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Sarfaraz A. Khan

 
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  • Penn West: Putting Its House In Order
    Sun, Sep. 28 PWE 33 Comments

    Summary

    • Penn West is recovering after it was hit with a major accounting scandal.
    • The company has recently released its impressive second quarter results.
    • The company has set its eyes on its long-term future.
    • Is it worth investing?
  • Update: Peabody Energy Raises Earnings Guidance But China Remains A Major Concern
    Fri, Sep. 26 BTU 9 Comments

    Summary

    • Peabody Energy has recently increased the guidance of its Q3 EBITDA but latest data points towards deterioration in metallurgical and thermal coal prices.
    • The latest data confirms my opinion that a meaningful recovery in coal prices is a distant dream.
    • As anticipated in the original article, weak economic numbers from China continue to hit coal prices and Peabody Energy's shares.
  • Total's Turnaround Hits A Speed Bump
    Mon, Sep. 22 TOT 1 Comment

    Summary

    • French oil major Total has recently updated its cash flow and production outlook through 2017, which wasn't encouraging.
    • The company's turnaround has been hit by project delays and asset sales.
    • Is it time to give up on this company?
  • Continental Resources: Sell-On-The-News Or Buy-On-The-Dip?
    Mon, Sep. 22 CLR 8 Comments

    Summary

    • The shares of Continental Resources slumped last week.
    • The company announced an uptake in drilling costs, cut the top end of its production guidance.
    • The increase in its core Bakken reserve base was also not that great.
    • That said, Continental Resources is not the same E&P company as two years ago.
  • It's Not Peabody Energy's Fault
    Mon, Sep. 22 BTU 4 Comments

    Summary

    • Peabody Energy’s shares have dropped to 52-week lows.
    • Several analysts have recently downgraded the stock, citing identical reasons.
    • Are there any signs of improvements in market conditions?
  • Cameco Corp.: A Reliable Play On Uranium Recovery
    Wed, Sep. 17 CCJ 9 Comments

    Summary

    • The recent bullish trends in the uranium market are led by supply-side issues.
    • The demand side is also looking interesting.
    • Time to reconsider some well known uranium stocks, particularly Cameco and Denison Mines.
  • Statoil, The Cheapest Oil Major, Is Looking Super Attractive
    Tue, Sep. 16 STO 9 Comments

    Summary

    • Statoil has just sold another asset for $1.3 billion.
    • Statoil has built significant positions in three major U.S. shale plays.
    • Statoil’s real strength, however, lies somewhere else.
  • Sempra Energy Poised To Deliver Double-Digit EPS Growth Over The Long Term
    Fri, Sep. 12 SRE Comment!

    Summary

    • Sempra Energy’s Cameron LNG export project has finally received a green signal from regulators.
    • The company could start exporting LNG as soon as 2018.
    • The company could post solid earnings growth over the next several years, and it won’t come just from LNG exports.
  • Golar LNG: It's All About The Long-Term Outlook
    Tue, Sep. 9 GLNG 6 Comments

    Summary

    • Golar LNG, along with its MLP Golar LNG Partners, is one of the leading shippers of LNG.
    • Golar LNG has struggled due to the tough business environment, which will likely persist throughout the current year.
    • Its long-term outlook, however, is really what this company is all about.
  • Cheniere Energy: First To Profit From The Changing Energy Landscape
    Mon, Sep. 8 LNG 12 Comments

    Summary

    • The global LNG demand is set to grow by an average of around 5% per year through 2030.
    • Currently, Qatar is the biggest exporter of LNG but the energy landscape could significantly change in the next couple of years.
    • In the U.S., Cheniere Energy is leading the change.
  • China Mobile Eyes Long-Term Growth, But It Comes With A Cost
    Mon, Sep. 1 CHL 2 Comments

    Summary

    • China Mobile has recently reported its half-yearly results.
    • China Mobile’s revenues climbed but income dropped on higher costs.
    • China Mobile’s profits could continue to remain under pressure this year.
    • It’s long term outlook, however, is what investors should focus on.
  • WPX Energy: Watch Out For This Turnaround Stock
    Fri, Aug. 29 WPX 3 Comments

