform to Outperform Morgan Stanley upgraded Dean Foods (NYSE: DF) from Neutral to Overweight Baird downgraded Patheon (NYSE: PTHN) from Outperform to Neutral Citigroup downgraded SeaWorld Entertainment Inc (NYSE: SEAS) from Neutral to Sell Goldman Sachs downgraded Macerich (NYSE: MAC) from Neutral to Sell

    This is a tool used by the Benzinga News Desk each trading day — it's a look at everything happening in the market, in five minutes. To get the full version of this note every morning, click here or email minutes@benzinga.com.

how to invest your money: Bloomin' Brands, Inc.(BLMN)

Advisors’ Opinion:

  • [By CNBC]

    Tony Tribble, Invision/AP Forget about Bloomin’ Onions or boneless wings, for many consumers, the choice of where to dine often comes down to a different factor: which restaurant has the best booze. “Alcoholic beverages can be a key driver of traffic, differentiation, and loyalty,” said David Decker, president of Consumer Edge Insight. According to the firm, two factors that keep customers coming back are “selection” and “pricing.” Consumer Edge Insight recently surveyed restaurant customers to find out which casual-dining spots generated the most loyalty with their alcoholic beverages. Taking the top spot for “selection” was Buffalo Wild Wings (BWLD), with 29 percent of those surveyed saying they were “most likely to visit it most often due to its good selection of alcoholic beverages.” Applebee’s (DIN) took the second spot, with 24 percent, and Outback Steakhouse (BLMN) and T.G.I. Friday’s tied for third place with 22 percent each. Prices also keep customers coming back to Buffalo Wild Wings. When asked which casual-dining brand they were “most likely to visit most often due to its good prices of alcoholic beverages,” Buffalo Wild Wings came out on top with 30 percent. Chili’s (EAT) was No. 2 at 23 percent, and Ruby Tuesday (RT) was third with 22 percent. Buffalo Wild Wings has always made alcohol a part of its experience, even making it part of its tagline: “Wings.Beer.Sports.” The chain is the No. 1 account for more than 50 different beer brands and recently launched Game Changer, a new beer in a partnership with Redhook Brewery. Priced between cheaper domestic lagers and pricier craft beers, Game Changer became the fourth-most-popular draft beer at company-owned locations within two weeks of its release. “Among casual-dining restaurants, Buffalo Wild Wings is seeing the greatest positive effect in terms of building customer loyalty with its alcohol offerings,” Decker said. “There are many steps other restaurants can take to improve their alcoho

10 Stocks That Every 20-Year-Old Should Buy

Investing in your 20s is not only smart, it’s exciting. The best part about creating a long-term portfolio — whether while going back to school or taking time off — is having the time to invest in undervalued companies. When looking at stocks to buy, it’s all about opportunity cost, which is spent in spades throughout your late-teens and as an aimless 20-something.

10 Stocks That 20-Somethings Should Buy ImmediatelySource: Shutterstock

Long-term investors have the benefit of time, allowing them to ride out turbulence others can’t. Your 20s is a time of future gazing, and as an investor you should choose adaptable companies capitalizing on current trends. Just remember, no matter how solid the investment, it will go through periods of ups and downs.

Centering your portfolio around risky stocks, however, isn’t a brick-by-brick blueprint toward retirement wealth — you should also consider faithful, dividend-paying stocks. Just like knowledge, wealth grows slowly and steadily.

While there are some stocks analysts claim you can hold “forever,” it’s important to keep up with what’s in your portfolio and make changes according to how the company is developing.

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If you’re a 20-something, in college or just looking to capitalize on long-term growth and dividends, then the following 10 stocks to buy are worth a look.

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Stocks to Buy in Your 20s: TripAdvisor (TRIP) Stocks to Buy in College: TripAdvisor (TRIP)Source: JD Lasica/Cruiseable.com via Flickr

Shares of travel review site TripAdvisor Inc (NASDAQ:TRIP) have taken a beating over the past year, falling more than 30%. Investors have been wary of the stock after concerns about new entrants — like Airbnb and new search tools from powerhouses like Alphabet Inc (NASDAQ:GOOGL) — disrupting the space.

However, TripAdvisor has something no other site in the online travel industry does — data. Knowledge is power and TRIP definitely has that going for itself. The company is home to one of the largest online collections of traveler reviews, boasting over 500 million reviews encompassing 7 million hospitality businesses. What’s that mean exactly? For starters, access to mounds of data means TripAdvisor can better optimize the experience it offers its 415 million monthly users. That means pricing optimization, special offers tailored individually and stronger insights than competitors into their customers’ needs.

