Carnival Corp.

CCL-N

NYSE:CCL

47.52
1.93 (3.90%)
Carnival Corporation & plc is an American cruise company and the world's largest travel leisure company, with a combined fleet of over 100 vessels across 10 cruise line brands.
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Analysis and Opinions about CCL-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 13, 2016

Has had quite a lot of volatility. Als,o has a lot of exposure every time there is a sense of a terrorist attack, particularly in Europe or the Mediterranean. That can really push the stock down. Right now she is not a fan of this. Although they have been having very good growth, there are a lot of headline risks. There has been a big drop in some of the travel industry, particularly in Europe where a lot of their revenues come from.

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Has had quite a lot of volatility. Als,o has a lot of exposure every time there is a sense of a terrorist attack, particularly in Europe or the Mediterranean. That can really push the stock down. Right now she is not a fan of this. Although they have been having very good growth, there are a lot of headline risks. There has been a big drop in some of the travel industry, particularly in Europe where a lot of their revenues come from.

COMMENT
COMMENT
September 3, 2015

Clearly benefiting from weaker oil prices. A global company, so would have exposure to consumer demand on a global basis. The strong US consumer helps them. Feels the outlook is relatively strong for the whole industry.

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Carnival Corp. (CCL-N)
September 3, 2015

Clearly benefiting from weaker oil prices. A global company, so would have exposure to consumer demand on a global basis. The strong US consumer helps them. Feels the outlook is relatively strong for the whole industry.

TOP PICK
TOP PICK
July 9, 2015

Cruising is an underappreciated segment. It is attracting a lot of people, not just the older demographic. Fewer ships are being built and demand is increasing. Cash flow is improving and debt is decreasing. Asia, China, and Cuba are popular destinations. There is a 38% growth rate on the dividend. A lot of the cash flow is currently going to pay down debt.

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Cruising is an underappreciated segment. It is attracting a lot of people, not just the older demographic. Fewer ships are being built and demand is increasing. Cash flow is improving and debt is decreasing. Asia, China, and Cuba are popular destinations. There is a 38% growth rate on the dividend. A lot of the cash flow is currently going to pay down debt.

COMMENT
COMMENT
April 9, 2015

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

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

COMMENT
COMMENT
October 8, 2013

Has had a lot of problems. Theoretically the cruise ship business is a great way to take a fairly inexpensive holiday. There is probably some pretty good protection from an asset point of view. The trouble is, the brand has taken a huge, huge beating. This is a high risk trade. He looked at it and decided against it.

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Carnival Corp. (CCL-N)
October 8, 2013

Has had a lot of problems. Theoretically the cruise ship business is a great way to take a fairly inexpensive holiday. There is probably some pretty good protection from an asset point of view. The trouble is, the brand has taken a huge, huge beating. This is a high risk trade. He looked at it and decided against it.

COMMENT
COMMENT
October 7, 2013

This is something that he is looking at. Because of high fixed costs, cruise ships are extremely cyclical and totally tied to the global economy. Economic bad news is horrible for these companies, but it is a stock that intrigues him.

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Carnival Corp. (CCL-N)
October 7, 2013

This is something that he is looking at. Because of high fixed costs, cruise ships are extremely cyclical and totally tied to the global economy. Economic bad news is horrible for these companies, but it is a stock that intrigues him.

DON'T BUY
DON'T BUY
October 2, 2012

Have had lots of difficulties with the cruise line that got in accidents but have recovered brilliantly from that. Revenues have recovered. Bottom line took a big hit but it is doing reasonably well now. Insiders have been selling quite a bit. Do about $15 billion of revenues but debt load is about $9 billion. That is a pretty heavy debt load and he doesn’t like that.

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Carnival Corp. (CCL-N)
October 2, 2012

Have had lots of difficulties with the cruise line that got in accidents but have recovered brilliantly from that. Revenues have recovered. Bottom line took a big hit but it is doing reasonably well now. Insiders have been selling quite a bit. Do about $15 billion of revenues but debt load is about $9 billion. That is a pretty heavy debt load and he doesn’t like that.

