JesuisHoHum47

Chris Mascarenhas

JesuisHoHum47’s Activity

Yesterday

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 6:41 PM

Re: HoHum's Shipping basket 2017

10/21
The shipping entities have started reporting q3 2017 results. Okay, one shipping entity reported and the others just indicated their q3 div payout. Navios Midstream Partners (NAP) reported their q3 2017 results, indicating rev of $20.7M, [more]

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Boards Post

JesuisHoHum47 posted to the Shipping News board. 2:04 PM

NAP q3 results

Announced earlier this week:
- Charter rev of $20.9M
- EBITDA of $14.5M
- Net income of $3.9M
- Maintained quarterly payout of 42.25c/unit

[more]

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 1:23 PM

Re: Oct 2017

10/19-10/20
More small moves
- Closed out small TNP stake
- NAT dropped on div cut. Added a nibble
- Roth ac nibble for O, adds to position
- NNA exit in Trading ac
- NNA exit in Roth ac
- PHK nibble in Trading ac. While I [more]

Wed Oct 18

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:24 PM

Re: Oct 2017

10/18
- Closed out OAK in Trading ac
- Nibbled on NE in Trading ac
- Opted for RA in Mizone ac (joining AVB and DIS as holdings that appear in all four self-managed accounts)


RA becomes a Top 10 holding

Fri Oct 13

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:24 PM

Re: Oct 2017

Friday 10/13, or Friday the 13th
Phooey to Jason ... I was in a trading mood
- Added to ED (DRIP ac)
- Added to LOCO (Roth ac)
- Added to DIS (Roth ac)
- Added to DIS (Trading ac)
- Nibbled on RA (Trading ac)
- Nibbled on [more]

Thu Oct 12

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 6:36 PM

Re: Oct 2017

I was unaware the markets were open on Columbus Day. Did not have a planned trade, but I might have nibbled on an idea or two.

10/10 - 10/12
Nibbled on DARE for Roth ac
More UA in Trading ac
More GILD in Roth ac
Closed out [more]

Sat Oct 7

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Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 6:14 PM

Re: Predictions

The ticker OAK is not the performance of Oaktree Capital.


During the last four years, I've had an OAK position of varying size, and am quite aware that OAK is not the entirety of Oaktree Capital. In owning OAK, I really own varying [more]

Fri Oct 6

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 7:44 PM

Re: Oct 2017

10/6
- Bought some RA in Roth ac
- Don't know what's up with NBEV. At least, nothing obvious mentioned by the company to drag shares down. Couldn't help myself - Roth ac nibble
- More RA in Roth ac
- Started RA position in [more]

Thu Oct 5

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:18 PM

Re: Oct 2017

10/3
- On the STNG bounce, closed position
- On the OSG bounce, closed position

10/5
Trading ac moved
- Another nibble on AVB
- Another nibble on DARE
- New idea: NGVC nibble


Dividend idea from [more]

Mon Oct 2

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Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 10:59 PM

Re: OT:Over 50 Dead 200 Injured in Vegas

This is a really tragic event.

Three weeks ago, I was in Mesquite NV, last known residence of this dastardly fiend.

My impression of Mesquite from the couple of times I've stopped there - small, seemingly quiet town with six [more]

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Boards Post

JesuisHoHum47 posted to the Shipping News board. 9:16 PM

STNG: More fleet moves

Noted in another thread, when STNG announced q2 2017 results last month, the company mentioned multiple sale & leaseback transactions. In addition, the recent merger with Navig8 Product Tankers also involved sale & leaseback transactions (17 [more]

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Boards Post

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

Oct 2017

10/2
- Trimmed OAK in Roth ac on bounce over $47
- Trimmed NAT in DRIP ac on bounce (the "dead branch" slice, the other slice is green)
- Whoa! Didn't see that coming with BZUN ... another nibble in Trading ac today. Then [more]

Sat Sep 30

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 6:39 PM

Re: HoHum's Shipping basket 2017

9/30
In anticipation of ugly q3 tanker results, the basket has been trimmed significantly during the past month. Still planning on cleaning up one idea - NAT. Currently, shares all in the DRIP ac, so I might as well get rid of the "dead [more]

Fri Sep 29

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 8:56 PM

Re: Sep 2017

Forgot about this move

9/27
- Then there was none: Sold the remaining stake in PSEC

9/29
- Added more VEEV
- Nibbled on DARE (New idea)
- Add to BZUN in Roth ac
- For Mizone ac, thought about K initially, but [more]

Thu Sep 28

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:29 PM

Re: Sep 2017

9/28
- Opted to trim OAK in Mizone ac. Testing the waters for a Roth ac trim in the near future.
- Another TOO nibble as price retreats below BBU's unit infusion price of $2.50/unit. Not second-guessing my decision on the earlier [more]

Tue Sep 26

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 1:34 PM

Re: Sep 2017

9/26
- Another slice of PSEC exited the Roth ac
- Opted to be opportunistic, exited OSG in Trading ac during small bounce. Most shares exited with gains. I think, in theory, I could avoid a wash sale with a similar size bite.
- Closed out [more]

Mon Sep 25

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Boards Post

JesuisHoHum47 posted to the Shipping News board. 5:25 PM

6 Ultramax vessels

9/25
- Golden Ocean (GOGL) make announcement indicating the company is selling 6 Ultramax vessels to focus on the larger dry bulk categories, Cape and Panamax.

- The buyer? Scorpio Bulker (SALT)
[more]

Sat Sep 23

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 4:56 PM

Re: HoHum's Shipping basket 2017

9/25
Both TNP and STNG finally got around to reporting their results. The former focused on their TC coverage status (around 75%), while the latter provided details on their Navig8 Product Tankers fleet acquisition. Though a SeekingAlpha [more]

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 3:22 PM

Re: Sep 2017

9/22
- Added to AVB in Mizone ac
- Was supposed to be a sell transaction, but now I have more VZ in Mizone ac.
- Added to AVB in DRIP ac

Hmm! ... seems like there was a second RIG event during the last few days. The company is [more]

Thu Sep 21

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 10:06 PM

Re: Sep 2017

9/21
- Trimming of PSEC in Roth ac has started - first slice sold today.
- Restarted TOO in Trading ac
- Nibbled on BZUN in Roth ac
- Doubled down on ANW

RIG shares sold off today. Company announced a contract termination [more]

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CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 65788 out of 70759
Score -2369.95
Score Change Today -9.34
Accuracy 40.70%
Active Picks 14
Total Picks 93
Best Pick ACLS (+253.32)
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Average Score per Pick -25.48
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 12551
Recs Received 20336
People who have rec'd these posts 1454
Recs to Posts Ratio (last 30 days) 2.20
Threads Started 4003
Threads Started Percentage 31.89 %
Most Frequent Board Shipping News
Very First Post Re: regular ira (2/20/2000)
Percentage of Posts Rec'd 67.35 %
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