SS/RCCL Finances: Improving, Options, Questions??!!

[Mr Luxury]

13 hours ago, dawntrdr said:

Not to mention that Crystal is re-introducing two ships to the ultra-luxury category this year.  Not new ships, but more competition in the race for the ultra-luxury customer.

What's Ultra Luxury?

I thought the level stopped at Luxury.

I suppose its a marketing thing like six and seven star ratings.

We actually don't know what NC will be like yet.

Let's hope that it's Luxury.

[Daveywavey70]

4 hours ago, Mr Luxury said:

What's Ultra Luxury?

I thought the level stopped at Luxury.

I suppose its a marketing thing like six and seven star ratings.

We actually don't know what NC will be like yet.

Let's hope that it's Luxury.

I Wonder if there’s a Mr Ultra Luxury out there somewhere? 

[Tothesunset]

1 hour ago, Daveywavey70 said:

I Wonder if there’s a Mr Ultra Luxury out there somewhere? 

And I wonder if his socks are dry yet? 

[Mr Luxury]

3 hours ago, Daveywavey70 said:

I Wonder if there’s a Mr Ultra Luxury out there somewhere? 

Possibly and there could be an extra wavey Daveywavey 😁

[Daveywavey70]

1 minute ago, Mr Luxury said:

Possibly and there could be an extra wavey Daveywavey 😁

Haha, There is another Daveywavey out there but you wouldn't want want to google him. It was my nickname as a child because of my wavy hair and has nothing to do with erotic films!

[Mr Luxury]

1 minute ago, Daveywavey70 said:

Haha, There is another Daveywavey out there but you wouldn't want want to google him. It was my nickname as a child because of my wavy hair and has nothing to do with erotic films!

We all know about your career in the 70s

Have you still got the moustache?

[TLCOhio]

8 hours ago, Mr Luxury said:

What's Ultra Luxury?  I thought the level stopped at Luxury.  I suppose it's a marketing thing like six and seven star ratings.  We actually don't know what NC will be like yet.  Let's hope that it's Luxury.

 

Agree that there is way, way too much hype and marketing over-reach in debating Luxury versus ULTRA Luxury.  It is like the pushes for laundry soap with overuse of phrases such as:  Dramatically New, Improved . . . versus . . . Extremely Highest Platinum Ultra Extra Premium?  

 

Silly, silly??  

 

Agree that there are many questions as to what will happen with the "New" Crystal and how well will these new-to-sailing brands such as Ritz-Carlton will really perform.   

 

THANKS!  Enjoy!  Terry in Ohio

[Daveywavey70]

Haha, I was only born in the 70s so the moustache was a no. Plus living out in the sticks means no Pizza deliveries either. 

[Mr Luxury]

10 minutes ago, TLCOhio said:

 

Agree that there is way, way too much hype and marketing over-reach in debating Luxury versus ULTRA Luxury.  It is like the pushes for laundry soap with overuse of phrases such as:  Dramatically New, Improved . . . versus . . . Extremely Highest Platinum Ultra Extra Premium?  

 

Silly, silly??  

 

Agree that there are many questions as to what will happen with the "New" Crystal and how well will these new-to-sailing brands such as Ritz-Carlton will really perform.   

 

THANKS!  Enjoy!  Terry in Ohio

Yes Terry,

NC is an unknown quantity at present but the age and old technology,engines,plumbing,electrics of the two ships will be a distinct disadvantage against anything that Silversea,Explora Journeys and the other new builds are turning out.

[TLCOhio]

From the Washington Post and Bloomberg News yesterday, they had this headline: “No Recession in Sight From the Deck of a Cruise Ship” with these highlights: “The cruise industry is booming in what seems — at least on the surface — like a stark rejoinder to economic doomsayers. After all, if consumers are willing to fill city-sized party ships to ride waterslides, gamble and drink Bahama Mamas, how bad could the economy be?   For the moment, not bad at all, actually. Cruise companies, which effectively closed their core businesses during the Covid-19 pandemic, are back near record levels of passenger traffic, and customers are spending briskly at bars, restaurants and slot machines once they climb aboard. Industry group Cruise Lines International Association projects that cruise passenger volume will rise about 6% above 2019 levels.”