And that’s only just scratched the surface of what it can do with such a robust database. Global tourism generated $7.6 trillion in 2014, and so long as it continues to grow, TRIP will continue beefing up its user database. For comparison’s sake, Expedia Inc (NASDAQ:EXPE) only brings in 84.5 million monthly users, while Priceline Group Inc (NASDAQ:PCLN) has a fraction at 16 million. Having access to such robust data informs TripAdvisor’s strategy, as the company recently reined in its InstantBooking feature in favor of giving users the superior experience of price comparisons that direct bookings to partner sites. The company estimates these changes could increase TripAdviser’s revenue by 5% to 10%.

According to Forbes, 70% of millennials says they’re working just to pay for vacations and travel. Gen Z is becoming increasingly obsessed with travel from a social perspective. They want to go places and share their experience with others. TripAdvisor not only operates in the travel space, but it’s primary function is helping people find experiences others have enjoyed.

Further, TRIP is expanding the functionality of its mobile site and app, both of which should help the firm gain traction with millennials. With the firm about to turn a corner, now would be a great time to add the stock to your long-term portfolio.

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Stocks to Buy in Your 20s: Chevron (CVX) Stocks to Buy in College: Chevron (CVX)Source: swong95765 via Flickr (Modified)

While your 20s are definitely a time to make risky bets on growth stocks, it’s important to round out your portfolio with stocks to build wealth slowly and steadily. That’s why dividend stocks are attractive, particularly if they’re consistent and sustainable. To that end, we have Chevron Corporation (NYSE:CVX), which is a dividend aristocrat. That doesn’t mean it’s walking around in fancy robes with its nose up … it means Chevron has increased its dividend annually without interruption for the past 25 years.

Dividend aristocrats typically do whatever they can to maintain their status, and that’s certainly true in Chevron’s case. On the most recent earnings call, Chevron CFO Pat Yarrington confirmed that the company plans to use that cash to increase the dividend as the oil-and-gas environment improves and free cash flow increases. Chevron currently yields just north of 4%, which management continued to pay out even when crude prices were scraping the bottom of the barrel. With the firm on the rebound, investors will benefit from Chevron’s cost-cutting measures and increased efficiency. Meanwhile, management is focused on improving profitability, even during the down cycle, which should be a boon for CVX stock as crude prices increase.

Another thing to like about CVX is that it has a relatively small debt load with a quarterly debt-equity ratio of just 29%. Compare that to BP plc (ADR) (NYSE:BP), for example, which has a debt ratio of 63%, and you can see that CVX is on the low end of debt accumulation in the oil sector. Chevron is a tightly run ship, giving the firm the ability to thrive in difficult times. That’s good for long-term investors who might see oil cycle through another down period in the years to come.

Looking toward future growth, CVX is expecting to see its production rise to nearly 3 million barrels per day over the next 10 years. That figure takes into account Chevron’s anticipated shale and capital projects as well as the firm’s cost-cutting measures, which significantly reduced the firm’s exploration potential. However, Chevron has two major projects coming online, Wheatstone and Gorgon, which are seen increasing the firm’s output by hundreds of thousands of barrels per day.

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The firm’s $200 billion market cap makes it one of the largest companies in the U.S. and a solid pick in the oil & gas sector. CVX offers stability and income growth, both of which will be useful to investors in their 20s.

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Stocks to Buy in Your 20s: Facebook (FB) Stocks to Buy in College: Facebook (FB)Source: Shutterstock

Investing in Facebook Inc (NASDAQ:FB) now doesn’t sound like an entirely new idea, but Zuckerberg & Co.’s days as merely a social media site are ending. I’m expecting to see the firm morph into an even larger tech powerhouse in the decades to come.

Facebook has size and scale on its side, which is a huge advantage in the tech space. The company owns the two most popular messaging services in the world — Messenger and WhatsApp — and has yet to do anything about monetizing them. Simply allowing businesses to communicate directly with customers through these platforms would be a big moneymaker for FB advertising wise, but most expect that Facebook has bigger plans to harness the potential Messenger and WhatsApp hold.

FB has also been developing new payments platforms, which would allow businesses to charge for services they offer via Facebook.

