RCL

kumeomap

ha i used to work at CCL and bought a boat load of shares during Covid. my 1600 CCL shares are up 61% and 113 RCL shares are up a staggering 382%

falling_knives

RCL and LUV with the crazy gains today. Yup, people still got plenty of money. Calls all the way.

pain474

RCL up 20% and nobody talks about it lol

bearhunter429

#RCL up 14% on the news that Americans trying to book cruises just to get away from America for a while LMAO🤌

tika_dengu

RCL up 16%

pain474

Meanwhile RCL not giving a f

Independent_Name_601

I just buy baby buy on RCL. They are top cruise line and are on pace to not only outclass the other lines they will be top in market share and revenue before 2035. I suspect we will be there in 2030 or shortly after. Every red day I buy more RCL. My portfolio is up to 83% RCL and is probably higher now with this jump in price.

DopeBook

I’m going on a cruise. RCL 🚀

tika_dengu

Thank you RCL

Mnmsaregood

Fuck I sold RCL yesterday

Independent_Name_601

RCL anyone?

Independent_Name_601

TUI is going to come out of nowhere and be a force. Just wait and see. RCL owns part of them now, but they will become a global player in a few years.

Independent_Name_601

Someone forgot to tell RCL that.

Independent_Name_601

If someone in here keeps buying RCL and causing it to tank, can you stop please. 💫

Defiant_Property_336

RCL

Independent_Name_601

Buying NKE, Buying DECK, Buying RCL. That is all.

therealSSPhone

RCL has had a up and down few weeks but if you bought right after Covid you in the $$$ now

SilverShape

The big thing for me is looking at dips that dont make sense. My two dip plays have been UPS and RCL. Bought UPS at $89 because I figured it had gone down due to slowdown after the covid bump but would be ultimately fine in the long run (and a good dividend). Bought RCL after it went down 5% 3 days in a row when Trump was on a “flags of convenience” tirade that I figured would never happen. Bought ~$250 and sold ~$340.

HND171

⏰ RCL

X-Cipher

Right, there's a reason Carnival is considered the Walmart of cruise lines. The wealthy will lean towards RCL or VIK.

silverfutes

"Dad, why don't we have presents like the other kids?" Well ya see son... Daddy got caught on the wrong side of the $ORCL/$RCL trade.

W_Malinowski

I have klar as well Thoughts on RCL as it continues to freefall?

Unban_thx

Watch me catch the falling knife of RCL

Independent_Name_601

I only have 1 stock in my portfolio. RCL

sexlifeisdead

I bought 7,142 of RCL during Covid at $14 a share, sold it after I made $20,000. Should have waited 3 more years. Still pisses me off today

HeightSea5673

guys its time to buy in signs of a bottom are almost there, the small caps and value stocks are not going down even though index are red. bitcoin is plunging further and indexes did not move in tandem anymore. when the index goes down but quality stocks are not done it signals a bottom already. look at RCL, UPS, UAL, bank stocks, money is going to rotate out of tech into these stocks. frothy stocks will remain in consolidation

Kusatchisadplant

This chad’s gonna be laughing all the way to the bank. These are winners except maybe UUUU and RCL but even those got a pulse. Uhhh nvm I mean he’s totally cooked 🤡 see you at Wendy’s diamond hands 🚀👐

Famous_Simple_1712

I hope ! UUUU and RCL are hopeless though

Captain_Lameson

NCLH followed CCL and RCL and puts were pretty cheap!

MensRea_87

No reason for it not to be honestly. Problem is NCLH (and CCL but I don't trade them out of spite of that company) are drug whichever way RCL is going. My long term target for RCL is around 460. I loaded with RCL when they tanked in 2020 at 19.90 a share.

