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Faisal Mohamed  

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  • Theater stocks lower after Mockingjay box runs short of lofty forecast [View news story]
    it was so hard to get a ticket at the AMC theater i usually go to so I wouldn't hang my hat just yet
    Nov 23, 2015. 05:03 PM | 1 Like Like |Link to Comment
  • Harman: Come For The Dividend, Stay For The Growth [View article]
    this article lacks substance...

    please refer to Dan Strack's Articles for reference:
    Nov 13, 2015. 01:05 PM | 1 Like Like |Link to Comment
  • Western Refining's Buyout Proposal Will Bolster Dividend And Lead Further Growth [View article]
    wow George, you look alot like David Schneider.. what are the odds?!
    Nov 6, 2015. 02:16 PM | 2 Likes Like |Link to Comment
  • AMC Entertainment Is Ready To Bounce [View article]
    dont you think the upcoming films are baked into the current share price?

    Love your articles btw
    Nov 6, 2015. 01:53 PM | Likes Like |Link to Comment
  • Autoliv: A Safe Play In The Automotive Industry [View article]
    This is one of the best thought out articles I have read. I would have loved to hear about their active safety systems a bit more and how they would compare to mobileye but still a great article. Also, does their dividend get foreign withholding tax? Thanks again.
    Oct 8, 2015. 12:10 PM | Likes Like |Link to Comment
  • A Short List Of SWANs To Own For The Long Haul [View article]
    is it worth owning REITS in taxable accounts?
    Aug 31, 2015. 10:26 AM | Likes Like |Link to Comment
  • 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.”
    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.
    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