Replies to post #61337 on Zeev's Turnips Patch-No Politics (ZEEV)

[leon]

zeev, i would agree if comparing dec. to jan. highs in respective periods. however, what i was looking at was the relationship post 12/31 thru the first "full" week of the new year. not necessarilly saying it is empirically correct or accurate; just an observation and interest in seeing if once the big money returns from holiday they react similarly to last year on a percentile basis. LEON

[MyHunch]

Zeev: I keep bringing to the attention of this board the negatives on EXPE. Besides the obvious (flawed business model that can be easily duplicated, impending IPO of Orbitz, the worst seasonal period for the industry, a >4 B market cap for this online air & hotel ticket booking agency which incidentally is more than the total of the market caps of Northwest, Delta, AMR , Continental and UAL combined, PE in excess of 80 etc.etc)reasons, please take a look at this insider trading data. Please tell me why you opted for this company to be in the Q instead of CCMP for eg? TIA.
http://dai.multexinvestor.com/MGI/insider_trading.asp?target=stocks%2Fcompanyinformation%2Fvickers&a...
Insider Trading Activity
Filers Name Title Trade
Date Trade
Type Shares
Trade Price
Range Shares Held

Bishop, Byron D. SR VP 12/19/02 Option 1,875 $16.06 3,125
Blachford, Erik C. OFF 12/19/02 Option 1,000 $15.37 41,625
Blachford, Erik C. OFF 12/19/02 Sell 1,000 $68.25 4,826
Bishop, Byron D. SR VP 12/19/02 Sell 1,875 $68.10 16,850
Stanger, Gregory S. CFO 12/18/02 Sell 2,500 $68.23 12,239
Barton, Richard N. PR 12/18/02 Sell 5,000 $68.28 28,929
Barton, Richard N. PR 12/18/02 Option 5,000 $14.00 80,000
Stanger, Gregory S. CFO 12/18/02 Option 2,500 $8.45 108,024
Bishop, Byron OFF 12/17/02 Option 15,000 $16.06 25,000
Bishop, Byron D. SR VP 12/17/02 Sell 15,000 $70.04 16,850
Bishop, Byron D. SR VP 12/12/02 Sell 5,000 $70.89 16,850
Blachford, Erik C. OFF 12/12/02 Sell 1,000 $70.93 4,826
Bishop, Byron D. SR VP 12/12/02 Option 5,000 $4.92 365,656
Blachford, Erik C. OFF 12/12/02 Option 1,000 $15.37 42,625
Bishop, Byron D. SR VP 12/10/02 Option 5,000 $4.92 370,656
Bishop, Byron D. SR VP 12/10/02 Sell 5,000 $71.16 16,850
Bishop, Byron D. SR VP 12/05/02 Sell 5,000 $70.58 16,850
Blachford, Erik C. OFF 12/05/02 Sell 1,000 $70.85 4,826
Bishop, Byron D. SR VP 12/05/02 Option 5,000 $4.92 375,656
Blachford, Erik C. OFF 12/05/02 Option 1,000 $15.37 43,625
Barton, Richard N. PR 12/04/02 Sell 5,000 $71.31 28,929
Barton, Richard N. PR 12/04/02 Option 5,000 $14.00 90,000
Stanger, Gregory S. CFO 12/04/02 Option 3,000 $4.92 2,430
Stanger, Gregory S. CFO 12/04/02 Sell 3,000 $71.19 12,239
Bishop, Byron D. SR VP 12/03/02 Sell 5,000 $75.27 16,850