MensRea_87

They're literally the only companies that operate with net cash on hand vs the traditional in debt we trust. RCL does anyways. They were shut down for almost an entire year and survived. No big brother handout. Against all odds. Everything. If that doesn't prove that they are among the most resilient business, then nothing will prove it to you. I am a hardcore bull on RCL. NCLH and CCL not so much because they love to dilute their shareholders. Fun fact, you're just as likely to catch norovirus from a flight as you are a cruise.

vivzzie

Anyone buying CCL, RCL puts? I just came back from an island near Venezuela and I think some military action is gonna happen soon

Superb-Citron-3406

If you go to 15 delta's your premiums and percentage returns much lower. With quicker turnover and call aways on CC you then need to reinvest the funds and chances of bad decisions or unlucky outcomes increases Higher short term percentage return does not mean it will be a more profitable overall return using longer roll outs. Nvidia is perhaps a uncommon example but I have also rolled out other stocks like COIN and RCL so it clearly is not that uncommon.

HartbrakeFL21

I wasn’t paying much attention to it today, but RCL stock dropped very sharply.  I had an investment analyst at my firm send me the stock price late in the day, complete with daily chart, and said “End of SNAP”.

MayaIsSunshine

I just sold my RCL stock last week! 🎉 🥳 🎉

billyd1984texas

Dugyres RCL would kill it then rate cut pump/ china tarrif pump

MensRea_87

NCLH has paid me handsomly. Before this recent selloff. Been out of it since. If it touches around about 20, it would be a decent buying opportunity. Assuming that support region doesn't tank. And remember, whatever RCL does, CCL and NCLH tend to follow.

casey-primozic

Back in the day RCL was at $35. Now it's at $300, a 10 bagger. Who would have thought cruise was going to be lucrative? Everybody thought the sector was dead after COVID.

Accomplished-Pin6564

BLX is a big one due to growth. So is RCL. I got it at $37 during COVID.

Ok-Cut-6064

Had 100 shares of RCL at 30 right when covid dipped the market figuring things would go back to normal. Sold at 35 and now look at the price today.

Anxiety4150

Panic sold NVDA when it dropped in 2022. If I held onto the $20k I had when I sold it I would have been up $300k by now. In 2020 I originally bought RCL then I sold it and switched to CCL big mistake.

cabodozer

LEAPS and shares. 10% discount still. brought to you by 1,000% RCL gains

Independent_Name_601

Thank you for your insights on this. From a consumer standpoint both companies offer similar but different experiences even though they operate similar ports and excursions. They definitely feel different when on board. Reviewing the numbers: By all indications (other than top line) RCL appears to be a better run company - if you see something different I am all ears. Top line revenue is a growth metric but it looks at a point in time, given that CCL is larger than RCL it’s not a surprise they have a higher revenue reported. In my thesis I look at change in revenue over the past 5 years RCL crushes CCL. 50% growth in revenue ($10.95B in 2019 vs $16.48B in 2024). CCL has around 20% growth, still respectable ($20B in 2019 vs $25.02B in 2024). In 2019 total cruise revenue was $53.3B over industry. This means at the time, CCL owned about 40% of the market. With RCL, they owned a combined 60% of the market. Fast forward to 2024 and the combined revenues of CCL and RCL are 41.5B vs $55.66B (total cruise revenue was virtually stagnate over the 5 years due to COVID travel), yet CCL was only able to grow revenues from $20B to $25B and control 44.9% of market - whereas RCL has increased revenues to $16.48B and improved their market share to 29.6% of market. Still less than CCL but based on their growth and projected growth they will eclipse CCL as top Cruise line in near future, and likely be able to do it with less passengers which creates higher demand and pricing ability and better overall efficiency. Further, as I noted CF, FCF, levered FCF, etc are all better for RCL - which adds to their attractiveness as an investment, despite the debt loads of both companies. Now, the risk is definitely in play because CCL could acquire an additional cruise line and bolster their financials. Especially with their focus on debt repayment. Also as I note above RCL is still a smaller line than CCL (about 70%) of the size. If current metrics are maintained for both companies my guess is RCL will be top cruise line on all valuation metrics sometime in early 2030s. CCLs moat is being chipped away at by RCL and smaller cruise lines. Their stock price, even with the higher valuation on a P/E basis is poised to continue to go higher. I do think both companies will see decent returns, you won’t go wrong with CCL, but overall I think opportunity is higher with RCL. Even during COVID this was true, and coming out of COVID CCL is still lagging RCL at the stock market level.

