CG: Investing on the High Seas With Cruise Stocks
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 20 February 2018
⏱️ 30 minutes
🧾️ Download transcript
Summary
Our coverage of the travel and leisure sector continues as we focus on the steadily growing cruise industry and the three publicly-traded companies that make up its oligopoly: Carnival, Royal Caribbean, and Norwegian Cruise Line. From seasonality to new markets and long-term growth, here’s how investors can approach the sector.
Transcript
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| 0:00.0 | Support for the Motley Fool and Industry Focus comes from our friends at Rocket Mortgage by Quicken Loans. |
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| 0:17.6 | Welcome to Industry Focus to podcast it dives into a different sector of the stock market every day. |
| 0:24.0 | It's Tuesday, February 20th, and I'm your host, Vincent Shen. |
| 0:27.0 | Earlier this month, we talked about recreational vehicles or RVs, learning about Thor Industries and |
| 0:31.0 | Winnebago, and our first show show of 2018 dedicated to travel and leisure. |
| 0:35.6 | So today we're going to continue our coverage of that sector but this time our focus will |
| 0:39.0 | turn to the sea and the three major cruise operators, those are Carnival, Royal Caribbean, and Norwegian cruise line. |
| 0:45.0 | Joining me for this discussion in the full HQ studio is Molly full contributor, Dan Kline. |
| 0:50.0 | Hey Dan, good to see you again so soon. |
| 0:52.0 | Hey Vince, how are you? |
| 0:52.8 | You're back three weeks later in studio with us? |
| 0:55.8 | Fresh off a cruise as well. |
| 0:57.0 | There you go. |
| 0:58.0 | You have some recent firsthand experience to speak to us for this. |
| 1:02.6 | To get our conversation started, I think it's important that investors that are new to this |
| 1:06.7 | industry, this business, they understand some big picture things about the industry. |
| 1:12.3 | And Dan, feel free to chime in as I walk through some of these |
| 1:14.4 | numbers here it's really interesting actually so first I'm going to give some |
| 1:17.0 | scale so the global ocean cruise fleet I could find It's 310 ships with capacity for about 540,000 passengers. |
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