A cruise ship passenger is facing a federal charge after jumping overboard with thousands in cash on him this past weekend in Puerto Rico, after allegedly incurring about $16,000 in gambling losses on the high seas, federal prosecutors said. Jey Xander Omar Gonzalez-Diaz was arrested on Sunday after allegedly jumping off Royal Caribbean’s Rhapsody of the Seas when it docked in San Juan, according to a criminal complaint by Homeland Security Investigation special agent Gabriel Santiago.The passenger has been ...

Core Insights - Princess Cruises has announced 13 new shore excursions in Mexico, enhancing its offerings for the 2025-2026 sailing season, including a special wine tasting experience exclusive to Princess guests [1][2][3] New Shore Excursions - The new excursions cover destinations such as Cabo San Lucas, La Paz, Manzanillo, Mazatlán, and Puerto Vallarta, with a total of 31 departures scheduled for the upcoming season [2][3] - The Todos Santos Wine Experience in Cabo San Lucas features a guided tour of Viñedo Las Tinajas, including wine tastings and a visit to Todos Santos [4] - Other excursions include a transparent boat adventure at Land's End, a cultural tour in Todos Santos, and various beach and culinary experiences across the different locations [5][6][7][8][9][10][11][12][13][14][15][16] Promotional Offer - A limited-time promotion offers up to 20% savings on select shore excursions booked between September 10-16, 2025, applicable to Mexico voyages through April 2026 [3]

Group 1 - Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH) has been one of the best performing stocks in the S&P 500 over the last three months, with a Strong Buy rating reaffirmed by Tigress Financial Partners and a price target increase to $38 from a previous target [1] - The company benefits from strong cruise demand, operational enhancements, and rising profit margins, which are key factors in its performance [1] - Tigress Financial emphasizes the importance of Norwegian's customer experience management and AI-driven marketing in its expansion strategy, which are expected to enhance company performance [2] Group 2 - Norwegian Cruise Line is experiencing rapidly increasing cash flow, which is being allocated towards balance sheet optimization, private island development, fleet expansion, and other growth initiatives [2] - The company is a leading American cruise operator based in Florida, offering various travel itineraries across North America and the Caribbean [3]

Core Viewpoint - Royal Caribbean has experienced significant stock growth, but may face challenges in maintaining momentum due to macroeconomic factors and consumer spending trends [1][2][8]. Group 1: Company Performance - Royal Caribbean's stock has surged more than sevenfold over the past three years and more than doubled for the fiscal year ending August 21 [1]. - The company is recognized as one of the best executors in the cruise industry, with a loyalty program that encourages repeat visitation [4]. - Analysts expect Royal Caribbean to achieve growth in EBITDA, free cash flow, and revenue this year and in 2026, with a strong earnings per share (EPS) trajectory [6]. Group 2: Market Challenges - The company faces tough year-over-year comparisons and macroeconomic headwinds that could impact its performance [2][7]. - Royal Caribbean has significant outstanding liabilities of $19 billion against cash and cash equivalents of $735 million, making it sensitive to interest rate changes [9]. - Consumer sentiment is showing signs of weakening, with a Deutsche Bank survey indicating that travelers aged 55 and up expect to spend 4% less on their next cruise [12]. Group 3: Valuation and Investor Sentiment - Royal Caribbean trades at 17 times earnings, which is higher than its peer group trading at 10x to 13x, potentially leading investors to seek other cruise stocks [13]. - Historical reluctance among investors to own all major cruise stocks simultaneously may affect Royal Caribbean's attractiveness [14]. - The company is seen as a challenging investment due to its dependence on consumer sentiment and macroeconomic data, suggesting that investors may look for better opportunities [15].

Group 1 - Manika is a macroeconomist with over 20 years of experience in investment management, stock broking, and investment banking [1] - Manika runs the profile Long Term Tips (LTT), focusing on generational opportunities in the green economy [1] - The investing group Green Growth Giants delves deeper into opportunities presented by the green economy segment [1]

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Group 1: Market Overview - The overall market may be overvalued, but some stocks are mispriced and undervalued due to underestimated future potential [1][2] Group 2: Carnival Corporation - Carnival Corporation (CCL) shares are trading below pre-pandemic levels due to significant debt taken on during COVID-19, amounting to nearly $26 billion in long-term obligations [4][5] - Despite the debt, Carnival reported $12.1 billion in revenue for the first half of the fiscal year, with operating income of nearly $1.5 billion and net income of almost $500 million, comparable to pre-pandemic performance [6][8] - Revenue for the quarter ending in May increased nearly 10% year over year, with customer deposits for future cruises reaching a record high of $8.5 billion [7][8] - The cruise industry is expected to see steady single-digit growth for at least the next four years, positioning Carnival well to capture market share [8] Group 3: Uber Technologies - Uber Technologies (UBER) shares have risen over 300% from 2022's lows but remain attractively priced at over 30 times this year's expected earnings of around $3 per share [10][11] - The global ride-hailing market is projected to grow at an average annualized rate of over 11% through 2033, indicating strong growth potential for Uber [11] - A cultural shift is occurring where younger generations are less interested in car ownership, favoring ride-hailing services like Uber [12][13] - Uber's delivery segment is growing even faster than its ride-hailing services, with the same-day delivery market expected to grow at an average annual rate of 21% through 2033 [14] Group 4: PayPal - PayPal (PYPL) has seen a significant decline, with shares dropping over 80% from its 2021 peak, but it remains a leader in the digital payments space [15][16] - The company plans to launch PayPal World, integrating various payment platforms to facilitate cross-border payments, and is adopting AI solutions for customer service [18] - PayPal shares are priced at less than 14 times this year's expected earnings of $5.21, suggesting that risks are already factored into the stock price [19]

