patrick.net

I'd stay away from cruise/travel. They will likely mandate masks/vaccinations/covid testing, which will ultimately decrease profitability as people choose not to.

I think you'll do better in commodities like metals, oil, - stuff of physical value that we need.

Even if cruises get back to fully-booked, there are likely to be added costs that continue forever. Those costs directly hit the bottom line. So, as Joshuatrio says above, expect decreased profitability no matter what.

SunnyvaleCA says

expect decreased profitability no matter what.

I am referring to a potential post Covid environment here...
If they can raise prices to cover the additional costs. Given what cruise ships are famous for, additional cleanliness might work in their favor.

Booger says

SunnyvaleCA says

expect decreased profitability no matter what.

I am referring to a potential post Covid environment here...
If they can raise prices to cover the additional costs. Given what cruise ships are famous for, additional cleanliness might work in their favor.

I think cruise ships will always operate at a disadvantage compared to other forms of vacationing. If they raise prices to cover additional costs, then they will lose customers (somewhat). No matter how you slice it, people are going to now have a slight preference for other vacation arrangements (hotels, renting a house, camping, staying with relatives, etc.).

As far as investing and their stock prices, it might make sense to buy the stocks now and wait for the industry to (partially) come back. You could see a good return on investment in the next few years. But those people who bought stocks 2 years ago might never see a full recovery. ("full recovery" means doing as well as other things they might have bought 2 years ago instead)

KgK one says

Norwegian Cruise Line Holdings Ltd. (NCLH) 28 was 58

I brought May 2020 when it was in the teens. Back down to 25.
I got Bloomin' Brands (Outback) at about $11 last May. Upper 20s now, from a high of over 30.

Think I'm going to sell, I'm 80% that they are intent on blaming the Flu Season on COVID.

Of course, I thought COVID would be dead by August 2020 and that Trump would win, thinking they could neither sustain the Panic and didnt envision a rigged election, so this was only a partial ding on my part.

If Restaurants and Cruises collapse this fall with the Flu=COVID scam, I will buy at Peak of the Panic. I think this will be a Cycle where they will cycle COVID scares for profit.

MisdemeanorRebellionNoCoupForYou says

I think this will be a Cycle where they will cycle COVID scares for profit.

Dastardly. What kind if investing do they call this?