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Not only would that make Facebook’s advertising business all the more profitable, because advertisements could more easily be converted into sales, but it would open up a new revenue stream for FB if the firm collects a fee for processing.

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Stocks to Buy in Your 20s: Wells Fargo (WFC) Stocks to Buy in College: Wells Fargo (WFC)Source: Shutterstock

Wells Fargo & Co (NYSE:WFC) used to trade at an incredible premium because the bank was seen as a best-in-class company whose efficiency was unparalleled. The bank has fallen on hard times, however, due to a seemingly undying fake-account scandal. In spite of this, now is a great time to buy the beaten down stock.

The trouble with WFC right now is a problem of perception — most people aren’t sure when the effects of the scandal will finally resolve. But if you’ve got a decade or two to wait, then it’s really not an issue. The public has a short attention span, and the scandal is likely to clear over the next year.

In true WFC fashion, the bank has started to implement cost-saving measures like closing branches and transitioning its business more toward digital banking. These moves will help WFC thrive in the future as more and more banking transactions take place online rather than in person.

Once the bank has fully absorbed the impact of this scandal, WFC is likely to reclaim its place at the top of the financial sector and shareholders who were willing to wait it out will reap the rewards.

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Stocks to Buy in Your 20s: Baidu (BIDU) Stocks to Buy in College: Baidu (BIDU)Source: Shutterstock

Remember what I said about taking a few punts because you’ve got time to absorb the ups and downs? Well, Baidu Inc (ADR) (NASDAQ:BIDU) is one of those punts. The Chinese tech company has been compared to Google because the firm’s search engine dominance resembles Google’s early days. There is a huge amount of growth potential ahead for Chinese tech firms — especially a search engine like BIDU. Just over half of China’s population has access to the internet, so the market is relatively new when you compare it to that of the U.S.

Not only that, but Baidu has been working to expand its autonomous driving technology in the race to create self-driving cars. The firm has already made its driverless car technology available for automakers to use and test in a bid to become somewhat of an autonomous car “operating system.” BIDU management claims that its technology will allow self-driving cars to navigate highways and open city roads by 2020. Driverless cars are likely to be the next major advance in the tech space over the next two decades, and there are a lot of benefits to owning a Chinese company with its hat in the race.

It’s also likely that Chinese companies will get their cars on the road sooner because fewer people own cars in China. That makes for a higher adoption rate, as 75% of Chinese respondents in a survey last year indicated they would ride in a self-driving taxi, while only 52% of Americans would. What’s more, China has a bigger auto industry and its government is hungry for large-scale projects. And while it seems counterintuitive considering China’s complex system of roads, the real advantage is with navigation.

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The difficult conditions necessary to debut an autonomous vehicle in China means it will have a far easier time “porting” the system to the United States than the other way around. That means, for Baidu, international expansion will likely be much faster and less costly.

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Stocks to Buy in Your 20s: Starbucks (SBUX) Stocks to Buy in College: Starbucks (SBUX)Source: Javier González Via Flickr

Starbucks Corporation (NASDAQ:SBUX) is one of my favorite long-term buys because the company has proven itself to be an adaptable staple in markets all over the world. The company has weathered shifting consumer preferences toward independent, non-chain restaurants by incorporating local goods in their restaurants and revamping store appearances to reflect local cities.

SBUX has also capitalized on the craft beer trend by creating its own Reserve Roastery where coffee lovers can sample different types of coffee and learn about the process. The firm is also working to create a late-night menu complete with alcoholic beverages as a way to further expand its revenue streams.

But all of that pales in comparison to SBUX’s dominance in mobile. The Starbucks app is a textbook lesson in how to use mobile to enhance your business. Customers are able to upload money to the app and order and pay for their coffee in advance to avoid waiting in line. 30% of the firm’s transactions take place on the app, a figure likely to grow even more as SBUX continues to invest in its mobile technology.

Starbucks maintained an image millennials are comfortable with as the rest of the fast food industry struggled and the firm’s focus on mobile has made it convenient to frequent.

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Stocks to Buy in Your 20s: Netflix (NFLX) Stocks to Buy in College: Netflix (NFLX)Source: via Netflix

Cutting the cable cord is gaining popularity in large part due to the growing popularity of streaming services like Netflix, Inc. (NASDAQ:NFLX). The firm has already seen exponential growth over the past 10 years, causing some to wonder whether or not we’re at the beginning of the end of NFLX stock’s dominance.

