Hohum777

Chris Mascarenhas

Hohum777’s Activity

Yesterday

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 9:50 PM

Re: Michael Lewis HFT: Fishing for minnows

Soo, even if it costs me a little more in commissions or spreads...I'm moving over to IB, and routing my buys
and sells through IXE. Will my one move make difference? Nope. But I'll feel a little better.


- IB will likely save [more]

Wed Apr 16

NL

Boards Post

Hohum777 posted to the Shipping News board. 10:01 PM

Tanker market Q1 2014

Shipping broker McQuilling released a report detailing how the tanker spot market played out for Q1 2014.
Spot charter for Jan - Mar
VLCC: 212 - 167 - 144
Suezmax: 226 - No data - 200
Aframax: Caribbean route started out high, but has [more]

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 8:31 PM

Re: Solarzyme and Amyris

I am familiar with Amyris (AMRS)- I have a small stake in the company. The company is being "assisted" by
two big stakeholders- French oil & gas giant Total (TOT) and Singapore's wealth fund. Obviously, TOT has
more than a [more]

NL

Boards Post

Hohum777 replied to the Tax Strategies board. 3:19 PM

Re: Sad News: Phil Marti

This is sad news. I'm going to miss Phil, his great advice on tax issues and his sense of humor.

NL

Boards Post

Hohum777 replied to the Value Hounds board. 1:40 PM

Re: Speaking of what we know- CALM

Nothing wrong with green eggs

Well Bob, you need to buy Continental Resources (CLR) before you make that claim. Why CLR?


Green Eggs and Hamm ... and you can enjoy the meal wherever you like :)

Mon Apr 14

NL

Boards Post

Hohum777 posted to the Value Hounds board. 11:47 PM

SDRL and a pickle

Okay, the exact phrase from a Credit Suisse analyst was that "Seadrill is in a bit of a pickle" and then
goes on to rehash some of the same old arguments- high debt, expensive assets with no charter coverage.
Actually, he does throw [more]

NL

Boards Post

Hohum777 replied to the Tax Strategies board. 7:30 PM

Re: extension question

Hi,
My grown daughter is traveling abroad, and has no access to her 2013 w-2, 1099s, etc. Her withholding will exceed her tax, so she won't owe anything, but she needs to file for an extension and can't provide the necessary information.
[more]

Sun Apr 13

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 11:57 PM

Re: OT: Changing tastes after a stroke

OK I couldn't find the "2 achiote (annatto) seeds" because nobody around here had ever heard of them.

Sounds like y'all need a small barrio in Nova Scotia? Just a small neighborhood and y'all will get
some Mexican [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 11:41 PM

Re: HoHum's Q1 2014

I worked on the numbers for the Shipping port experiment too. Actually, I had the Cap gain. I didn't have
the payouts that occurred the first three months of the year. Well, that's now done, so the Q1 number
is 1.49% YTD. I think some of that [more]

NL

Boards Post

Hohum777 replied to the Value Hounds board. 12:48 PM

Re: momentum losing momentum

Regarding tech, it is an interesting sector. An idea can get squeezed and squeezed. Then suddenly, it
can regain favor and just take off. NFLX is one, FB is another. In some ways, HPQ also fits in this category.
I view 3D printing ideas in a [more]

NL

Boards Post

Hohum777 replied to the Value Hounds board. 1:28 AM

Re: momentum losing momentum

He no doubt had more out of favor and under followed names in mind that represent less risk, but he
does argue forcibly that risk is inherent in picking a contrarian holding. I'm not sure what types of
equities he holds. Didn't look up
[more]

Sat Apr 12

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 8:28 PM

Re: Bad omen: China's first

What part of "to encourage the others" did you miss?

Comrade, have you read "Animal Farm"?

If not, ... there was this farm, and this farmer, and these two pigs, and ... Never mind, it might take [more]

NL

Boards Post

Hohum777 replied to the Value Hounds board. 7:53 PM

Re: Dare to be great

Regarding OAK, what is involved in owning shares of an LLC? Is it a lot of work/paperwork at tax time?
Tax time is already unpleasant enough...


No idea- my prior foray into OAK ended last month (so 2014 taxes)

For 2013, [more]

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 11:37 AM

Re: Bad omen: China's first

Wouldn't this long term actually be a Good omen?

Methinks it would indicate that the Chinese are going to try to solve their problems. If they use a state backed entity as an example "to encourage the others" them there may be
[more]

NL

Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 10:00 AM

Bad omen: China's first

Nanjing Tanker Corp. is scheduled to be dropped from the Shanghai Stock Exchange. This isn't the first company
to be dropped from the Shanghai Exchange. However, it is the first state backed entity to be dropped from the
Shanghai [more]

Fri Apr 11

NL

Boards Post

Hohum777 replied to the Value Hounds board. 10:37 PM

Re: Dare to be great

OAK still falling. Too tempting - nibbled on OAK today.

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 9:21 PM

Re: Apr 2014

4/11
Ugliness continues ...

Almost nibbled on REED @ $5.03/sh
Closed TNK on the brief bounce
Nibbled on OAK- about 10% lower than my exit price last month.

NL

Boards Post

Hohum777 replied to the Value Hounds board. 2:25 AM

Re: Dare to be great

Thanks for the link. Howard Marks always has some great observations and points.

Oaktree Capital for the little people i.e OAK, has had a big pull-back over the last five weeks- down
from around $62-ish => $53-ish on 4/10. Watching it [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 12:00 AM

Re: Apr 2014

4/10
Getting ugly out there today.
FRO, CPST, RGSE, REED, AMRS in the owned category; 3D Printing cos, VLCCF, OAK, etc. OTOH, owned stuff
like OHI, SO, WHZ holding up quite well.

No MT in Trading ac- sold stake for a 9% gain [more]

Thu Apr 10

NL

Boards Post

Hohum777 posted to the Shipping News board. 11:26 PM

GLOG adds 3 more

Today, Gaslog (GLOG) took delivery of three LNG tankers from a BG subsidiary, and announced the acquisition of
three more LNG tankers from the same BG subsidiary. All vessels have a charter back arrangement with BG

[more]

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CAPS Player Rating < 20
Player Rank 71916 out of 75542
Score -1549.69
Score Change Today 0
Accuracy 40.70%
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 10234
Recs Received 15811
People who have rec'd these posts 1340
Recs to Posts Ratio (last 30 days) 9.00
Threads Started 3107
Threads Started Percentage 30.36 %
Most Frequent Board Shipping News
Very First Post Re: regular ira (2/20/2000)
Percentage of Posts Rec'd 65.02 %
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