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Sarfaraz A. Khan  

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  • Fortescue Metals Group: Great Execution, Bad Timing [View article]
    Thanks for the comment.
    FMG does not trade on any major exchange in the U.S. These prices are in US$ from the OTC market (ticker: FSUGY). You can get the latest quotes from Seeking Alpha, OTCMarkets.com and Google Finance.
    Mar 22, 2015. 07:12 AM | Likes Like |Link to Comment
  • Western Gas Partners - Undercovered Midstream Gem With Minimum Commodity Exposure [View article]
    Thank you.
    Don't have enough funds at the moment.
    Mar 10, 2015. 04:36 AM | Likes Like |Link to Comment
  • Gulfport Energy: Stellar Growth Story Continues [View article]
    Michael Phillips: Thanks for your valuable comments and answering those questions.
    I will just add that there are dozens of companies that have significant exposure to Utica. I've only mentioned a few, but GPOR has greater leverage than most. REXX doesn't own as much Utica acreage as GPOR, but REXX has greater exposure to Utica (in terms of net acres/$1mn EV) than GPOR.
    Mar 3, 2015. 11:17 PM | Likes Like |Link to Comment
  • Is It Time To Sell Diamondback Energy? [View article]
    Thank you
    Feb 25, 2015. 01:25 AM | 1 Like Like |Link to Comment
  • Even $45 Oil Can't Hurt Devon Energy's Balance Sheet [View article]
    Thanks for the comment. You are referring to the E&P Capex - which is also mentioned in the article. I have used the mid-point of the guidance (4.25Bn).
    Feb 24, 2015. 01:27 AM | Likes Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret [View article]
    Thank you for the excellent thought-provoking article.
    Feb 20, 2015. 01:12 AM | 4 Likes Like |Link to Comment
  • Rio Tinto Has Delivered On Its Promises, Now What? [View article]
    Thank you Matthew. I'm glad you found this useful.
    Feb 19, 2015. 11:55 AM | Likes Like |Link to Comment
  • TransGlobe Energy: Don't Be Fooled By The Big Yemen Write-Off [View article]
    Thanks for the comment.
    Feb 18, 2015. 08:51 AM | Likes Like |Link to Comment
  • 2014 Was Bad, 2015 Will Be Worse; Here's How Atwood Oceanics Is Positioned [View article]
    Thank you for the kind words.

    In my opinion, ATW is a "hold" even if you bought this around $50s. A yield of ~2% at $50 isn't bad compared to what you would get now with some of the big boys. Keep in mind that the industry's average yield has fallen substantially and is now around 3.1%.
    Feb 13, 2015. 04:29 AM | Likes Like |Link to Comment
  • Pain In Store For Helmerich & Payne, Can It Withstand The Downturn? [View article]
    Dividend Sleuth, thank you for the kind words
    Feb 11, 2015. 08:17 AM | 1 Like Like |Link to Comment
  • Baker Hughes, After Best-In-Class Margin Expansion, Is In A Strong Position To Weather The Slump [View article]
    Thank you for the interesting comment and for your generosity.

    Lets agree to disagree. IMO, if the merger does not go through, then BHI could drop substantially -- that is when it is going to be a strong buy. If, on the other hand, the merger goes through, then for that scenario, HAL offers better value currently for the combined entity.

    I wish you good luck.
    Jan 30, 2015. 07:59 AM | Likes Like |Link to Comment
  • SM Energy Could Post +15% Production Growth Amid Lower Crude Prices [View article]
    Thanks for the comment. Deficit due to higher capex, future production will be oilier with breakeven in the low-mid-$60s, significant hedges in place to ride through the current downturn, balance sheet solid in terms of Debt-to-Ebitda and other leverage metrics.
    Jan 24, 2015. 01:57 AM | Likes Like |Link to Comment
  • Fears On Cheniere Energy's Exposure To Oil Prices Are Overblown [View article]
    Mark T. Phillips: Interesting. Thanks for the update.
    Jan 10, 2015. 02:41 AM | Likes Like |Link to Comment
  • 4 Reasons To Consider Hess Corporation [View article]
    Jake2: Thanks for reading and for the comment. This goes for all articles on SA. "The author wrote this article themselves, and it expresses their own opinions."

    Have a nice weekend
    Sarfaraz
    Jan 10, 2015. 02:38 AM | Likes Like |Link to Comment
  • 4 Reasons To Consider Hess Corporation [View article]
    Thanks for the comment. Your concerns are already addressed in the final part of the article .. "Like all oil producers, Hess is exposed to the weakness in commodity ..... "

    Have a great weekend.
    Sarfaraz
    Jan 10, 2015. 02:35 AM | Likes Like |Link to Comment
COMMENTS STATS
79 Comments
54 Likes