However, with a market cap under $1 billion NFLX still has room to grow. If NFLX gains roughly 10% per year for the next 15, the firm would have a market cap of less than $150 billion, which isn’t unreasonable when you consider Netflix still has a lot of room to run in foreign markets.

Netflix is only just beginning to ramp up in countries around the world and the firm hasn’t been able to turn out the kind of profit investors are looking for because it has to pay for content licensing and new content creation.

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With that in mind, streaming is still a relatively new concept and as it becomes more common, NFLX will be establishing itself as a market leader around the globe.

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Stocks to Buy in Your 20s: Waste Management (WM) Stocks to Buy in College: Waste Management (WM)Source: Jeffrey Beall via Flickr (Modified)

While admittedly not as shiny and new as stocks like NFLX, Waste Management, Inc. (NYSE:WM) is a great stock to buy and hang on to because it operates in an industry almost certain to keep growing.

Waste Management owns and operates landfills and collection trucks and negotiates contracts with local governments to collect and dispose of rubbish in the area. What’s good about WM is the company’s ownership of local refuse sites means the company doesn’t suffer from a lot of customer turn-over.

Not only that, we appear to be a long way off from changing the way we dispose of and recycle our garbage. Consumers are going to keep on consuming and producing waste companies like WM will deal with.

Unlike tech firms, WM is unlikely to suffer from a major industry disruptor any time soon, so it makes for a good stock to hold on to. Not to mention the WM offers a 2.25% dividend yield, so keeping it in the long-term is a great way to build wealth.

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Stocks to Buy in Your 20s: General Motors (GM) Stocks to Buy in College: General Motors (GM)Source: Shutterstock

U.S. automaker General Motors Company (NYSE:GM) is another good bet for a long-term investor because the company has a stake in all of the industry-changing trends on the horizon. GM bought up 9% of Lyft last year in an effort to get in on ride-sharing, a trend threatening to change the way people buy and use their cars.

GM has also been a major player in the electric vehicle space, specifically designing mass-appeal cars like its Chevy Bolt. The car is eligible for a tax credit that brings its price down to the $30,000 level, making it accessible to a wider audience than most electric cars cater to.

GM has also been working to develop driverless cars, and the firm’s acquisition of Cruise Automation last year is proof it is a top priority.

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The firm has plans to create an autonomous electric car, a testament to management’s belief that electric cars are the future of the auto industry. According to VP Mark Reuss, creating a gas-powered autonomous vehicle is a wasted step. He believes that electric cars will soon dominate the roads, so autonomous driving software should be designed with that in mind. Reuss said that GM may be slower to develop autonomous driving software, but that’s only because the firm is hoping to create technology that is designed for use in electric vehicles.

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Stocks to Buy in Your 20s: International Business Machines (IBM) Stocks to Buy in College: International Business Machines (IBM)Source: Open Grid Scheduler Via Flickr

When you’re in your 20s and looking for hot tech stocks to buy, International Business Machines Corp. (NYSE:IBM) doesn’t exactly spring to mind, but the firm’s tumultuous few years as a washed-up hardware firm have made IBM stock a bargain.

IBM is doing some big things in the machine learning space and its Watson super-computer has the potential to disrupt a wide variety of industries, from cybersecurity to health analytics. While IBM has yet to break out figures for Watson, its potential to slash healthcare costs and improve personalized medicine makes IBM a potential powerhouse. Watson may eventually be able to use massive databases of patient information to make connections between symptoms and diseases that medical professionals would have overlooked. This could revolutionize the way healthcare professionals diagnose, as well as save the healthcare industry loads of money by correctly identifying treatable conditions early on. Then there’s artificial intelligence, an industry primed for rapid growth (IDC projects AI will hit $46 billion by 2020). And IBM could be one of four major players to offer the bulk of AI experiences.

But Watson isn’t the only reason to scoop up IBM stock. The firm’s most recent results suggest that the tech company has been successful so far in orchestrating its turnaround, but the company has yet to return to growth. With that said, IBM appears to have rounded a corner away from hardware and on to cloud computing and analytics. And those segments are growing nicely. In the second quarter, strategic imperatives grew 5% from the year previous, and the its cloud grew some 15%. Those two segments make up more than half of IBM’s revenue at this point, a good sign that the firm is on track to shift away from its legacy hardware business. The fact that its quickly-growing strategic imperatives arm is becoming a much more substantial part of the firm’s business is a good sign for future growth.

