Quote Originally Posted by garrett View Post
Quote Originally Posted by Kalam View Post
So a couple thoughts on possible value:

1. Cruise line stocks (eg. CCL) are one of the few stocks that never recovered from the Covid drop, for obvious reasons. However, moving forward is there any fundamental reason the stock wont eventually rebound and investing now isn't a good idea? Anecdotally, my retired boomer parents and there friends started going on cruises again.

2. Disney has lost half its value off its high. Maybe it wont get all the way into the $200s again soon, but is there any fundamental reason it wont rebound? Is the culture war stuff really that damaging to their long term future, or is there some other reason it isn't a good idea?

1. Carnival is cheap sub $20- its probably a $30+ Stock with no Covid restrictions and back to more fully Operational imo

2. Disney is a great stock always for sure BUT


Its not so easy with Disney at the moment. Since Florida Governor DeSantis and Florida is Disney's far and away out side of Television their main Economic Engine and what just happened is extremely noticeable. And why, Florida Governors stay far out the way of Disney in this State. You do NOT go right at Disney in this State like Governor DeSantis just did and removing some of their actual huge Tax breaks soo.. Actually im very intimately familiar with this all too as lived there not long ago theres an area named "Reedy Creek" thats a special Classification for Disney and so they dont owe Taxes there i think is how it worked, but now DeSantis is saying they owe the State 1 Billion which is back and forth stuff between Disney and the State of Florida only at thie point but, its there. This is real too majorly important and everything is about to change, or just did here in Florida for Disney now.

Governor DeSantis took away some of Disneys entitled benefits here and thats gonna cost Disney huge now, so because of all of this. I would highly suggest understanding that all and Florida's current interaction and the whys and all with the current situation per Disney and our Governor who is also running for President and could be that too one day. DeSantis just took it right too Disney and is going to cost them majorly now, removing their Tax breaks too etc etc do youre research with Disney now imo on all that currently..
Buying the dip is a bad idea. Sell the spike. You had several opportunities this week. You always get a second chance if you listen.

Anything selling to boomers is a good idea. Cruise lines in general though with fuel costs and, inflation/recession and declining discretionary income for the unwashed who like the cheap vacation is kinda dumb.

Florida Disney is not the dominant part of their business. There are much bigger and more awful components