Hohum777

Chris Mascarenhas

Hohum777’s Activity

Today

NL

Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 2 hours ago

Retire & travel

Story on folks who have retired and the various forms of travel: boat, short-term rentals, RVing, etc.
Quite interesting and not surprising are some of the challenges of managing costs in the new lifestyle.

[more]

Yesterday

NL

Boards Post

Hohum777 replied to the Frontline Ltd. board. 7:07 PM

Re: Messy Q2 2014

Here are FRNT's vessel averages in Q2 2014
Average daily time charter equivalents (TCEs) for VLCCs and suezmaxes were $24,000 and $14,400, respectively, down
from $39,500 and $26,500 in the first quarter. MR tankers earned $15,800 against
[more]

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Boards Post

Hohum777 replied to the Frontline Ltd. board. 6:20 PM

Re: Messy Q2 2014

FWIW -- Consider -- it's not at a low yet. My purchases. I have lost money tho. And I keep promising not to look.

05/31/2013 Buy at $1.85

02/27/2013 Buy at $2.15

12/28/2012 Buy at $3.25

Bob
RYR Home Fool
[more]

Stock Advisor Boards Post

Hohum777 posted to the Stock Advisor boards. 1:17 PM

NL

Boards Post

Hohum777 replied to the Frontline Ltd. board. 1:09 PM

Re: Messy Q2 2014

Is it time to give up, or to buy into weakness?

I'm tempted by the second option tbh; a guy like JF is driven by ego, and it would stoke his ego to be able to say that he brought his former crown jewel back from the brink.

I wish
[more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 12:48 AM

GASS Q2 2014

- Revenue increased to $31.9M
- Operating income of $7.1M (slight increase from $6.9M)
- Net income of $4.7M (decrease from $5.1M)
- Additional vessels added to fleet
- Multiple share offerings (three in the last year)
- Ordered [more]

Fri Aug 29

NL

Boards Post

Hohum777 posted to the Value Hounds board. 11:52 PM

SDRL Q2 2014 (Take 2)

Okay, onto delving into Seadrill a second time.

There will be some tie-ins to the (Take 1), so that's here--
[more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 5:10 PM

Re: Aug 2014

8/29
- Been watching RIGP inch up over the last week. Now at $28.50/unit vs $24.30/unit on first day close (7/31).
During the same time-frame, parent RIG has actually traded mostly lower.

- Earlier in the day, it seemed like the FRO [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 12:04 AM

Re: Aug 2014

8/28
- FRO results: Worse than I expected. Not sure how long the piece-meal, tiny ATM offerings can continue.
Fredriksen really needs a more comprehensive plan for FRO, instead of this run-off plan this seems to be
subsidizing SFL lease [more]

Thu Aug 28

NL

Boards Post

Hohum777 posted to the Shipping News board. 11:52 PM

SFL Q2 2014

Reported Q2 2014 results earlier today.
- Charter revenue of $157M
- EBITDA of $129M
- US GAAP operating revenue of $73M (excludes four of the five drilling assets)
- Dividend of 41c/sh
- 2 new Kamsarmax vessels delivered
- [more]

NL

Boards Post

Hohum777 posted to the Frontline Ltd. board. 9:52 PM

Messy Q2 2014

I thought FRO would have results similar to Euronav- weak Q2, lower than Q1. The second part was correct. The
first part was more like "very weak Q2" in both categories. Very weak, because results were worse than Q2 2013
VLCCs - [more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 1:30 AM

DHT Q2 2014

Announced Q2 results after hours.
- Revenue of $14.5M
- EBITDA of $1.6M
- Net loss of $8.1M
Even with more operating days, all figure are worse than Q1 2014.

[more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 12:34 AM

Re: Aug 2014

8/27
Choppy day today.
- RGSE started the day lower, and I was thinking "Here we go again". But around noon, it suddenly turned around
and headed higher. Still a long ways to go. But this one will require some patience just to [more]

Stock Advisor Boards Post

Hohum777 posted to the Stock Advisor boards. 12:08 AM

NL

Boards Post

Hohum777 posted to the Value Hounds board. 12:03 AM

SDRL Q2 2014 (Take 1)

If you haven't been following Seadrill (SDRL) closely in the last few months, the big news items are
- Contract update for newbuild UDW drillship West Jupiter : 5 year deal with Total
- Contract update for newbuild UDW drillship [more]

Wed Aug 27

NL

Boards Post

Hohum777 replied to the Value Hounds board. 3:16 AM

Re: Nabors turnaround thanks to Blue Harbour

I'm surprised Hohum hasn't commented about RDC since he knows the sector. Will check it out some more myself
thanks for posting about it!


Huh, what? Sure, I poked a little at Rowan. Given that it has been over 800 days, I guess [more]

Tue Aug 26

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 11:33 PM

Re: Aug 2014

Hohum did you see the post about RDC on the value board? You might want to check it out.

Yes, I've seen it. I will take another peak at RDC. But I wasn't too impressed with the company the first
go around.


So you [more]

NL

Boards Post

Hohum777 replied to the Shipping News board. 10:02 PM

Re: GOLAR (GLNG)

There is even a "contango" that seems to be helpful to Golar. Not sure what a contango is. At the time of
this posting Golar is up $1.83.


I mentioned contango beginning to show up in LNG in a thread about two weeks [more]

Mon Aug 25

NL

Boards Post

Hohum777 replied to the Value Hounds board. 9:12 PM

Re: the everlasting Portfolio Update

IoT: Google, Qualcomm, Tesla
Energy: Tesla, National Oilwell Varco


Okay, I will concede Qualcomm as an IoT pick. But, Tesla as an energy pick? By that token, a shoe manufacturer
or a restaurant could qualify as an energy [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 8:28 PM

Re: Aug 2014

8/25
- Didn't expect this to happen so soon - Great bounce for ROYT! I thought the bounce would only occur
after the Santa Barbara election issue was settled. I had set the bar low and was originally prepared to clear
the Mizone ac (a [more]

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