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5i Recent Questions
- Carnival Corporation (CCL)
- Royal Caribbean Cruises Ltd. (RCL)
- Norwegian Cruise Line Holdings Ltd. (NCLH)
Q: Out of these three, which is your favourite cruise line? Out of the three which would you avoid and why?
- Booking Holdings Inc. (BKNG)
- Carnival Corporation (CCL)
- Royal Caribbean Cruises Ltd. (RCL)
- Norwegian Cruise Line Holdings Ltd. (NCLH)
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
- Wynn Resorts Limited (WYNN)
- Southwest Airlines Company (LUV)
- Norwegian Cruise Line Holdings Ltd. (NCLH)
Q: Hello,
Between LUV, WYNN, and NCLH, which would you go with for a post COVID play and why.
Thank-you,
Antonio.
Between LUV, WYNN, and NCLH, which would you go with for a post COVID play and why.
Thank-you,
Antonio.
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