Group 1: Investment Insights - Billionaire Ole Andreas Halvorsen has made significant investments in recovery stocks, specifically Carnival and UnitedHealth, indicating potential opportunities for investors [2][3][4] - Halvorsen's portfolio is well-diversified, with holdings across various industries, reflecting a strategic approach to investment [3] Group 2: Carnival Corporation - Carnival has seen a 30% increase in stock price over the past year, although it remains below historical highs [7] - Halvorsen purchased 14,061,827 shares of Carnival, which now constitutes over 1.1% of his portfolio [8] - The company has made substantial progress in recovering from pandemic-related losses, achieving record revenue and operating income in the latest fiscal year [10] - Carnival is considered a low-risk recovery story, with shares priced at 12 times forward earnings estimates, making it an attractive buy for cautious investors [11] Group 3: UnitedHealth Group - UnitedHealth has faced challenges, including higher healthcare costs and a probe into its Medicare billing practices, resulting in a 40% decline in stock price over the past year [12] - Halvorsen acquired 1,197,273 shares of UnitedHealth, representing 1% of his portfolio [8] - The company is implementing aggressive strategies to improve its situation, including plan adjustments and the use of artificial intelligence for efficiency [14] - UnitedHealth is trading at 15 times forward earnings estimates, indicating it may be undervalued despite being earlier in its recovery process [14]

High-rolling investors have positioned themselves bearish on Royal Caribbean Group (NYSE:RCL), and it's important for retail traders to take note.\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in RCL often signals that someone has privileged information.Today, Benzinga's options scanner spotted 22 options trades for Royal Caribbean Group. This is not a typical pattern.The ...

Key Takeaways CCL generated over $3B in 2025 net income, up 60% Y/Y, with record revenues and yields.Carnival logged record 2026-2027 bookings as deposits rose 7% to an all-time high.CCL projects about 2.5% yield growth in 2026, or roughly 3% adjusted, despite capacity growth.Carnival Corporation & plc (CCL) delivered record financial performance in fiscal 2025, closing the year with historical highs in revenues, yields, operating income and EBITDA. Full-year net income exceeded $3 billion, representing a 6 ...

Core Viewpoint - The year 2025 marked significant operational and financial improvements for Havila Kystruten AS, showcasing enhanced stability, commercial performance, and targeted investments for long-term growth [1] Operational Performance - The fleet achieved a remarkable operational uptime of 100% in 2025, an increase from 98% in 2024, reflecting the crew's professionalism and a modern operating model [2] - Average occupancy across the fleet was 72% for 2025, slightly down from 73% in 2024, while the cabin factor increased from 1.84 to 1.87 [6] Financial Performance - Total revenues for 2025 reached MNOK 1,775, a 17% increase from MNOK 1,523 in 2024, driven by solid demand and a 20% rise in average cabin rates [4] - EBITDA for 2025 amounted to MNOK 373, a significant improvement from a negative MNOK 191 in 2023 and MNOK 219 in 2024 [3][12] Cost Structure - Total operating expenses for 2025 were MNOK 1,402, up approximately 7% from MNOK 1,310 in 2024, with costs driven by higher passenger volumes and inflation [9] - Payroll and personnel-related expenses increased by 8%, reflecting organizational adjustments and wage inflation [9] Sustainability Initiatives - CO2 emissions were reduced by 36% compared to the 2017 baseline, and the company achieved its target of reducing food waste to below 75 grams per guest per day, with an actual result of 65 grams [17] - The company completed its first climate-neutral voyage using liquefied biogas, achieving CO2 reductions of about 92% [18] Future Outlook - Approximately 63% of total capacity for 2026 is already booked, indicating strong demand and expectations for continued revenue growth [22] - The company is implementing operational efficiency measures to optimize costs and enhance profitability in 2026 [23]

for embarkation. Upon return, guests will again stay overnight at the hotel before flying back to Santiago.Guests will also have the opportunity to explore the natural beauty of Puerto Williams through activities such as nature walks, hiking, kayaking, and wildlife watching, further enriching their expedition experience. The hotel will operate seasonally from October to March, with dedicated staff trained in The Silversea Way, which reflects Silversea's philosophy of personalized service, destination expert ...

2025 Delivered the Strongest Adjusted EBITDA Performance in Company History Highlights: Total revenues increased 20% to $771.0 million Net loss available to stockholders decreased $1.2 million to $34.6 million; including a $23.5 million loss on extinguishment of debt Adjusted EBITDA increased 38% to $126.2 million Net Yield per Available Guest Night increased 14% to $1,335 and Occupancy was 88% Refinanced long-term debt with $675.0 million of 7.00% senior secured notes, extending debt maturity to 2030, and ...

Holland America ships are depicted on the keepsake cards, which will be available for purchase on board SEATTLE, Feb. 25, 2026 /PRNewswire/ -- Holland America Line is partnering with Crane, the renowned American stationery brand, to commemorate America's 250th anniversary with an original collection of cards designed by artists from the United States Veterans' Artists Alliance (USVAA). Rooted in the storied legacies of Crane and Holland America Line, these exclusive, original designs honor heritage shaped ...

In its upcoming report, Norwegian Cruise Line (NCLH) is predicted by Wall Street analysts to post quarterly earnings of $0.28 per share, reflecting an increase of 7.7% compared to the same period last year. Revenues are forecasted to be $2.35 billion, representing a year-over-year increase of 11.5%.The consensus EPS estimate for the quarter has been revised 13.5% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial es ...

Core Viewpoint - Norwegian Cruise Line Holdings Ltd. (NCLH) is set to report its fourth-quarter 2025 results on March 2, with an earnings surprise of 3.5% in the last quarter [1] Earnings Estimates - The Zacks Consensus Estimate for fourth-quarter adjusted earnings is 28 cents per share, reflecting a year-over-year increase of 7.7% [2] - Revenue estimates are pegged at $2.35 billion, indicating an 11.5% year-over-year rise [2] Earnings Prediction Model - The current model does not predict a definitive earnings beat for NCLH, with an Earnings ESP of -4.06% and a Zacks Rank of 3 (Hold) [3][4] Factors Influencing Q4 Results - The fourth-quarter performance is expected to benefit from an increase in short sailings, with Caribbean itineraries projected to account for over half of total capacity, leading to improved load factors near 102% [5] - Core pricing remains resilient, particularly for first and second guests, allowing for net yield growth of approximately 3.5-4% despite lower blended pricing due to additional passengers [6] - Stronger onboard and pre-cruise spending, driven by enhanced digital capabilities and targeted marketing, is expected to boost ancillary revenue per passenger [7] Revenue and Profitability Projections - Passenger ticket revenues are predicted to rise by 18.1% to $1,663.8 million year-over-year, with the number of passengers carried increasing by 13.1% [8] - Profitability is likely to improve due to disciplined cost control, with adjusted net cruise costs excluding fuel remaining flat year-over-year, supporting a 19.4% growth in adjusted EBITA to $558.8 million [9][10] Stock Performance and Valuation - NCLH shares have increased by 30.6% over the past three months, outperforming the Zacks Leisure and Recreation Services industry and the S&P 500 [11] - The company is trading at a forward 12-month price-to-earnings ratio of 9.18X, which is below the industry average [14]

In this articleDIACOINLLYNVOZSMETAAMDNVDAThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Tuesday. I found yesterday's snowfall to be quite idyllic, granted I didn't actually step foot outside until it had stopped (don't repeat that to my many colleagues who found themselves on shoveling duty).S&P 500 futures are little changed this morning following a losing day.Here are five key things investors need to know to start the trading day:1. Manic MondayTra ...