Hohum777

Chris Mascarenhas

Hohum777’s Activity

Today

Stock Advisor Boards Post

Hohum777 posted to the Stock Advisor boards. 10:52 AM

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 1:54 AM

Re: Aug 2014

8/21
- FRO back in Trading ac (nibble)
- TNP nibble made an exit
- ZLTQ was misbehavin' again - almost nibbled for Roth ac (I know "almost" doesn't count, but this thread
is supposed to be a time-line reminder, my online [more]

Yesterday

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 9:37 PM

Re: How I'd like to use "Google Now"..

Based on its great intellect, I want "Google Now" to pick a certain six numbers for me before Friday, ...
the combinations are less than a google, so how difficult can it be? ;)

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 9:22 PM

Re: LOOP down

Repairs are done. Now running tests ...

https://www.loopllc.com/Announcements/Announcements

Wed Aug 20

NL

Boards Post

Hohum777 replied to the Value Hounds board. 11:38 PM

Re: Barron's at it again

More fleet details--

I have not actually looked at the Diamond Offshore (DO) drilling fleet until today. The company have nine
drilling assets working in Brazil currently. One is wrapping up its contract this month, and will head [more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 10:24 PM

SBLK adds

With Oaktree Capital's support, SBLK have acquired a huge chunk of the fleet that once belonged to Excel Maritime
for a little under $635M (for 34 vessels)--

[more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 9:31 PM

Re: Aug 2014

8/20
- RGSE - Ouch! Nasty take-down after yesterday's Q2 results.
- Decent follow-thru day for KWK. But long way back to break-even.
- Not sure what caused the ZLTQ pull-back, but it offered an opportunity to nibble again.
- Still [more]

NL

Boards Post

Hohum777 posted to the Value Hounds board. 10:47 AM

Oaktree: Shipping biggie

Oaktree Capital (OAK) had already participated in one event earlier this year that helped turn Starbulk (SBLK)
into a large dry bulk shipper, the largest of US-listed entities. That event was mostly acquisition of new vessels.
Starbulk will [more]

NL

Boards Post

Hohum777 posted to the Value Hounds board. 1:52 AM

Barron's at it again

Barron's had been quite negative on the offshore drilling market the second half of 2013 and early 2014.
Then they went quiet for a short while. Looks like they have started their negative hit-piece articles again

[more]

Tue Aug 19

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 11:57 PM

Re: Aug 2014

8/18
- GASS dropped under $10 - nibble time

8/19
- Trimmed FAX in DRIP ac
- Nibbled on CAMT for Trading ac
- After hours, RGSE reports Q2 results and a whole lot more. Okay, now the one week delay in announcing
results [more]

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 10:58 AM

Re: Ho Hum: Economics of Free

Oddly enough, HoHum did have a free lunch yesterday (okay, the cost was the cell phone survey and a 7-minute
wait) AND I was in the vicinity of the Khan Academy main office.

Math says the two events are related - Qaz, write the math [more]

Mon Aug 18

NL

Boards Post

Hohum777 posted to the Shipping News board. 11:00 PM

LOOP down

X-post on the METAR board--

http://boards.fool.com/loop-down-31374061.aspx

NL

Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 10:58 PM

LOOP down

Not as big a deal as it used to be, but supposedly, Louisiana Offshore Oil Port (LOOP) has been out of action
for several days. There was an oil sheen noticed in the LOOP vicinity, and that resulted in the system being
shut down. How long [more]

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 10:37 PM

Re: Winter weather and blackouts advisory

Niska Gas Storage (NKA)

Nearly 10% divi ... }};-&. !


I restarted the idea in one of my accounts this year. So far, the price gain far exceeds the annual distribution.
So the hefty distribution was a secondary factor. [more]

Sun Aug 17

NL

Boards Post

Hohum777 replied to the Shipping News board. 11:31 PM

Re: LNG shipping: Young 'uns

I am on the safer side with Golar MLP (GMLP)

Do you have a certain price point that would compel you to reinvest in Golar?

GLNG @ $47 - $50 would probably interest me again

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 10:32 PM

Re: Winter weather and blackouts advisory

Suffice to say we are net exporters of NG to y'all and are going to approve converting a major NG pipe
to carry oil to the east as we have lots of supply coming in on existing pipes from y'all.

Tim


So the US pumps a lot [more]

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 4:20 PM

Re: Flash Crash?

**** Not Signed as I'm looking under the bed for my tin hat ****

might be too late for that- "they" probably have drones with small magnets attached which means outside is not safe ;)

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 1:33 PM

Re: Winter weather and blackouts advisory

Oh no problem, y'all have massive quantities of cheap (for now), clean.. (er than coal) and safe Nat gas with insufficient pipelines to get to market.


Tim


Since y'all in Canuckia don't exactly have the greatest gas [more]

NL

Boards Post

Hohum777 replied to the Shipping News board. 1:25 PM

Re: LNG shipping: Young 'uns

Correct me if I am wrong. Have you sold your total position in Golar?

I had a small GLNG stake. I sold the stake in July after the great run-up that started in late February 2014.
If I had a larger stake, I would have trimmed a [more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 5:37 AM

LNG shipping: Young 'uns

After posting individual items on HLNG and GLOP, I decided to dive into both a little more

X-post on Value Hounds
[more]

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Big gold star, 5000 posts Old School Fool
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