"I'm bullish on CCL — I'm dollar-cost-averaging cruise exposure (Carnival) because a drop in oil and a travel demand recovery should materially help the business."
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"I'm bullish on CCL — I'm dollar-cost-averaging cruise exposure (Carnival) because a drop in oil and a travel demand recovery should materially help the business."
"I view Carnival as a long‑term beneficiary of boomer travel and budget family demand, but I’m cautious near term because the company reportedly does not hedge fuel and rising oil has recently pressured the stock."