Ivan Feinseth and Assia Georgieva break down Norwegian Cruise Line (NCLH) earnings. The stock fell after the report but also on the news of the U.S. striking Iran. Ivan anticipated a “kitchen-sink quarter” after a change in leadership and maintains a Strong Buy rating. He also notes that they have the youngest and most up-to-date fleet in the sector. Assia is more negative, citing how the company was cutting prices and possible “self-cannibalization” as it changes routes.