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Market X-Ray: Wheels Up on Travel Stocks

Ready to hit the road? We explore what opportunities exist for investors hoping to benefit from pent-up travel demand amid a wave of reopenings in the U.S.

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In this bonus episode of “The Long View,” we hear from three Morningstar equity analysts who cover airlines, cruise lines, and Airbnb. Welcome to “Market X-Ray," our new podcast that looks at investment opportunities and risks that go beyond the market headlines. 

 

Want to hear more? Let us know at podcast@morningstar.com.

 

Companies mentioned in this episode:

Southwest (LUV); Delta (DAL); Royal Caribbean (RCL); Carnival (CCL); Norwegian (NCLH); Airbnb (ABNB); Booking (BKNG); Expedia (EXPE); Polaris (PII); Malibu Boats Inc. (MBUU); Sabre (SABR); Hilton (HLT); and Marriott (MAR).