So who's guaranteed to survive until we're back to normal, and whose business model won't be permanently damaged?
There are three big cruise lines. I've read that NCLH is the weakest, and that CUK might be stronger than RCL. So CUK?
In the airline space, is it LUV? I don't pay attention to the others, though I feel like LUV will survive if any of them do.
Who in the hotel space? I've got MAR, which we know will survive. I've also got PEB, which worries me but it's down so far that I can't bear to sell it.
I've got some LVS stock in the casino space. I have a hunch that it's going to survive, and I bet casinos will have a fast recovery.
So where should we put our money to get rich? I'm thinking that MAR is a low-risk, high-reward bet.
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