Investment Q&A

Q: Hi Team,

At present, I hold no discretionary stocks in my portfolio, and I am considering the ones listed above.

Could you please outline the key pros and cons of investing in each of them from a strong growth perspective? In your view, which have the best potential over the next 3 to 5 years?

Gratefully,

Q: Your opinion on the cruise industry for the next few years and is a RCL a buy today?
Thanks Again

Q: Not really a stock I own or particularly follow, but noticed the chart and initially thought this was an error. Is there a reason this has shot up recently?

Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Q: I am hearing good things about Cruise Ships. People don't want to pay High Air fares and High Hotel prices so are moving towards taking a Cruise . What companies do you recommend RAK

Q: Out of these three, which is your favourite cruise line? Out of the three which would you avoid and why?

Q: Greetings,

Considering how popular Cruising is, I was very surprised to see the last time anyone has asked about RCL seems to have been last July!

1. Are they a risky sector?
2. Surely older demographic will gravitate more to Cruising?
3. Which Cruise ship company has the best potential?
4. Is there an aging demography themed ETF?
5. RCL - Buy sell or Hold?

Thanks!

Q: Any good stocks to get on this drop ( Delta variant scare ).

If I had to choose one cruise out of CCL, RCL and NCLH, which one would you choose ?

Any one airline stock ?

Or any other high risk-high gain opportunity ?

Q: Hi 5i Team,

With the recent slide with these "recovery" companies, would you consider this a good time to be picking them up?

Any reason for the recent weakness? I saw that CCL is exploring a tender offer for its secured notes so is this a cash cushion concern?

Would also appreciate if you could rank them from best to worst (in your opinion) in terms of potential upside as of now.

Thanks in advance for your comments!

Q: I would like to add another US equity. Please rate above...
a) For Upside
b) For Safety

Thank you!
Albert

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: 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: I would like to purchase companies In the travel industry that will do well once COVID is over and people start to travel again for pleasure and business.
Please suggest a sector or stocks that I may consider
Many thanks for your great service
Peter

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: If we found a Covid-19 vaccine tomorrow, what are the most depressed companies now that would benefit the most?

Q: What cruise line would be best to pick up at this time. Or is there an etf that may a better play? Thx James

Q: 11:08 AM 7/21/2020

Would you please comment on the future viability of Royal Caribbean International and Celebrity Cruises RCL.

Given the ongoing worldwide Covid crisis it seems to me unlikely that this company or any other Cruise line can continue to operate.

They hold a vast amount of cash as prepaid cruises by customers, most of which they will have to eventually return or write off in bankruptcy or reorganization. They say that the cruises are just "deferred" till 2021 but Covid will roll on and most customers will never go back. Will this tip the company over the edge?

May 20, 2020 you said " We would go to RCL in a 'gamble' scenario." That the share price up $12 since then surprises me.

How huge is their debt now, and do they have any meaningful ability to service it. Would you invest in this company now? Their present income must be about nil. Looks to me like a binary outcome...... brilliant investment or bankruptcy.

Thank you......... Paul K.

Q: If you were going to make a small risky investment (gamble) in the cruise line business what stock would you pick? Also what are your thoughts on that industry going forward?
Marse