This needs a lot of fine tuning but thoughts on investing in hospitality stocks that are low now betting they won’t go out of business, Marriot, Hilton, Carnival (CCL) is riskier but so cheap now. It might take a year or two, especially cruise stocks, but thoughts on them going up eventually and cashing out.

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I also think that hotels are probably a safer bet than cruise lines in the short-term. There is no way that cruises will be able to fill to capacity in the next 3 years.

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I agree

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I’m actually waiting for the opposite. I’ve been tracking companies that file for ch11 and am waiting to buy their securities once they emerge from bankruptcy.

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Joel Greenblatt is a big proponent of this. I’m pulling this statistic out of my butt, but companies emerging from bankruptcy outperform the S&P 500 by something like 6%

I remember the Browns Chicken Murder in Palatine Illinois way back when I was younger. I always associated that with Browns Chicken in the future.

That explains how I feel about cruiselines.. not all the fault of them but I will never forget the relationship between cruiselines and coronavirus.

I see them losing customers and never being the same again.

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Always been told boats cost a ton to upkeep.

If its that way for a personal individual it must be worse for the lines...

Maybe they will consolidate but don't see demand ever being the same for a long time.

👀

Curious to see opinions as well

Bear market

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