Royal Caribbean Cruises

RCL-N

NYSE:RCL

124.99
1.67 (1.35%)
Royal Caribbean Cruises Ltd. is an American global cruise company incorporated in Liberia and based in Miami, Florida. It is the world's second-largest cruise line operator, after Carnival Corporation & plc.
More at Wikipedia

Analysis and Opinions about RCL-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 30, 2019
He likes the demographic trend that shows greater demand. A solid business and it trades at 11 times earnings. Yield 2.42% (Analysts’ price target is $140.59)
He likes the demographic trend that shows greater demand. A solid business and it trades at 11 times earnings. Yield 2.42% (Analysts’ price target is $140.59)
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$115.990
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 8, 2019
(A Top Pick May 04/18, Up 7%) Supply concerns have recently weighed on the share price of the three big cruise lines with weakness in Europe and the Caribbean. RCL is still growing revenue at a healthy rate. In 2020-21, new maritime regulations about fuel will take out a lot of supply.
(A Top Pick May 04/18, Up 7%) Supply concerns have recently weighed on the share price of the three big cruise lines with weakness in Europe and the Caribbean. RCL is still growing revenue at a healthy rate. In 2020-21, new maritime regulations about fuel will take out a lot of supply.
Jamie Murray
Head of research, Murray Wealth Group
Price
$111.890
Owned
Yes
BUY
BUY
February 5, 2019
Well-run. Demographics favour cruise lines; seniors like cruises. There's growth opportunity in Asia where RCL has a dominant position. Trades at a cheap 11.5x earnings. Also, ships can easily be moved to high-demand areas; RCL can literally move their assets around to make money. Personally, he doesn't like cruises, but he knows many who do.
Well-run. Demographics favour cruise lines; seniors like cruises. There's growth opportunity in Asia where RCL has a dominant position. Trades at a cheap 11.5x earnings. Also, ships can easily be moved to high-demand areas; RCL can literally move their assets around to make money. Personally, he doesn't like cruises, but he knows many who do.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$118.220
Owned
No
TOP PICK
TOP PICK
January 7, 2019
There is worry over over-supply in the industry. He likes this company and thinks the growth rate in cruising is still in line with ships being built. The company is managed well. The developed countries are cruising and the developing countries are starting to cruise. We increase cruising as we age. (Analysts’ price target is $139.58)
There is worry over over-supply in the industry. He likes this company and thinks the growth rate in cruising is still in line with ships being built. The company is managed well. The developed countries are cruising and the developing countries are starting to cruise. We increase cruising as we age. (Analysts’ price target is $139.58)
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$101.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 2, 2018

(Past Top Pick May 4, 2018, Up 21%) It did poorly in the first half of the year on concerns of capacity additions, but it has come back. He still holds it. As long as the economy is strong, this will continue to do well. But trim if the economy pulls back.

(Past Top Pick May 4, 2018, Up 21%) It did poorly in the first half of the year on concerns of capacity additions, but it has come back. He still holds it. As long as the economy is strong, this will continue to do well. But trim if the economy pulls back.

Jamie Murray
Head of research, Murray Wealth Group
Price
$128.400
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 24, 2018

(A Past Top Pick on Sept. 20, 2017, Down 4%) He still owns it and believes it will go higher long-term. Headwind: this spring, oil prices started to rise, and the market got worried that we're in the peak of the cycle. But the business is growing 6% annually in volumes, and the Chinese are getting into this business.

(A Past Top Pick on Sept. 20, 2017, Down 4%) He still owns it and believes it will go higher long-term. Headwind: this spring, oil prices started to rise, and the market got worried that we're in the peak of the cycle. But the business is growing 6% annually in volumes, and the Chinese are getting into this business.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$109.180
Owned
Yes
TOP PICK
TOP PICK
May 4, 2018

Everybody loves cruise lines. Yield is 2.2%. the stock sold off in the last couple of month he thinks because oil prices concerns and new cruise ship supply. Bookings are higher. High-growth market sensitive to GDP. (Analysts’ price target is $143.41)

Everybody loves cruise lines. Yield is 2.2%. the stock sold off in the last couple of month he thinks because oil prices concerns and new cruise ship supply. Bookings are higher. High-growth market sensitive to GDP. (Analysts’ price target is $143.41)

Jamie Murray
Head of research, Murray Wealth Group
Price
$107.360
Owned
Yes
COMMENT
COMMENT
October 17, 2017

This is at a valuation high. His model price is $199.99, 50% higher than the current stock price. This just had a positive transit. Any pullback to EBV+3 of $99, he would certainly be a buyer.