 

Sound good?  And from the business pages at two respected reporting sources.  Here is more from their summary: "Here’s how Royal Caribbean Chief Executive Officer Jason Liberty put it on Thursday: 'We knew that demand for our business was strong, but what has transpired was a record-breaking extended wave season that translated into robust bookings and meaningfully better prices.'  Harry Sommer, incoming CEO of competitor Norwegian Cruise Line Holdings Ltd., noted that the crisis roiling regional bank deposits hardly registered as a blip."

 

Will it be "clear sailing" for the next year, two or three?

 

Full story at

https://www.washingtonpost.com/business/2023/05/09/no-recession-in-sight-from-the-deck-of-a-cruise-ship/920ae67c-ee54-11ed-b67d-a219ec5dfd30_story.html

 

THANKS!  Enjoy!  Terry in Ohio

 

Norway Coast/Fjords/Arctic Circle cruise from Copenhagen, July 2010, to the top of Europe. Scenic visuals with key tips. Live/blog at 246,894 views.

https://boards.cruisecritic.com/topic/1172051-livesilver-cloud-norway-coastfjords-july-1-16-reports/

[TLCOhio]

What was the quick bottom-line from the stock market for the three major cruise lines during the past week?  DOWN-HILL!

 

From Wall Street Journal late this afternoon, below are their charts for these three corporations.  Royal Caribbean did better than than the other two companies who slid negative at a higher rate.  

 

Tuesday morning, RCL actually hit a high-water mark for the past year's trading.  Things, however, slowly moved negative for the rest of the week.  Norwegian had the most negative slide.  

 

What will next week show and how will these values shift in June and July?

 

THANKS!  Enjoy!  Terry in Ohio

 

 

Sydney to NZ/Auckland Adventure, live/blog 2014 sampling/details with many exciting visuals and key highlights.  On page 23, post #571, see a complete index for all of the pictures, postings.  Now at 243,080 views.

https://boards.cruisecritic.com/topic/1896175-solstice-live-australianzhawaii-many-pix’s-jan-20-feb-3/

 

 

 

[TLCOhio]

From this financial news website, this morning, they had this headline: “Royal Caribbean Cruises Ltd. (RCL) Recovers 141.59% From Low: Sitting In The Catbird Seat?” with these highlights: “Royal Caribbean Cruises concluded the trading at $75.11 on Friday.  Considering stock’s 52-week price range provides that RCL hit a high price of $78.38 and saw its price falling to a low level of $31.09 during that period.  With its current market valuation of $18.26 billion, Royal Caribbean Cruises Ltd. is set to declare its quarterly results on May 04, 2023. Analysts are in estimates of $1.51 per share for company’s earnings in the current quarter and are expecting its annual EPS growth moving up to $4.7 for 2023 with estimates of that growing to $6.94 in next year. These estimates are suggesting current year growth of 162.70% for EPS and 47.70% growth next year.  Digging deeper we become aware of the PEG ratio of the RCL stock which is currently positioned at 0. It further provides that stock’s current price level is 11.53% away from its 20-day simple moving average and is 14.13% off its SMA50.”

 

Not sure that I understand all of the "technical talk" of Wall Street, but their bottom line is that RCL is doing better than their cruise competition from the financial types' perspective.  Agree or disagree?

 

Full story at:

https://stocksregister.com/2023/05/13/royal-caribbean-cruises-ltd-rcl-recovers-141-59-from-low-sitting-in-the-catbird-seat/

 

THANKS!  Enjoy!  Terry in Ohio   

 

Venice: Loving It & Why??!!  Is one of your future desires or past favorites? See these many visual samples for its great history and architecture.  This posting is now at 103,313 views.

http://boards.cruisecritic.com/showthread.php?t=1278226

[highplanesdrifters]

Well kids...who's paying attention?

 

Breakout follow through or back in the range?

 

[TLCOhio]

11 hours ago, highplanesdrifters said:

Well kids...who's paying attention?   Breakout follow through or back in the range?

 

Appreciate the great chart, question and follow-up from our South Pacific sailing friend.  Is the overall stock market really back?  For how long??  Or, will things get bumpy in the next few weeks over the debt limit questions?  

 

From the Wall Street Journal late this afternoon, below are their charts for the three major cruise lines during the most recent five trading days.  Generally up significantly since Wednesday morning!!  Why and how?  

