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Discount for stock holders?


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Please clarify.....

What is considered non refundable OBC? I got OBC for making a reservation via HAL and I will be getting the shareholder benefit. Is it correct that both are nonrefundable?

 

Also, on The Shareholder Benefit PDF, it says "This benefit....cannot be used for casino credits/charges and gratuities to your onboard account." Is it correct that the daily service charge is not considered "gratuities" and, therefore, I can use the OBC for the daily service charge?

 

Thanks!

 

No one answered your question re the Stockholders credit being used for the daily Hotel Service charge..

 

Actually, I believe that accounting on board the ship would have a difficult time separating the Shareholder benefit, from other OBC's.. Believe that is why all OBC's are applied to all charges including the Hotel Service charge which is indicated on a daily basis on your bill..

 

If you don't purchase anything on board, & only have the Hotel charge on your final bill, perhaps they might not use the stockholders credit toward your final bill? But I don't know for sure..

 

We do long cruises & have always spent extra on board for drinks, wine pkgs., some HAL shore excursions, speciality coffee, etc, etc. so that has been a moot point with us..

Edited by serendipity1499
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Carnival Cruise Lines occasionally gives " free/ deeply discounted" cruises periodically. You pay taxes & fees. Sometimes this offer comes from players club, sometimes Carnival it's self. These cruises do not qualify for Shareholder credit.

 

I had some "extra" money last year (long story and not very interesting) and decided that with current interest rates, the OBC was a better bang for my bucks than putting in a bank, so I took the plunge and bought. In Jan this year, I came home from work, and my husband proceeded to tell me he sold my stock for a hefty price ( I got a 50% return on my original investment). I was angry at first, but when I saw how much money I got, I would never use that much OBC. That money is now in another stock, doing well. Yes, I recently purchased some additional CCL for my OBC on my next few cruises.

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Personally I think CCL stock is a good investment. It pays 2.6% dividend (at the current price) and this likely will increase over time. If you take one 14 day cruise a year, you get $250 US, which is about 6.4%, as OBC. Now you are looking at 9%. Even a 7 day will get you $100, 2.5%, for a 5.1% overall.

 

Plus I think CCL has a good product and is in a field that should grow over time as more and more baby boomers retire. Riding the wave of companies profiting from this generation has been a good investment strategy in the past.

 

DaveOKC

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I did in fact answer the question. Stockholders OBC will go to the Hotel Service Charge. It has for us on our last 4 cruises.I even gave numbers- OBC amount, Hotel Service Charge amount, both for a 14 day cruise.

 

Sorry but it looked like the poster , which I quoted seemed not to be understanding your explanation, as he/she quoted your post & questioned it again.. Therefore I tried to make it a bit clearer for the poster that HAL's shipboard accounting would have a hard time separating the OBC's ..

 

Personally I think CCL stock is a good investment. It pays 2.6% dividend (at the current price) and this likely will increase over time. If you take one 14 day cruise a year, you get $250 US, which is about 6.4%, as OBC. Now you are looking at 9%. Even a 7 day will get you $100, 2.5%, for a 5.1% overall.

 

Plus I think CCL has a good product and is in a field that should grow over time as more and more baby boomers retire. Riding the wave of companies profiting from this generation has been a good investment strategy in the past.

 

DaveOKC

 

 

 

I agree Dave, It took us too long a time to purchase this stock, but we bought it when the market was down, & it's more than paid for itself.. Only wish we had the nerve to buy more while it was down..:D

 

I'm hoping that in the near future our 100 shares might split, but that just might be wishful thinking.. LOL

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  • 1 month later...
There is no email list there that I could see.

 

Click on the link provided on the page that my link sends you to. It says something like: View shareholder benefits.

 

You will note the directions on how to claim the credit. You must FAX or MAIL the request in, EMAIL is not accepted. This is because they have to have a copy of your stock ownership.

 

DaveOKC

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For what it's worth . . .

 

Last Friday I faxed my investment statement and two cover letters for two different cruises to the HAL number on the shareholder benefit page. I requested e:mail confirmation. Within 15 minutes I had an e:mail confirmation of the OBC for each of our upcoming cruises. Quickest turnaround time I've had.

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I just emailed mine with attachments four weeks ago and got an email confirmation back that afternoon. This was a special cruise since with this request my total Stock OBC's have exceeded the amount I paid for my stock. Everything else is gravy!

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I just emailed mine with attachments four weeks ago and got an email confirmation back that afternoon. This was a special cruise since with this request my total Stock OBC's have exceeded the amount I paid for my stock. Everything else is gravy!

