Hohum777

Chris Mascarenhas

Hohum777’s Activity

Today

NL

Boards Post

Hohum777 replied to the Frontline Ltd. board. 6 minutes ago

Re: VLCC partnership

From the horse's mouth--
http://www.frontline.bm/IR/press_releases/1860009.shtml

So Fredriksen and associates (let's say Seatankers) convened together and planned this [more]

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Boards Post

Hohum777 posted to the Hohum's RollerCoaster Ride board. 2 hours ago

Oct 2014

10/1
First day in Oct starts out quite ugly.
- RGSE had bounced nicely yesterday. Then gave up most of those gains today on news of the exit from the
large commercial projects.
- NM continues to be beaten up
- SDRL got worse as [more]

Yesterday

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 9:52 PM

Re: Sep 2014

FWIW I bought FRO in Tax-deferred and will soon sell in After-tax account. This will be VERY nice (OK maybe
I'm reaching) to compensate for Berkshire and MKL I had to sell to buy a condo. THAT will about make up the difference.
[more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 9:43 PM

Re: The World’s 10 Biggest Energy Gluttons

Oh, Iceland. I thought you were referring to Canada ;)

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Boards Post

Hohum777 replied to the Value Hounds board. 3:38 PM

Re: Post of Day for Hohum

Thanks. There's one more thread in the EiJFW series.

Then, I might look to start the "revisiting select tanker company" threads in 2014. There have been some
intriguing developments in the tanker sector just in the last 3-4 [more]

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Boards Post

Hohum777 replied to the Shipping News board. 10:12 AM

Re: JF shifts strategy

Is the Golar "exit" of JF part and parcel of the break with Troim?

Unfortunately, I think so. I hashed it out at length here--

[more]

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Boards Post

Hohum777 posted to the Frontline Ltd. board. 9:37 AM

VLCC partnership

Frontline hooking up with Tankers International on a VLCC chartering partnership. The new hook-up will
mean a larger VLCC fleet than the recently discontinued Nova Tankers VLCC fleet.

[more]

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Boards Post

Hohum777 posted to the Frontline Ltd. board. 7:25 AM

Zacks call

Zacks is suggesting one should not bet against FRO as the company is seeing positive earnings revisions.

[more]

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Boards Post

Hohum777 posted to the Deranged Monkey Criticism board. 7:03 AM

Ackman goes Dutch

Ackman decided to listen his Pershing Square fund in Amsterdam and raised $3B in the effort.

[more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 6:51 AM

Re: Sep 2014

9/29
- NM was looking good earlier in the day. It turned out to be a head-fake.

- Started a clean-up process by dumping most of my KWK stake in the Trading ac. There's a nibble left
in the Roth too.

9/30
More clean-up [more]

Tue Sep 30

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 10:23 PM

Re: sdrl

Here is part 2 of "A perspective from Russia". Perhaps someone can comment on this since it is a bit
out of my league. I'm thinking that I recognize that fact just a little too late but I'm not ready to
capitulate if anything
[more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 3:11 AM

Re: OT When the Milky Way and Andromeda COLLIDE

Is that when Kang the Conquerer shows up? Or Galactus? Captain Marvel shows up to rescue us? The current surfer
crowd should start training so they can become minor Silver Surfers. I mean who cares about being able to catch the
biggest wave, [more]

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Boards Post

Hohum777 posted to the Shipping News board. 1:10 AM

TK dividend plans

Teekay Corp (TK) which currently pays an annual dividend of $1.27/sh, has announced plans to hike the dividend
between 70-80%. But TK's current yield is 2.3%, while its MLP entities each yield at least 2.5 times that %
(TGP - 6.4% and TOO - [more]

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Boards Post

Hohum777 replied to the Tax Strategies board. 12:45 AM

Re: Lowering Tax Burden

Looking at our budget, we could contribute 50% of wages to TSP ...

Are you sure about that? TSP on the civilian side has an employer % cap. Is the TSP program for the military
different than the civilian side? That's not to say [more]

Mon Sep 29

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Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 9:01 PM

Refinery restarting?

Not a major Macro-economic event, but it does have a potentially big effect to fuel logistics.

In 2012, Hess and PDVSA shut down the jointly owned Hovensa refinery located on the island of St Croix.
Some unidentified buyer wants to [more]

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Boards Post

Hohum777 replied to the Shipping News board. 8:49 PM

Re: NM

X-post from Value Hounds--

http://boards.fool.com/nm-my-big-fat-greek-splat-31431348.as...

Stock Advisor Boards Post

Hohum777 replied to the Stock Advisor boards. 10:23 AM

Sun Sep 28

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Boards Post

Hohum777 replied to the Value Hounds board. 10:49 PM

Re: NM: My Big Fat Greek splat

In terms of earnings, lower debt and cash flow VLCCF seems the better buy although the dividend seems in
danger (as it has for a while).


Generally agree that VLCCF is less leveraged, but has the riskier dividend [more]

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Boards Post

Hohum777 posted to the Value Hounds board. 7:50 PM

NM: My Big Fat Greek splat

In late January 2014 I closed out my only dry bulk shipping idea, Navios Maritime Partners (NMM). Up until mid
September, the only dry bulk shipping idea I had even bothered with was a brief, small side bet with Dry Ships (DRYS).
In mid [more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 12:00 AM

Re: Fire Creates Travel Nightmare

Arizona had major rain storms and it shut down Phoenix airport for several hours. A whole bunch of planes
got redirected to other airports--

[more]

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