The Golden Lounge

[Theo]

I jumped on the cruise line band wagon: Bought positions this morning in CCL @ 14.59 as well as NCLH @ 15.78
Did not go in whole hog- going to layer into this going into next week.

CDC will issue a statement in the next week about whether they're gonna ease cruise restrictions or not. Expected to be "NOT" but they're hoping that verbiage might signal a consent to a friendlier time horizon or partial opening much like Europe (Italy and Germany) has done so far... hence the analysts upgrades on both of these as well as RCL. RCL is already trading at near valuations imo so I didn't add them.