Ivan Feinseth and Shah Gilani break down Norwegian Cruise (NCLH) earnings, with the stock falling around 5% in Thursday’s session. Shah notes that NCLH has lagged its peers, and says the quarter was “very impressive” but its outlook was a bit weaker. Ivan adds that NCLH is increasing their fleet significantly, which “drives growth,” and building a private property, which rival RCL has already demonstrated the value in.