 

THANKS!  Enjoy!  Terry in Ohio

 

 

Amazon River-Caribbean 2015 adventure live/blog starting in Barbados. Many visuals from this amazing river and Caribbean Islands (Dutch ABC's, St. Barts, Dominica, Grenada, San Juan, etc.).  Now at 71,428 views:

https://boards.cruisecritic.com/topic/2076101-live-amazon-river-caribbean-many-pix’s-terryohio/

 

From the Wall Street Journal during the past five trading days, here are their charts for the five major cruise lines.:

(Open your screen/viewer wider to see these visuals larger/better!)

 

 

 

Since the start of the year, here has been the trend line for Royal Caribbean.  Generally upward and positive during the past four and a half months?:

 

 

[highplanesdrifters]

Rally......denied......for now.

 

So bizarre to go to sleep to opening bell and wake up with closing bell.

[TLCOhio]

On 5/19/2023 at 5:39 PM, highplanesdrifters said:

Rally......denied......for now.

So bizarre to go to sleep to opening bell and wake up with closing bell.

 

Appreciate these up-side-down time zone challenges for highplanesdrifters and this follow-up.  And, we still do know if and when any type of economic recession/down-turn will happen.    

 

From the Investor's Business Daily last week, they had this headline: “Does 297% Growth Sound Fun? Hop On Board This IBD 50 Stock” with these highlights: “With passenger volumes at Transportation Security Administration checkpoints now exceeding pre-pandemic levels and expected to spike this summer, Royal Caribbean joins several travel stocks on the IBD 50. And as rival Carnival navigates rough seas, RCL stock continues to weather the storm and test a new buy zone.  In addition to a spot on the IBD 50 list of top growth stocks, Royal Caribbean has sailed onto the IBD Breakout Stocks Index.  Over the last three quarters, the cruise ship operator has generated average sales growth of 297%. RCL stock scores a 91 Composite Rating, clearly exceeding the 50 score of rival CCL stock. Royal Caribbean leaves Norwegian Cruise Line, which earns a 46 Composite Rating, even further behind in its wake.”

 

Good news for RCL?

 

Full story at:

https://www.investors.com/research/breakout-stocks-technical-analysis/rcl-stock-does-297-percent-growth-sound-fun-hop-on-board-the-royal-caribbean-as-it-sails-into-the-buy-zone/?src=A00619&refcode=aflMarketWatch

 

THANKS!  Enjoy!  Terry in Ohio

 

AFRICA?!!?: Fun, interesting visuals, plus travel details from this early 2016 live/blog. At 54,035 views. Featuring Cape Town, South Africa’s coast, Mozambique, Victoria Falls/Zambia and Botswana's famed Okavango Delta.

www.boards.cruisecritic.com/showthread.php?t=2310337

[highplanesdrifters]

Anyone?

What's going on with the 10yr?

Debt ceiling stuff, bank risk/credit spreads. I thought Fed was talking June pause.  Trying to play on the other side of the world and not enough time to figure it out. 

 

 

 

[TLCOhio]

On 5/25/2023 at 7:38 PM, highplanesdrifters said:

Anyone?  What's going on with the 10yr?  Debt ceiling stuff, bank risk/credit spreads. I thought Fed was talking June pause.  Trying to play on the other side of the world and not enough time to figure it out. 

 

Your question for the ten year items is way above my pay grade and knowledge/skill level.  Clearly the questions over the "debt ceiling", spending, etc., has many investors uncertain.

 

From the Wall Street Journal late Friday, below are their charts for the three major cruise lines during the past week.  

 

Rocky?  Rough seas?  Does that sum up a rather strange week of trading for these stocks. Tuesday was good.  Wednesday bad.  Overall?  Confusing??  Who can predict next week and the month of June?

 

THANKS!  Enjoy!  Terry in Ohio

 

Late Summer 2022, many scenic visuals and details from Canada Maritimes doing Nova Scotia, Prince Edward Island, Cape Breton Island, etc., via a Tauck land tour.  Visual Summary:

www.flickr.com/photos/196555480@N08/albums

 

From the Wall Street Journal during the past five trading days, here are their charts for the three major cruise lines.  Lots of ups and downs?:

(Open your screen/viewer wider to see these visuals larger/better!)

 

 

[RetiredandTravel]

On 5/25/2023 at 7:38 PM, highplanesdrifters said:

Anyone?

What's going on with the 10yr?

Debt ceiling stuff, bank risk/credit spreads. I thought Fed was talking June pause.  Trying to play on the other side of the world and not enough time to figure it out. 

