Investment Q&A

Q: As a recovery play, and a 2 to 5 year horizon, specifically cruise lines, what is your opinion on CCL vs it's peers. If not CCL, what others would you recommend and why. CCL seems to be the biggest in terms of the number of sub groups under it. Is this size a negative though? Please provide some forward looking metrics to your recommended play

Q: Hello,
Between LUV, WYNN, and NCLH, which would you go with for a post COVID play and why.
Thank-you,
Antonio.

Q: If i had to invest in one cruise line company, which should i buy.
also name a few stock with the maximum upside in the next 1-3 years ( I am willing to take risks )

Q: Hi, my respected 5i team
Could you please recommend some solid names(US and Canadian markets) focusing on post-Covid theme play? I would like to take advantage of the price decline due to the pandemic lock down, some solid names that will be the survivors.

Thanks in advance!

Q: Hello all, With COVID vaccines are becoming available soon to general publics, do you feel comfortable to buy these cruise lines now?

Thanks,
Lin

Q: Hi,
Currently cruise stock prices are at an all time low. Is it reasonable to take this opportunity and make investments in the cruise industry while stock prices are cheap?
We are cruisers and have done 12 cruises in 7 years. What I know about cruising is that their passengers are very loyal, which some people doing over 40 cruises. Some people think that cruising is only for the elderly, but we are a family of 5 with 3 boys aged 7, 5 and 3 and can verify that these cruise lines have really targeted families like us with water slides, go karts, laser tag and an enormous array of activities for all ages.

Some people say they would never cruise again, but that is like saying you would never fly again. I just do not think that will happen. I do not believe these large cruise companies will go bankrupt, but I could be wrong. Specifically, Royal Caribbean, Carnival and Norwegian Cruise Lines.

Q: Carnival CEO says demand isn't an issue - if one was betting on an industry recovery, which is the high quality/good balance sheet company to go to? Thanks

Q: Hi 5i , Thanks for all the recent guidance on stock picks in your flash report.
I read an article stating that Cruise booking for 2021 is already 40% more than 2019 bookings.
My question is which of the cruise companies have least dept and in a position to survive this downturn.

Q: Which three robust Airlines and Cruise lines or travel ETF's internationally will be a good buy in current situation for long term investment.
Your opinions are valuable. Thank you.

Q: I am looking at buying into these three companies over the next six months to take a small speculative position. Are these three good candidates for survival? Would their be an ETF in this sector which would be a better option given the risk/reward?

Q: Hello team,

Would you please mark (from 1 to 10) each of the above companies in terms of their ability to weather a recession scenario. (the lower the mark the worse the current balance sheet and inability to service debt).

Thanks a whole bunch especially in this crazy times....

Q: Can you assess the risk reward of buying these 2 cruise line stocks here - or would you advise waiting. NCL looks to cheaper; but has no dividend.

CCL has a 4.5% dividend ... (likely to be secure?) ..... which could justify be payed to wait for the eventual increase in share price.

Thank you for your help.

Q: Our favorite cruise line is Oceania and now that Frank Del Rio who did such great things for them is the CEO of Norwegian I wonder if it is a stock worth investing in. Your thoughts?

Thanks!