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Sarfaraz A. Khan

 
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  • Oil Producers: Saudi Arabia Knows Exactly What Must Be Done [View article]
    Good points. Thanks for sharing.
    Dec 9, 2014. 10:47 AM | Likes Like |Link to Comment
  • Oil Producers: Saudi Arabia Knows Exactly What Must Be Done [View article]
    Thank you for commenting

    Haven't done any recent research on EEQ.
    COP is in a good position to survive the downturn. I like their exposure to Eagle Ford, one of the most profitable shale regions.
    KMI is set to benefit from growing gas production from Appalachia through 2018, despite weak commodity pricing environment.

    Hope this helps.
    Dec 9, 2014. 06:35 AM | 1 Like Like |Link to Comment
  • Oil Producers: Saudi Arabia Knows Exactly What Must Be Done [View article]
    Thank you for the kind words.
    Dec 9, 2014. 02:10 AM | Likes Like |Link to Comment
  • Why Seadrill's Dividend Suspension Is Actually A Bullish Indicator [View article]
    @Bob Ciura: I agree with you that the dividend suspension is a step in the right direction and will free up capital for debt reduction, which has been a major problem for SDRL.

    Several analysts, such as those from Morgan Stanley, Deutsche Bank, Zephirin Group, as well as a number of SA contributors, including you, IAEResearch, Economics Fanatic and myself, have been warning investors about the possibility of a dividend cut.

    That said, the investors are still angry, justifiably so, since the CEO did say in the Q2 call that SDRL will continue paying dividends "well into 2016", and did the exact opposite just three months later. And let's not forget, for some of these investors, SDRL was a dividend stock and an important source of income in each quarter.
    Nov 27, 2014. 01:54 AM | 5 Likes Like |Link to Comment
  • How Are Seadrill And Diamond Offshore Positioned To Tackle The Difficult Market? [View article]
    joepah, thanks for pointing this out. That should be months , not years.

    Should be fixed in a few minutes.
    Nov 6, 2014. 09:22 AM | Likes Like |Link to Comment
  • Emerge Energy Laying Groundwork For Triple-Digit Earnings Growth [View article]
    Thanks for the comment. IMHO, a buying opportunity when trading in $70s, yields better than industry's average of 5.1%
    Oct 13, 2014. 05:07 AM | 1 Like Like |Link to Comment
  • Statoil, The Cheapest Oil Major, Is Looking Super Attractive [View article]
    The article you are referring to was published on April 11, 2013.
    Sep 17, 2014. 03:38 PM | 1 Like Like |Link to Comment
  • Statoil, The Cheapest Oil Major, Is Looking Super Attractive [View article]
    Its always nice to hear from you Tom.
    Sep 17, 2014. 11:09 AM | Likes Like |Link to Comment
  • Statoil, The Cheapest Oil Major, Is Looking Super Attractive [View article]
    I am glad you found the article useful. Thanks for the comment.
    Sep 16, 2014. 03:02 PM | Likes Like |Link to Comment
  • Golar LNG: It's All About The Long-Term Outlook [View article]
    Thanks for bringing this up. As you have correctly pointed out, the ship hasn't been converted yet, but the process is currently underway. As per the company's guidance, the ship (Hilli) was delivered to a shipyard in Singapore at the end of August for conversion into FLNG vessel.
    Sep 11, 2014. 04:58 AM | Likes Like |Link to Comment
  • DCP Midstream Partners: This Dropdown-Powered Growth Story Deserves Your Attention [View article]
    Steve, I am gad you liked the article. The hold is somewhat conservative. Thank you for bringing this up.
    Aug 28, 2014. 03:46 AM | Likes Like |Link to Comment
  • InterOil Is Looking Much Better [View article]
    thank you. I am glad you liked the article.
    Aug 25, 2014. 01:33 PM | Likes Like |Link to Comment
  • Buy This Walgreen Dip, Thank Me Later [View article]
    Interesting read Mike, and thanks for the kind words.
    Aug 11, 2014. 04:39 AM | Likes Like |Link to Comment
  • Marathon Oil's (MRO) CEO Lee Tillman on Q2 2014 Results - Earnings Call Transcript [View article]
    MRO focuses on answering analysts' questions in the conference call. If anyone is looking for the management's comments on the quarterly performance, here is the link to the Pdf file http://bit.ly/1oBpO2m [223.8 kb]
    Aug 6, 2014. 04:58 AM | Likes Like |Link to Comment
  • EOG Resources: Should You Sell The Best American Shale Oil Stock At 52-Week High? [View article]
    I am glad you liked the article.
    PXD valuation = strong production growth + solid inventory + Permian Basin upside + permission to export condensates.
    Jul 23, 2014. 05:24 AM | Likes Like |Link to Comment
COMMENTS STATS
61 Comments
40 Likes