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


To: Paul Senior who wrote (57915)11/9/2016 3:46:42 PM
From: Paul Senior  Respond to of 78686
 
NCLH. Did not seem to me to be a bad quarter for this cruise ship operator.

ca.finance.yahoo.com

Company outlook, per management:

“We are on track to deliver robust double-digit growth in Adjusted EPS in 2016, despite headwinds from geopolitical events earlier in the year which dampened demand for Mediterranean sailings,” said Wendy Beck, executive vice president and chief financial officer of Norwegian Cruise Line Holdings Ltd. “Looking to the first half of 2017, where deployment is weighted to Caribbean sailings, advanced bookings are ahead of prior year's record levels at higher prices, while an early look at the full year shows occupancy commensurate with prior year at this same time at slightly lower prices. Recent significant weakening of certain foreign currencies, primarily the British Pound, against the U.S. dollar, combined with an increase in fuel prices have placed pressure on expectations for the coming year. Despite these headwinds, we still anticipate delivering double-digit growth in Adjusted EPS in 2017.”


finance.yahoo.com

Stock's down about 8.5% today. If company is right about its 2016 and 2016 outlook, then the stock is reversion-to-mean opportunity, imo, based on relatively low current p/e. Jmo. I'll double up on my position at current price.