Not only will shareholders reap the rewards of an IBM turnaround over the next decade, but the firm also pays out a 4.2% dividend yield — a sweet reward for riding out the turbulence. IBM generates an impressive amount of free cash flow and its 47% payout ratio means that dividend is stable and likely to increase in the years to come.

As of this writing, Laura Hoy was long SBUX, FB and NFLX stock.

3 Stocks to Buy Before Summer Travel Takes Off

Summer is upon us, meaning we should see an uptick in leisure travel. Whether people are looking to spend some time at the beach or hit a popular tourist trap, this is a big season for companies that accommodate those desires.

3 Stocks to Buy Before Summer Travel Takes Off: TRIP CTRP NCLHSource: Hamza Butt via Flickr

Which stocks stand to benefit? The travel universe is so vast and the value chain fragmented. Do you play the online travel agencies (OTAs), or the deal companies, or the all-in resorts?

Here are three stocks to buy — one player in search and discovery, one cruiseliner and one OTA — to play the summer travel bump.

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In no particular order…

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Summer Travel Stocks to Buy: Tripadvisor (TRIP) Summer Travel Stocks to Buy: Tripadvisor (TRIP)Source: JD Lasica/Cruiseable.com via Flickr

Tripadvisor Inc (NASDAQ:TRIP) has had to put on a brave face in light of year-to-date performance of -21% heading into the summer travel season and trailing-12-month performance of -44%. At current valuations, I can get comfortable with some of the overhangs on the stock and believe it presents a buying opportunity whereby the stock is de-risked.

We all know that the global travel market is worth big bucks — $1.3 trillion is what TRIP uses. And within this market, TRIP stock has a unique and powerful model. More than 390 million average monthly unique visitors and 435 million reviews and opinions. Based on a Tripbarometer survey, Tripadvisor is “the world’s most popular travel site.” And 55% of respondents use TRIP to decide on accommodation. It’s not a stretch to consider their content and user engagement a moat.

But the rub is that not everyone uses TRIP to book tickets or hotel rooms, so “leakage” occurs. Peers like the traditional OTAs monetize more effectively on a per visitor basis. TRIP’s Instant Booking feature is meant to address this. It has been a work in progress since 2014, but progress is being made. Directionally, things look on track with U.S. click-based and transaction revenue per hotel shopper trending positively for the last two quarters.

The other major overhang is the TV brand campaign. Total spend is not set in stone, but it probably won’t be less than $50 million if TRIP is serious about competing with the likes of Trivago, which spends nearly all revenues on advertising. Frankly, I think management will end up spending more than that, and since there is no guaranteed return (high or low) on this, the market seems to think this is good money down the drain.

TRIP is doing what it feels is necessary to compete in a very intense environment. It keeps getting outspent by peers, so this is one way to try to go toe-to-toe. And even if it doesn’t pay off in a huge way, the current share price provides some insulation.

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Summer Travel Stocks to Buy: Norwegian Cruise Line (NCLH) Summer Travel Stocks to Buy: Norwegian Cruise Line (NCLH)Source: Corey Balazowich via Flickr

Last week, Norwegian Cruise Line Holdings Ltd (NASDAQ:NCLH) debuted the Norwegian Joy, marking its long-awaited foray into the Chinese market. The Norwegian Joy, designed in Germany, is tailored specifically for the Chinese consumer. Competitors like Carnival Corp (NYSE:CCL) and Royal Caribbean Cruises Ltd (NYSE:RCL) were first-movers, while NCLH has waited despite seeing the same massive potential.

China is the name of the long-term game in the out-of-favor cruise industry, which is why success here is crucial. CCL and RCL have been in China longer, but ROICs have remained lackluster, only recently trending back towards higher single-digits/low double-digits. NCLH has opted for a sit-and-learn approach, methodically tinkering its ship to meet mainland Chinese preferences.

As a result of its more methodical approach, NCLH is better primed to make a strong first impression and promote its brand as summer travel ramps up. Linking up with Alibaba Group Holding Ltd (NYSE:BABA) on the preview cruise was a smart move as well, indicative of excellent strategic maneuvering relative to peers. As China takes off and new lines are added, NCLH will also be able to better diversify revenue from North America.

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With the addition of the Joy, NCLH has a combined fleet of 25 ships with approximately 50,400 berths and an overall more upmarket product, which is beneficial from a pricing standpoint. Next year the Breakaway Plus 3 is scheduled and the Breakaway Plus 4 the following year, providing a clear pipeline of new capacity in the near term. Barring a deep global recession, viral/disease outbreaks, or other exogenous events, new capacity and the refurbishment program will position NCLH to drive shareholder value.

