Hohum777

Chris Mascarenhas

Hohum777’s Activity

Today

NL

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]

NL

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]

Yesterday

NL

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

NL

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...

NL

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.

NL

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]

NL

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]

NL

Boards Post

Hohum777 replied to the Shipping News board. 4:13 PM

Re: How Come

The shipping companies all shat the bed yesterday?
Everything seems down 4%.
Ant


Examples of some stocks?

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Boards Post

Hohum777 posted to the Frontline Ltd. board. 10:49 AM

Charter terminations

Terminations of charters of three more SFL VLCCs. Will cost FRO around $56.5M vs $110M of capital lease
obligations. SFL has sold the vessels to a third party, and will avoid a costly third vessel survey for each
vessel.

[more]

NL

Boards Post

Hohum777 posted to the Falling Knives board. 3:24 AM

ROYT

Pacific Coast Oil Trust (ROYT) has tumbled 20% in the past 3 days, 27% in the last 8 trading days.

Risk factor mentioned in a filing about 6 weeks ago: Ballot initiative in Santa Barbara county that could impact
anywhere from 38 - 77% of [more]

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Boards Post

Hohum777 posted to the Humor and Urban Legends board. 3:12 AM

Extreme grillers

The Chevy Nova is pretty novel--

[more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 2:10 AM

Re: Jul 2014

7/23
Okay, a day late with the probable reason for the ROYT slump - a ballot initiative in Santa Barbara county
that might seriously limit energy production from their properties in the county.

[more]

NL

Boards Post

Hohum777 replied to the Value Hounds board. 1:46 AM

Re: Millennials not buying stocks

I would think it is because:
1) Millenials have to pay a lot more for housing than baby boomers did
2) They graduate with much higher debt burdens
3) They have seen 2 wipe out crashes in a decade with the dotcom crash and the financial
[more]

Wed Jul 23

NL

Boards Post

Hohum777 replied to the Frontline Ltd. board. 5:10 AM

Re: Interesting data

First I've heard of ECO VLCCs. I wonder if anyone else has ECO VLCCs on order?

To answer my own question, apparently the VLCCs that were ordered by Navig8 are also ECO type VLCCs. Navig8's
newbuilds are from multiple yards. That [more]

Tue Jul 22

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 9:56 PM

Re: Jul 2014

7/21
Closed RIG position (DRIP ac). This is not my problem ac, so this is more a management of picks issue
on my part.

7/22
- More ROYT for Mizone ac, a bite for the Trading ac. I don't know why it continues getting [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 10519
Recs Received 16372
People who have rec'd these posts 1357
Recs to Posts Ratio (last 30 days) 6.30
Threads Started 3227
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Very First Post Re: regular ira (2/20/2000)
Percentage of Posts Rec'd 65.15 %
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