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: OlafB who wrote (78668)12/7/2025 10:41:42 AM
From: OlafB  Read Replies (1) of 78748
 
RE: CUK

At this moment i cautious about any business whose revenue depend on discretionary income of consumers.
Next year, all mortgages with 0-1% rates will refinanced into 4-5% and thus it is important to look again at demographics of CUK/CCL(how many customers will get hit hard)

Unlike Royals, Carnival is cost-value proposition offer, therefore out of other 2 cruise lines they positioned better for that kind environment
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