Independent_Name_601

It really depends what you want in a cruise. CCL offers the majority of their cruises off US ports based on what I can find available. CCL offers shorter cruises that target a younger audience. CCL cruises tend to be a cheaper option. CCL ships are smaller. CCL ships are older. I did not intend to show bias. CCL is a great option. I still think CCL from a brand standpoint is more in line with Pepsi. CCL is a widely-known brand, widely-accessible for everyone-type product. RCL is like coke, it’s a more polished, luxurious type product. Nothing wrong with either brand. With that said, RCL and CCL are in the same class, I just feel RCL is a peg or two ahead right now due to their current positioning. Even on valuation basis the higher premium is evident of that in the RCL stock. It doesn’t CCL can’t change that because they probably can, and will likely do so. But at this time it’s RCL for me. Despite higher revenues, net income was higher for RCL as well as FCF. Which indicates thinner margins for CCL.

Independent_Name_601

This is out of touch, RCL has the largest ships in the World. They are poised to grow their market share plus they have newest ships. They also have pending orders through 2036 plus new exclusive RCL locations. Across the globe, including in Mexico, Nassau, and off the Australian Coast. Paradise Island is coming soon as well as Perfect Day Mexico which will offer some exclusive features.

Independent_Name_601

While certain demographics will be deeply impacted by a recession - a recession in turn will make cruising more affordable. RCL is positioned to get through a recession, even if they stop production of new ships for a few years to match demand because they already have the newest ships in the world. In 2-3 years if cruise lines opt to maintain their fleet vs refurbish or build new RCL will still be on top because they have the newest, most up to date fleet. So while demand may quell in the industry, I think impact to RCL will be minimal. Look at how they bounced back from COVID.

Independent_Name_601

157 days later. I will kindly disagree with you. RCL targets the family fun entertainment with late night options. CCL targets a younger crowd with a more party atmosphere. With that said, because of their demographic targets, CCL tends to offer shorter cruise options and for now smaller ships to cater to this younger crowd and also target mostly US based destinations. RCL is building a global based business with many cruises throughout the world. They have a mix of shorter and medium term cruises to cater to a wider audience. Their state rooms and ship sizes offer a massive range of clientele. Also note that RCL is also offering in the next several years exclusive destination/Resorts such as private resorts and new stops only accessible by RCL and brand family cruises. It will be years before CCL or NCL catch up. With that said, CCL does handle the higher volume of people, but in my opinion RCL offers better quality. MSC and NCL are also upping their game but tend to have smaller ships and more diverse port access. In comparing to other industries I’d liken RCL to Apple whereas CCL is Samsung. RCL is like Coke and CCL is Pepsi. RCL is DAL and CCL is like AAL. While each line has its loyal cruisers I think far and away RCL is better than CCL. This is evidenced today in their respective stock prices, so investors have the same sentiment. New large ships from RCL through at least 2036 plus new private destinations for RCL are the difference for me.

InleRising

Sold RCL at $49 Sold SPRB at $5

cabodozer

Great q. Covid was the obvious threat to these companies. RCL is far beyond recovery, is CCL that far behind? Methinks not

cabodozer

CCL is the largest holding in my portfolio. RCL was the real winner, +400% for me, ~1000% bottom to top, but CCL is next in my books. NCLH has not pulled out of the COVID debt pile like these companies have. Bonus tip - you get onboard credits for owning a certain amount of shares. Stroking it to CCL tonight.

Accomplished-Pin6564

I look at the metrics. PE ratio (too high indicates it could be overbought), dividend yield, debt to asset ratio. Also use qualitative analysis. I jumped on RCL, HOG, and WWE during the pandemic because they have hardcore fan bases.

Blazzer675

Why are we not playing RCL earnings on the dip?

ItsSwypesFault

*speaks up proudly* I made 4,000 selling and re-buying, RCL.

