Tag Archives: Travel

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Cumberland Advisors Market Commentary – Flying to Florida

Author: , Post Date: November 15, 2020
Market Commentary - Cumberland Advisors - Flying to Florida

Investors and clients ask about the transportation sector and specifically airlines.  The outlook is dependent on travelers’ perceived personal safety (COVID vaccines and treatment options) in addition to economic recovery that can generate the incomes to cover the costs.  There isn’t much more we can add to that investment perspective. We do field direct questions […]

Cumberland Advisors Market Commentary – Airlines and COVID19

Author: David R. Kotok, Post Date: March 13, 2020
Market Commentary - Cumberland Advisors - Airlines and COVID19

Cumberland portfolios hold no airline stocks, no transportation stocks, no hotel, leisure or hospitality stocks. Sector ETFs were sold. Some of these stocks are part of the broad based ETFs which are tied to an index basket. Now let’s look at airlines. Since the advent of widespread air travel following World War II, the world […]