I find it strange that people pushing gold and silver always talk about how everything is going to hit the fan and then some how expect to profit from gold and silver. The premise is based on a market existing and not existing at the same time. There is a reason that gold and silver is targeted at senior citizens and are only found on FOX news and AM Radio.
So we are talking about NCLH. A luxury cruise line that has managed to restructure its debt. NCLH has managed to maintain a positive cash flow:
We can also see a healthy debt to equity ratio. If it was around 5 or higher alarm bells would be ringing but at it's current ratio of 1.12, NCLH is looking solid.
Of course the hilarious thing with all these style doom and gloom posts is the assumption that economies have to exist on "non-discretionary spending." The problem with that is you have "subsistence spending" which does not drive growth, and of course contrary to human nature. Even during the housing market collapse of 2008 we saw discretionary spending still occurred. People still went on cruises, to casinos, on vacation, it just wasn't as much as say during a boom period.
Heck cruise lines operated through two World Wars which put the most pressure against discretionary spending around the world. Post War of course we saw some of the biggest periods of growth. Post COVID we can probably expect the same with changes in labor versus management and the increased demand for labor. Labor of course having the advantage to command higher pay.
I see NCLH as a discount and a good long term play.
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