JesuisHoHum47

Chris Mascarenhas

JesuisHoHum47’s Activity

Sat Jul 22

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 7:15 PM

Re: Jul 2017

7/17 - 7/21
- Exited NAP in DRIP ac
- OSG nibble in Trading ac
- Another LOCO nibble in Roth ac
- Two nibbles of NM in Trading ac
- More PHK in Mizone ac

NAT announced q2 div - maintained 15c div, with a [more]

Sun Jul 16

NL

Boards Post

JesuisHoHum47 replied to the Value Hounds board. 10:45 PM

Re: What's up with DOC

My largest individual holding is Omega Healthcare Investors (OHI), also a healthcare related REIT. Had been following another healthcare related REIT, Medical Properties West (MPW). Took a small position, added to it, then cashed out earlier this [more]

Sat Jul 15

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 5:15 PM

FSRU charter ammendment

Golar LNG partners (GMLP) had two FSRUs under contract with Dubai Supply (DUSUP). The contract for one of the FSRU's is being modified.

[more]

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 4:40 PM

Re: HoHum's Shipping basket 2017

7/15
Some of the tanker names seem to have gotten slight bounces in July - TK, CPLP, FRO (On this one - Bah!)
Still waiting for an entry opportunity with LNG shipping. GLNG/GMLP take delivery of the FLNG vessel in this quarter. But Golar also [more]

Thu Jul 13

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:00 PM

Re: Jul 2017

7/10 - 7/13
- SO nibble in DRIP ac
- TOO nibble in Trading ac
- PSEC nibble in Roth ac
- IRMD nibble in Trading ac
- AVB nibble in Trading ac
- TSCO nibble in Trading ac
- Initiated SNAP position in Roth ac
- LXP [more]

Sat Jul 8

NL

Boards Post

JesuisHoHum47 posted to the Value Hounds board. 6:29 PM

Parames takes a bite of TK

Does anyone recognize the name Francisco Parames?

Francisco Parames is a Spanish fund manager, who recently started his own investment firm, Cobas Asset Management. Parames had a very good prior track record as a value investor (16% annually [more]

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Boards Post

JesuisHoHum47 posted to the Hohum's RollerCoaster Ride board. 2:04 PM

Jul 2017

7/3 - 7/7
First week of 2017 H2 has started badly. Just a bunch of small moves
- OSG nibble
- Closed out NTNX
- Trimmed FRO
- DHT exit
- Closed out NM in Trading ac - good timing after NM price drop
- Still trying to [more]

Sat Jul 1

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 2:02 PM

INSW adds vessels

International Seaways (INSW) announced the acquisition of two Suezmax vessels. This is the first addition of vessels since the company was spun-off from OSG. The original parent company was not a significant player in the Suezmax market, so this [more]

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 1:53 PM

Re: HoHum's Shipping basket 2017

6/30
A fair amount of shuffling in positions, additions and subtractions, the last 10 days. Some worked, some appear to have back-fired. J Mintzmyer keeps stoking the TK fire by adding incremental items (latest, a big European value investor [more]

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 12:59 PM

Re: Jun 2017

6/26 - 6/30
A whole bunch of moves to close out the quarter
- Trimmed NM on bounce.
- Repurchased OSG shares in Trading ac
- First bite of TSCO in Roth ac
- PSEC nibble in Roth ac
- Started VZ in Mizone ac
- Trimmed TOO [more]

Mon Jun 26

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 5:14 PM

Re: Jun 2017

The Awilco vessels are co-owned by Wilbur Ross's Transportation Recovery Fund. For what reason should they sell at this point in the cycle?

1. With Wilbur Ross tied up in a government position, there is less drive directly from [more]

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 11:08 AM

Re: Jun 2017

I'm actually kinda glad the deal did not go through. Adding that many VLCCs in a poor rate environment would not have been a good thing. Their six VLCC newbuilds + 2 options over the next 2 years just needs to be augmented slightly. The better [more]

Sat Jun 24

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 5:56 PM

Mintzmyer effect??

After Morgan Stanley published their downgrades of TK and TOO, J Mintzmyer released a rebuttal article to the analyst firm's downgrade. He figured that TK was worth about $13 -16/sh


[more]

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 2:29 PM

Re: Jun 2017

6/21 - 6/23
A bunch of moves, mostly small moves.
- TNK nibble
- OSG nibble in Trading ac
- Another NBEV nibble
- Closed out ARNA
- Added to O in Mizone ac
- NNA nibble @ $1.45; then watched price retreat :(
- One more [more]

Tue Jun 20

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:32 PM

Re: Jun 2017

6/20
- GILD exit in Trading ac
- Got around to trimming NTNX
- Slashed FRO stake. Planning strategy with FRO purchases restricted to IB accounts.

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Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 9:25 PM

Re: Amazon to acquire Whole Foods

Two or three years ago, Burger King tried a promotional test of delivering a subset of items from their menu via online ordering. I recall onion rings and french fries. Burgers were available, but I'm not sure they could be customized i.e. [more]

Sat Jun 17

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 5:59 PM

Re: HoHum's Shipping basket 2017

6/17
So, the tanker sector is trending weaker in q2 2017. But how weak will it actually be? Some VLCC owners suggested low - mid-$30k's for q2 2017 QTD, FRO, at $25k daily, projecting even lower for the quarter. After skimming through [more]

Fri Jun 16

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:02 PM

Re: Jun 2017

For the week 6/12-6/16
- With so much cash available, the DRIP ac should not really have a stock selling for three-digits i.e. AVB with a partial share value that can be rounded up. In my case, almost the worst case, with .91 shares. So a nibble [more]

Sat Jun 10

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 5:46 PM

MS smacks down TK & TOO

Morgan Stanley issued a report downgrading both Teekay Offshore (TOO) and parent, Teekay Corp (TK)

[more]

Thu Jun 8

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 11:48 PM

Re: Jun 2017

6/8
- Accidentally placed an order which turned into one of my largest individual transaction in years- bought NTNX shares on price pull-back. Will look at adjusting my stake the next day or two.

- Exited MPW in DRIP [more]

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CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 69430 out of 74642
Score -2394.44
Score Change Today +2.88
Accuracy 40.70%
Active Picks 14
Total Picks 93
Best Pick ACLS (+125.86)
Worst Pick CWTRQ (-208.23)
Average Score per Pick -25.75
Charms Earned 5
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 12486
Recs Received 20244
People who have rec'd these posts 1453
Recs to Posts Ratio (last 30 days) 1.60
Threads Started 3983
Threads Started Percentage 31.90 %
Most Frequent Board Shipping News
Very First Post Re: regular ira (2/20/2000)
Percentage of Posts Rec'd 67.29 %
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