Better-Mulberry8369

I did not understand why is losing 5% today, I checked the operating margin, sales, passenger cruise day and compare to RCL and I still don’t understand

audaciousmonk

The time to buy was during the pandemic Bought RCL, up >300%. Anyone who bought at 2022 lows is up ~10x

Accomplished-Pin6564

Die hard community helps. I jumped on RCL during the pandemic because people who go on cruises are diehard fans and I knew there would be pent up demand. RCL also had a healthy enough balance sheet to survive the lockdown.

entropybender

Incredible returns, especially starting during pandemic chaos. Holding RCL through that period took serious diamond hands. 30% annual growth is legit - most fund managers would kill for those numbers. WSB can actually be a solid learning platform if you filter out the noise.

yesornoormaybeee

If interested, can post my $RCL entry and other stocks that are more than 100% , with entry. Thank you WSB.

HND171

⏰ RCL

lolgoodone34

So we just don’t talk about RCL at 365?

ChoppaDanzo

Cruises went with AI. See RCL stock, the new AI cruise liner.

lolgoodone34

lol. RCL graph looks like they put AI on cruise ships

lolgoodone34

RCL heading to 1K get in

Mwazoski4

RCL puts or am I dumb

Adderalin

Oh yeah I paid it off quite well. I bought RCL calls $24 -> 325.

Mnmsaregood

RCL 🚀

lolgoodone34

I wanted RCL calls but the spread is so bad on that stock lmao

BigStockBoi

Anyone planning puts on RCL? Surprised there isn’t more chatter about the major slide malfunction resulting in an injury on their flagship boat last week. Looks like mainstream is just starting to pick it up.

BigStockBoi

Anyone planning on puts for RCL? Surprised there isn’t more chatter about the major slide malfunction resulting in an injury on their flagship boat last week. Looks like mainstream is just starting to pick it up.

jek_22

I bought 155 shares of RCL at $32/share at the beginning of Covid. Decided to sell CC when it hit a little over $100/share. It was assigned at $128. It’s now worth $315 and hit a high of $355. Definitely missed out, but happy for what I made.

sexlifeisdead

I had 100k in stock with RCL during covid, I bought it when it was $9 a share, sold when it hit $21. Just to lose my money during the Gamestop roller coaster. Today RCL is $300 a share

Ok-Citron-4971

RCL during Covid bought around 4,0000 shares at 25 then sold at 50. They’re 300 a share now would’ve been a millionaire if I had held…

isinkthereforeiswam

I started with cruise lines in dec last year. Started with RCL after I thought I noticed a seasonal pattern of rising first 6 months of year then dip in Aug/Sep then rising again towards end of year. Bought Norwegian, Carnival, Viking around April after "Liberation Day" dip. I've watched them grow, then just sold them after Royal said they had a good Q2 but said Q3 was cautious. Noticed folks were bailing on cruise lines across the board, so I sold the cruise lines I had left. Was planning to sell them all after earnings, but I went from 50% to 35% roi on Royal overnight, so decided to bail. But, I'm keeping an eye on them to buy them back up in September or November... if my theory about their seasonal up's and down's holds true. I noticed the December trend in general just by running some stock analysis spreadsheets. Airlines seemed to go up as the holidays show up, b/c folks traveling for Thanksgiving & Christmas. I got in on airlines early this year, and it's been awful watching them drop and bounce. I sold them. Might buy them later this year.. maybe late September after Q3 earnings to see how that goes. Notice how I'm experimenting a bit. The thing that throws a wrench in all this is the economy. If economy is tanking, folks will be doing less cruises and plane travel. So, those two industrys could be in an slump rest of this year. But, I shifted over to online gambling stocks (Draft Kings, Sports Trader, Flutter). Someone mentioend Draft Kings in a reddit post. I run a momentum stock tracker, and noticed it came up there. Then I looked at online gambling as an industry in general, and it's been on the rise past months. Shifted the cruise money to there to double positions I already had. My theory is as the economy tanks, folks will buy more auto parts instead of cars (to fix up their clunkers), and do more online gambling as an escape an occasional "hit it big" moment to get a windfall to pay for stuff. Folks would love to have big once in a lifetime lotto money scores, but day-to-day, they like the small "you paid $1 for a scratch off and got $5". Folks doing online gambling like a $50 win here and there w/o realizing they're probably paying $500 to get it over time. I just sold Oreilley autoparts after earnings came in for a slight roi. It's been dawdling around this year. But, I'm keeping it on my watch list to buy back in if I see it start to move.. it and Autozone. So, oreilley and autozone car parts and online gambling are my "economy is starting to go south" plays. Airlines and cruises are my seasonal plays so far.