That's interesting. There is no e:mail listed anymore for the benefit request and the request instructions specifically say fax or mail. It was my understanding that e:mails for the OBC benefit were no longer accepted.

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Onboard credit per stateroom on sailings of 14 days or longer

US $ 250

€ 200

£ 150

A$ 250

Onboard credit per stateroom on sailings of 7 to 13 days

US $ 100

€ 75

£ 60

A$ 100

Onboard credit per stateroom on sailings of 6 days or less

US $ 50

€ 40

£ 30

A$ 50

The benefit is applicable on sailings through July 31, 2015 aboard the brands listed below. Certain restrictions apply. Applications to receive these benefits should be made at least two weeks prior to cruise departure date.

This benefit is available to shareholders holding a minimum of 100 shares of Carnival Corporation or Carnival plc. Employees, travel agents cruising at travel agent rates, tour conductors or anyone cruising on a reduced-rate or complimentary basis are excluded from this offer. This benefit is not transferable, cannot be exchanged for cash and, cannot be used for casino credits/charges and gratuities charged to your onboard account. Only one onboard credit per shareholder-occupied stateroom. Reservations must be made by February 28, 2015.

Please provide by fax or by mail your name, reservation number, ship and sailing date, along with proof of ownership of Carnival Corporation or Carnival plc shares (for example, photocopy of shareholder proxy card, shares certificate, a dividend tax voucher or a current brokerage or nominee statement with your brokerage account number blacked out) to your travel agent or to the cruise line you have selected below.

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You only get it if you are not in a balcony cabin. You can't get two discounts

 

I don't understand. We always sail in balcony cabins and always get our OBC for being a Carnival Shareholder. We get $100 for a cruise 7 to 14 days and $250 for 14 days and over.

Edited by sapper1
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Click on the link provided on the page that my link sends you to. It says something like: View shareholder benefits.

 

You will note the directions on how to claim the credit. You must FAX or MAIL the request in, EMAIL is not accepted. This is because they have to have a copy of your stock ownership.

 

DaveOKC

 

Yes, like I said, there is no email listed. The poster you quoted wanted the email and you gave the link you did. There is no email listed in there. That is what I am referring to.

Edited by cruz chic
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Yes, like I said, there is no email listed. The poster you quoted wanted the email and you gave the link you did. There is no email listed in there. That is what I am referring to.

 

Not sure of your point. I gave the link to show that you are not supposed to email the information in, but rather fax or US mail it.

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Not sure of your point. I gave the link to show that you are not supposed to email the information in, but rather fax or US mail it.

 

You did not say that in your post, that is why I was confused. Thx for the clarification.

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Faxed over my proof of ownership this afternoon and had an email when I got home that the credit would appear on my statement onboard. ;);)

 

I've gotten more OBC in the past few years and a small pittance of dividends. Worth every penny I paid for my stock.

Edited by Skipper's Mom
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  • 6 months later...
We recently faxed in my proof of ownership. The confirmation email was in my inbox in less than 20-minutes. Kudos to HAL. :D

I always give them my phone number on the cover page, along with my email address for confirmation in case they have an issue, and I've taken to circling my name, and the Carnival section of the stock report before I fax, after getting two phone calls telling me they needed a copy of the stock report with my name on the statement. Of course, it was there, it was just printed near the top in standard sized letters, so they just missed it. They called on a Friday, and by the time I reached them Monday, they had discovered their mistake and approved the credits for both trips.

Now I circle the two parts of the report I know they'll be looking for, to save them trouble, and I too, got email confirmation quickly.

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I mentioned to our new Broker that when we stop cruising we might sell the stock & he said "My advice would be to only sell it if you are no longer making a profit on it"..

 

IMO if you are planning to cruise once or twice a year for 14 days or more, you should consider purchasing the stock now.. It may take a bit longer to break even/SIZE]

 

Like you, I purchased my CCL stock at a time when I have made money on the stock, and benefited from the dividends. So as an investment, it is doing just fine.

 

Since it is a decent investment, I don't have to cruise on long cruises to "break even." The investment is "stand alone" and the OBC is an added bonus. If the stock never went up and all I received was the OBC, I might still consider it worthwhile.

 

If you cruise a lot, it's great! :D

 

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Has anyone seen where Carnival has renewed the Shareholder OBC benefit for sailings beyond July 31, 2015? I'm booked for a long cruise in October and could really use the OBC. I have held the stock for less than a year so I am not aware of when Carnival renews this benefit despite researching this matter. Thanks.

 

Bob

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