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Summer Travel Stocks to Buy: Ctrip.Com (CTRP) Summer Travel Stocks to Buy: Ctrip.Com (CTRP)Source: Thomas Galvez via Flickr

With Qunar and eLong now private — the latter after Ctrip.Com International Ltd (ADR) (NASDAQ:CTRP) acquired a 38% stake in May 2015 — the already small universe of Chinese OTAs listed on U.S. exchanges has narrowed to pretty much just CTRIP. It would have been my pick anyway, given scale and accretive M&A, which are key value drivers in the OTA business.

One main metric to keep an eye on is mobile app downloads. Mobile is the primary device through which Chinese consumers make bookings (both hotel and transportation). Cumulative downloads for the mobile app grew from 1.7 billion as of year-end 2015 to 2.9 billion as of year-end 2016. Based on numbers alone, the number of non-Chinese users are over a billion.

I wouldn’t want to confuse downloads and active users, but in CTRP’s case, the motive for download is functionality. I can imagine a small portion of downloaders downloading the app just to look at train times, for example, but given ease of booking and reliability, CTRP very much is the go-to domestically for the final transaction. Though the company doesn’t disclose download-to-transaction-completion conversation rates, I would imagine them to be high.

Another value driver for Ctrip is the investments in other travel companies. Take its $180 million investment last year in India’s largest online travel company, MakeMyTrip Limited (NASDAQ:MMYT). Also last year, CTRP completed its acquisition of Skyscanner, a U.K.-based travel search site. These are smart moves that diversify revenue streams and geographic exposure.

As CTRP continues to dominate in the Chinese OTA market and expand into adjacent categories via acquisition at home and abroad, shareholders will benefit during the summer travel season.

As of this writing, Luce Emerson did not hold a position in any of the aforementioned securities.

Top Medical Stocks To Invest In Right Now

Trump Tax Proposal to Include Estate Tax Repeal

Trump Tax Proposal to Include Estate Tax Repeal

House Posts New AHCA Bill Packet, Prepares for Floor Vote

Health insurers in California could file 2018 individual major medical rates that highlight the possible effects of two proposed Affordable Care Act changes on coverage prices.

Dave Jones, the state’s insurance commissioner, has invited insurers to file two sets of individual rates: one that shows the cost of coverage written using the current ACA rules, and one that shows what the rates will be if Congress eliminates the ACA individual health coverage mandate and the ACA cost-sharing reduction subsidy program.

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Top Medical Stocks To Invest In Right Now: Fortive Corporation (FTV)

Advisors’ Opinion:

  • [By Jon C. Ogg]

    Fortive Corp. (NYSE: FTV) was started as Sector Perform at RBC Capital Markets.

    Herman Miller Inc. (NASDAQ: MLHR) was raised to Market Perform from Underperform at Raymond James.

  • [By Ben Levisohn]

    Last year at this time, we said we can only hope for a bit more growth, and at least bottoming for many of those stubborn energy/commodity/industrial end markets, less FX headwind, pricing support and cost reduction plus smart capital deployment, be it M&A, Capex, and/or buybacks/dividends that might actually lead to stock outperformance. In fact, we did get a bit more growth and many of the stubborn end markets appear to have bottomed, while most of those other items also did play out. The stocks under our coverage outperformed the S&P (which was up >10% itself) by more than 14% on average, led byIngersoll-Rand (+37%),Rockwell Automation (+31%),Eaton (+30%) and Fortive (FTV) (+26%) with Allegion (ALLE) (-2%) andGeneral Electric (+2%) the worst performing.

