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Strategies & Market Trends : Value Investing

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To: Demetre Deliyanakis who wrote (16536)	3/5/2003 7:13:12 AM
From: Wallace Rivers	Read Replies (2) of 78669

This group (the cruise industry) would certainly benefit from a drop in oil prices. The industry would benefit even more from increased consumer confidence to travel, were the potential war to be brief, and deemed favorable in reducing terrorist threats, perceived or otherwise. I have attached a link addressing the industry's problems, and opportunities. Some on this thread have positions, I do not at this time. RCL is more highly leveraged, IMHO the better "value". Because of this leverage, it is probably a riskier play than CCL. biz.yahoo.com

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