    Summary

    • WPX Energy is a natural gas -focused E&P company.
    • WPX Energy has not reported any meaningful increase in total production and has struggled with profitability.
    • That said, WPX Energy could change its fortune in the near future.
  • DCP Midstream Partners: This Dropdown-Powered Growth Story Deserves Your Attention
    Wed, Aug. 27 DPM 2 Comments

    Summary

    • DCP Midstream Partners is backed by a joint venture of Spectra Energy and Phillips 66.
    • DCP Midstream Partners' latest quarterly results came in well below analysts’ estimates.
    • However, there are several factors at work that will continue to support DCP Midstream Partners' growth in the coming years.
  • InterOil Is Looking Much Better
    Mon, Aug. 25 IOC 7 Comments

    Summary

    • Papua New Guinea focused InterOil has beefed up its balance sheet.
    • InterOil is moving ahead with its drilling program to develop its massive acreage.
    • InterOil has bigger ambitions as it eyes Asian markets.
  • GoPro: Should You Ride This Roller Coaster Stock?
    Wed, Aug. 20 GPRO 3 Comments

    Summary

    • GoPro’s latest quarterly results came in better than market’s expectation.
    • GoPro dominates the action camera market and has a real opportunity for growth as a video content provider.
    • However, there are serious concerns regarding this company and its stock.
  • Israel: Assessing The Cost Of War
    Mon, Aug. 11 ESLT, TEVA, ISRA 8 Comments

    Summary

    • Israel’s markets have shown resilience but optimism could evaporate if the war continues to drag.
    • The conflict is now about as old as the 2006 Lebanon war.
    • The country’s GDP growth could take a hit, but what about the nation’s biggest listed company Teva Pharmaceuticals?
    • Can this war boost growth of Elbit Systems, Israel’s leading listed defense company?
  • EOG Resources: Should You Sell The Best American Shale Oil Stock At 52-Week High?
    Tue, Jul. 22 EOG 14 Comments

    Summary

    • EOG Resources is currently trading close to its 52-week high.
    • EOG Resources has four key strengths that sets it apart from its competitors.
    • Let's take a look at its production growth plans and valuation.
  • Buy Apache: Turnaround Of The Year With 2 Major Catalysts
    Mon, Jul. 14 APA 5 Comments

    Summary

    • Apache could be a successful turnaround story of the year.
    • Apache is transitioning into a North America onshore focused E&P company on the back of massive divestitures.
    • There are two major catalysts that investors should watch out for, in the near term.
  • Boeing Could Keep Flying High For The Next 20 Years
    Thu, Jul. 10 BA 5 Comments

    Summary

    • Boeing sees continued growth in the industry over the next two decades.
    • The single-aisle market and strong demand from the Asia Pacific region are the two main factors fueling this growth.
    • Yesterday, Boeing announced a massive new order from Emirates Airline.
    • How does it stand against its biggest competitor, Airbus?
  • Facebook: LiveRail Acquisition Is A Small Part Of A Bigger Trend
    Thu, Jul. 3 FB 6 Comments

    Summary

    • Facebook has recently announced the acquisition of LiveRail for reportedly between $400mn and $500Mn.
    • LiveRail is one of the biggest players in the online video space that offers its unique real time bidding platform ecosystem.
    • This is part of a bigger trend fueled by the growth in advertising spending on online videos, as pointed out by online video research analyst Paul Ritter.
  • Sony: Is There Any Light At The End Of This Tunnel?
    Sun, Jun. 29 SNE 6 Comments

    Summary

    • Sony has forecast another massive loss in the current fiscal year.
    • Sony’s American depository receipts continue to underperform.
    • Its loss-making television unit could report a rare profit, but its long-term outlook is uncertain.
    • However, long-term oriented investors might still want to stick around.
  • Samsung Takes Aim At Google's Revenues
    Fri, Jun. 20 SSNLF, GOOG, GOOGL 20 Comments

