Hohum777

Chris Mascarenhas

Hohum777’s Activity

Today

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 2:38 AM

Re: Nova Scotia LNG count to 3

Aha! A development on the Canadian left coast.

On July 28, 2014, Quicksilver filed for a license to export liquefied natural gas from the Discovery LNG site.
Regulatory approvals and permits are expected to take approximately two
[more]

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Boards Post

Hohum777 posted to the Hohum's RollerCoaster Ride board. 2:12 AM

Summer musings

This Seeking Alpha article from Stephen Mayo really bugged me--
http://seekingalpha.com/article/2343795-the-day-i-sold-every...

One of my quick observations [more]

Yesterday

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 10:21 PM

Re: Jul 2014

7/29
Some up, some down. Camtek (CAMT) reported earlier today. Share price bounced, and I opted to sell the
Roth stake on the surge. A little later, I sold the Trading ac stake. Not great gains, but positive exits in
both cases. Feeling a [more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 9:14 AM

Re: The bear signal

Hard to do, saw one guy say tonight that "we're playing with fire" here, and then he said that meant
5-10% correction. Wake me when it's over. The hyperbole is way out front of everything for some reason.


Perhaps [more]

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Boards Post

Hohum777 posted to the Frontline Ltd. board. 8:59 AM

A big Thank You

A $260M Thank You

It looks like Tor Olav Troim (TOT) is leaving Seatankers Group, the overall investment group of Fredriksen's
empire of companies, after 19 years. Fredriksen thanked him for the service by giving him 3M shares in [more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 12:29 AM

Re: Nova Scotia LNG count to 3

Appears to be some progress for the Nova Scotians (or is Nova Scots??) [single clap]

But ... y'all have to actually commit to building an LNG export facility for it to count. I mean, take
Kitimat on Canuckia's Left coast. How many [more]

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Boards Post

Hohum777 replied to the Value Hounds board. 12:18 AM

Re: SA

It occurred to me, no statistical analysis done, just what I have seen, that most articles on SA are
bullish. It makes me think therefore that SA is not an objective source of information about a stock.
Any thoughts.


If you [more]

Mon Jul 28

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Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 9:21 PM

The bear signal

On the heels of the Stephen Mayo Seeking Alpha article, I have another piece on a coming correction from
Mark Cook.

Who is Mark Cook? A long time investor
The primary indicator that Cook uses is the “Cook Cumulative Tick,” a [more]

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Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 5:24 AM

Suezmax spot market

Mentioned on the Frontline (FRO) board, shipping broker Gibson just released their weekly shipping report,
one that focuses on the Suezmax tanker category.

[more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 4:35 AM

Re: Is the market overvalued?

...I have one goal. Survival at a modest level under any foreseeable future... I want a dividend that has
history, a future, and a present... I want, five years from today, all investments made today to be yielding
at least 5% based on
[more]

Sun Jul 27

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Boards Post

Hohum777 posted to the Frontline Ltd. board. 4:03 PM

Suezmax spot market

Some helpful stats wrt to Suezmax vessels from Gibson-

http://www.hellenicshippingnews.com/wp-content/uploads/2014/...

An increase in [more]

Sat Jul 26

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 6:42 PM

Re: Is the market overvalued?

My wife went out and spent her birthday money on a new notebook computer today at Costco. Now I have
to beat my head on Windows 8 so I can help her get up and running on it before we head for Vancouver in a week
and a half. }};-$
[more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 4:08 PM

Re: Is the market overvalued?

Perhaps I should have asked Stephen Mayo (whoever that is) first?

No idea who the dude is either. But I did note that he had stakes in my top four holdings (A month ago, PSEC
was my 4th largest position, but has now been trimmed. [more]

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Boards Post

Hohum777 posted to the Shipping News board. 3:53 PM

LNG shipping summary

Summary of LNG market and its impact on shipping

http://www.hellenicshippingnews.com/teekay-marine-markets-ga...

I have seen the delivery [more]

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Boards Post

Hohum777 replied to the Value Hounds board. 1:57 PM

Re: A divorce

Most of my SA visits are not for new news but to see the replies in the comments section of the threads I'm following.

Denny Schlesinger


I suspect that is another way the clicks are increasing. For example, a Seadrill (SDRL) [more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 8:33 AM

Re: Is the market overvalued?

Apparently, Stephen Mayo thinks so - sold everything but two positions.

http://seekingalpha.com/article/2343795-the-day-i-sold-every...

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 7:42 AM

Re: One Bank Tonight

This isn't the way the banks were biting the dust a few years back.

I think it means the country is out of crisis mode ... for now.

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Boards Post

Hohum777 replied to the Value Hounds board. 5:02 AM

Re: A divorce

I don't understand. If SA is paid per click, they must have a plan to make up for those clicks on Yahoo.
Better articles only pay off if there are more clicks. Perhaps this is more a "trial separation." I'd suspect
negotiation
[more]

Thu Jul 24

NL

Boards Post

Hohum777 replied to the Frontline Ltd. board. 11:04 PM

Re: Charter terminations

SFL has the advantage of "replacement" EBITDA- on an EBITDA basis, the HE Jack-up rig West Linus alone
will start contributing enough EBITDA to replace the contribution of the three VLCCs. In contrast, FRO only
has the one [more]

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Boards Post

Hohum777 replied to the Shipping News board. 9:34 PM

Re: How Come

Shipping companies are going to continually bob up-and-down, so 3-4% isn't exactly a major event.

Also, BDI below 730 isn't exactly encouraging so that might explain two of three. FRO only ended up down
about 1.8% yesterday. Took a [more]

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