Hurricane Melissa Destroyed These Tourism Stocks... Time to Buy? 🌪️
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Hurricane Melissa just devastated Jamaica's tourism sector with a 73% drop in November arrivals. While everyone panics about dead tourism stocks, Dr. Matthew Preston and Dr. Thaon Simms ask a different question: Is this actually a buying opportunity?
They break down every publicly traded tourism company on the JSE, analyzing Dolphin Cove's forced sale, Express Catering's airport shutdown, CPJ's hotel losses, and Everything Fresh's surprising resilience. Whether you're already invested or considering entry, discover which companies will bounce back fastest and which might quietly turn this crisis into a reset.
Chapters:
00:02 Why Hurricane Melissa Creates a Tourism Stock Decision
00:47 The Tourism Stock Landscape on the JSE
07:54 Dolphin Cove: Lost Dolphins, Reopening Timeline & The Forced Sale
19:13 The Ocho Rios Port Reopening: Game Changer for Dolphin Cove
24:55 CPJ Analysis: Million Dollar Losses Before the Hurricane Even Hit
30:14 Everything Fresh: The Smarter Tourism Play? Diversification Pays Off
44:01 Express Catering: 73% Passenger Drop & Airport Damage Impact
55:25 Final Verdict: Winners, Losers & The Quiet Recovery Opportunities
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❓ Which JSE tourism stock do you think will recover fastest from Hurricane Melissa? Drop your pick in the comments!
⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.
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