Royal Caribbean Cruises Ltd. (RCL)
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- General Discussion on RCL
- Pinpointing Stocks Likely to Benefit From Falling Oil Prices [view article]
- 15 Value Hedge Funds - Portfolio Update [view article]
- Hedge Fund Tracking: Clarium Capital [view article]
- Wall Street Breakfast: Must-Know News [view article]
- More Replacement Tickers for Reshaping David Merkel's Portfolio [view article]
- Stocks That May Take a Hit When (If) Oil Hits $150 [view article]
- Royal Carribean Cruises: Down But Not Out [view article]
- Smooth Sailing Ahead for Carnival - Barron's [view article]
- Calm Seas Ahead for Cruising Stocks [view article]
- Thursday's Options Report: ANH, NLY, MER, WM, FNM, AOB, LCC, CMTR, JNPR, RCL [view article]
- Private Capital - Portfolio Holdings [view article]
loading ...Recent RCL Articles
- Pinpointing Stocks Likely to Benefit From Falling Oil Prices
- 15 Value Hedge Funds - Portfolio Update
- Hedge Fund Tracking: Clarium Capital
- Wall Street Breakfast: Must-Know News
- More Replacement Tickers for Reshaping David Merkel's Portfolio
- Some Resilience Can Be Found in Travel & Leisure
- Stocks That May Take a Hit When (If) Oil Hits $150
- Private Capital - Portfolio Holdings
- Royal Carribean Cruises: Down But Not Out
- Smooth Sailing Ahead for Carnival - Barron's
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Pinpointing Stocks Likely to Benefit From Falling Oil Prices [view article]
CLMT is showing good strength and is inversely correlated to oil prices. Reply15 Value Hedge Funds - Portfolio Update [view article]
Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply15 Value Hedge Funds - Portfolio Update [view article]
valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.
User 164258 - you are correct and the glitch is fixed on my blog. . .
Reply
15 Value Hedge Funds - Portfolio Update [view article]
I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter Reply
15 Value Hedge Funds - Portfolio Update [view article]
I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply15 Value Hedge Funds - Portfolio Update [view article]
I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply15 Value Hedge Funds - Portfolio Update [view article]
Meb is a pretty bright guy and synthesis of other concepts can be very useful. ReplyalMgmt
Hedge Fund Tracking: Clarium Capital [view article]
Marketfolly,I believe we are saying the same thing here or at least seeing the same potential opportunity. Just remember, no ever buys the lows and sells the highs consistently. And if you meet someone who says they do....they're a liar. Reply
Hedge Fund Tracking: Clarium Capital [view article]
NollierCapitalManageme...my thoughts on AXP simply stem from my belief that rising consumer debt and credit card receivables will be the next "shoe to drop," stemming from the housing bubble, credit crunch, and various other headwinds facing an increasingly poorer consumer.
i agree with your thoughts though regarding their payment processing segment, as I believe that will be a great source of revenue going forward (see MA, V). Also, I think you are correct in that they have developed a strong brand. As a longer term investor, this name can make great sense.
However, looking out 6-12 months, I still feel the benefits they see from payment processing will be offset by rising delinquencies and charge-offs. I just look at them as a MA or V, but with credit exposure. And, therefore, MA and V should outperform AXP in the near-term. Longer term though, don't get me wrong, AXP does make some sense. But, why buy it now if I think I can buy it cheaper some time from now, ya know?
Thanks for the comments. Reply
ssen
Hedge Fund Tracking: Clarium Capital [view article]
Nollier,how much you made today on AXP as after 3 years you may be well long dead just as everybody else.
If one don't know to make money today,then gardening is another very engaging proposition. Reply
alMgmt
Hedge Fund Tracking: Clarium Capital [view article]
Good write up. Just curious as to why you feel AXP is a little ify here? Most people categorize AXP as a credit card company when in fact credit cards are a very some piece of their overall business. A large percentage of their revenues come from merchant fees, processing fees, i.e. closed loop network. I would argue that they are a pay card company. They also have the travel business going for them. I agree they became greedy by entering certain markets with their credit card marketing campaigns. This has caused them pain in the short term. However, this is an iconic brand that has become cheap for the first time in a long time. These scenarios happen infrequently. Those who buy or have bought AXP will be rewarded over the next three years. Yes, AXP could get cheaper but I would bet money managers would add to their positions if it occurs. Cheers! ReplyLepoff, M.D.
Hedge Fund Tracking: Clarium Capital [view article]
Very informative article. Thank you. ReplyHedge Fund Tracking: Clarium Capital [view article]
at the end of july they were up around over 45% year to date ReplyHedge Fund Tracking: Clarium Capital [view article]
How is Clarium's YTD performance? ReplyWall Street Breakfast: Must-Know News [view article]
ISV worth a look, good fundamentals, there were spikes on Thursday and Friday despite a bad market. A cup and handle was formed maybe in anticipation of good earnings. Reply