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Faisal Mohamed  

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  • Hennes & Mauritz: The Place To Be In Fashion Retail Sector [View article]
    This company buys alot of their clothing in USD and sells in Euros which mean margins will be hit HARD....IDEXY is less affected by this phenomena as it has alot of products made in Europe..
    Apr 16, 2015. 01:07 PM | Likes Like |Link to Comment
  • Nuance's Prospects Look Up After Years Of Underperformance [View article]
    Share buybacks dont mean anything especially for a company with terrible management like Nuance. Without you going into detail, how do we know what percent of the buybacks is for covering stock-based incentives for its employees?

    Their sharecount keeps increasing ... so whats going on?
    Apr 13, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • Ensco Backlog And 2015 Outlook [View article]
    Deep-water projects, which carry a hefty price tag, are more resilient to short-term price swings because they have long life-spans, producing massive amounts of oil and gas for decades, the report notes. Shale drilling onshore is cheaper but production tends to fall off by as much as 80 percent in a year. Offshore wells typically decline by 30 percent in the same time period, the report notes.

    “It’s really the nature of the beast,” said Jackson Sandeen, senior research analyst at WoodMackenzie. “These projects offshore take several years to develop. As soon as you sanction a project it could take three or four years to see that firsts production. So you don’t have as much of a knee-jerk reaction as you would onshore.”
    http://bit.ly/1Nw61jh
    Apr 12, 2015. 10:37 PM | 1 Like Like |Link to Comment
  • Ensco Backlog And 2015 Outlook [View article]
    I put those questions to Imran Khan, a research analyst with oil consultancy WoodMackenzie. He says that the average breakeven oil price needed for new deepwater Gulf of Mexico developments in early stages of construction is between $65 and $75 per barrel. That “breakeven” implies a long-term annualized 10% return on capital.

    As for completed projects like Jack/St. Malo, where so many billions have already been sunk, Khan says the breakeven price needed to justify incremental investment from here on out is as low as $35 per barrel. Indeed, he says that some of the world’s most economic oil projects today involve new deepwater fields discovered nearby existing offshore infrastructure. These so-called “tie-backs” can generate that 10% breakeven even at oil prices as low as $30 per barrel. Now that’s some cheap oil.

    http://onforb.es/1O5AO1d
    Apr 12, 2015. 09:49 PM | Likes Like |Link to Comment
  • Ensco Backlog And 2015 Outlook [View article]
    Can drillers back out of the backlog commitments ? How much on average does it cost to produce a barrel of deep water oil
    Apr 12, 2015. 02:25 PM | Likes Like |Link to Comment
  • Flexible Solutions International: Potential To Benefit From Drought [View article]
    Thanks Amit. Really looking forward to your response. Really interested in a non-conventional water play. I am also looking at $ERII.. check it out!
    Apr 3, 2015. 09:53 PM | Likes Like |Link to Comment
  • Flexible Solutions International: Potential To Benefit From Drought [View article]
    Very interesting but what is proprietary about this technology to coat the water? It appears that this is not a new notion and there are soon to be others who will enter the space? Will the costs to monitor the bodies of water plus cost for product outweight the benefit ?

    A article I read said that more water is evaporated than what we consume so perhaps it is worth a shot..

    Thanks for a great interesting story.
    Apr 2, 2015. 03:48 PM | 1 Like Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    In regards to the accounting company: you are absolutely right. I just get cautious about smaller cap companies and their accounting practices as its not uncommon to see refilling and fraud in small caps

    Regarding their "Technology", are they using proprietary technology to handle their distribution or logistics? Doubtful. So again, why is this a food tech company and not a well-run specialized food distribution company?

    How are they funding all these bolt on acquisitions? How has the share count grown over the years?

    Why should someone invest in a stock that provides no liquidity?
    Jan 15, 2015. 12:11 PM | Likes Like |Link to Comment
  • The Bull Case For Mavenir Systems [View article]
    I like this company as well. In the earning call he mentioned a lot of companies have jumped over 3G and went over to 4G/LTE..what about "5G"? Will some customers wait till 5G and if that's the case will MVNR have the software technology to handle these customers?
    Jan 15, 2015. 10:34 AM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    Not really sure what's so food tech about this company... its simply a distribution company of high end specialty products and portion controlled food.
    Jan 15, 2015. 10:30 AM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    liggett vogt & webb p.a.

    these smaller companies, need the prestige of doing audits for public companies so there could be a conflict of interest in reporting discrepencies..

    i could be wrong but with no trading volume, ill stay on the sidelines of Fiber Application Systems Technology who is now known as Innovative Food Holdings.
    Jan 15, 2015. 12:06 AM | 1 Like Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    again, i havent bothered loooking at the 10k, 10q but i suspect if they have a small market cap, they arent using the accounting bohemeths to do their financial statements....who knows how trustworthy some of these small accounting firms are
    Jan 14, 2015. 11:53 PM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    There is no trading volume in the stock

    I didn't dive into the financials but I wonder who Audits their financial statements

    Fresh Diet Repeat rates look great but I wonder how long an average customer buys the Fresh Diet program as its pricey and dieting is a fad

    Although they will benefit from lower gas prices for their deliveries for Fresh Diet, how do they compete with the marketing power of Nutrisystem?
    Jan 14, 2015. 03:11 PM | Likes Like |Link to Comment
  • Muses And Other Sub-Cultures: Skullcandy, A 2015 Disruptor [View article]
    Why not buy, "ZAGG" instead. They do headphones, keyboards, and phone protection. With new apple phone refresh, they should see an uptick in sales.
    Oct 4, 2014. 09:23 PM | Likes Like |Link to Comment
  • Muses And Other Sub-Cultures: Skullcandy, A 2015 Disruptor [View article]
    Skullcandy doesnt compare to GoPro or Beats. GoPro and Beats earn a high valuation because of their technology. GoPro's ability to compress movies and Beats audio service. Skullycandy is a hardware company unless I am missing something?
    Oct 4, 2014. 08:12 PM | Likes Like |Link to Comment
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