With a bull market in full swing, these industry leaders look like smart investment opportunities.Powered by big gains for Nvidia, Microsoft, and other mega-cap tech giants, the S&P 500 index has staged an incredible 26% rally so far in 2024. Meanwhile, the technology-heavy Nasdaq Composite index is up an even better 28% across the stretch.But while high-profile tech companies have been dominating the headlines and rocketing to new valuation highs, investors shouldn't overlook the potential for wins in othe ...

The leisure and recreation services industry benefits from macroeconomic tailwinds, particularly the Federal Reserve's interest rate reduction. The industry has been gaining from optimizing business processes, consistent partnerships and digital initiatives. Robust demand for concerts, strong bookings for cruise operators and higher per capita spending at theme parks are supporting the industry.At this stage, we recommend five stocks from the leisure and recreation services space for this holiday season. Th ...

Carnival (CCL) ended the recent trading session at $25.34, demonstrating a +0.6% swing from the preceding day's closing price. The stock outpaced the S&P 500's daily gain of 0.57%. Meanwhile, the Dow experienced a rise of 0.28%, and the technology-dominated Nasdaq saw an increase of 0.63%.Shares of the cruise operator witnessed a gain of 14.92% over the previous month, beating the performance of the Consumer Discretionary sector with its gain of 10.35% and the S&P 500's gain of 3.15%.Investors will be eager ...

Carnival Corporation & plc (CCL) , a cruise and vacation company, witnessed 9.9% and 7.1% growth in its fiscal 2024 and 2025 earnings per share (EPS) estimates over the past 60 days. Considering the break-even EPS reported in fiscal 2023, the estimate for fiscal 2024 indicates notable year-over-year growth.  Fiscal 2025 earnings estimates reflect 25.2% year-over-year growth.Image Source: Zacks Investment ResearchThe company’s performance is driven by notable cost-saving opportunities, a tone down in inflati ...

The Zacks Leisure and Recreation Services industry benefits from macroeconomic tailwinds, particularly the Federal Reserve's interest rate reduction. The industry has been gaining from optimizing business processes, consistent partnerships and digital initiatives. Robust demand for concerts, strong bookings for cruise operators and higher per capita spending at theme parks are supporting the industry. Firms like Royal Caribbean Cruises Ltd. (RCL) , Carnival Corporation & plc (CCL) , Norwegian Cruise Line Ho ...

Carnival (CCL) closed the most recent trading day at $24.31, moving -0.98% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.61%. Elsewhere, the Dow lost 0.47%, while the tech-heavy Nasdaq lost 0.64%.Shares of the cruise operator witnessed a gain of 14.72% over the previous month, beating the performance of the Consumer Discretionary sector with its gain of 6.6% and the S&P 500's gain of 3.07%.Investors will be eagerly watching for the performance of Carniv ...

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Have you been paying attention to shares of Carnival (CCL) ? Shares have been on the move with the stock up 14.7% over the past month. The stock hit a new 52-week high of $24.83 in the previous session. Carnival has gained 32.4% since the start of the year compared to the 11.3% move for the Zacks Consumer Discretionary sector and the 18.4% return for the Zacks Leisure and Recreation Services industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it h ...

Equity analyst based in São Paulo, Brazil. I find that sharing my research here helps with organizing my thoughts and receiving feedback from various (usually divergent) points of view. I believe it strengthens the investment process.DMs are always open to a friendly chat.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own o ...

With over 7 years of experience in the buy-side, my investment philosophy is rooted in both fundamental bottom-up analysis and quantitative modelling. My forte lies in identifying perception gaps to capitalize on over-pessimism and excessive exuberance. My analysis will concentrate on unique trading opportunities influenced by the macroeconomic landscape and in-depth fundamental research on companies exhibiting signs of dislocation or potential perception gaps ripe for us to capitalize on. I aim to share my ...