Royal Caribbean Cruises

RCL-N

NYSE:RCL

25.77
6.40 (19.89%)
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.
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Analysis and Opinions about RCL-N

Signal
Opinion
Expert
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.

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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.

COMMENT
COMMENT
June 23, 2016

Sold his holdings a while ago. He was getting a little concerned with oil prices starting to move higher which will have an effect on cruise lines. This and Carnival (CCL-N) should do well going out 5-10 years as people age and more people go on cruises. It needs to see stronger growth globally.

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Sold his holdings a while ago. He was getting a little concerned with oil prices starting to move higher which will have an effect on cruise lines. This and Carnival (CCL-N) should do well going out 5-10 years as people age and more people go on cruises. It needs to see stronger growth globally.

BUY
BUY
May 20, 2016

(Market Call Minute.) This is hanging in really well. They just put up some strong numbers. Yield and revenues have been quite good. Chart seems reasonably supportive from this point on.

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(Market Call Minute.) This is hanging in really well. They just put up some strong numbers. Yield and revenues have been quite good. Chart seems reasonably supportive from this point on.

WAIT
WAIT
May 11, 2016

This has been a well-managed company for some time. What you are buying into is a very high beta of 1.45, meaning it is 45% riskier than the market. He would avoid the stock because there is too much volatility. Also, one of their major inputs is fuel, and feels the price of oil is not done going up. There will be a better chance to get this in the near future.

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This has been a well-managed company for some time. What you are buying into is a very high beta of 1.45, meaning it is 45% riskier than the market. He would avoid the stock because there is too much volatility. Also, one of their major inputs is fuel, and feels the price of oil is not done going up. There will be a better chance to get this in the near future.

PAST TOP PICK
PAST TOP PICK
February 24, 2016

(A Top Pick Feb 27/15. Down 3.1%.) Took some profits at around $100 and moved his stop loss to $74 and got stopped out. Still likes the name. They have an oligopoly with Carnival and have committed to not building a lot of ships, so the supply is quite low. Demographics are still moving towards that type of occasion. Have a lot of growth opportunity in China.

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(A Top Pick Feb 27/15. Down 3.1%.) Took some profits at around $100 and moved his stop loss to $74 and got stopped out. Still likes the name. They have an oligopoly with Carnival and have committed to not building a lot of ships, so the supply is quite low. Demographics are still moving towards that type of occasion. Have a lot of growth opportunity in China.

SELL
SELL
February 4, 2016

They had a negative transit this week. They reported earnings. It is a sell signal for him.

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They had a negative transit this week. They reported earnings. It is a sell signal for him.

TOP PICK
TOP PICK
September 29, 2015

Fundamentally sound and getting better in a sector that is getting better. The consumer sector is his favourite sector. Leisure and travel is one of the first places people spend money in an improving economy. As fuel prices come down fuel costs are mitigated. Lots of free cash flow, 10% return on the capital. Seasonally a great time for the industry. The consumer travel economy in China is improving.

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Fundamentally sound and getting better in a sector that is getting better. The consumer sector is his favourite sector. Leisure and travel is one of the first places people spend money in an improving economy. As fuel prices come down fuel costs are mitigated. Lots of free cash flow, 10% return on the capital. Seasonally a great time for the industry. The consumer travel economy in China is improving.

COMMENT
COMMENT
April 9, 2015

Royal Caribbean Cruises (RCL-N) or Carnival Corp (CCL-N)? This one has outperformed Carnival in the last 12 months. It is up about 50%, where Carnival is up about 30%. On a valuation perspective, this trades at .85 PEG ratio while Carnival is over 1.1. Also, this one is cheaper. Both should do well.

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Royal Caribbean Cruises (RCL-N) or Carnival Corp (CCL-N)? This one has outperformed Carnival in the last 12 months. It is up about 50%, where Carnival is up about 30%. On a valuation perspective, this trades at .85 PEG ratio while Carnival is over 1.1. Also, this one is cheaper. Both should do well.

TOP PICK
TOP PICK
February 27, 2015

Second largest cruise ship company. Well positioned to benefit from the recovering global economy, lower fuel costs and positive long-term demographic trends. There are some modest industry capacity increases that are happening as not a lot of ships are being built. They are also making headway into Asia by trying to take advantage of the growth there. Trading pretty decently at 16X forward earnings and a 20% growth rate. Attractively valued. Dividend yield of 1.57%.

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Second largest cruise ship company. Well positioned to benefit from the recovering global economy, lower fuel costs and positive long-term demographic trends. There are some modest industry capacity increases that are happening as not a lot of ships are being built. They are also making headway into Asia by trying to take advantage of the growth there. Trading pretty decently at 16X forward earnings and a 20% growth rate. Attractively valued. Dividend yield of 1.57%.

BUY
BUY
October 1, 2014

Entertainment stock, seasonally doing well from December through early winter. A nice move and it is still in an upward trend, above the 20 day moving average and outperforming the market.

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Entertainment stock, seasonally doing well from December through early winter. A nice move and it is still in an upward trend, above the 20 day moving average and outperforming the market.

DON'T BUY
DON'T BUY
August 9, 2011
Global travel is one of the first things that is going to go as consumers tighten their belts. High fixed cost business.
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Global travel is one of the first things that is going to go as consumers tighten their belts. High fixed cost business.
PAST TOP PICK
PAST TOP PICK
June 22, 2011
(A Top Pick June 17/10. Up 22.5%.) Got stopped out in March in the low $40s. Not a bad value is in currently at 11X forward earnings.
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(A Top Pick June 17/10. Up 22.5%.) Got stopped out in March in the low $40s. Not a bad value is in currently at 11X forward earnings.
TOP PICK
TOP PICK
June 17, 2010
2nd largest cruise line globally. 38 ships with 84,000 passengers and are building 4 more ships for 2012 bringing in over 100,000 passengers. Should benefit from firmer pricing. Long-term 20% annual growth forecast.
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2nd largest cruise line globally. 38 ships with 84,000 passengers and are building 4 more ships for 2012 bringing in over 100,000 passengers. Should benefit from firmer pricing. Long-term 20% annual growth forecast.
DON'T BUY
DON'T BUY
December 18, 2001
A good sector going forward. Will recover but will take a while.
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A good sector going forward. Will recover but will take a while.
BUY
Good long term hold.
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