Hohum777

Chris Mascarenhas

Hohum777’s Activity

Yesterday

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 3:01 PM

Re: Bzzzzzzzt You forgot my tip! .

Now if hotels could get a robot that provides maid service; they would be in tall cotton.

They already have "robots" that do the individual tasks - vacuuming, clothes washing, sweeping, cooking, etc.
Is a robot that [more]

Stock Advisor Boards Post

Hohum777 replied to the Stock Advisor boards. 11:41 AM

Stock Advisor Boards Post

Hohum777 posted to the Stock Advisor boards. 12:56 AM

Fri Sep 19

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 11:44 PM

Re: Sep 2014

9/19
Ugly day for Fredriksen-related companies today. Ironically, I completed three Fredriksen-related transactions in my IB accounts
- Added to NADL in Roth ac
- Nibbled on VLCCF in Trading ac
- Added a SDRL nibble to Roth ac
All [more]

NL

Boards Post

Hohum777 posted to the Value Hounds board. 11:30 PM

EiJFW #2

This event should probably have been the one that started the whole Fredriksen-related discussion.
My last sentence in EiJFW #1 indicated Fredriksen had raised additional cash. The method was a very big surprise-
in early September 2014, for [more]

Stock Advisor Boards Post

Hohum777 replied to the Stock Advisor boards. 1:32 PM

NL

Boards Post

Hohum777 posted to the Shipping News board. 9:55 AM

VLCCF grows

The first stage of acquiring 25 Capes from Frontline 2012 (FRNT) is complete. VLCCF has acquired 11 Cape newbuilds
and 2 Newcastlemax newbuilds from FRNT in exchange for VLCCF shares, plus assumption of debt on the vessels.

[more]

NL

Boards Post

Hohum777 replied to the Value Hounds board. 4:13 AM

Re: EiJFW #1

Ack! A smaller EiJFW announcement that might be interpreted the wrong way and cause another drop. Exxon (XOM)
announced that it stopping work with Rosneft due to the US and European sanctions against Russia--
[more]

Thu Sep 18

NL

Boards Post

Hohum777 posted to the Value Hounds board. 10:05 PM

EiJFW #1

Been away from home the last couple of weeks, and have just been catching up with the news on several of my holdings.
While I was gone, a couple of my top holdings got smacked down hard. It wasn't that I was oblivious to what was
going on at [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 4:12 PM

Re: Sep 2014

9/18
Yesterday was excellent timing on the VMEM exit- nice gain in both accounts. With the shares down around 10% today,
that exit call is a double bonus!

WPCS - The trouble with nibbles that trade near or < $1. Yesterday, I [more]

NL

Boards Post

Hohum777 posted to the Frontline Ltd. board. 2:04 PM

DHT grows

DHT announced another deal to acquire 7 VLCCs. With this new deal, DHT's VLCC count jumps to 20 VLCCs (including
6 newbuilds) - not too far behind the 25-ish count that FRO current manage. DHT also has a younger VLCC fleet.

[more]

Wed Sep 17

NL

Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 6:47 PM

OT: 800 posts later

Been gone a few weeks ... I didn't read all 800 METAR posts, just skimmed through many threads, skipped others

HoHum spent 5 days in Massachusetts and another 5 days split between Nevada and Utah (well, I guess there's also
the 18 [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 4:17 PM

Re: Sep 2014

Time to review the port and prune as needed.

9/16
Slashed NGPC in Mizone ac. Shares bounced while I was gone. A small loss, but remaining stake is black.

9/17
Closed out VMEM in Trading ac
Trimmed ROYT in Trading ac - [more]

NL

Boards Post

Hohum777 posted to the Falling Knives board. 3:45 AM

SDRL

Seadrill (SDRL) has taken a 17-20% dive since the start of September. A more pressing dark cloud appeared on
the horizon with the uncertainty of a deal with Russian oil giant OAO Rosneft. There are also concerns of
a slowdown in the offshore [more]

NL

Boards Post

Hohum777 replied to the Value Hounds board. 3:03 AM

Re: OTC Stocks?

It does trade on a non-American exchange, and I suspect the company just may not want to go through the
legal process of getting listed on an American exchange. Can anybody tell me what I might be overlooking?


It might help if [more]

Tue Sep 16

NL

Boards Post

Hohum777 replied to the Shipping News board. 12:52 AM

Re: JF shifts strategy

Golar continuing to ride higher today (9/15). This could be a possible reason--

http://finance.yahoo.com/news/quarterly-changes-nasdaq-q-50-...

Mon Sep 15

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 8:53 PM

Re: Sep 2014

Okay, I'm back at home now. What a dreadful week for a bunch of picks- in particular, SDRL and NADL.
About the only good thing about being away is that it reduced the likelihood of me catching a falling knife.
If I had been home, I would [more]

Thu Sep 11

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 9:23 PM

Re: JF musings

SFL better not get "impacted!"
Remember, JF owns a TON of this.

Oh, and me too.


The Golar events will likely not impact SFL negatively. OTOH, FRO developments might impact SFL. The former
only has a tiny [more]

Wed Sep 10

NL

Boards Post

Hohum777 replied to the Shipping News board. 2:48 PM

Re: JF shifts strategy

As a long term holder of Golar I am hopeful that JF remains on the board. It is not clear that his departure is en toto.

Golar has a new board chair, a former CEO of British Gas (BG)Group. I think the combination of a new [more]

Tue Sep 9

NL

Boards Post

Hohum777 posted to the Hohum's RollerCoaster Ride board. 7:45 PM

JF musings

JF's primary stake in Golar LNG (GLNG) was via an investment entity called World Shipholding Ltd.
Well, World Shipholding Ltd has dumped almost its entire stake in GLNG in a secondary offering @ $58.50/sh.
There is an oversubscription option. [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 70938 out of 75038
Score -1762.99
Score Change Today +15.31
Accuracy 40.70%
Active Picks 15
Total Picks 93
Best Pick CALM (+100.98)
Worst Pick CWTRQ (-168.94)
Average Score per Pick -18.96
Charms Earned 5
Highest Rated Favorite No Favorites Selected
Go to Hohum777’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 10672
Recs Received 16742
People who have rec'd these posts 1361
Recs to Posts Ratio (last 30 days) 11.30
Threads Started 3294
Threads Started Percentage 30.87 %
Most Frequent Board Shipping News
Very First Post Re: regular ira (2/20/2000)
Percentage of Posts Rec'd 65.34 %
Show Hohum777’s 10 Latest Posts