Victoria Greene's Stock Picks: Delta, Viking Cruises, and Lowe's

Delta Air Lines Investment Case

• ✈️ Delta Air Lines is a strong pick due to its asset-heavy nature, benefiting from lower interest rates on its significant debt.
• 💡 The airline is also modernizing its fleet and airports, indicating ongoing investment.
• ⛽ A less bullish outlook on oil prices is favorable, as fuel costs significantly impact earnings (about a third of EPS).
• 📈 Delta appeals to the higher-end consumer through premium seats, corporate travel, and international routes, capitalizing on continued spending on experiences.

Viking Holdings: A Cruise Line Opportunity

• 🚢 Viking Holdings is attractive because it also benefits from lower consumer credit costs and potential tax rebates.
• 💰 As an asset-heavy company with expensive cruise ships, Viking also stands to gain from lower oil prices, with markets potentially oversupplied.
• 🌍 The company targets a high-net-worth individual demographic with its river cruises in Europe and expedition voyages.
• 🗓️ Viking is already 70% booked for 2026, exceeding its run rate for 2025, indicating strong demand and operational success.

Lowe's and the Housing Market

• 🏠 Lowe's is presented as a play on an improving housing market, contingent on mortgage rates falling below 6%.
• 🛠️ Lower rates could unfreeze the housing market and encourage consumers to take out loans for remodeling and appliance purchases.
• 📈 Lowe's serves both the professional/construction market and the consumer market for plants and home goods.
• 🏡 It is highlighted as a strong alternative to Home Depot for investors looking for a housing market tangent play.