DON'T BUY
DON'T BUY
January 26, 2012
Not handling the PR very well. Even before the accident, the stock had been moving down and earnings had been looking at little bit murky. It's in the discretionary space so could do well going forward for the time being it is below both the 200 day and 50 day averages. $30 might be its support level.
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Carnival Corp. (CCL-N)
January 26, 2012
Not handling the PR very well. Even before the accident, the stock had been moving down and earnings had been looking at little bit murky. It's in the discretionary space so could do well going forward for the time being it is below both the 200 day and 50 day averages. $30 might be its support level.
WAIT
WAIT
January 19, 2012
Contrarian and Value. He looked at it but decided maybe, but let things settle out. You have seen most of the damage in the stock. There are regulars and they are not affected. The one third that aren’t regulars are the ones who you will lose. The question is whether you lose them for one year or three years.
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Carnival Corp. (CCL-N)
January 19, 2012
Contrarian and Value. He looked at it but decided maybe, but let things settle out. You have seen most of the damage in the stock. There are regulars and they are not affected. The one third that aren’t regulars are the ones who you will lose. The question is whether you lose them for one year or three years.
COMMENT
COMMENT
January 17, 2012
Had a severe drop today because of the sinking of their ship. He also doesn't know their financials. People are going to keep on cruising but there will be a lot of people with a knee-jerk reaction.
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Carnival Corp. (CCL-N)
January 17, 2012
Had a severe drop today because of the sinking of their ship. He also doesn't know their financials. People are going to keep on cruising but there will be a lot of people with a knee-jerk reaction.
DON'T BUY
DON'T BUY
September 14, 2011
Cruise lines. Hasn't looked at this closely in the last few months. Fuel is a large component of their operating costs. A consumer discretionary type name so Cruise line stocks have not done that well in general. Consumer spending will be muted.
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Carnival Corp. (CCL-N)
September 14, 2011
Cruise lines. Hasn't looked at this closely in the last few months. Fuel is a large component of their operating costs. A consumer discretionary type name so Cruise line stocks have not done that well in general. Consumer spending will be muted.
PAST TOP PICK
PAST TOP PICK
August 13, 2009
(A Top Pick Aug 27/08. Down 14.22%.) Has had a very nice run lately.
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Carnival Corp. (CCL-N)
August 13, 2009
(A Top Pick Aug 27/08. Down 14.22%.) Has had a very nice run lately.
PAST TOP PICK
PAST TOP PICK
June 16, 2009
(A Top Pick Aug 27/08. Down 35.7%.) With consumer pressures and oil going back up they have under performed. Very cheap stock and he is still recommending it.
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(A Top Pick Aug 27/08. Down 35.7%.) With consumer pressures and oil going back up they have under performed. Very cheap stock and he is still recommending it.
COMMENT
COMMENT
January 21, 2009
When the economy improves it should be helpful to this company. In the meantime it has problems the same as any other retail. He is watching this one.
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Carnival Corp. (CCL-N)
January 21, 2009
When the economy improves it should be helpful to this company. In the meantime it has problems the same as any other retail. He is watching this one.
TOP PICK
TOP PICK
August 27, 2008
Cruise lines. The cost to buying a new cruise ship is in enormous. Demographics of the cruise business are great. Number of people taking cruises is going up every year. Think they can beat earnings estimates over the long term. Trading at about 12X forward earnings. Yield of 4.4%.
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Carnival Corp. (CCL-N)
August 27, 2008
Cruise lines. The cost to buying a new cruise ship is in enormous. Demographics of the cruise business are great. Number of people taking cruises is going up every year. Think they can beat earnings estimates over the long term. Trading at about 12X forward earnings. Yield of 4.4%.
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