|
Market Analysis August 31, 2007
Dueling Fools: Ctrip.com By Rick Aristotle Munarriz
Online travel is a big business. Domestically, companies such as Orbitz Worldwide (Nasdaq: OWW) and Expedia (Nasdaq: EXPE) battle it out as booking engines, while Travelzoo (Nasdaq: TZOO) cashes in by publishing travel deals.
With all that growth, one can only imagine how hot online travel must be in China. What am I saying? You don't have to imagine at all, with market leader Ctrip.com (Nasdaq: CTRP) and slower-growing rival eLong (Nasdaq: LONG) checking in with Mr. Market every three months.
Ctrip has been growing quickly, but have the shares of this popular Motley Fool Hidden Gems pick gotten overvalued? Not all Fools agree on where this flight is headed. Billy Fisher is our bull this week. Chuck Saletta is our bear.
Which Fool will arrive on time? That's what this week's bout is all about.
Duel on!
Read the bull argument
Read the bear argument
Read the bullish rebuttal
Read the bearish rebuttal
Longtime Fool contributor Rick Munarriz has been writing about online travel portals since the 1990s. He does not own shares in any of the companies in this article. The Fool's disclosure policy flies coach with a first-class ticket.
(Source: Motley Fool)
|
February 03, 2007