Hohum777

Chris Mascarenhas

Hohum777’s Activity

Today

NL

Boards Post

Hohum777 replied to the Value Hounds board. 2 hours ago

Re: winners

I think there are small pockets of value in the market at any time. Even in this market that has been making
new highs on consecutive weeks in a row. I think finding those sectors requires stretching a little more
beyond one's normal scope. [more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 2 hours ago

VLCCF Q3 2014

Results announced earlier today
- Operating rev of $19.3M
- Net income of -$6.1M
- Started taking delivery of first batch of vessels acquired from FRNT
- Slashed dividend to 5c/sh
- In Oct 2014, announced plans to merge with [more]

Yesterday

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 10:53 PM

Re: Nov 2014

11/21
- VLCCF results - not great. The last two calls, I thought VLCCF would cut their dividend- they didn't.
Today, they did. Slashed from 20c => 5c. Glad I trimmed yesterday.

- TNP also reported today. Pretty decent numbers. Q3 [more]

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Boards Post

Hohum777 replied to the Value Hounds board. 1:22 AM

Re: Another Navios MLP

Made this comment on the "Shipping News" board--
NAP started trading on 11/13 at a lower offering price of $15. Not sure if the "must-get-it-done" price was due
to Navios management, or the "suggestion" of the
[more]

Thu Nov 20

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 11:26 PM

Re: Nov 2014

11/20
- Bounce in the right direction- VLCCF trimmed.

- WHZ @ $10-ish, interesting ... added @ $10.02

- More INVN for Roth ac

- NKA seems to have found space to recover the last few days.

- NNA results today. [more]

Wed Nov 19

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 10:36 PM

Re: Nov 2014

11/19
- A bounce in the right direction, I would have trimmed VLCCF. Didn't happen.

- I did exit the DRYS nibble.

- Crazy behavior from GMLP- another nibble.

- TOO nibble to replace DRYS

- Whackdown of NADL. [more]

NL

Boards Post

Hohum777 replied to the Value Hounds board. 12:46 AM

Re: winners

For discussion does anyone here invest in healthcare etf's or mutual funds that you would like to share?

Though I don't invest in healthcare ETFs, I found it was not too difficult to find a list. This specific
list is ranked by [more]

Tue Nov 18

Stock Advisor Boards Post

Hohum777 replied to the Stock Advisor boards. 3:36 PM

Mon Nov 17

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 10:57 PM

Re: Nov 2014

- Shipping basket had made a reasonable recovery on 11/14- from double digits to single digits. Not so good
on 11/17 for dry bulk ideas. Still, I think the port stays with a single digit loss. Added another NAP nibble.

- SALT visits the [more]

NL

Boards Post

Hohum777 posted to the Frontline Ltd. board. 5:34 PM

Contango is 'ere

With crude oil prices falling on an almost daily basis, I figured there was at least some contango occurring.
How much, I was not too sure. Someone threw out a number

Right now, approximately 50 million barrels of crude oil are being [more]

NL

Boards Post

Hohum777 replied to the Shipping News board. 4:41 PM

Re: Another Navios MLP

NAP started trading on 11/13 at a lower offering price of $15. Not sure if the "must-get-it-done" price was due
to Navios management, or the "suggestion" of the book-running firms (Bank of America, Citigroup and JP [more]

Thu Nov 13

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 2:19 PM

Re: Nov 2014

11/13
- NAP prices lower @ $15/unit. Not good news for NNA, but it makes NAP interesting. The subordinate units
for NNA make the distribution payout safer for common holders - nibble @ $13.48/unit.

- Dumped the half-nibble of KWK in [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 11:21 AM

Re: Another Navios entity

I commented elsewhere that NNA had filled in some numbers- units priced between $19 and $21, and 8.1M units
being offered
[more]

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Boards Post

Hohum777 replied to the Deranged Monkey Criticism board. 3:30 AM

Re: OT: CC Typos

FYI, on a related note--

Have you looked at what PSEC is exploring? It looks like BDC + spin-off variety A + spin-off variety B.
At least, that's the way I interpreted the Press release.

[more]

Wed Nov 12

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 11:05 PM

Re: Nov 2014

11/12
- Nice bounce from NKA earlier in the day. Then it faded. Will still take the 7.73% gain.

- Getting a little bored with DRIP? I realize DRIP investing is about patience, but I still trimmed ED.
The rationale- I didn't want it [more]

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 5:00 PM

Re: Alberta won't be happy

BTW, there is a little bit of irony in this development. One of the beneficiaries of this agreement,
on the shipping side, is Teekay LNG Partners (TGP). The parent company and sponsor of the MLP is Teekay
Corporation (TK), who used to be [more]

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Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 11:44 AM

Alberta won't be happy

Russia and China cuddle closer on LNG deal

China and Russia signed an initial gas accord two days ago, after a $400 billion deal earlier this year.
The tie-up means that only one-in-20 proposed LNG projects targeting the 2020 market
[more]

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Boards Post

Hohum777 posted to the Frontline Ltd. board. 10:22 AM

Bits of progress

- FRO's website has been quite outdated, especially on the fleet side e.g. Ulriken still shows as a FRO
vessel, the three Suezmax vessels that used to belong to ITCL still show as FRO vessels, etc. At least, the
officer entries have [more]

Tue Nov 11

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 8:39 PM

Re: Nov 2014

11/11
- DHT announced Q3 yesterday, and discussed results today.
http://boards.fool.com/dht-q3-2014-31495026.aspx

The explanation of the charter expiry was a little [more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 8:18 PM

DHT Q3 2014

DHT Holdings announced Q3 2014 results late yesterday
- Completed acquisition of Samco Shipholding Co, a transaction that adds 7 VLCCs to the fleet
- Net revenue of $21.8M
- Dividend maintained @ 2c/sh

[more]

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CAPS Player Rating < 20
Player Rank 71144 out of 75055
Score -1931.63
Score Change Today -11.80
Accuracy 39.53%
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 10880
Recs Received 17113
People who have rec'd these posts 1366
Recs to Posts Ratio (last 30 days) 4.60
Threads Started 3359
Threads Started Percentage 30.87 %
Most Frequent Board Shipping News
Very First Post Re: regular ira (2/20/2000)
Percentage of Posts Rec'd 65.62 %
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