JesuisHoHum47

Chris Mascarenhas

JesuisHoHum47’s Activity

Yesterday

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:53 AM

Re: Sept 2016

9/23
- More VZ for DRIP ac
- More PSEC for Trading ac
- More BRK-B for Roth ac
Big sell-off for CPTA after the company lowered their dividend payout to 13c monthly - one reason, energy holdings.

[more]

Thu Sep 22

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 8:24 PM

Re: Sept 2016

9/20
- More ED for DRIP ac

9/22
- Back in GNRT- nibble for Trading ac
- Another SDLP nibble - Trading ac
- Was thinking about restarting SKX. Better to not force the issue

Wed Sep 21

NL

Boards Post

JesuisHoHum47 replied to the Value Hounds board. 11:13 PM

Re: Buy on dips

Applying the "buy on dips" strategy on a few ideas - one not working (DIS), one seems to be working (LOCO)

NL

Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 12:33 AM

Re: GA Pipeline problem

Related issue - keeping the oil flowing while the pipeline issue is being resolved.

Some companies looking at transporting oil via ships


[more]

Tue Sep 20

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 1:41 AM

Re: Sept 2016

9/19
- Nibbled on CPLP again
- Another nibble of IRMD

- After hours, Navios announced revival of plan where NNA would make a loan to NM. This time the collateral is NM's
stake in NNA & a chunk of NM's stake in [more]

Sat Sep 17

NL

Boards Post

JesuisHoHum47 posted to the Macro Economic Trends and Risks board. 11:15 PM

GA Pipeline problem

Pipeline rupture on a section of Colonial Pipelines line dumped 250,000 gallons into some retention ponds.
This could trigger shortage in various locations that are served by the pipelines.

[more]

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Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 5:23 PM

Re: OT: "Bit" of portfolio modification

So Jeff's port has gone from 300 holdings down to 75 holdings? ;-)

Fri Sep 16

NL

Boards Post

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

Re: Sept 2016

9/15
- LOCO nibble in Roth ac

9/16
- More NNA in Trading ac
- More REED in Trading ac
Whew! Shipping broke the continued downward spiral today

Wed Sep 14

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 10:12 PM

Re: Sept 2016

9/13
- More LOCO for Trading ac
- Wanted to short EGLE, IB did not have enough shares ti short - Bah!


9/14
- Exited OHAI @ 2.62. Company did get a new credit facility that allowed them to pay off the old facility, plus [more]

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 3:14 PM

Sept 2016 Fleet news

Fleet news from tanker owners this week
- ASC have taken delivery of three MR tankers (*) and have sold an older MR tanker
- GNRT have taken delivery of another two VLCC newbuilds
- FRO have delivered to ASC three of six MR tankers and [more]

Sun Sep 11

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Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 11:52 PM

Re: Theranos Bust and Silicon Valley

Don't forget about the Theranos board of directors.

1. There was a big re-shuffling of the board in 2013. Out went a pair of experienced pharma folks, in came folks
with more "power" from other areas.
2. This was a [more]

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 8:34 PM

TNP Q2 results

9/9
Tsakos Energy (TNP) announced results on 9/9
- Revenue of $119.9M
- Net Income of $16.4M
- Q2 div declared in Aug 2016. Announced Q3 payout of 8c for Nov 2016
- TNP continues to take delivery of newbuilds, 4 so far this [more]

Sat Sep 10

NL

Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 6:44 PM

Re: OT: Jeff's equity portfolio for heckling

Very exotic portfolio- one-of-a-kind :)
If I posted mine, I suspect it would also be trdeemed exotic and one-of-a-kind. Slightly less exotic since
I trimmed my shipping basket stake to about 10% of my self-managed port.


HoHum

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 1:49 PM

Re: Sept 2016

9/9
- Transaction initiated late the previous day, didn't make the window, completed today, DIS nibble in DRIP ac
- MPW nibble in Trading ac
- Added AVB in Mizone ac
Was in a mood to add, but didn't find anything very [more]

Fri Sep 9

NL

Boards Post

JesuisHoHum47 posted to the Frontline Ltd. board. 1:21 PM

Another Suezmax

Looks like FRO took delivery of another Suezmax newbuild- Front Crown

http://www.frontline.bm/page/38/Suezmax

IIRC, Front Crown used to be a VLCC that was part of [more]

NL

Boards Post

JesuisHoHum47 posted to the Macro Economic Trends and Risks board. 12:32 PM

OT: Howdy

Been away on another of my "walkabouts" and after 5 days of little or no internet, I finally got online yesterday for
an extended period of time. Between yesterday and this morning I have been skimming thru various boards and the 500+ [more]

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 2:20 AM

NAT fleet

NAT took delivery of a Suezmax newbuild - the 29th vessel to join its fleet. As usual, some spin from NAT
management on fleet growth.

[more]

Thu Sep 8

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 6:24 PM

Re: HoHum's Shipping basket 2016

9/8
The performance of the shipping basket YTD has been bloody awful. A few bright spots here and there (SFL, NAP), but
otherwise just ugly.
DHT - very red
*GOGL - very very red;
SFL - black; trimmed a chunk slightly [more]

NL

Boards Post

JesuisHoHum47 replied to the Shipping News board. 2:55 PM

Re: New York Maritime Forum

Not sure if there will be a ton of actual news, definitely a lot of rumors and perhaps some industry executives
have discussions. But any serious transactions will probably be in separate discussions in a more private setting.
Or perhaps, [more]

NL

Boards Post

JesuisHoHum47 posted to the Hohum's RollerCoaster Ride board. 1:50 PM

Sept 2016

Mid-morning 9/8
Been on the road most of the week and only used Internet a couple of days. I did start the month with a couple
of transactions.

9/2
- Nibbled on IRMD in Roth ac
- Nibbled on SDLP in Trading ac

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Big gold star, 5000 posts Old School Fool
Board Posts 12206
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