Anybody jumping on the cruise stock wagon since the vaccination card mandates are starting to lift?

My brother did, he's crushed it. If you didn't, you're late.

As an example, NCLH hovered at 58 for nearly 4 years before falling to 11 in Feb 2020. It is now at 13.5. All 3 show the same movement. I think there is plenty of money to be made.

Side note...back in April 2020, I was a strong proponent of investing in PLAY (Dave & Busters). It dropped from 44(Feb) to 13(Mar). In 12 months it climbed back to 48, where it is today. This would not be a valuable return today, as compared to other entertainment/leisure stock similar to the cruise lines mentioned. Some entertainment/leisure businesses have already rebounded, but some have yet to make that climb back to 2020 levels.

I get the concept and logic is sound. I haven't looked at PLAY at all, but my guess would be they got some rent relief during the bad times and some of the franchises probably got PPP money. A lot of retail tenants did.

Cruise lines are a different story. They are very capital intensive. I quickly looked at the balance sheets of these three cruise lines. RCL and NCLH doubled their long term debt during the pandemic while CCL quadrupled their debt. That may be ok, or may not. Just be careful. It's not as easy as they were $XX per share before, once people come back they will get there (not trying to say you think that).

I agree but they are still building ships. That has to mean something. All they need are people.

I know that when I found out about the vax being lifted on Monday, I immediately went to the websites of CC and RC to look at going on one next summer and I am pretty sure that is going to happen. I can't be the only one.

I've been riding them for over a year and am down about 50%. I think there's plenty of room for upward growth looking at historic mal prices.