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Cruise stock 40% upside

By KgK one follow KgK one   2021 Feb 25, 8:08pm 166 views   5 comments   watch   nsfw   quote   share    


Carnival Corp. (CCL) 25 now used to be 55
Norwegian Cruise Line Holdings Ltd. (NCLH) 28 was 58
Royal Caribbean Group (RCL) 91 was 133
Lindblad Expeditions Holdings Inc. (LIND)was 18 now already 18

https://www.investopedia.com/top-cruise-line-stocks-5078432

Any thoughts on buying these. They used to pay dividend which will come back as covid goes away and hugh pent up demand.
1   joshuatrio   ignore (0)   2021 Feb 26, 8:00am     ↓ dislike (0)   quote   flag      

I'd stay away from cruise/travel. They will likely mandate masks/vaccinations/covid testing, which will ultimately decrease profitability as people choose not to.

I think you'll do better in commodities like metals, oil, - stuff of physical value that we need.
2   HunterTits   ignore (4)   2021 Feb 26, 10:11am     ↓ dislike (0)   quote   flag      

When the Zombpocalypse comes, cruise ships is where the survivors will hole up.

Of course, when someone falls down a stairwell, dies and rises again, the whole ship will be overridden soon thereafter. Tough call.
3   SunnyvaleCA   ignore (1)   2021 Feb 26, 2:01pm     ↓ dislike (0)   quote   flag      

Even if cruises get back to fully-booked, there are likely to be added costs that continue forever. Those costs directly hit the bottom line. So, as Joshuatrio says above, expect decreased profitability no matter what.
4   Booger   ignore (7)   2021 Feb 26, 7:08pm     ↓ dislike (0)   quote   flag      

SunnyvaleCA says
expect decreased profitability no matter what.


I am referring to a potential post Covid environment here...
If they can raise prices to cover the additional costs. Given what cruise ships are famous for, additional cleanliness might work in their favor.
5   SunnyvaleCA   ignore (1)   2021 Feb 26, 10:07pm     ↓ dislike (0)   quote   flag      

Booger says
SunnyvaleCA says
expect decreased profitability no matter what.


I am referring to a potential post Covid environment here...
If they can raise prices to cover the additional costs. Given what cruise ships are famous for, additional cleanliness might work in their favor.

I think cruise ships will always operate at a disadvantage compared to other forms of vacationing. If they raise prices to cover additional costs, then they will lose customers (somewhat). No matter how you slice it, people are going to now have a slight preference for other vacation arrangements (hotels, renting a house, camping, staying with relatives, etc.).

As far as investing and their stock prices, it might make sense to buy the stocks now and wait for the industry to (partially) come back. You could see a good return on investment in the next few years. But those people who bought stocks 2 years ago might never see a full recovery. ("full recovery" means doing as well as other things they might have bought 2 years ago instead)

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