Dan Caplinger

Not bad.

They are right now trading near a 52-week low.

They are not exposed to the right part of the cycle right now, which has been holding them back.

But this has always been a private equity firm masked as an operating company.

They're very good at dealmaking.

They have $10 billion in M&A firepower at their disposal now.

It's a reasonable valuation.

I just hold this company as long as I can, and now looks like a good time to add.

Dan?

First up for me, Booking Holdings, ticker BKNG.

This is the online travel agency that has the namesake booking, it has Priceline, it's got Kayak, it's got a whole bunch of different properties underlying there.

It has been

Slaughtered under attack lately because people are worried that artificial intelligence is going to get good enough that you're just going to ask your favorite chatbot to set you up with a trip with the hotel and the airfare and rental car, whatever else you need, and it's going to take care of everything for you.

That, they say, is going to hurt booking, but I'm skeptical.

I think that

AI users are going to end up appreciating the customized AIs that these legacy companies have put together, Booking working hard to make sure that its AI capabilities are up to snuff.

I think that with proprietary data, they will be able to do a better job than all-purpose models will be able to do.

Booking also about to do a stock split.

Its shares have been over $4,000 a share.

And that's going to change.