IMHO:
Stock price too expensive for me. All the cruise lines’ forward bookings are predominantly cancelled-cruise-of-2020 credits. Earnings will only come from ancillary revenue (drinks/excursions/on board up sells). With countries like Grand Cayman throwing people in jail for breaking quarantine, I think 2021 cruise sector earnings are going to be very very weak. I think RCCL did one test cruise and had to return to pier after too many onboard Covids. Without any ships actually cruising yet, it’s too early and too risky for me to jump in. Maybe after summer.