He's even making distinctions among the online travel stocks.
"Priceline has been an absolutely phenomenal company over the last couple of years," he said. "They've had tremendous growth, very well managed. At this point, I just see greater upside as I look at Expedia. Online travel is still a growth business...Expedia is the leader."
Fuller even has a couple of hotel stocks he likes, but he's much more cautious there.
"Business trends there have been very strong over the last couple of years, but year-to-date the hotel stocks are down 26 percent," he said. "If you move into a period of slow growth, you will see downward pressure on the valuations for companies like Marriott and Starwood as well."