Royal Caribbean Cruises Ltd. (NYSE:RCL)

Beagle2Mars (53.38) Submitted: 11/16/2007 6:09:00 PM : Start Price: $37.87 RCL Score: -30.79

People will always pay for a quality product.

e0d (< 20) Submitted: 11/7/2007 8:36:56 PM : Start Price: $40.35 RCL Score: -29.90

Increased cash flow, continued expansion in Europe, Revenue up, 3Q profit up 14%,
Efficiencies down the line including new fuel efficient engines, fuel price hedging, route planning, hull cleaning.
Q4 bookings exceeding last year at this time. seems strong and cheap.

dude59 (88.84) Submitted: 11/2/2007 1:11:14 PM : Start Price: $39.62 RCL Score: +30.03

less $$ for fun

olenoides (89.41) Submitted: 10/8/2007 1:23:20 AM : Start Price: $38.05 RCL Score: +24.89

* Headed into a consumer driven recession equals less people that can afford to take cruises.

* Very high debt load, with large servicing costs.

* Huge line items in their expenses for fuel and food, two items seeing experiencing heavy inflation.

Earnings are going to be hit hard in the next year...

AlejandroOrtiz (76.44) Submitted: 9/26/2007 1:39:29 PM : Start Price: $37.46 RCL Score: -25.87

Second only to Carnival Cruise Lines (CCL) in the industry, Royal Caribbean continues to expand its fleet. They are introducing massive vessels that will be producing income for the company for years to come. Barring any events that may curtail travel and a continued weak dollar, the leisure industry continues to grow. While Carnival remains way ahead of the pack, Royal Caribbean is increasing fleet capacity to keep up and continue grow their chunk of the business.

agrant3 (45.33) Submitted: 9/23/2007 12:04:30 AM : Start Price: $38.21 RCL Score: -26.90

Just got off of their ship and they will pass carnival as the industry leaders!!!

cacseh (66.26) Submitted: 8/23/2007 3:34:22 PM : Start Price: $37.37 RCL Score: +29.70

American consumers will have less discretionary spending and access to credit will become more limited. The company has added new ships and long term debt which it may have trouble repaying.

sergeid (30.79) Submitted: 6/1/2007 1:53:59 AM : Start Price: $41.67 RCL Score: -32.16

Tourism is on the rise globally. If you want to go for a cruise chances are that you'll choose either RCL or CCL. RCL is arguably undervalued. It expands internationally.

jetamerica (22.66) Submitted: 4/18/2007 6:03:05 PM : Start Price: $40.18 RCL Score: -34.55

Excellent management and a great ship building plan. Very efficient in its distribution plan with an easy to understand product that continues to over deliver on promise..

jermbarton (32.54) Submitted: 1/23/2007 3:40:09 PM : Start Price: $42.07 RCL Score: -40.23

Baby Boombers

MonkeyNdart (64.87) Submitted: 12/9/2006 4:48:56 PM : Start Price: $39.20 RCL Score: +36.84

I see MorningStar likes this one, but I have concerns that one terrorist attack on any cruise ship wouldl sting the whole industry. This wouldn't stop me from taking a RCL cruse - I have and I loved it, but it makes me hesitant to invest serious money.

A new concern I have about RCL is that I've seen several cases lately of this line having lots of passengers get sick. I don't know if the food tampering angle of these cases has been adequately investigated. Holland has a big radical Islamist problem, but the Dutch would rather be dead than politically incorrect. You can see plenty of Muslim name tags on the ships' food service workers - I wonder how good the screening process is.

Raichusays (52.53) Submitted: 11/26/2006 9:21:41 PM : Start Price: $39.11 RCL Score: -40.24

Major player. Should take advantage of baby boomers in retirement. Major cap. expense for ships during period of historically low interest rates. Long term outlook should be good.

advsys (< 20) Submitted: 10/3/2006 7:52:17 PM : Start Price: $37.54 RCL Score: +39.96

This is pure consumer discretionary. As the housing and economy slow over the next 6 months this company will see a serious decline in bookings

noahsnyder (29.65) Submitted: 9/12/2006 9:58:37 PM : Start Price: $35.83 RCL Score: -38.85

Great earnings growth. Low price per earnings and book. A lot more room to grow compared to Carnival, but large enough to be a relatively safe security. Ben Graham would approve.