Semi-patiently slogging thru Q4 2024

Investment Analysis Clubs Hohum's RollerCoaster Ride
1

10/01
The final quarter starts …
With the East Coast and Gulf Coast dockworkers strike now official, I’m a little challenged with ideas right now.
After little news from NFE the last month or so, a flurry of events today

  • First cargo from FLNG asset was completed
  • Company just completed a secondary offering of shares @ $8.63-a-pop (lower than my exit price)
    [Edit]
  • NFE is in such a bad shape, they had to retract a prior dividend announcement.

Q4 trading has commenced

  • TRMD hit - opted to add to Roth position
  • VERI pullback - added to taxable ac position

[Edit2]
Just noticing after-hours, I do have a couple of picks that had a decent day- LPG, GCT & GSM

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2

10/02 - 10/04
Some existing ideas demonstrated an up-down action, and others, an up-down-up action.

  • Added to YMAG in taxable ac. Asking myself, should I initiate stake in Roth ac?
  • One of those up-down-up ones: GSM. Added to taxable ac stake
  • Added to GSM stake in Roth ac
  • Added to BEN in taxable ac
  • Added to NKE in Roth ac
  • New idea: HIMS in Roth ac
  • AAPL nibble in Roth ac
  • Longshore workers strike is over & ZIM is plunging - nibbled on former idea
  • More LPG for taxable ac (potential stake for resetting cost basis)
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