Comments on Karl Francis' articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/karl-francis/articles http://seekingalpha.com/article/117948-royal-carribbean-appears-an-outstanding-long-term-buy?source=feed#comment-382042 382042 Tue, 10 Feb 2009 08:15:19 -0500 http://seekingalpha.com/article/117948-royal-carribbean-appears-an-outstanding-long-term-buy?source=feed#comment-374608 374608 Tue, 03 Feb 2009 13:17:43 -0500 http://seekingalpha.com/article/117948-royal-carribbean-appears-an-outstanding-long-term-buy?source=feed#comment-374315 374315 Tue, 03 Feb 2009 09:49:56 -0500 http://seekingalpha.com/article/117948-royal-carribbean-appears-an-outstanding-long-term-buy?source=feed#comment-374216 374216 Tue, 03 Feb 2009 08:31:26 -0500
If they can't re-fi they're toast. High risk-High reward right now,]]> http://seekingalpha.com/article/117948-royal-carribbean-appears-an-outstanding-long-term-buy?source=feed#comment-374164 374164 Cruise Pulse survey tracks monthly travel agent booking tends and based on results Cruise Market Watched revised downward its worldwide cruise revenue estimates for 2009. Monthly updates during the wave season. ]]> Tue, 03 Feb 2009 07:18:27 -0500 cruisemarketwatch.com/.../">Cruise Pulse survey tracks monthly travel agent booking tends and based on results Cruise Market Watched revised downward its worldwide cruise revenue estimates for 2009. Monthly updates during the wave season.
]]> http://seekingalpha.com/article/117948-royal-carribbean-appears-an-outstanding-long-term-buy?source=feed#comment-374082 374082 Hmmm, $6 billion in debt, $1.37 billion market cap, only $301 million > in cash. Moody's downgraded the company's debt to almost junk level. > Dividend has been eliminated. Stock is tanking for all these reasons > plus the fact the cruise business is in the toilet. > > Buy stocks with low or no debt. RCL doesn't come close.]]> Tue, 03 Feb 2009 01:10:41 -0500

On Feb 02 09:13 PM PeakOiler wrote:

> Hmmm, $6 billion in debt, $1.37 billion market cap, only $301 million
> in cash. Moody's downgraded the company's debt to almost junk level.
> Dividend has been eliminated. Stock is tanking for all these reasons
> plus the fact the cruise business is in the toilet.
>
> Buy stocks with low or no debt. RCL doesn't come close.]]> http://seekingalpha.com/article/117948-royal-carribbean-appears-an-outstanding-long-term-buy?source=feed#comment-373973 373973 Mon, 02 Feb 2009 21:13:30 -0500
Buy stocks with low or no debt. RCL doesn't come close. ]]> http://seekingalpha.com/article/117948-royal-carribbean-appears-an-outstanding-long-term-buy?source=feed#comment-373918 373918 Mon, 02 Feb 2009 19:20:56 -0500
While the cruise industry is growing, margins have been steadily declining for the past 10 years. The management's guidance was far higher than the actual results this time, and the guidance for 2009 as a whole, are reflecting the current cruise market.

How do you know it won't get any worse?

Secondly there's the issue of debt. The ships are financed, but how will they pay down debt due this year and in 2010? Without a decent stream of cash flow, this stock will get punished hard, and so will the company.

I do believe that if the company manages it debt properly without retorting to issuing stocks, the share price might be 4-5 times higher than current price.]]> http://seekingalpha.com/article/83546-iea-s-oil-market-outlook-off-the-mark?source=feed#comment-199032 199032 Sun, 06 Jul 2008 00:34:59 -0400
(IBs) buy long oil contracts for pension funds and ETFs (who can blame them when the US dollar is the alternative) on oversees (dark market) and buy short contracts on the domestic CFTC regulated markets to protect themselves. The reported 1:1 long short ratio is actually 2:1.

KILL the IBs commercial classification NOW!!!!

The IBS feeding on the US population to recapitilize their credit crunch loss is transforming from an macroeconomic benefit to a macroeconomic cost.

Anyone got a wooden stake handy!!!!!]]> http://seekingalpha.com/article/83546-iea-s-oil-market-outlook-off-the-mark?source=feed#comment-199021 199021 Sat, 05 Jul 2008 22:52:50 -0400 http://seekingalpha.com/article/83546-iea-s-oil-market-outlook-off-the-mark?source=feed#comment-198725 198725 Fri, 04 Jul 2008 19:03:42 -0400 http://seekingalpha.com/article/83546-iea-s-oil-market-outlook-off-the-mark?source=feed#comment-198288 198288 Thu, 03 Jul 2008 18:36:15 -0400 We should RAISE the price of gasoline and before that equally lower income tax so that Joe Average American will break even up and the higher price at the pump will lower demand.
Picture a $2000 1040 rebate followed by a $2.00 per gal federal use tax after the rebate. Give Joe Average American the money upfront by lowering the burden of his income tax then let him choose to buy gas for a Hummer or a Ford Focus - we'll see...]]> http://seekingalpha.com/article/83546-iea-s-oil-market-outlook-off-the-mark?source=feed#comment-197720 197720 Thu, 03 Jul 2008 05:57:29 -0400 http://seekingalpha.com/article/83546-iea-s-oil-market-outlook-off-the-mark?source=feed#comment-197339 197339 Wed, 02 Jul 2008 12:56:10 -0400 http://seekingalpha.com/article/83546-iea-s-oil-market-outlook-off-the-mark?source=feed#comment-197254 197254 Wed, 02 Jul 2008 11:39:55 -0400
Yes they have revised their demand numbers down, based on higher oil prices which they didn't predict - but very very few predicted them to go as high as they did as quickly as they did, even energy bulls. Those that did can't post here because they are on a beach in Tahiti enjoying their fortunes.

"The IEA doesn't correctly take into account speculative demand."

But you and the Senate do?

"The IEA has, by the way, only an incomplete view about what is going on in global oil inventories"

But you and the Senate do. OK.]]> http://seekingalpha.com/article/83546-iea-s-oil-market-outlook-off-the-mark?source=feed#comment-197201 197201 Wed, 02 Jul 2008 10:46:29 -0400
As would many others. Two problems:
1) The CFTC is corrupt, starting at the head placed there by Bush the Oil Pusher.
2) The CFTC is disabled, due to the Enron Loophole and other problems introduced by corrupted legislators like Phil Gramm in 2000-2001 and being actively preserved today - and prevented from being exposed via debate by Republican filibusters.]]> http://seekingalpha.com/article/83546-iea-s-oil-market-outlook-off-the-mark?source=feed#comment-197180 197180 Wed, 02 Jul 2008 10:30:52 -0400 http://seekingalpha.com/article/83546-iea-s-oil-market-outlook-off-the-mark?source=feed#comment-197168 197168 Wed, 02 Jul 2008 10:19:05 -0400 http://seekingalpha.com/article/83546-iea-s-oil-market-outlook-off-the-mark?source=feed#comment-197150 197150 Wed, 02 Jul 2008 10:03:33 -0400
Truth is, NO ONE can pinpoint exactly what is going on. This whole oil business is still a bit shady. If I'm wrong, Congress would already enacted a law to arrest / sue / tax / kill whoever is responsible for such price increase (not realizing themselves Congress has quite a share of the blame).]]>