I guess let's start with a hotel. So, we started with Phil. Let's say you get to to to to where you're going and you're looking to book a room.What should we be expecting uh for room rates when you're talking about revenue per available room at a hotel or an Airbnb and how do those trends either diverge or converge. Yeah, the the the answer to almost all questions is it depends and that applies here as well. uh which is if you look across the hotel pricing data, what you're seeing is that the luxury end is ...

Core Insights - Carnival Corporation & plc has achieved record demand in the cruise industry, marking its eighth consecutive quarter of record revenues and yields, driven by strong ticket pricing and onboard spending [1][10] - The company reported net income exceeding guidance by $185 million, with EBITDA margins reaching their highest level in nearly two decades [1][10] Financial Performance - Yields increased by nearly 6.5% year over year, surpassing expectations by 200 basis points, indicating strong onboard spending despite economic uncertainties [2] - The Zacks Consensus Estimate for Carnival's fiscal 2025 and 2026 earnings suggests a year-over-year increase of 40.9% and 13.8%, respectively, with EPS estimates for fiscal 2025 rising in the past 60 days [12] Strategic Initiatives - Carnival is launching Celebration Key, a new Caribbean destination, which is generating strong early interest and expected to command pricing premiums [3] - The company is enhancing its fleet through upgrades and newbuild deliveries, alongside a revamped loyalty program set for 2026 to deepen customer engagement [3] Competitive Landscape - Carnival is not alone in benefiting from the surge in cruise demand; Royal Caribbean Group is also experiencing strong advance bookings with its new ships, focusing on high-end experiences [5] - Norwegian Cruise Line Holdings is emphasizing disciplined pricing and onboard revenue growth, although its heavier debt load presents challenges compared to competitors [6] Valuation Metrics - Carnival's shares have increased by 33.2% over the past three months, outperforming the industry's growth of 17.7% [8] - The company trades at a forward price-to-earnings ratio of 14.43X, significantly below the industry average of 19.9X [14]

Core Insights - Carnival Corporation & plc (CCL) shares are performing well, trading near a 52-week high of $32.77, with a 35.5% gain over the past three months, outperforming the Zacks Leisure and Recreation Services industry and the S&P 500 Index [1][9]. Stock Performance - CCL stock has gained 35.5% in the last three months, significantly outperforming the industry return of 19.4% and the S&P 500 growth of 9.5% [1][9]. - Technical indicators show strong performance, with the stock trading above its 50-day moving average, indicating robust upward momentum [5][7]. Key Drivers of Performance - Strong bookings, premium pricing, and increased onboard spending are driving momentum in key cruise markets [9]. - Carnival has experienced record revenues and yields for eight consecutive quarters, with advanced bookings near historic highs [10]. - Higher onboard spending has exceeded expectations across all categories, supported by targeted marketing and bundled packages [11]. Strategic Enhancements - Carnival's destination strategy is gaining traction, with premium pricing at popular destinations and planned upgrades to enhance competitive positioning [12]. - Fleet initiatives, including the launch of new ships, are expected to drive incremental demand and enhance brand appeal [12]. Financial Improvements - The company has made significant progress in restoring its balance sheet, reducing net debt-to-EBITDA from 4.1x to 3.7x [13]. - Customer deposits are at record highs, and full-year yield guidance has been raised to 5%, indicating a strong turnaround momentum [14]. Earnings Estimates - Over the past 60 days, the Zacks Consensus Estimate for Carnival's fiscal 2025 EPS has increased from $1.96 to $2.00, reflecting strong analyst confidence [15]. - The earnings estimate growth trend for CCL remains higher compared to other industry players [18]. Return on Equity - CCL's trailing 12-month return on equity (ROE) is 27.88%, surpassing the industry's 24.29%, indicating efficient usage of shareholder funds [20]. Valuation - Carnival stock is currently trading at a forward 12-month price-to-earnings (P/E) multiple of 14.45, below the industry average of 20.38, presenting an attractive investment opportunity [22]. Conclusion - Carnival's performance highlights a strong turnaround story, supported by record bookings, increased onboard spending, strategic investments, and an improving balance sheet [24]. - The stock trades at a discount to peers, offering an attractive entry point for investors [24].