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

To: Sean Collett who wrote (78655)	12/3/2025 2:18:29 PM
From: Madharry	Respond to of 78753

suggest you read write up at VIC> free to join. you are right about 2023 being a much better time. but i had no confidence then that we would not see another devastating wave of covid. In a nutshell already cheaper than other cruise lines. next year estimated pe to be under 9. four more cruise ships will be joining the fleet soon. market is an oligopoly and it takes 4 years to build a new ship so supply is somewhat constrained. small position for me anyhow. But fits into model of low pe, high end consumer, inflation protection.

To: Sean Collett who wrote (78655)	12/7/2025 10:33:29 AM
From: OlafB	Read Replies (1) \| Respond to of 78753

I used to hold, and earn a bunch of money, CUK. Main thesis is that there are is a huge shareholder's yield(transfer of value from debtors to shareholders) which would make stock less volatile and strengthen their balance. A fact that allowed CUK to reduce their Debt/Equity is 100+% booking rate for their trips and betterment of their fleet However after Q3, they mentioned about issuing equity to cover their, already refinanced debt. I closed position and fixed my gain a month or two before that