The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (28721)	3/16/2005 12:26:08 PM
From: kailuabruddah	Read Replies (3) of 110194

Good choice, RCL is confirming the weakness in CCL... I think I read where fuel costs are around 5% to 6% of revenues (assuming $45 or so oil) - so a significant spike into $60s or $70s would hit them farly hard directly... in addition to what that oil price would of course do to their customer base... Also with volume having picked up, short interest ratios have dropped: CCL SEP 2004 = 8.26 days CCL FEB 2005 = 4.43 days RCL SEP 2004 = 9.50 days RCL FEB 2005 = 4.10 days

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