A drop in coronavirus cases in the U.S. and an increase in vaccination are two big reasons to be optimistic about the future of travel stocks. The pandemic isn't over, but the situation is improving -- and that means we can better estimate when certain companies will recover.

Here, I'll talk about two of my favorites. One is an entertainment giant with good news only a month away. Another is a cruise operator whose recovery will take more time. But once the pandemic is over, this company may see a tidal wave of demand. Let's take a look at each.

Image source: Disney

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Source Fool.com