$EXPE UBS Continues To Point To Expedia As Firm's 'preferred play in the online travel space', But Notes 'In order for the stock to return to o/p, we think we need (in order of importance):' 'sustained DD % room night growth (esp. at Vrbo), shift in marketing dollars in favor of direct traffic, operating leverage (especially against easier comps in 2020) and sustained high levels of SH returns'