 

 

 

 

 

Good Question.  Yesterday there was a lot of reporting that they were close to a debt deal and rates continued to rise so I doubt that thats the catalyst.  I would think if the market thought there was a serious chance of default yields would be a heck of a lot higher.  Credit spreads haven't changed much (attached).  The best reason I've heard is that the SVB/FRC fiasco is behind us and rates are just going back to where they were prior to the "crisis".  The belief was that banks would freeze lending and that would have a serious detrimental effect.  The economy also continues to be remarkably strong especially the labor market.  Glad we are retired and don't go to Europe in July & August.

 

The stock market rally has been very narrow with the tech behemoths leading the charge.  NVDAs blow out quarter made investors quickly forget the debt crisis and plow into stocks, tech and semiconductors had a great week.  People are flocking to anything "AI" which reminds me a little of internet stocks in the fall of 1999.  I read an article today that said just 35% of the S&P 500 is above its 50 day moving average, 42% above the 200 day.  There is a large gap between the S&P 500 and the equal weighted S&P 500.  Some are pointing to the narrow participation as a negative sign.  Sometimes the leaders just continue and the laggards catch up tho.  

 

Enjoying the trip report please send more food & wine menus and photos. 

 

 

https://fred.stlouisfed.org/series/BAA10Y

 

 

[highplanesdrifters]

@RetiredandTravel Most excellent report.  Thanks! Food and wine coming up.

 

[TLCOhio]

On 5/27/2023 at 7:45 AM, RetiredandTravel said:

Good Question.  Yesterday there was a lot of reporting that they were close to a debt deal and rates continued to rise so I doubt that thats the catalyst.  I would think if the market thought there was a serious chance of default yields would be a heck of a lot higher.  Credit spreads haven't changed much (attached).  The belief was that banks would freeze lending and that would have a serious detrimental effect.  The economy also continues to be remarkably strong especially the labor market.  Glad we are retired and don't go to Europe in July & August.

 

Appreciate the great above comments and follow-up from R&T.  It does look like this evening the U.S. House will approve the debt limit bill and that the world will not "end" as some in the media and politics had been saying, claiming and/or threatening.  Lots of hype and hand-wringing??  

 

From the Wall Street Journal-connected Investors Business Daily today, they had this headline: “Royal Caribbean Stock: How To Capture $1,250 In Income With Options Today” with these highlights: “Royal Caribbean Group is currently sitting at No. 26 on the IBD 50. Plus, Royal Caribbean stock is showing improving relative strength. While RCL currently does not pay a dividend, savvy investors can still create a yield from RCL using covered calls.  According to IBD Stock Checkup, RCL stock ranks No. 2 in its group and has a Composite Rating of 92, an EPS Rating of 67 and a Relative Strength Rating of 96.   A covered call involves buying 100 shares of the underlying stock and simultaneously selling a call option against those shares. Selling the call option limits the upside but it increases the yield from the investment in the form of option premium received.   The investor keeps the premium generated from selling calls no matter what happens with Royal Caribbean stock or any other equity investment.”

 

Ready to gamble?  Ever heard of "using covered calls"??  Understand it?  Do you seem confused like me?  For yesterday and today, things were much more stable for Carnival and Norwegian.  Was all of the "call option" stuff causing much of this "wild ride"?

 

Full story at:

https://www.investors.com/research/options/royal-caribbean-stock-how-to-capture-1250-in-income-with-options-today/?src=A00619&refcode=aflMarketWatch

 

From the Wall Street Journal late this afternoon, below is their chart showing for yesterday and today, the values for Royal Caribbean stock being up and down like a roller coaster.  Wild ride?  Why?

 

THANKS!  Enjoy!  Terry in Ohio

 

Athens & Greece: Visuals, details from two visits in a city and nearby with great history, culture and architecture.  Now at 53,659 views.

http://boards.cruisecritic.com/showthread.php?t=1101008

[TLCOhio]

From the Wall Street Journal late this afternoon, below are the stock charts for the three major cruise lines.  

 

Especially for Royal Caribbean, it was a great three-day period from Wednesday through Friday/today.  Agree or not?

 

In fact today, Royal Caribbean hit a new 52-week high.  Are the good times final here and for real?  Long-term?

 

Clearly, the U.S. government getting a "deal" done this week to raise the debt limit helped the overall stock market mood and attitude.  Plus, over the Memorial Day weekend, things were smooth for airline flights here in the United States.  Summer is ramping up and travel is back and consumer confidence is holding steady, positive.  Right summary?