This is at a valuation high. His model price is $199.99, 50% higher than the current stock price. This just had a positive transit. Any pullback to EBV+3 of $99, he would certainly be a buyer.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$127.220
Owned
Unknown
TOP PICK
TOP PICK
September 20, 2017

The stock is down because of hurricanes; however it continues to plug away. Has a $135 target price on it. Demographic demand is strong. The Chinese are getting into cruising, which is a huge market opening up. Cruising will continue to grow. Dividend yield of 2%. (Analysts’ price target is $130.)

The stock is down because of hurricanes; however it continues to plug away. Has a $135 target price on it. Demographic demand is strong. The Chinese are getting into cruising, which is a huge market opening up. Cruising will continue to grow. Dividend yield of 2%. (Analysts’ price target is $130.)

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$115.540
Owned
Yes
COMMENT
COMMENT
July 18, 2017

He still likes this as well as Carnival (CCL-N). When consumers have money, they spend it on leisure and travel. We have an aging population that really likes cruising. Royal Caribbean gets about 10% of their revenue from China. This is a long-term theme that is not going away.

He still likes this as well as Carnival (CCL-N). When consumers have money, they spend it on leisure and travel. We have an aging population that really likes cruising. Royal Caribbean gets about 10% of their revenue from China. This is a long-term theme that is not going away.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$111.850
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 20, 2017

(A Top Pick July 13/16. Up 57%.) Last summer there was the zika virus which was causing worries about going to the tropics. There was also a nasty Isis incident on the French Riviera which caused fear of travel. The cruise line business is still great. Demand for cruises is growing faster than the economy, and there are only 3 big cruise lines.

(A Top Pick July 13/16. Up 57%.) Last summer there was the zika virus which was causing worries about going to the tropics. There was also a nasty Isis incident on the French Riviera which caused fear of travel. The cruise line business is still great. Demand for cruises is growing faster than the economy, and there are only 3 big cruise lines.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$111.670
Owned
Yes
BUY
BUY
April 19, 2017

Carnival Cruise (CCL-N) or Royal Caribbean Cruise (RCL-N)? As a thematic investor, one of the key themes he is interested in is travel and leisure. Both these companies play into that theme, as does Disney (DIS-N). Both are well run companies and global. He would buy either one. Both should grow earnings in the mid-teens, and you could do well in either one.

Carnival Cruise (CCL-N) or Royal Caribbean Cruise (RCL-N)? As a thematic investor, one of the key themes he is interested in is travel and leisure. Both these companies play into that theme, as does Disney (DIS-N). Both are well run companies and global. He would buy either one. Both should grow earnings in the mid-teens, and you could do well in either one.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$95.910
Owned
No
PAST TOP PICK
PAST TOP PICK
October 4, 2016

(A Top Pick July 13/16. Up 4.31%.) Has bought more of this and thinks by February this is going to $100. The far East is the next big growth market.

(A Top Pick July 13/16. Up 4.31%.) Has bought more of this and thinks by February this is going to $100. The far East is the next big growth market.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$75.220
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 13, 2016

(A Top Pick Sept 29/15. Down 21.70%.) He is all about finding good companies that are getting better, and stays in the ones that work as long as they work, and is very careful about cutting losses when a stock does not work. Got stopped out of this at the end of December.

(A Top Pick Sept 29/15. Down 21.70%.) He is all about finding good companies that are getting better, and stays in the ones that work as long as they work, and is very careful about cutting losses when a stock does not work. Got stopped out of this at the end of December.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$67.600
Owned
No
TOP PICK
TOP PICK
July 13, 2016

We are all tired, old and want someone to look after us. It was $100 and then there was a sell off. Far East/China is where they are expanding. Cuba offers more opportunities. The population is aging.

We are all tired, old and want someone to look after us. It was $100 and then there was a sell off. Far East/China is where they are expanding. Cuba offers more opportunities. The population is aging.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$72.580
Owned
Yes
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