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Sarfaraz A. Khan  

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  • Seadrill: Tough Road Ahead, But Long Term Investors Should Follow In Schlumberger's Footsteps [View article]
    SDRL - 2Q 2014 results: "Seadrill Limited order backlog as of August 27 is US$18.2 billion and US$23.3 billion for the Seadrill Group on a consolidated basis."

    Link: http://tinyurl.com/q8j...
    Aug 29, 2015. 12:32 AM | Likes Like |Link to Comment
  • Beijing Blunders: Bull In A China Shop! [View article]
    "I know very little about the Chinese economy or its markets" --- are you sure?
    Aug 22, 2015. 03:39 AM | 2 Likes Like |Link to Comment
  • Energy Transfer Equity - Stay Close To The Energy Transfer Family In The Downturn [View article]
    That's just the one metric. Investing is much more than just P/E or P/DCF ratios, isn't it?. I'll discuss this in the next article. Hopefully that'll answer your question.

    Have a great Friday.
    Aug 21, 2015. 08:57 AM | 4 Likes Like |Link to Comment
  • Energy Transfer Equity - Stay Close To The Energy Transfer Family In The Downturn [View article]
    Thank you everyone for the kind words.

    I am currently working on another article on ETP which I believe is one of the most undervalued of the large cap MLPs with P/annualized DCF of ~8x. Others, such as ENB or WPZ, are trading north of 13x.
    Aug 21, 2015. 01:57 AM | 4 Likes Like |Link to Comment
  • Marathon Oil Is Trading Near 52-Week Lows - Buy Or Avoid? [View article]
    Thanks for the comments everyone.
    I would wait until EV/EBITDA gets closer to peer and historical average.
    I do consider MRO, as well as PXD, CLR & EOG, as likely takeover targets, but we haven't really seen an avalanche of takeovers and from what we've heard during various conference calls in this earnings season (particularly from XOM), the biggest players of the industry are still staying on the sidelines. I believe the energy space hasn't bottomed yet. I've written more on this here http://seekingalpha.co...
    Aug 13, 2015. 03:18 AM | 2 Likes Like |Link to Comment
  • Hess Corp. Q2 Earnings Review - Booming Bakken Production Despite Fewer Rigs [View article]
    Thank you for bringing this up. It has been fixed.
    Have a great Friday.
    Jul 31, 2015. 07:05 AM | Likes Like |Link to Comment
  • Mr. Market Hates Oasis Petroleum, But Its Attractive For Investors And Speculators [View article]
    Hi crl1603,

    Thanks for the comment. I do not expect OAS to become desperate anytime soon. Oil will likely head north over the next few years, albeit a a longer U-shaped recovery is looking more likely. http://seekingalpha.co...
    Jul 13, 2015. 07:13 AM | 3 Likes Like |Link to Comment
  • Buy Apache - Its Cheap And Poised To Deliver Better Quarterly Results [View article]
    Yes, but Permian pure-plays are more likely.
    Jun 27, 2015. 07:49 AM | Likes Like |Link to Comment
  • Pioneer Natural Resources: 4 Reasons Why I Like The EFS Midstream Deal [View article]
    Thank you for the comment.
    Interesting thought on China.
    Jun 3, 2015. 03:48 AM | Likes Like |Link to Comment
  • Hudbay Minerals Is Poised For Growth On The Back Of The Turnaround [View article]
    Thank you for pointing this out. The errors have been fixed.
    May 22, 2015. 12:32 AM | Likes Like |Link to Comment
  • Zinc's Rally Is Not Just Speculation [View article]
    Horsehead Holding Is A Turnaround Stock That Could Pop Sooner Than Later
    http://seekingalpha.co...
    May 20, 2015. 01:36 AM | Likes Like |Link to Comment
  • Kandi Technologies: Was Last Week's Sell-Off A Buying Opportunity? [View article]
    Thank you for the update.
    May 18, 2015. 08:43 AM | Likes Like |Link to Comment
  • Zinc's Rally Is Not Just Speculation [View article]
    Right. Thank you for bringing this up.
    May 15, 2015. 05:18 AM | Likes Like |Link to Comment
  • U.S. Silica: Earning Review And 4 Reasons To Remain Positive [View article]
    Thank you Alex. I will.
    May 1, 2015. 08:06 AM | Likes Like |Link to Comment
  • Flotek International: You're Better Off Staying On The Sidelines, For Now [View article]
    "now they can sit back and evaluate how to produce oil in a low price environment and I think that will send them back to flotek" In that case, Flotek might emerge even stronger at the end.
    Thanks for the comment.
    Apr 30, 2015. 04:40 AM | Likes Like |Link to Comment
COMMENTS STATS
101 Comments
74 Likes