Trefis Morning Coffee – Expedia, Microsoft, Estee Lauder & PG


It's Friday, Friday… Expedia ( EXPE ) recently announced plans to spin-off its media and advertising business arm TripAdvisor into its own publically-traded company. This seems to be the right move for Expedia, from both a timing and operations standpoint. TripAdvisor currently represents roughly 24% of our estimated stock value for Expedia. Moving along, we also take a look at the reported decline in global PC shipments during Q1 2011 and how the trend affects Microsoft's ( MSFT ) stock value, which is highly dependent on both Windows OS and Microsoft Office for PCs.

Think you know Estee Lauder ( EL )? Take a shot at our quiz of the day. And don't hesitate to check out today's free company model, Procter & Gamble ( PG ).

Expedia - Company of the Day

Expedia recently announced its plans to spin-off TripAdvisor into a separate entity. The timing here is appropriate. Google recently received approval to acquire air travel schedule and fare provider ITA Software, a move that will strengthen its "Places" offering and increase competition for TripAdvisor. With the spin-off, Expedia is shielded from potential losses in TripAdvisor's market share.

See our complete analysis for Expedia stock

Microsoft - Forecast of the Day

According to a recent report from IDC, global PC shipments declined 3.2% during Q1 2011 vs. the same period last year. Growth came in lower than expected vs. the initial 1.5% growth forecast from IDC. Microsoft's business is highly dependent on PC sales as Windows OS and Microsoft Office for PCs respectively account for about 40% and 36% of our $31.64 price estimate for Microsoft stock.

See our complete analysis of Microsoft stock

Estee Lauder - Quiz of the Day

Which product segment contributes the most to Estee Lauder's stock value?

  1. Makeup
  2. Skin Care
  3. Fragrances
  4. Hair Care

Procter & Gamble - Today's Free Company Model

Get free access to Procter & Gamble today only. This company's model is usually only available for Trefis Pro subscribers.

See our complete analysis of Procter & Gamble stock

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.

This article appears in: Investing , Investing Ideas , Stocks , US Markets

Referenced Stocks: EL , EXPE , MSFT , PG



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