RE: Up 2.2%. Hopefully, finally off and running up10 Sep 2022 13:32
ARSENAL17.
I currently have shares in AGL, CCL, ENQ, IAG, JET2, PFC, RR., UJO and WIZZ.
I hold shares for various lenghts of time.
For example I bought some Halfords (HFD) first thing Wednesday morning @ £1.38 and sold them a few hours later @ $1.53. I currently don't have any Halfords shares. I rarely do a "day trade" or should that one be called a "2 hour trade?".
By far my main holdings are in CCL (Carnival) and IAG (British Airways etc..).
My strategy with these was/is simply covid has faded away at least for the time being so these large Plc's are recovering to profit. Simply the airlines are back in the sky and the Sea Cruise Co's are back at sea. Basic stuff. I am now ahead with CCL, but still down with IAG. My belief is CCL shares will easily pass £10.00 each. I'm sure the market has taken on board (excuse the pun!) that CCL, RCL (Royal Carribean) and NCLH (Norwegian Cruise Lines) have all reported very strong bookings recently. How much evidence do you need that the Cruise Industry is back? Note they most recenly will be benefitting from the massive drop in the price of oil as well. What more can one say?
The airlines recovery has clearly been slower due to staff shortages. I believe their recovery is on-going but definate as more staff are recruited and most recently the massive drop in the oil price and so aviation fuel. About 17% of an airlines costs is aviation fuel. It also seems to me the staff they do have are fully utilised which to me is efficient, so are they really having it that bad? I don't think so franky. My gut feeling is IAG are raking it in. I believe the IAG share price will go £1.20, then £1.24, £1.40 and then back to £1.70p re-tracing the leg's down to what was about £1.04.
All IMHO.
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