Top Medical Stocks To Invest In Right Now: TripAdvisor, Inc.(TRIP)

Advisors’ Opinion:

  • [By Lisa Levin]

    Some of the stocks that may grab investor focus today are:

    Wall Street expects Avon Products, Inc. (NYSE: AVP) to report quarterly earnings at $0.10 per share on revenue of $1.62 billion before the opening bell. Avon Products shares rose 2.39 percent to $6.00 in after-hours trading. Analysts expect MGM Resorts International (NYSE: MGM) to report quarterly earnings at $0.20 per share on revenue of $2.44 billion before the opening bell. MGM shares rose 1.01 percent to $29.90 in after-hours trading. Cisco Systems, Inc. (NASDAQ: CSCO) reported better-than-expected results for its second quarter and raised its quarterly dividend to $0.29 per share. Cisco shares rose 2.13 percent to $33.52 in the after-hours trading session. Before the markets open, Dean Foods Co (NYSE: DF) is projected to report its quarterly earnings at $0.41 per share on revenue of $2.01 billion. Dean Foods shares rose 0.49 percent to $20.55 in after-hours trading. Tripadvisor Inc (NASDAQ: TRIP) posted weaker-than-expected results for its fourth quarter on Wednesday. Tripadvisor shares dropped 5.60 percent to $49.75 in the after-hours trading session. Analysts are expecting Waste Management, Inc. (NYSE: WM) to have earned $0.77 per share on revenue of $3.42 billion in the latest quarter. Waste Management will release earnings before the markets open. Waste Management shares rose 2.27 percent to $72.97 in after-hours trading.

    Find out what's going on in today's market and bring any questions you have to Benzinga's PreMarket Prep.

  • [By Peter Graham]

    Online travel stock Tripadvisor Inc (NASDAQ: TRIP) reportedQ1 2017 earnings after the market closed on Tuesday with shares up in afterhours /premarket trading. Q1 revenue rose 6% (or 7% on a constant currency basis) to $372 million as hotel revenue grew 4% to $314 million and non-hotel revenue rose 18% to $58 million.Net income was $13 million versus $29 million. Key business metrics cited in the earnings report included:

  • [By Paul Ausick]

    TripAdvisor Inc. (NASDAQ: TRIP) dropped about 1.9% Monday, to post a new 52-week low of $41.81 after closing at $42.62 on Friday. The stock’s 52-week high is $71.69. Volume was about 50% above the daily average of around 2.5 million shares. The company had no specific news.

Top Medical Stocks To Invest In Right Now: VALE S.A.(VALE)

Advisors’ Opinion:

  • [By Ben Levisohn]

    Mosaic (MOS) tumbled to the bottom of the S&P 500 today after announcing that it would buy Vale’s (VALE) fertilizer unit.

    Getty Images

    Mosaicdropped 1.1% to $27.77 today, while the S&P 500 advanced 0.2% to 2,262.53.

  • [By Craig Jones]

    On CNBC's Fast Money Halftime Report, Jon Najarian spoke about unusually high put options activity in Arconic Inc (NYSE: ARNC) and Vale SA (ADR) (NYSE: VALE).

Top Medical Stocks To Invest In Right Now: Hudson Technologies, Inc.(HDSN)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    Finally, Cramer said Hudson Technologies (HDSN) was a great stock to own in 2016, when shares soared 170%, but this year, he cannot recommend this high-flying refrigeration company.

Top Medical Stocks To Invest In Right Now: EMCORE Corporation(EMKR)

Advisors’ Opinion:

  • [By Lisa Levin]

    Shares of EMCORE Corporation (NASDAQ: EMKR) got a boost, shooting up 30 percent to $8.38 after the company posted upbeat Q4 results.

    Dave & Buster's Entertainment, Inc. (NASDAQ: PLAY) shares were also up, gaining 17 percent to $56.39 after the company reported stronger-than-expected results for its third quarter and boosted its full year net income guidance.

Hot Undervalued Stocks To Watch For 2017

In this series, we look through the most recent Dividend Channel ”DividendRank” report, and then we cherry pick only those companies that have experienced insider buying within the past six months. The officers and directors of a company tend to have a unique insider’s view of the business, and presumably the only reason an insider would choose to take their hard-earned cash and use it to buy stock in the open market, is that they expect to make money — maybe they find the stock very undervalued, or maybe they see exciting progress within the company, or maybe both. So when stocks turn up that see insider buying, and are also top ranked, investors are wise to take notice. One such company is Pennymac Mortgage Investment Trust (NYSE: PMT), which saw buying by Director Scott W. Carnahan.

Click here to find out The Top DividendRank’ed Stocks With Insider Buying »

Back on September 21, Carnahan invested $50,845.43 into 3,341 shares of PMT, for a cost per share of $15.22. In trading on Tuesday, shares were changing hands as low as $16.60 per share, which is 9.1% above Carnahan’s purchase price. It should be noted that Carnahan has collected $0.94/share in dividends since the time of their purchase, so they are currently up 15.3% on their purchase from a total return basis. Pennymac Mortgage Investment Trust shares are currently trading -0.72% on the day. The chart below shows the one year performance of PMT shares, versus its 200 day moving average:

Hot Undervalued Stocks To Watch For 2017: KLX Inc.(KLXI)

Advisors’ Opinion:

  • [By Monica Gerson]

    KLX Inc (NASDAQ: KLXI) is projected to report its quarterly earnings at $0.30 per share on revenue of $383.62 million.

