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Transaction Details

Company: Royal Caribbean Cruises
Ticker:RCL
Yahoo Beta:1.20
Industry:Resorts and casinos

Company Description:  RCL operates cruises under the Royal Caribbean International, Celebrity Cruises, Pullmantur, Azamara Club Cruises, CDF Croisières de France, and TUI Cruises brand names.

Purchase Date:25 Mar 2020 Sale Date:31 Aug 2020
Purchase Price:$38.65 Sale Price:$70.33
  --Split Adjusted:$38.65  --Split Adjusted:$70.33
Shares Purchased:25 Shares Sold:25
  --Split Adjusted:25  --Split Adjusted:25
Transaction Fee:$81.85 Transaction Fee:$45.47
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$135.05 High$0.00
Date17 Jan 2020 Date01 Jan 1996
Low$22.33 Low$0.00
Date18 Mar 2020 Date01 Jan 1996
S&P (Purchase Date):$2,447.52 S&P (Sale Date):$3,502.30

Purchase
Timing:  The stock rebounded significantly before we purchased, but the stock is still down over 70% from recent highs.
Reason:  Stock prices of firms in the travel industry, particularly cruise line companies, have fallen dramatically in the wake of COVID-19. A number of cruise ships with ill passengers were turned away from multiple ports as more and more passengers became ill. Congress is close to passing a bailout bill which will provide relief for the travel industry. RCL experienced fewer problems than some of its competitors. It is currently trading at half of its tangible book value after accounting for debt.

Sale
Timing:  x
Reason:  Some of the earliest super-spreading COVID-19 events happened aboard cruise ships. We believe cruise line profits will take a significant amount of tie to recover. RCL stock has nearly doubled from when we purchased in March and we believe that other opportunities are now more attractive.

S&P Gain: 43.1 % Annualized Gain: 127.66%
Stock Gain: 81.97 % Annualized Gain: 295.23%

Dividends:$0.00
Net Holding Return ($): $664.71
Net Holding Return (%): 63.42 %