Professional-Age2540

So many. But then again maybe the turn over in the little chunks here and there would be equal to holding and waiting. After the Covid crash I bot a bunch in cruise lines and airlines. I had RCL in the 40s and sold in the 70s. Rebought in 60s and sold at 100. It’s over 300 now.

diytrades

5 years ago for sure...Generational buying opportunity ..a few more names in 2022 and 2023 Ie. RCL CVNA META PLTR NVDA and shorter runs like SMCI, W, COST, NFLX plenty of opportunity to take a 500k portfolio to 20 million or more.

spacewalkerv4

RCL tanked on good earnings, time for NCLH to do the same Atleast thats what my puts are hoping for

W_Malinowski

Didn’t work out for RCL

GamblingMikkee

Every real company that reports gets hammered. RCL SPOT MRK UNH PYPL etc How are we green again lmao

notalwayswright

Holy shit. RCL beat EPS so why is it down so much?! Calls at open are free money.

StocksStormTrooper

RCL beats top and bottom and with increased guidance… yet stock is tanking

GrouchyFroot

SPOT, UPS, MRK, RCL, all down lol, bulls better pray for PYPL and BA and SOFI to moon

GamblingMikkee

$RCL ROYAL Caribbean cruise goes up every day.

notalwayswright

RCL calls have been an absolute money printer recently. We are loyal to Royal and cruise with them all the time, and for free, because we’re degenerates at the casinos onboard lol, and I can 100% see why the stock keeps climbing. Royal has it down to a science.

lolgoodone34

Just funny af to zoom out on pltr and nvidia and fking RCL to see the complete vertical ascension

notalwayswright

Don’t forget RCL- premarket on 7/29

notalwayswright

Royal Caribbean- RCL earnings is on Tuesday 7/29

inspektor31

I started my investing foray in 2020 during covid specifically to invest in cruise ship stocks. Bought RCL for 22.78 in 2020 and sole for 71.89 in 2021. Should've sole half and kept half.

No-Entrepreneur-7406

I made a good bit on RCL but bailed out in March (and of course it just kept on climbing)

Saeonic

!Banbet RCL 342 2d

Life_Commercial_6580

We were lucky ! I only sailed RCL once and I didn’t know about the cruise credit, I’ll be sure to get it next time. I was a loyal Norwegian cruiser, because of the freestyle dining (don’t like the assigned seats and times on Royal) but I bought Royal because that’s where Covid hit first :)

ispooler

My take is that these ones could outperform the rest: DHI - Home Builders SOFI - Banking NVDA - AI PLTR - AI RCL - Travel HIMS - Telehealth TSLA - Cars

notalwayswright

🙋🏻‍♀️ bought RCL calls at the bottom today

kumeomap

I lost a fuck ton of money buying NIO and SPCE at the top and all the way down. My biggest gains are from QQQ, and buy CCL and RCL during Covid dip

vegasstockwhale

Wdym onboard credit perks? Is there some kind of benefit for owning RCL stock?

lolgoodone34

Algos keep buying RCL to new highs every day lmao

chef_rizz

puts on RCL

Three_of_a_kind3515

RCL, CCL, DAL, LUV… all traveling again.. no tariffs

Madismas

I said this about RCL once it hit $100 after climbing from $38. My stop sell triggered at $58 and I've been mad since.

External-Conflict500

RCL

Financial-Ice5342

Thank you! I know stocks can’t be predicted but you don’t think NCHL will grow like RCL?