Over the past few months, I've supported the comeback narrative of Carnival (NYSE:CCL) and the cruise ship industry. At some point, CCL stock will make for a tremendous discounted opportunity. At the same time, you must look at reality. That means you should wait out the storm before pulling the trigger on Carnival.Source: Ruth Peterkin / Shutterstock.com For all the talk about a recovery in this sector, it's becoming clear that it mostly hinges on a factor we can't control: the spread of...

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