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Wynn Resorts Limited (WYNN)
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Carnival Corporation (CCL)
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Delta Air Lines Inc. (DAL)
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Royal Caribbean Cruises Ltd. (RCL)
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!
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!