 

THANKS!  Enjoy!  Terry in Ohio

 

Kotor/Montenegro:  Various visual samples, tips, details, etc., for this scenic, historic location. Over 51,197 views.

http://boards.cruisecritic.com/showthread.php?t=1439193

 

From the Wall Street Journal during the past five trading days, here are their charts for the three major cruise lines.  Are stock values going up enough to make it easier to float/sell more share and pay-down long-term debt?:

(Open your screen/viewer wider to see these visuals larger/better!)

 

 

 

Since the start of 2023 from the Wall Street Journal, here is their chart showing the positive upswing for the stock values of Royal Caribbean during this five-month period.  From $48.71 in early January, have things moved in the right direction?  That's a 77% increase for 2023, so far!!:

[TLCOhio]

It is only mid-week, but, the up, UP, UP!! trends for the cruise stocks continues.  On June 1, Royal Caribbean was at $81.35.  Now early this morning, RCL was at over $90 a share.  That's another one-year, high-water value level.  That's also an 11.7% increase over this fairly short period.  

 

The other two cruise lines continue upward in a comparable positive pattern.  Does the market sense a very positive path forward for the cruise lines?

 

THANKS!  Enjoy!  Terry in Ohio

 

Dubrovnik!  Visual samples, tips, details, etc., for this super scenic and historic location. Over 49,728 views.    

http://boards.cruisecritic.com/showthread.php?t=1439227

 

From the Wall Street Journal, here is the latest chart for Royal Caribbean.:

(Open your screen/viewer wider to see this visual larger/better!)

[RetiredandTravel]

17 minutes ago, TLCOhio said:

It is only mid-week, but, the up, UP, UP!! trends for the cruise stocks continues.  On June 1, Royal Caribbean was at $81.35.  Now early this morning, RCL was at over $90 a share.  That's another one-year, high-water value level.  That's also an 11.7% increase over this fairly short period.  

 

The other two cruise lines continue upward in a comparable positive pattern.  Does the market sense a very positive path forward for the cruise lines?

 

THANKS!  Enjoy!  Terry in Ohio

 

Dubrovnik!  Visual samples, tips, details, etc., for this super scenic and historic location. Over 49,728 views.    

http://boards.cruisecritic.com/showthread.php?t=1439227

 

From the Wall Street Journal, here is the latest chart for Royal Caribbean.:

(Open your screen/viewer wider to see this visual larger/better!)

 

 

Yes I'm also seeing a 87+ 9 day RSI and if I recall the post covid high was in the high 90s.

 

 

[TLCOhio]

On 6/7/2023 at 10:19 AM, RetiredandTravel said:

Yes I'm also seeing a 87+ 9 day RSI and if I recall the post covid high was in the high 90s.

 

Good added background from R&T, even if I don't understand RSI, etc.  

 

From a travel trade publication this morning, they had this headline: “Travel advisors view Carnival Corp. reorganization favorably” with this sub-headline: "Travel advisors applauded Carnival Corp.'s move to streamline brand operations, but concerns linger about how Carnival Corp. will manage its debt load."

 

Here are some of their reporting highlights: “The restructuring, which went into effect June 1, did away with Holland America Group, a subgroup of cruise lines that bundled Holland America Line, Princess Cruises, Seabourn Cruises and P&O Australia. Shared services between the four lines have been completely unwound, said Carnival Corp. CEO Josh Weinstein.”

 

Interesting questions for Silversea, as Seabourn got grouped into with other Carnival brands.  But, now they are kind of saying "No. No. That didn't work that well."  Right question or not?  How best to operate and service a luxury brand along with other mass-market and middle-levels lines and customer expectations?

 

Also in this story: "At the end of March, Carnival Corp. in its Q1 earnings report said it had $32.6 billion in long-term debt, up from $9.6 billion at the end of 2019. All of the major cruise companies piled up debt during the pandemic so they could stay afloat while not operating."

 

Full story at:

https://www.travelweekly.com/Cruise-Travel/Travel-advisors-view-Carnival-reorg-favorably

 

THANKS!  Enjoy!  Terry in Ohio

 

Lisbon, NWSpain, Bordeaux/Brittany: Live/blog, June 2017 from Portugal to France along scenic Atlantic Coast on the Silver Spirit.  Now at 33,529 views.  Many pictures, details for history, food, culture, etc.:

www.boards.cruisecritic.com/showthread.php?t=2511358