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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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 ?

Read Answer Asked by HARRY on July 19, 2021

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!

Read Answer Asked by David on July 09, 2021

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

Read Answer Asked by Harry on February 12, 2021

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

Read Answer Asked by Peter on November 18, 2020

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.

Read Answer Asked by Ryan on October 30, 2020

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

Read Answer Asked by James on September 28, 2020

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.

Read Answer Asked by Paul on July 22, 2020

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.

Read Answer Asked by Vinod on April 20, 2020

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?

Read Answer Asked by Terry on March 23, 2020

Q: I read somewhere that the world airlines will need 100,000 new pilots in future years . China is a factor with so many Chinese travelling. Do you like CAE. Flight Simulators Any others?

Also Baby Boombers aging and taking Cruises. Who benefits the most here ? . Do you like this industry ?
RAK

Read Answer Asked by bob on January 14, 2019

Q: Could I get your opinion on RCL? Looking at it as a 'dividend grower' for the long term. Right now the stock is trading close to a P/E close to 5-year low, stock price down close to 15% for last 12 months, and the Yield at a 5 year high. Should I be concerned about any impending economic downturn that may affect discretionary spending? And it has a LOT of debt (those ships aren't cheap).
Thank you!

Read Answer Asked by Mike on December 14, 2018