Bishop, Byron D. SR VP 12/03/02 Option 5,000 $4.92 380,656
Britton, Mark S. SR VP 11/29/02 Option 3,125 $44.55 21,875
Breitling, Thomas C. DIR 11/29/02 Sell 5,800 $77.00 44,200
Britton, Mark S. SR VP 11/29/02 Sell 3,125 $76.18 0
Barton, Richard N. PR 11/27/02 Sell 5,000 $75.66 28,929
Blachford, Erik C. OFF 11/27/02 Option 1,000 $15.37 44,625
Stanger, Gregory S. CFO 11/27/02 Option 3,000 $4.92 5,430
Barton, Richard N. PR 11/27/02 Option 5,000 $14.00 95,000
Stanger, Gregory S. CFO 11/27/02 Sell 3,000 $75.72 NA
Blachford, Erik C. OFF 11/27/02 Sell 1,000 $75.63 4,826
Maffei, Gregory B. DIR 11/25/02 Sell 50,000 $77.48 0
Maffei, Gregory B. DIR 11/25/02 Option 50,000 $2.18 197,445
Maffei, Gregory B. DIR 11/22/02 Option 95,000 $2.18 247,445
Maffei, Gregory B. DIR 11/22/02 Sell 95,000 $75.00 0
Maffei, Gregory B. DIR 11/21/02 Sell 5,000 $75.01 0
Maffei, Gregory B. DIR 11/21/02 Option 5,000 $2.18 342,445
Blachford, Erik C. OFF 11/21/02 Option 1,000 $15.37 45,625
Blachford, Erik C. OFF 11/21/02 Sell 1,000 $73.50 4,826
Dellplain, Kathleen K. SR VP 11/21/02 Sell 3,125 $73.52 0
Dellplain, Kathleen K. SR VP 11/21/02 Option 3,125 $44.55 21,875
Stanger, Gregory S. CFO 11/20/02 Sell 3,000 $71.38 12,239
Barton, Richard N. PR 11/20/02 Sell 6,919 $72.62 28,929
Stanger, Gregory S. CFO 11/20/02 Option 3,000 $4.92 8,430
Barton, Richard N. PR 11/20/02 Option 6,919 $4.92 365,656
Bishop, Byron D. SR VP 11/14/02 Option 6,919 $4.92 385,656
Blachford, Erik C. OFF 11/14/02 Option 1,000 $15.37 46,625
Blachford, Erik C. OFF 11/14/02 Sell 1,000 $68.28 4,826
Bishop, Byron D. SR VP 11/14/02 Sell 6,919 $70.25 16,850
Stanger, Gregory S. CFO 11/13/02 Sell 2,500 $69.11 12,239
Barton, Richard N. PR 11/13/02 Sell 5,000 $68.06 28,929
Barton, Richard N. PR 11/13/02 Option 5,000 $4.92 372,575
Stanger, Gregory S. CFO 11/13/02 Option 2,500 $4.92 11,430
Bishop, Byron D. SR VP 11/12/02 Option 5,000 $4.92 392,575
Bishop, Byron D. SR VP 11/12/02 Sell 5,000 $71.24 16,850
Britton, Mark S. SR VP 11/08/02 Option 7,500 $14.00 22,500
Britton, Mark S. SR VP 11/08/02 Sell 7,500 $74.66 0
Blachford, Erik C. OFF 11/07/02 Option 1,000 $13.52 - $15.37 61,909
Bishop, Byron D. SR VP 11/07/02 Sell 5,000 $74.26 16,850
Blachford, Erik C. OFF 11/07/02 Sell 1,000 $73.79 4,826
Dellplain, Kathleen K. SR VP 11/06/02 Option 5,900 $14.58 18,792
Dellplain, Kathleen K. SR VP 11/06/02 Sell 5,900 $72.99 0
Stanger, Gregory S. CFO 11/06/02 Sell 3,000 $73.14 12,239
Barton, Richard N. PR 11/06/02 Sell 5,000 $73.12 28,929
Stanger, Gregory S. CFO 11/06/02 Option 3,000 $4.92 13,930
Barton, Richard N. PR 11/06/02 Option 5,000 $4.92 377,575
Bishop, Byron D. SR VP 11/05/02 Sell 5,000 $71.22 16,850
Blachford, Erik C. OFF 10/31/02 Sell 1,000 $68.91 4,826
Barton, Richard N. PR 10/30/02 Sell 5,000 $67.95 28,929
