3SOF

TZOO came off 0.58%, in line with the general market. Last week's rally fizzled as the stock needs some more consolidation around current levels. There were no news out. I'll keep holding TZOO.

TZOO rebounded a bit, in line with the general market. I took a look at their German website, I hope it gets some traction, because we really need Europe to grow and show some profits for TZOO to rise meaningfully.

Perhaps not right at this quarter, but the next?

I'll keep holding TZOO.

We'll probably have to wait a couple of quarters to see a fundamental change in TZOO's European business and therefore the stock price in a meaningful way. But between now and then it is comforting to know the company is actively buying back shares in the open market and insiders own 84% of the company, at least according to this Motley Fool article:

Why This Stock Is a Winner

I'll continue holding TZOO.

TZOO is definitely looking good... I'm glad you're back in this one David.  I never sold... bought in the low 28 range.

Quote from: DragonAMG on July 05, 2007, 10:46:08 PM
TZOO is definitely looking good... I'm glad you're back in this one David.  I never sold... bought in the low 28 range.

Well, it closed above the 50 days SMA for the first time since that horrible gap down.

The following comes as a risk in the company's 10-Q forms:

«We are controlled by a principal stockholder.

Ralph Bartel, who founded Travelzoo and who is our Chairman of the Board, President, and Chief Executive Officer, is our largest stockholder, holding beneficially, as of May 1, 2007, approximately 50.2% of our outstanding shares with options to increase his percentage ownership to 56.4% on a fully-diluted basis. Through his share ownership, he is in a position to control Travelzoo and to elect our entire board of directors.»

But I don't see the CEO owning more than half of the company as a risk, but as an insurance that management's interests are aligned with ours.

However, this doesn't necessarily mean we'll make money out of this TZOO investment, of course.

Most of the company's clients are online travel agencies, and those are doing very well in the marketplace. I expect them to spend some more money on TZOO.

The basic premise of this investment is: Europe and Asia will be as profitable as the US over the long term and that should triple the company's value.

I'll patiently continue holding TZOO.

TZOO closed just above the 50 days SMA but still didn't make it to cross above the short term descending trendline on the chart below. Tomorrow this trendline will be standing at $27.07.

Fundamentally I know I'll have to be patient with TZOO. I'll continue holding the stock.

Awesome technology adding value to TZOO:

http://www.travelzoo.com/media/

(check the video)

Stock is breaking out over the intraday, I hope it sticks.

It will break to new prices

Quote from: Garoh on July 09, 2007, 10:04:19 AM
It will break to new prices

Thanks for your feeling of the short term situation Garoh

After taking out the 50 days SMA, TZOO closed above its short term descending trendline. But there's another ascending resistance that needs to be surpassed, which for today will be standing at $27.55 (TZOO closed at $27.53 yesterday).

We'll see what happens next.

Fundamentally, TZOO proved why it is a good idea to own a company where the CEO has a 50% plus interest. You know the man will be working to improve results, to explore new areas of revenue and value enhancement. That's what seems to be happening with yesterday's news:

• Travelzoo Unveils World's First Interactive Advertising Campaign in an Airport
PR Newswire (Mon 9:38am)

I wonder which company helped TZOO make this wonderful advertising campaign.

I guess this opens a new door for TZOO in the US market. I expect it to help increase demand for TZOO's advertising space.

I'll keep holding TZOO.

TZOO's chart is starting to get constructive, with the stock closing above its short term technical barriers.

I'll continue holding TZOO.

Wow, TZOO's chart really seems to be turning the corner. I guess the following press release ...

• Travelzoo Unveils World's First Interactive Advertising Campaign in an Airport
PR Newswire (Mon, Jul 9)

... is making investors think that TZOO is an innovative company and that its USA business unit still has a lot to grow. US revenue growth in Q1 2007 vs Q1 2006 was just 12.53% and the market was discounting that type of "not so great" growth for the American unit. With just Europe and Asia (in the future) pushing strong growth, because these units are still unprofitable and relatively small, it wasn't enough to push shares higher over the short term.

But I think the market got the feeling, from that news release, that maybe US revenues will pick up momentum again, due to innovation. Perhaps not right here in Q2 2007 (which ended before the news), but in Q3?

I'll keep holding TZOO.

Quote from: Garoh on June 18, 2007, 05:59:41 PM

Quote from: David Randolph on June 18, 2007, 05:22:08 PM

QuoteFor fiscal year 2007, analysts estimate that TZOO will arn $1.11. For the 1st quarter of fiscal yar 2007, TZOO announced earnings per share of $0.25, representing 23% of the total annual estimate. For fiscal year 2008, analysts estimate that TZOO's earnings per share will grow by 23% to 1.36."

Thanks for this comment on TZOO pinoleropuro

We've had a bit of a bounce today, I wonder if it is the start of something meaningful ... I'll keep holding TZOO.

yes David TZOO now is very very bullish the chart looks great now and today is a sign of a good buying chance ...

Now I can see first target is $35  I added more today for a quick 10% to 15% profit 

this  was in June 19 when it was at 25.73 ....
It even look better now especially on weekly chart ..... David you'er doing great work 

Quotethis  was in June 19 when it was at 25.73 ....
It even look better now especially on weekly chart ..... David you'er doing great work

Thanks Garoh

Yes, your call was right on the money, congrats and applaud. The question now is: are you going to take your 10-15% short term profit?

Quote from: David Randolph on July 11, 2007, 07:31:01 PM

Quotethis  was in June 19 when it was at 25.73 ....
It even look better now especially on weekly chart ..... David you'er doing great work

Thanks Garoh

Yes, your call was right on the money, congrats and applaud. The question now is: are you going to take your 10-15% short term profit?

Good question David 

look at my messege in June 19 .... I said that I added more for a quick 10 to 15% profits ... that means I already had the stock but I added some more for short term trading ..
But Now I see better chart at least for the next one or 2 weeks 

It's a good stock to have

QuoteGood question David

look at my messege in June 19 .... I said that I added more for a quick 10 to 15% profits ... that means I already had the stock but I added some more for short term trading ..
But Now I see better chart at least for the next one or 2 weeks

It's a good stock to have

Thanks for the reply Garoh

Sometimes I'm too slow to see things ... immediately when I saw that TZOO's movie, I should have asked: "but, which company is helping TZOO do this, which has this technology, who is Immersion?"

But I didn't. Immersion (IMMR) is already up 10% since the TZOO's news. But there's a lot more to it, I'll check it out in another thread.

As for TZOO, nothing new, I'll keep holding the stock.

(no chart available today)