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Research Reports

Selling Travelzoo

I have to sell Travelzoo (TZOO) from the Growth Portfolio today. TZOO keeps lowering profit estimates because Local Deals are weak.

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Europe is Where the Growth is

Travelzoo (TZOO) is putting money to work in Europe to expand its offerings there. This is a good investment, as European revenu grew 65% last quarter. But with profit estimates declining, this stock is dead-money now.

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Quit Overreacting

Investors have been overreacting to Travelzoo’s (TZOO) results. This stock has been on a roller-coaster this year. Here’s my take: The company is expanding in Europe and that needs time to develop.

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Doin Deals

Today I will purchase Travelzoo (TZOO) for the Growth Portfolio and Aggressive Growth Portfolio, replacing Camelot Information Systems (CIS) in both portfolios. TZOO is going to have a banner year with its restaurant deals.

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Earnings

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