Stanger, Gregory S. CFO 10/30/02 Option 2,500 $4.92 16,930
Barton, Richard N. PR 10/30/02 Option 5,000 $4.92 382,575
Stanger, Gregory S. CFO 10/30/02 Sell 2,500 $67.60 12,239
Britton, Mark S. SR VP 10/28/02 Sell 6,625 $66.35 0
Britton, Mark S. SR VP 10/28/02 Option 6,625 $10.88 - $16.00 35,375
Blachford, Erik C. OFF 10/24/02 Sell 1,000 $61.45 4,826
Barton, Richard N. PR 10/23/02 Sell 5,000 $55.93 28,929
Stanger, Gregory S. CFO 10/23/02 Sell 2,000 $56.12 12,239
Blachford, Erik C. OFF 10/17/02 Sell 1,000 $48.66 4,826
Barton, Richard N. PR 10/16/02 Sell 5,000 $47.80 28,929
Stanger, Gregory S. CFO 10/16/02 Sell 1,750 $48.03 12,239
Blachford, Erik C. OFF 10/10/02 Sell 1,000 $38.41 4,826
Barton, Richard N. PR 10/09/02 Sell 5,000 $40.92 28,929
Stanger, Gregory S. CFO 10/09/02 Sell 1,500 $40.80 12,239
Bishop, Byron D. SR VP 10/08/02 Sell 9,000 $40.81 16,850
Lone Pine Capital Llc B/O 10/04/02
to 10/04/02 Buy 473,100 $40.06 - $43.91 2,779,645
Bishop, Byron D. SR VP 10/03/02 Sell 8,000 $45.40 16,850
Blachford, Erik C. OFF 10/03/02 Sell 1,000 $45.90 4,826
Stanger, Gregory S. CFO 10/02/02 Sell 1,750 $47.30 12,239
Barton, Richard N. PR 10/02/02 Sell 5,000 $46.72 28,929
Bishop, Byron D. SR VP 10/01/02 Sell 8,000 $49.31 16,850
Barton, Richard N. PR 09/25/02 Sell 5,000 $50.51 28,929
Stanger, Gregory S. CFO 09/25/02 Sell 2,000 $50.11 12,239
Blachford, Erik C. OFF 09/19/02 Sell 1,000 $52.93 4,826
Stanger, Gregory S. CFO 09/18/02 Sell 2,000 $52.29 12,239
Blachford, Erik C. OFF 09/12/02 Sell 1,000 $53.23 4,826
Stanger, Gregory S. CFO 09/11/02 Sell 2,000 $54.10 12,239
Barton, Richard N. PR 09/11/02 Sell 5,000 $54.13 28,929
Bishop, Byron D. SR VP 09/10/02 Sell 9,000 $52.50 16,850
Bishop, Byron D. SR VP 09/05/02 Sell 8,000 $48.65 16,850
Barton, Richard N. PR 09/04/02 Sell 5,000 $48.65 28,929
Stanger, Gregory S. CFO 09/04/02 Sell 1,750 $48.40 12,239
Hoag, Jay C. DIR 08/28/02 Buy 100,000 $50.20 4,005,952
Kimball, Richard H. B/O 08/28/02 Buy 100,000 $50.20 4,136,563
Technology C/O Mgmt Iv B/O 08/28/02 Buy 100,000 $50.20 3,633,313
Dellplain, Kathleen K. SR VP 08/16/02 Sell 3,750 $52.18 0
Dellplain, Kathleen K. SR VP 08/09/02 Option 6,394 $52.00 13,403
Blachford, Erik C. OFF 08/01/02
to 08/01/02 Sell 2,000 $44.84 - $48.09 4,826
Dellplain, Kathleen K. SR VP 07/29/02 Option 2,300 $10.88 13,520
Dellplain, Kathleen K. SR VP 07/29/02 Sell 2,300 $50.33 0
Barton, Richard N. PR 07/03/02
to 07/03/02 Option 25,000 $4.92 452,575
Barton, Richard N. PR 07/03/02
to 07/03/02 Sell 25,000 $45.56 - $58.44 28,929
Dellplain, Kathleen K. SR VP 05/16/02 Sell 3,000 $81.75 0
Dellplain, Kathleen K. SR VP 05/16/02 Option 3,000 $10.88 - $14.58 0
Britton, Mark S. SR VP 05/13/02 Sell 7,500 $74.62 0
Britton, Mark S. SR VP 05/13/02 Option 7,500 $14.00 0
