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Sarfaraz A. Khan

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  • Phillips 66's Big Deal To Sell LPG To Sinopec [View article]
    thanks for the article. Agreed, this deal with SNP can be a game changer for PSX.
    I like PSX's portfolio of refineries (55% refining capacity in Mid-Cont and Gulf Coast) and its expansion plans in midstream and chemicals.

    Best
    S.A.Khan
    Apr 10 04:40 AM | 2 Likes Like |Link to Comment
  • Why Barron's Is Wrong On $75 Oil [View article]
    Thanks for the article Henry. Barron's cover story was right about the growth in North American oil output and the shift towards the use of natural gas and renewables - but probably miscalculated its impact on price.

    Best
    S.A.Khan
    Apr 2 03:02 AM | 1 Like Like |Link to Comment
  • Peru-Focused BPZ Resources Is On The Verge Of A Turnaround; Has 40%-Plus Upside [View article]
    Thank you for your insightful commentary that has made this article more valuable for the readers. The purpose of the article was to point out, as briefly as possible, that the company is on track towards profitability/turnaround in the near future.

    Best
    S.A.Khan
    Mar 25 04:50 PM | Likes Like |Link to Comment
  • This Beaten-Down Offshore E&P Company Has 30%+ Upside Potential [View article]
    thanks for the comment.
    Mar 14 04:27 PM | Likes Like |Link to Comment
  • Precision Drilling: A Bright Future Awaits For This Canadian Driller [View article]
    john001: thank you for sharing your thoughts. Although I disagree with your thesis and I do believe that, for long term investors, early-to-mid 2014 is the time to buy PD, but your insightful commentary has certainly made this article more valuable for the readers.

    I am looking forward to more comments in the future

    regards
    S.A.khan
    Jan 14 09:32 AM | 1 Like Like |Link to Comment
  • LightInTheBox: Growth Slowing, But Margins Improving [View article]
    thank you monkey see and Zongi for sharing your experience.
    Dec 19 12:58 AM | Likes Like |Link to Comment
  • RMCF: This Chocolate Covered Stock Is Not Really Sweet [View article]
    Thank you for the comment ChrisForte. You are right , the expansion outside of North America, specially Japan, was supposed to be a game changer, which is why, the stalling has been a big disappointment.
    Dec 5 12:12 AM | Likes Like |Link to Comment
  • RMCF: This Chocolate Covered Stock Is Not Really Sweet [View article]
    Dutch Trader, thank you for sharing your thoughts and your interesting article on RMCF. Your last article on this company came out more than a year ago. Perhaps it is time for you to write another article on why you think RMCF is sweet.
    Dec 5 12:06 AM | Likes Like |Link to Comment
  • RMCF: This Chocolate Covered Stock Is Not Really Sweet [View article]
    "The too conservative approach of Rocky's management team doesn't lead to major growth" completely agree with you Dutch Trader, this appears to be the main problem.
    Dec 4 11:51 PM | Likes Like |Link to Comment
  • Hercules Offshore Is Poised For Herculean Growth [View article]
    Thank you for the comment Jack. I am glad you liked the article.
    Best
    S.A.Khan
    Nov 7 02:01 PM | Likes Like |Link to Comment
  • How I Explain Amazon's Stock Performance [View article]
    Once again, excellent article Chuck !
    Nov 5 12:38 AM | 1 Like Like |Link to Comment
  • HCI: This Stock Is Up +90% YTD, So Why Should You Avoid It? [View article]
    thank you for your valuable comment. You are right, the insider selling is a small part of the overall investment thesis and that so far, HCI has not been tested by a major hurricane. Xuhua Zhou has covered this topic in greater detail in a brilliant piece published earlier in June. http://bit.ly/16ReUzd
    Nov 1 06:27 AM | Likes Like |Link to Comment
  • SouFun Holdings: Should You Invest In China's Biggest Online Real Estate Marketing Firm? [View article]
    Thanks for the comment. I'm glad you found it useful.
    Best.
    Oct 23 01:30 PM | 1 Like Like |Link to Comment
  • HCI: This Stock Is Up +90% YTD, So Why Should You Avoid It? [View article]
    Thank you DAG1996 for your valuable comments. I always welcome all kinds of criticism.
    In this case, I think you haven't read the article carefully. For instance ...

    You seem to have assumed that this was a short-article when it is clearly mentioned in the title as well as in the introduction that this is an AVOID article or a DONT-BUY article. I am not advocating a short case for HCI here. I think most of your criticism is based on this wrong assumption.

    (The statements "competitors were packing their bags to leave Florida" and "lack of competition in Florida's P&C market" are obviously completely at odds with "new entrants have been flocking to this market") ---- No they are not contradictory, we are talking about 2 different time frames here. State Farm's exit plan was back in 2009 - New entrants data is for 2013.

    This is why I have discussed "competitors were packing ..." under subheading "The Growth Story" and the new entrants part was discussed under a separate subheading "The Macro Environment"

    (The company is keeping an unusually large amount of cash, instead of investing it in less riskier time-deposits or fixed income securities". Since when is CASH the most “riskier” investment?)You may have missed the point here. This discussion was about the HCI's conservative investment strategy - which I have also highlighted in the article - which is evident in HCI's enormous pile of cash.

    Although I disagree with all of your points but I do believe that you have presented a very valuable perspective which should also be read along with the article. Once again, thank you for taking the time to read the article and I look forward to more comments in the future.
    Oct 8 03:20 AM | 2 Likes Like |Link to Comment
  • Record Oil Sands Production Should Propel Suncor To $40 By Year-End [View article]
    good production numbers and a healthy pricing environment --- looks all set for a q3 beat ... thanks for a very informative 300th article :)
    Sep 6 03:47 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
37 Comments
27 Likes