WAVE season is heating up big time, earnings season is right around on the corner, and it’s time to get ready for 2020 and beyond. What better time to host a Cruise call? Yes, that’s exactly what you all are thinking.
Following our extensive review of WAVE season-to-date pricing, along with existing YoY trends, new ship analysis, deployment strategy, and cash flow analysis, we see a very compelling LONG case building for NCLH. As a result of this work, we decided to elevate NCLH to Best Ideas status last week.
We get it, the stock has run a lot lately and there are fears about the travel sector broadly, many of which we empathize with and can see in our data (we still like CCL SHORT), but the case to own NCLH is a compelling one.
Please join us today at 10AM ET to get the details. If you’re on the road or out of office and would like a copy of the deck and replay materials, just let us know and we’ll be happy to send them over to you. Call details and important info below.
To give you all a sense of the theme of today’s call, please take a look at our cartoon that will be featured on the title page. NCLH set up looks to be the best of both worlds in 2020.
***If you are an institutional investor interested in accessing this call email sales@hedgeye.com
CALL DETAILS
- Time: TODAY, January 24th at 10AM ET
- Toll Free #: XXX-XXX-XXXX
- Confirmation #: XXXXX
- Slide Deck + Webcast Materials: CLICK HERE (Refresh this link shortly before the call starts)