Execs with Royal Caribbean (RCL +2%) say demand for higher-priced cruise bookings to Asia and Europe has picked up.
The company's net yields are forecast to rise 2%-3% this year.
Cold weather across the U.S. is a positive factor for ticket sales in Q1.
Discounting is part of the equation right now, but not "fundamentally" different than in years past.
Share repurchases and dividend increases are possible due to the improving free cash flow the company is seeing.