Booking Holdings Inc

These narrow-moat firms have positive moat trends and are run by exemplary stewards of capital.

Managers from Dodge & Cox, Oakmark, and Diamond Hill have picked up healthcare companies, energy concerns, and an online travel agent.

We don't see the cryptocurrency having much effect at this point.

Our managers continued to find names to put new money to work during the first quarter even as equity markets reached new highs.

TripAdvisor would be most affected; Booking and Expedia less so.

We examine the revenue exposure by region of five of the most popular U.S. index-tracking ETFs.

These companies may have what it takes to thrive in the future.

It's enhancing long-term growth prospects in an increasingly uncertain macro environment.

Companies offering experience, specialization, and convenience continue to take share of consumers' wallets.

The regulator is looking at ways to allow retail investment in companies like Airbnb and Uber.

A rare network advantage in a rapidly growing industry is worth a premium valuation.

We believe companies with moats from switching costs and intangible assets are less vulnerable.

E-commerce market share gains present challenges for some, but trends continue to support healthy profitability for many companies.

We think fears regarding the company's near-term profitability are exaggerated.

Passive inflows continue to make for a difficult stock-picking environment.

Managers from Oakmark, American Century and Diamond Hill picked up airlines, health-care companies, and an industrial distributor in the fourth quarter.

The renamed communication services sector will combine select technology and consumer discretionary stocks with current telecommunication services names.

How will the proposed 2018 Global Industry Classification Standard changes affect your sector-focused ETFs?

The narrow-moat company's higher spend is being done for opportunistic reasons, and demand environment seems healthy.

Solid succession planning and a strong analyst bench work in its favor.