    Summary

    • Samsung has played a crucial role in making Google’s Android the world’s most popular mobile platform.
    • Samsung has finally launched its highly anticipated Tizen based smartphone, the first of its kind, in a bid to reduce its reliance on Android.
    • This, however, is not just about one smartphone as Samsung’s move can have far reaching implications.
  • Google's Aerospace Acquisitions - Endless Possibilities
    Wed, Jun. 18 GOOG, GOOGL 7 Comments

    Summary

    • Google is reportedly mulling over buying a minority stake in Virgin Galactic.
    • The acquisition will be a part of Google’s larger move in the aerospace industry.
    • Google Maps can become much bigger than anyone has imagined, impacting the decision making of individuals and businesses.
  • JD.com, Alibaba's Biggest Rival, Is Good But Not That Good
    Tue, Jun. 10 JD 12 Comments

    Summary

    • JD.com, Alibaba’s biggest rival, recently was listed on Nasdaq.
    • The company’s business model is closer to that of Amazon than Alibaba.
    • The company’s strength lies in its fulfillment infrastructure and mobile.
    • However, JD.com has its fair share of weaknesses.
  • Family Dollar's Messiah
    Mon, Jun. 9 FDO Comment!

    Summary

    • Carl Icahn has just become the biggest shareholder of Family Dollar.
    • Icahn’s arrival can start another round of takeover speculations.
    • Family Dollar has lagged behind its rivals and needs a major overhaul.
  • How Apple's iPhones Might Become An Indispensable Piece Of Equipment, Again
    Tue, Jun. 3 AAPL 26 Comments

    Summary

    • Apple has unveiled the HomeKit feature for the new iOS 8.
    • The company will develop a “common protocol” to talk with the devices.
    • Perhaps Apple is the only company that can do this successfully.
  • Twitter Tweeting Troubling Trends
    Wed, May. 28 TWTR 24 Comments

    Summary

    • Twitter’s growth rates for monthly active users could come to a standstill.
    • Data on user engagement isn't encouraging.
    • Twitter's shares might remain under pressure until the company figures out a way to improve its two key metrics.
  • Google Is Reportedly Mulling Expansion In Outer Space
    Sun, May. 25 GOOG, GOOGL 6 Comments

    Summary

    • Google is reportedly working to acquire Skybox Imaging as it continues to find ways to diversify its revenue base.
    • Skybox builds microsatellites that capture high resolution images and high definition videos.
    • Through this acquisition, Google could enhance its product offerings in Google Maps.
  • Netflix: Growth In The Midst Of Increasing Competition
    Wed, May. 21 NFLX 4 Comments

    Summary

    • Netflix is working to improve the quality of its service to domestic subscribers.
    • Netflix is nearing a major milestone in the international markets.
    • Netflix is facing increasing competition from the new entrants in this industry, particularly from Yahoo but the former still has an edge over others.
  • IBM Shows Robust Growth In Cloud: Does It Matter?
    Mon, May. 19 IBM Comment!

    Summary

    • IBM continues to show strong growth in cloud revenues after spending billions on developing its cloud offerings.
    • However, the company has a lot of work to do before this starts having any impact on its top line growth.
    • IBM has touted two major cloud deals, but these might not have any meaningful impact on the growth of its cloud revenues.
  • Facebook Is A Strong Buy
    Sun, May. 11 FB 75 Comments

    Summary

    • Facebook has reported significant growth in user base, market share, revenues and earnings.
    • The company is becoming more profitable due to effective management.
    • The company has undertaken major acquisitions that could diversify its revenue base and fuel its growth.
  • There Is No Stopping Baker Hughes
    Fri, May. 9 BHI 1 Comment

    Summary

    • Baker Hughes could deliver serious revenue and income growth in the coming years.
    • The company is targeting efficiency through partnerships.
    • Oil majors, on the other hand, are keeping a lid on their budgets.