Day, Michael K. OFF 05/06/02 Option 20,315 $8.45 0
Day, Michael K. OFF 05/06/02 Sell 20,315 $83.01 442
Barton, Richard N. PR 05/01/02
to 05/01/02 Option 25,000 $4.92 0
Stanger, Gregory S. CFO 05/01/02
to 05/01/02 Option 10,400 $4.92 0
Dellplain, Kathleen K. SR VP 04/29/02 Sell 3,000 $77.64 0
Dellplain, Kathleen K. SR VP 04/29/02 Option 3,000 $14.58 0
Breitling, Thomas C. DIR 04/26/02 Sell 100,000 $82.05 50,000
Britton, Mark S. SR VP 04/26/02 Option 4,602 $0.00 0
Stanger, Gregory S. CFO 04/03/02
to 04/03/02 Option 7,400 $2.18 - $4.92 0
Barton, Richard N. PR 04/03/02
to 04/03/02 Option 120,000 $4.92 0
Stanger, Gregory S. CFO 03/27/02 Option 1,700 $2.18 0
Breitling, Thomas C. DIR 03/19/02
to 03/19/02 Option 8,500 $45.00 - $50.00 0
Dellplain, Kathleen K. SR VP 03/13/02 Sell 3,000 $62.53 0
Dellplain, Kathleen K. SR VP 03/13/02 Option 3,000 $10.87 - $16.06 0
Breitling, Thomas C. DIR 03/11/02 Sell 50,000 $62.43 341,500
Chase, Brad DIR 03/06/02
to 03/06/02 Option 30,000 $2.18 - $44.55 0
Chase, Brad DIR 03/06/02
to 03/06/02 Sell 30,000 $60.16 - $65.30 6,000
Barton, Richard N. PR 03/06/02
to 03/06/02 Option 25,000 $4.92 0
Grinstein, Gerald DIR 02/27/02 Sell 15,000 $54.55 8,218
Grinstein, Gerald DIR 02/27/02 Option 15,000 $10.88 - $44.55 0
Britton, Mark S. SR VP 02/22/02 Option 6,625 $10.88 - $16.06 0
Britton, Mark S. SR VP 02/22/02 Sell 6,625 $50.00 0
Slyngstad, Greg OFF 02/11/02 Option 15,375 $10.88 - $24.63 0
Slyngstad, Greg OFF 02/11/02 Sell 12,375 $46.00 91,542
Barton, Richard N. PR 02/06/02
to 02/06/02 Option 25,000 $4.92 0
Dellplain, Kathleen K. SR VP 02/05/02 Sell 7,000 $50.00 0
Nanula, Richard B. DIR 02/05/02 Option 25,000 $10.88 - $44.55 0
Nanula, Richard B. DIR 02/05/02 Sell 25,000 $50.41 0
Stanger, Gregory S. CFO 02/01/02 Option 25,000 $2.18 0
Chase, Brad DIR 02/01/02
to 02/01/02 Option 79,000 $1.78 - $2.18 0
Chase, Brad DIR 02/01/02
to 02/01/02 Sell 79,000 $50.00 - $56.75 6,000
Chase, Brad DIR 01/31/02 Sell 15,000 $55.64 - $56.08 6,000
Dellplain, Kathleen K. SR VP 01/31/02 Sell 5,000 $55.96 NA
Day, Michael K. OFF 01/31/02 Sell 52,493 $54.90 442
Slyngstad, Greg OFF 01/31/02 Sell 40,000 $50.00 91,542
Chase, Brad DIR 01/31/02 Option 15,000 $1.78 0
Day, Michael K. OFF 01/31/02 Option 52,493 $2.18 - $4.92 0
Barton, Richard N. PR 01/02/02
to 01/02/02 Option 25,000 $4.92 0
Note: NA = Not Available


Fundamental Data provided by: Vickers Stock Research

[was Steve]

Zeev,
One big difference between this and last year is the magnitude to the pullback. it went much deeper this year than last. over 2x on a percentage basis. I am having a hard time seeing my pivot high of 1460(from a few weeks back) getting hit. Of course that could all chancge with a follow thru day on monday.
steve