I don't reckon its time to get out, while there is growth plus a div. yield over 5.5% but I definitely take your point. The space is getting crowded and I'm relying on being able to tell if wotif has lost its mojo before earnings and profit growth stop.
Having said that, they have a great brand, definitely more trusted than Hotels.com or Expedia. They showed nous with the purchase of lastminute.com which is a go-to site for younger people.
Finally, I reckon that they've shown they are still innovative so I'm holding for now but will sell if there is no growth, dividend drops or if the share price gets too high.
WTF Price at posting:
$4.50 Sentiment: Hold Disclosure: Held