HomeMidcapCarnival Time? Tony BodenNovember 20, 2020 11:47 am A few weeks ago I looked at the investment case for Saga [LON:SAGA] – the combined insurance and vacations business. Its major uncertainty and potential value lies in the timing of resumption of cruising. Whilst I remain of the view that recent rises in hospitality shares may be premature (due to the fact that there will be no significant vaccine benefits over the coming Christmas period), I am more optimistic for holidays and cruising, with benefits flowing from the spring. So what about another well-known cruise operator: Carnival [LON:CCL]? This is Gold content! Not logged in? Log in/Register. If you're logged in, you can unlock this post immediately by upgrading to Gold Membership. CATEGORIES MidcapAUTHORTony BodenPrivate investor of some two decades, with roots firmly in the "value camp", but latterly also a keen student of momentum and market sentiment.