SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (10754)7/5/2000 4:37:48 PM
From: Wallace Rivers  Read Replies (1) of 78519
 
I'm getting more and more interested in the fallen angel CCL.
Industry leader, less highly leveraged than its major competitor RCL, and the thing that is really starting to perk my interest is a possible peaking in oil prices. The cost of diesel has been a major drag on earnings.
A caveat I need to remind myself about is pricing pressure and possible oversupply in the industry. How many new mega-ships can the industry withstand?
Still, to be able to buy THE industry leader at this much of a discount...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News