Executive Decision: Cruising to Profits

Is the consumer alive and well? Cramer’s taking a look at Royal Caribbean Cruises, which is up 24% year-to-date, for some particular insight. You don’t expect the cruise stocks to outperform during a recession, says Cramer, but RCL seems to be telling us that things aren’t so bad.

With cruise companies lowering prices to create demand, Royal Caribbean found that while customers aren’t booking trips as far in advance as they used to, they’re becoming much more predictable, making it easier to forecast demand despite the tough economy.

Compared to industry rival Carnival Cruises , Cramer believes Royal Caribbean is a stronger brand and had a great quarter, with a 17-cent earnings beat, maintaining its full year guidance, and it is overflowing with liquidity - $1.1 billion - more than enough to pay down the $250 million in debt that matures in 2010, says Cramer.

Royal Caribbean is a stock that’s telling us that things will get better. But have we already missed the move? For that, Cramer turns to Richard Fain, the CEO of Royal Caribbean, to help us figure things out. Check out the video for the full interview.

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