Jim Cramer Recommends Viking Holdings Over Carnival Corporation and Royal Caribbean

Jim Cramer gave top insight on Carnival Corporation & plc (NYSE:CCL), sharing a game plan of what to buy, sell, and hold right now. Noting that they hold both CCL and RCL shares, a club member inquired whether Cramer has a buy, sell, or hold on the cruise line industry. In response, he said:

Okay, I only recommend Viking because I think Viking is insulated. They have a higher margin ship, and they’re in certain places that are not as easily disrupted, just like you described. And that’s the only one I like right now. I also like Disney cruises, but that’s very within the big confines of Disney, and that stock has been a very tough stock to own.

Carnival Corporation & plc (NYSE:CCL) runs cruise lines and offers vacation trips. The company also manages ports, hotels, lodges, and tours that support its cruise business. Cramer discussed the company as part of his game plan during the March 20 episode, as he remarked:

Thursday, dry day, but Friday, we get the earnings from Carnival, and it seems like the street’s going very positive about the cruise lines again. These stocks have been hammered, and they aren’t helped by these higher fuel costs. But Carnival’s considered a value vacation, something that seems rare these days, value.

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