Hohum777

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Hohum777 replied to the Value Hounds board. 10:13 AM

Re: LNG export facility

I personally didn't think much of the rest of the article as I found his assumptions about the economics to be rather lame. Even if I give him the benefit of the doubt with regards to the cost to liquefy & ship and the price range he used for [more]

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Hohum777 posted to the Value Hounds board. 12:20 AM

LNG export facility

Seems like another LNG site has been approved for US exports- Freeport LNG facility.

What I was slightly more surprising were the partners involved in this project. Here's
what someone discovered in their digging.
Freeport LNG [more]

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Hohum777 replied to the Hohum's RollerCoaster Ride board. 10:46 PM

Re: May 2013

Last two or three trading days, felt like I have been missing out. But each day, I just felt
reluctant to jump into anything. That changed today- added NNA to Roth ac, and more SNFCA to
Trading ac. Small additions, but it was just a way of [more]

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Hohum777 posted to the Macro Economic Trends and Risks board. 10:01 PM

Tanker sector tidbits

Just one article but it has a bunch of interesting points
1. Tanker rates on the product side appear to have taken a little bit of a breather. Hohum
suggests that even with the decline, he doesn't think the vessel owners on the clean [more]

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Hohum777 posted to the Macro Economic Trends and Risks board. 9:41 AM

Dear Class of 2013

A couple of stats-
It is, as a result, no surprise that total student loans are now approaching $1 trillion. They have easily overtaken credit-card debts and car loans. According to the Federal Reserve Bank of New York, total student loans [more]

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Hohum777 replied to the Macro Economic Trends and Risks board. 4:30 PM

Re: Day trading: 1999 Time Capsule opened

The other surprising aspect is that Dylan and others have NOT been decimated by algorithmic HFT traders. Normally the algorithms would quickly have discerned the exact trading patterns used by Dylan and his friends. The HFT’s that use “machine [more]

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Hohum777 posted to the Value Hounds board. 3:20 PM

OT: 2 cats

Enjoy the video clip:

http://abcnews.go.com/GMA/video/cat-mimics-girl-baby-snuggle...

Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 4:47 PM

Tackling big issues

A former hedge fund manager and his wife, John and Laura Arnold, are attempting to tackle
big issues e.g. obesity, criminal justice & employment development skills, via philantrophy.

The Arnolds want to see if they can use their [more]

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Hohum777 replied to the Macro Economic Trends and Risks board. 11:33 PM

Re: Change of strategy - advice sought?

What I've noticed is that the US ADR's (in general) are not quite as well priced as the underlying stocks in foreign markets (so I suspect the packager is making a bit on each share).

The brokerages typically add a fee for the ADRs. [more]

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Hohum777 posted to the Humor and Urban Legends board. 10:56 PM

Four-legged fans

Fans, ... and more fans

[more]

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Hohum777 replied to the Macro Economic Trends and Risks board. 10:31 PM

Re: Change of strategy - advice sought?

Just curious, how is the dividend treated in Switzerland?

BTW, supposedly RIG agreed to reinstate their dividend policy- put on hold after the GOM
fall-out.

Boards Post

Hohum777 posted to the Value Hounds board. 10:06 PM

Icahn + RIG

It looks like Carl Icahn was successful on one of his initiatives- the RIG board chair being replaced.

Icahn had proposed two other candidates, but the two sitting members got voted back in.

Also, Icahn was pushing for a $4/sh [more]

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Hohum777 replied to the Hohum's RollerCoaster Ride board. 9:16 PM

Re: May 2013

Okay, yesterday's SNFCA whack caught me off-guard, and caused some jitters. What the heck
caused that level of spooking for the stock price? There was a 10Q filing earlier in the week,
but I didn't notice anything horrendous that should have [more]

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Hohum777 replied to the Value Hounds board. 8:59 PM

Re: What would you do?

I would look for examples of folks who have been invested 5, 6, 8 or 10 years. That would
probably encompass a fair number of people who experienced a similar portfolio deflation.
Hopefully, the examples have a fair share of people who [more]

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Hohum777 replied to the Hohum's RollerCoaster Ride board. 2:40 PM

Re: May 2013

Read thru the NGPC earnings call transcript (5/14) and added to the NGPC stake.
- Results were not thrilling. But, they were not horrible either. Book value fell> 5%, but
dividend was maintained.
- The GMXR investment was put on [more]

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Hohum777 posted to the Macro Economic Trends and Risks board. 6:31 PM

OT: Port Angeles

Hi Wendy,
I hope this is not one of your neighbors?

[more]

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Hohum777 posted to the Value Hounds board. 2:17 PM

More activity

In prior years, Oaktree Capital seemed to be involved in the shipping sector only on an
occasional basis e.g. Genco Shipping & Trading (GNK) pre-IPO investment. Then came distressed
situations e.g. Beluga Shipping. The situation with [more]

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Hohum777 posted to the Macro Economic Trends and Risks board. 2:00 AM

Simple words, right?

This is from a couple of weeks ago. Apologies if someone has already mentioned this story.
The simple words refers to the phrase "immediately preceding" and could have significant
impact on an interest swap deal involving Lehman [more]

Boards Post

Hohum777 replied to the Value Hounds board. 4:11 PM

Re: here's what happened

Thrilled to see a long KitKat post- Welcome back!

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