But the fund's home runs, if the embargo falls, could be Carnival (CCL) and Royal Caribbean Cruises (RCL), both of which already ply the Caribbean. Not only will they get a tremendous lift from passengers wanting to travel to Cuba, but their entire Caribbean business also should benefit when they add Havana, long shut down, as a port of call.

economy improving

Over sold.
14.96

The company pays a yield of 5.5% and has a Price to Book Value of 0.41

PE of 6, a PEG of 0.58, and it pays a yield of 3.5%.

Same as above

Outperform-- Price 37.23 on Feb. 19
by Bear Stearns

[Due to cost increases,] we are lowering our 1Q08 EPS to 27 cents (from 30 cents) and 2008 EPS to $3.22 (from $3.25). We maintain our "08 year-end target, 49, which we base on 13.5 times our 2009 EPS of $3.60. Risks relate to rising fuel expense and the impact of a slowing [of] leisure consumer[s] given continued macroeconomic weakness. Market-cap: $10.4 billion.

P/E is 13, P/S 0.97, yield 1.6%.

Solstice Ocean-Liner Will Blow Other Luxury Ships Out of Water
Celebrity Cruises will launch their new luxury ocean-liner Solstice" in December 2008. The ship comes complete with a wine cellar and lawn club. Celebrity President Dan Hanrahan gives a preview."

Click here to watch the video.

Growth

same as ccl