JesuisHoHum47

Chris Mascarenhas

JesuisHoHum47’s Activity

Yesterday

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]

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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]

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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

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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]

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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]

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 3:20 AM

Re: HoHum's port: EoY 2015

Account 3 is the Roth ac

This one is a little tricky since it has two pieces.
a. An older Roth ac with mostly dividend paying ideas
b. A newer Roth ac suitable for short term hold (cheaper transaction costs @ IB)
Some of the [more]

NL

Boards Post

JesuisHoHum47 replied to the Value Hounds board. 1:12 AM

Re: NAP: Q4 results

Currently underwater? Drowned out by the noise? These puns are on purpose, right? :)

No, I didn't notice until you pointed them out. That's one issue with following the shipping sector. It is easy to come up
with water-related [more]

Sat Jan 30

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 8:50 PM

CPLP Q4 results

1/29
CPLP announced their Q4 2015 results. Some items
- Revenue of $59.4M
- Net income of $15.4M
- Maintain quarterly distribution @ 23.85c/unit
- Very strong charter coverage for 2016- over 88%

[more]

NL

Boards Post

JesuisHoHum47 replied to the Dividend Growth Investing board. 7:22 PM

Re: Healthcare Industry

Another Healthcare REIT down significantly YTD is Omega Healthcare Investors (OHI). There was a dividend payout pause
in 2000. After the company restarted the dividend in Oct 2003, the dividend has been steadily increased over the [more]

NL

Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 7:09 PM

Re: A tale of two sunny states

Y'all know that there is a big solar farm in the Mojave desert partly sponsored by Google, right? Also, if I'm not mistaken,
a majority of Nevada's population (Las Vegas, Reno & Carson City) is not too far from a California border. Maybe some [more]

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 6:45 PM

Re: HoHum's Shipping basket 2016

1/30
Rough month for the shipping basket. But this week, as a couple of holdings have reported, the basket seems to be bouncing back.
Still a ways to go, but as more tanker ideas in the basket report, and the market sees the price disconnect, [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 11951
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