    Baozun Inc (ADR) (NASDAQ: BZUN) is expected to report its quarterly earnings at $0.19 per share on revenue of $610.98 million.

Hot Undervalued Stocks To Watch For 2017: TripAdvisor, Inc.(TRIP)

Advisors’ Opinion:

  • [By Seth McNew]

    However, while focus on the lodging industry and regulation around it is heating up, Airbnb is quickly expanding its business in a way that should put more industries than hotels on alert. Here’s why companies in other industries, such as Expedia (NASDAQ:EXPE), Priceline (NASDAQ:PCLN), and TripAdvisor (NASDAQ:TRIP), should be watching Airbnb’s growth closely as well.

  • [By Ben Levisohn]

    TripAdvisor (TRIP) tumbled to the bottom of the S&P 500 today, a reversal of yesterday’s big gain following the news thatExpedia (EXPE) would participate in its Instant Booking program.

    Agence France-Presse/Getty Images

    TripAdvisordropped 5.1% to $46.28 today, while the S&P 500 declined 0.3% to 2,265.18.

    In a note published yesterday, SunTrust Robinson Humphrey’s Rodney Hull and team called the announcement a “positive for [the] platform” but worried about the fact that “shopper growth and monetization have been muted.” They explain:

    Ultimately, TripAdvisor is seeking to improve its revenue per shopper which trails its OTA peers who earn 4-5x more per shopper by driving booking and repeat booking activity on their sites. On a positive note, TripAdvisor stated that US trends improved through the third quarter and that transaction revenue and rev/shopper turned positive in October. Further, green shoots in app bookings and vaulted credit cards are noteworthy. However, the dual headwinds of mobile and the IB transition continue to negatively impact financials as well as the “flywheel” for shopper growth and visibility into improving growth remains limited, aside from easing comps. We have a positive view of the company’s longer-term monetization opportunity, but we await further signs of inflection in growth and profitability, which may follow a larger ad campaign. Recall, the company reduced its margin outlook for 2017 on the 3Q call as it will likely look to increase paid marketing spe nd and invest revenue per shopper gains to restart the flywheel

    TripAdvisor’s market capitalization fell to $6.7 billion today from $7.1 billion yesterday. It reported net income of $198 million on sales of $1.5 billion in 2015.

  • [By Jeremy Bowman]

    Shares ofTripAdvisor Inc.(NASDAQ:TRIP) were gaining today after comments from Chairman Greg Maffei prompted speculation about a potential merger and acquisition deal. As of 3:28 p.m. EST, the stock was up 6.2%.

Hot Undervalued Stocks To Watch For 2017: The Swatch Group AG (SWGAY)

Advisors’ Opinion:

  • [By SEEKINGALPHA.COM]

    That’s good news to the luxury goods sector – from Swiss watches to high fashion and expensive cognac – for which Chinese consumers make up around 30 percent of all global sales. In a note to investors, analysts at investment firm Exane BNP Paribas expects growth to continue to trend upwards during 2017, with Swatch Group (OTCPK:SWGAY), Richemont SA (OTCPK:CFRHF), and Burberry (OTCPK:BURBY) the companies most likely to gain.

Hot Undervalued Stocks To Watch For 2017: Fiat Chrysler Automobiles N.V.(FCAM)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    The showstopper by far in the early going is Waymo’s self-driving minivan (pictured below) in partnership with Fiat Chrysler (FCAM) . Waymo’s ultimate mom-mobile, coming from a business that was spun-off from Google’s parent company Alphabet Inc. (GOOG) last month, is equipped with self-driving sensors and vision systems.

Hot Undervalued Stocks To Watch For 2017: LCA-Vision Inc.(LCAV)

Advisors’ Opinion:

  • [By Lisa Levin]

    Medical Practitioners: This industry jumped 2.82% by 10:15 am. The top performer in this industry was LCA-Vision (NASDAQ: LCAV), which rose 2.9%. LCA-Vision’s trailing-twelve-month revenue is $91.12 million.