Q2 2025 (post Liberation Day)

Investment Analysis Clubs Hohum's RollerCoaster Ride
21

05/23
After a fairly busy two prior days, did a teeny bit of trading heading into holiday weekend.

  • On new tariff news, QCOM retreated - added to taxable ac
  • Added to WU in taxable ac
  • FRO announced earlier today. Shares bounced - somewhat undecided. Have a tiny FRO stake in Roth ac - held onto shares
  • MLGO exit now looks good. Initially shares rose. But then quickly retreated. Will watch next week
22

05/27

  • Price bounce for LULU. Sold the taxable ac stake - all shares have a gain (I can re-enter position at any drop, and not worry about a wash sale! )
  • On the dip, more HIMS (taxable ac)
  • On the dip, more HIMS (Roth ac)
  • On the drop, restarted MLGO (taxable ac)
  • Debating on NAT - no move
23

05/28 - 05/29

  • Another MLGO nibble
  • Another INSW nibble (taxable ac)
  • Another BRK-B nibble (Roth ac)
  • Another ABEV nibble (Roth ac)
  • Another AMAT nibble (Roth ac)

Port seems to have settled in a fairly narrow channel, maybe off 4 - 7% from 2025 high in Jan 2025. I think the tariffs debate increases the port volatility a little more than usual.

24

05/30
A couple more trades to close out the week

  • GSM nibble in Roth ac. After the trade, realized the EU situation wrt tariffs is still unsettled. OTOH, GSM does have some developments in the US.
  • Second NAT nibble in dividend ac. Q1 2025 TCE very par/sub-par @ $24714 daily. Now, some of that can be attributed to the fleet age. If so, the exit of two older vessels, and replacement with two younger vessels should be helpful with TCE improvement.

5th YMAG payout this month - the largest of the month with a hefty $0.2929 per sh contribution. With the payout being in the 5th week, not sure if it was caused by 1, 2, … 7 names. Still, a pleasant surprise.

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