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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Wallace Rivers who wrote (16477)2/23/2003 3:31:49 PM
From: Paul Senior  Respond to of 78666
 
Wallace Rivers. Thanks, I do appreciate your perspective on the merits of the travel business now.

Stocks could easily drop enormously if just one terrorist speedboat attacks one of these cruise ships. And I've heard security sometimes can be circumvented when trying to board some of these ships at port stops.
But so far, those negative possibilities are fears, not actualities.
The cruise lines seem to be coping. (I notice more cruise-line t.v. advertising.)

Asside: my wife and I talked ourselves out of going to London for a few days a couple of weeks ago. Looked like we couldn't get the flights we wanted, and Heathrow seemed a mess. (I heard there were even tanks guarding the airports.) And the enormous peace rallies. Too much negative for us two tourists.

Well, we will try again. Also the week of March 16. At some point - prices are right, time is available, flights will work out, logic overrules fears, and we'd like to get on with our lives, war or not - so we will go.

Paul Senior