JesuisHoHum47

Chris Mascarenhas

JesuisHoHum47’s Activity

Yesterday

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 11:48 PM

Re: Jul 2016

7/25
- Can't really figure out the SLB stance. First they say they want to work with GLNG. A little later, SLB
decide to not work on one of GLNG's developing FLNG projects. Now, they want to work with GLNG again. Sold GLNG on
the [more]

Sun Jul 24

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Boards Post

JesuisHoHum47 posted to the Shipping News board. 4:56 PM

FRO vs TGH

Post from Asit Sharma, one of the Fool's own--

[more]

Fri Jul 22

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 9:16 PM

Re: Jul 2016

Week of 7/18 - 7/22
Been somewhat of a quiet week with only a few trades
- Exit O in Trading ac
- BXE nibble in Trading ac
- Initiated IBKR position in Roth ac

DRIP ac behaving really well- very much beyond expectations, up [more]

Sun Jul 17

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Boards Post

JesuisHoHum47 posted to the Shipping News board. 6:22 PM

Open letter to TNK mgmt

Teekay Tankers (TNK) stung investors when announcing Q1 2016 results- the company announced very good results,
but opted to slash their dividend from the prior quarter (12c/sh => 9c/sh)



Self proclaimed tanker guru J [more]

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Boards Post

JesuisHoHum47 replied to the Value Hounds board. 1:30 PM

Re: Following Seth Klarman

As others have mentioned, the Public investments are only a minority portion of the overall portfolio. Klarman
likes to have a combination of big, large cap names and a bunch of small micro-cap names. I do know he entered into
one LNG pick at [more]

Sat Jul 16

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 1:11 PM

Re: Jul 2016

7/13
- Trimmed first GLNG purchase - plan to get back in a little lower.

7/15
- Sold the Trading ac slice of CPLP on the bounce. Well, the earlier part of the bounce. Didn't expect the bounce
to extend over 10%.
- Another [more]

Tue Jul 12

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Boards Post

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

Tanker market currently

Interesting article on oil production in Venezuela and some associated trade-offs. Venezuela's oil production
is dropping. If US needs more sour crude production the choices are Canada (impacting the Aframax fleet that
trades the [more]

Mon Jul 11

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 11:53 PM

Re: Jul 2016

7/11
On free Slurpee day, a trio of moves
- On the bounce, dumped the earlier GNRT nibble. Will reload within the next month
- Double-down on TNK nibble
- Last nibble worked well enough for some pocket change - SDRL nibble

- [more]

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Boards Post

JesuisHoHum47 replied to the Mining and Metals board. 6:06 PM

Re: Centerra Gold buys Thompson Cr

Didn't Thompson Creek (the Company) sell Thompson Creek (the mining property)?


Made money on TC, Lost money on TC

Lost money > Made money

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Boards Post

JesuisHoHum47 replied to the Tax Strategies board. 5:22 PM

Re: How is the IRS sending me a letter for 2013

[Sigh] I really wish Phil was around to address/admonish a person or two

Sun Jul 10

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Boards Post

JesuisHoHum47 replied to the Value Hounds board. 2:49 PM

Re: no place to hide redux and CEFs

A slightly different angle on CEFs. I do think of CEFs as generally risky investments. When I do think of CEFs
it is usually only one or two ideas, and normally a small allocation (less than 4%).

Here is how I view a potential CEF idea. [more]

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 1:43 PM

Re: Jul 2016

7/7
Nibble on POT in Trading ac
The whack-down for my tanker ideas continues. Ugly to watch, especially the larger stakes - SFL, EUEN & FRO.

7/8
Some recovery in shipping basket.
Staring at my Roth ac - lots of cash, need [more]

Fri Jul 8

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Boards Post

JesuisHoHum47 replied to the Dividend Growth Investing board. 1:07 PM

Re: Second share?

Just curious, could the OP have been an underage investor, a 10 - 17 year old investor who might be just getting
their feet wet in the whole investing process? Prior to becoming TMF Pencils, David (Pencils) was an investor
who got an [more]

Wed Jul 6

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 12:52 AM

Re: Jul 2016

7/5
Just saw this news item on SDLP rig, West Capricorn --

Standby rate of $316K daily thru late 2017, then rate resumes @ $526K daily. BP has to inform SDLP on intent
to resume contract by Apr 2017. I'm guessing this [more]

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Boards Post

JesuisHoHum47 posted to the Hohum's RollerCoaster Ride board. 12:34 AM

Jul 2016

7/1
- Added more OAK in Mizone ac
- Nibbled on STNG in Trading ac

7/5
- Closed out BDCL position
- Restarted CPLP position in Trading ac
- Doubled down on OZM stake
- The tanker whack-down was pretty rough today - [more]

Mon Jul 4

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Boards Post

JesuisHoHum47 posted to the Macro Economic Trends and Risks board. 4:09 PM

More on the tanker sector

Last week, I mentioned a developing situation where tanker rates had started plunging significantly.

[more]

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Boards Post

JesuisHoHum47 posted to the Macro Economic Trends and Risks board. 2:54 PM

METAR Contest 2016: Midway thru

Happy 4th to everyone!

Well, we just crossed the halfway mark and here is how things shake out thru the end of Q2. After a rough Q1,
our averages in both categories are kicking some serious butt, way over the S&P benchmark. The Top 3 [more]

Sun Jul 3

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 1:04 AM

Re: HoHum's Shipping basket 2016

Interesting conclusion- In Feb 2016, a 5-yr old VLCC was assessed @ $79.3M. In June 2016, similar VLCC was
assessed to be worth $65M.

[more]

Sat Jul 2

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Boards Post

JesuisHoHum47 replied to the Value Hounds board. 1:05 AM

Re: no place to hide

So where do you go? Any ideas? Just be patient and keep looking for misplaced misunderstood ops?

I would say patience is required. My core dividend ideas that I have opted to DRIP are Southern Co (SO),
Verizon (VZ) and Omega [more]

Fri Jul 1

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Boards Post

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

Re: HoHum's Shipping basket 2016

7/1
Should have logged the total for the basket yesterday - oh well. The whack-down of some ideas is quite annoying.
But, I'm still optimistic about some of the shipping ideas and have also been doing some shuffling [more]

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Score Change Today +4.30
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 12136
Recs Received 19650
People who have rec'd these posts 1441
Recs to Posts Ratio (last 30 days) 3.80
Threads Started 3851
Threads Started Percentage 31.73 %
Most Frequent Board Shipping News
Very First Post Re: regular ira (2/20/2000)
Percentage of Posts Rec'd 66.96 %
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