JesuisHoHum47

Chris Mascarenhas

JesuisHoHum47’s Activity

Today

NL

Boards Post

JesuisHoHum47 replied to the Shipping News board. 3 hours ago

Re: Tsakos

what about the premise of the article that the tanker business should not be affected by oil prices? Would seem to make
sense, in fact lower oil prices should drive higher consumption, which I would think would be good for tanker business.
[more]

Yesterday

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 8:10 PM

NAT Q4 2015

Announced year-end 2015 results earlier this week.
- Revenue of $77.4M
- Net income of $30.1M
- Dividend of 43c/sh
- Spot avg of $39.8K daily for fleet (not bad considering age of some vessels in NAT's fleet)

[more]

NL

Boards Post

JesuisHoHum47 replied to the Shipping News board. 4:53 PM

Re: Tsakos

While it is true that Tsakos Energy (TNP) has been whacked hard year to date, I think the major premise i.e. TNP's association
with Greece, is wrong. I think most of the TNP's tanker peers have taken a major hit year to date. Euronav [more]

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 12:29 AM

Re: Feb 2016

2/11
Wasn't the best timing, but I decided to make a couple of moves in the Mizone ac- dumped both Las Vegas Sands (LVS) &
Allianz CEF (NCV)

--

The Navios tanker entities, NNA & NAP, continue to get pounded. Okay [more]

Thu Feb 11

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 12:07 AM

Re: Feb 2016

2/10
Multiple companies in the port reporting the last three days, including today- all maintained their quarterly payout
AINV - maintained 20c/sh, but got a downgrade from Citigroup
NNA - reported today, shares still continuing to slump [more]

Wed Feb 10

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 11:48 PM

NNA Q4 2015 results

NNA announced their year-end results earlier today (2/10). Some decent stats
- Q4 net income $20.1M, 2015 net income $89.7M
- Q4 profit share $5.9M, 2015 profit share $32.1M
- Maintain quarterly dividend of 5c/sh
- Sold an older [more]

Tue Feb 9

NL

Boards Post

JesuisHoHum47 posted to the Business Development Company board. 8:39 PM

AINV Q3 2015 results

2/9
AINV announced Q3 2015 results earlier today.
- Reduced O&G exposure to 12.9% (from 15%)
- increased aviation exposure to 14.2%
- Maintained 20c/sh payout for Q3 2015
- Provided color on each of the major O&G [more]

Mon Feb 8

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:21 PM

Re: Feb 2016

2/8
Good thing CHK is down to a stub. Otherwise, I would be really feeling the sting of a 33% drop. Dante's famous phrase,
"abandon all hope ye who enter ..." comes to mind when thinking about the energy sector. Individual companies [more]

Sun Feb 7

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 1:09 PM

CPLP update

When CPLP reported Q4 2015 results, two of their older container vessels were not working. CPLP mgmt indicated they were in
the middle of charter discussions. Well, the two vessels now have charters starting in April 2016--

[more]

Sat Feb 6

NL

Boards Post

JesuisHoHum47 posted to the Macro Economic Trends and Risks board. 5:14 PM

US crude exports

... very limited.

Multiple factors
1. Oil glut across the globe
2. WTI-Brent differential has gone down. A lot, sometimes the two are trading near par.
3. Infrastructure does not exist to load on larger vessels (VLCCs or [more]

NL

Boards Post

JesuisHoHum47 replied to the Shipping News board. 4:52 PM

Re: Another MLP eliminates

I own NM common shares.

Preferred shares are still receiving their dividend ... perhaps I should add, currently. With no NMM yield flowing down
to NM, there might be some pressure to slash that payout too.

Fri Feb 5

NL

Boards Post

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

Re: Feb 2016

2/5
- One port idea took a really nasty whack - LNKD got killed with poor prospects. While LNKD is a smaller position, it is
somewhat annoying seeing the stock price pummeled so hard on a miss. Was it really priced for greatness?

- [more]

NL

Boards Post

JesuisHoHum47 replied to the Falling Knives board. 5:08 PM

Re: LNKD, RL

On 2/5, LNCO plunged 65% - Once, one of the largest production and exploration MLPs in the country

Thu Feb 4

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 3:02 PM

Re: Feb 2016

2/4
Yowzah! Quite interesting ... news from Kohl's
[more]

NL

Boards Post

JesuisHoHum47 replied to the Shipping News board. 1:33 PM

Re: Another MLP eliminates

I feel your pain if not exactly experiencing it.

Don't own NMM, so no pain there. Now, if NM end up not buying back at least $12M worth of shares, then I will be quite
upset at them.

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 12:05 AM

DHT Q4 2015

2/3
DHT announced their Q4 2015 results earlier today
- Net Revenue of $80M
- Net Income of $32.4M
- Dividend of 21c/sh
- VLCC spot avg of $62.2K daily
- Took delivery of two new VLCCs in the last three months. Will take [more]

Wed Feb 3

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 8:28 PM

Another MLP eliminates

Navios Maritime Partners (NMM), the dry bulk/container MLP of the Navios enterprise announced Q4 2015 results earlier today,
and also included the data-point that the distribution was being eliminated. NMM had already slashed the distribution by [more]

Tue Feb 2

NL

Boards Post

JesuisHoHum47 posted to the Hohum's RollerCoaster Ride board. 11:14 PM

Feb 2016

2/2
- Read the CPLP Press release and the earnings transcript.

[more]

Mon Feb 1

NL

Boards Post

JesuisHoHum47 replied to the Tax Strategies board. 4:52 PM

Re: free services

Is there anything wrong with using free on-line federal and state services? This would be for my student son
and his very straightforward return (2 W2s, no deductions).

Lisa


Federal:
The IRS has a fillable 1040EZ [more]

Sun Jan 31

NL

Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 7:12 PM

Re: Too Poor To Retire, Too Young To Die

Having stayed at multiple RV sites and campgrounds the past summer and fall, I have to say the first person mentioned in the
article is doing it wrong. Spending $21 to get a meal and two lunches is not being cash savvy. Here's one lesson I [more]

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Board Posts 11957
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