JesuisHoHum47

Chris Mascarenhas

JesuisHoHum47’s Activity

Today

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Boards Post

JesuisHoHum47 replied to the Value Hounds board. 2 hours ago

Re: Where is LeKitKat?

Monster Fluff (LeKitKat) has not posted for weeks. Her last post was on a MF Stock Advisor board on 3/5/16.

Sat Apr 30

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 7:47 PM

EURN Q1 2016

Announced 4/27,
- Revenue of $214.9M, plus $13.8M capital gain from asset disposal.
- EBITDA of $164M
- Net income of $113.5M
- Vessel avg's: spot VLCC @ $60.6K & Suez @ $38.4K; TC VLCC @ $40.8K & Suez @ $32.3K

[more]

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 6:13 PM

Re: HoHum's Shipping basket 2016

4/29
Awrighty, as April winds up, time to poke at the basket. My two biggest shipping ideas- SFL & NAP moved up.
Had trimmed each one a little after the initial moves, will likely trim a little more of each after ex-div.
The reason is [more]

Thu Apr 28

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 11:22 PM

Re: Apr 2016

4/28
- Sometimes well intended moves backfire ... SDLP bounces on back-to-back days. Distribution was declared on 4/25
so units will likely stay above $5 thru ex-div. Still own a sliver, so there will be some gains and distributions
to [more]

Tue Apr 26

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Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 6:11 PM

Re: Gov'ts don't create jobs?

I caught part of a recent interview with the author - just the 20-25 minutes I heard made me want to buy the book.

Mon Apr 25

NL

Boards Post

JesuisHoHum47 replied to the Value Hounds board. 11:52 PM

Re: Peering into a quagmire II

Not sure if too many UDW assets will became available, so it remains to be seen how many assets ORIG will be able to
purchase with this "fund".


Okay, that was quick - supposedly ORIG have pieced together a deal to [more]

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 8:26 PM

Re: Apr 2016

4/25
- As I thought about it a little more, a very challenging target was reached when SDLP crossed $5/unit. Took the
Mizone ac gains @ $5.16/unit. With the earlier realized losses, SDLP is still overall red in this account.

- [more]

NL

Boards Post

JesuisHoHum47 replied to the Value Hounds board. 6:07 PM

Re: Peering into a quagmire II

By monetize, I assume you mean sell the shares? And did you mean SDRL vs. SDLP mentioned twice?

Yes, monetize means I sold SDLP units. While I still have a small stake in SDRL, during the last six months I
have focused more on [more]

Sun Apr 24

NL

Boards Post

JesuisHoHum47 replied to the Falling Knives board. 3:58 PM

Re: FOR SALE

It's not as if she's ever going to get another job.

Maybe not CEO of a tech company. However, she's a Stanford alum, so she will find a spot elsewhere.

Sat Apr 23

NL

Boards Post

JesuisHoHum47 posted to the Value Hounds board. 5:22 PM

Peering into a quagmire II

I posted an initial take on the Offshore drilling sector after some of the entities in the sector released their Q4 2015
results. That post is here--
[more]

Fri Apr 22

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:10 PM

Re: Apr 2016

4/22
- PSEC stake closed out in Trading ac
- Nibbled on IRMD in Trading ac
- Trimmed SDLP in Trading ac
- Cut PSEC stake in Mizone ac

In another thread, I suggested there is some risk that SDLP might have to renegotiate have [more]

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 12:31 AM

Re: Apr 2016

3/20
WTF? My Top 3 each took a small whack

3/21
Continuation of WTF events - Top 3 took another hit.
- Added to REED
- Washed NNA sale of last week. Added a little more than last week's exit. FWIW, NNA sold a pair of vessels- [more]

Wed Apr 20

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 8:46 PM

Re: Apr 2016

3/18
- AINV exit in Mizone ac
- Income replacement idea for AINV with PHK (pays monthly)

3/19
- Another OZM nibble in Trading ac
- Nice bounce for CPLP
- Another bounce for SDLP
- Dry bulk index seems to be recovering [more]

NL

Boards Post

JesuisHoHum47 posted to the Hohum's RollerCoaster Ride board. 11:48 AM

Good call

My thoughts on SDLP about 5-6 weeks ago--

http://boards.fool.com/keeping-sdlp-on-my-watch-list-i-figur...


Intraday 4/20 - SDLP [more]

Mon Apr 18

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 5:18 PM

NNA sell vessels

NNA announced plans to sell a pair of Chemical tankers. These are 2013-build tankers that have been sold enbloc for $74.6M

[more]

NL

Boards Post

JesuisHoHum47 replied to the Shipping News board. 5:04 PM

Re: Panama Canal Cross Post

Ran into the same issues as Ralph on 4/16 - unable to access on a PC.

HoHum

Sun Apr 17

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 11:38 PM

GOGL 20F

Golden Ocean (GOGL) has released its 20F for 2015.

http://hugin.info/132879/R/2003817/739727.pdf

The report also includes the details for the 2016 offering that helped [more]

Sat Apr 16

NL

Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 3:53 PM

Re: Do You Want Fries With That?

Tim <RK & hubby are moving into the house today, school closed for snow, we inherited Princes Monster and the
Sweetie who has learned how to torment her older sister and get away with it }};-D>


You are falling asleep [more]

Fri Apr 15

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:12 PM

Re: Apr 2016

4/15
- About 5 weeks ago, NNA offered to loan NM $50M with a poor set of assets as collateral - NM's stake in the Navios JV,
NM's ownership in NMM. NNA took a small hit. Well, the two companies announced the deal was canceled, causing [more]

Wed Apr 13

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 3:03 PM

SFL's 20F

Been skimming through the 2015 20F (Annual Report) and found some interesting stats.
- SFL seems to making progress on paying down the debt on the drilling assets:
West Hercules @ $256M, down from $284M (SFL have access to $50M )
West [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 12062
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