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Sarfaraz A. Khan  

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  • Royal Dutch Shell Takes The First Step, Focus Shifts To Exxon Mobil [View article]
    Walter,

    Thank you for a very interesting comment. My $0.02 -- Lund's ~$40Mn for a year of work at BG (assuming deal closes in Q1,2016) will be greater than his total compensation for 10 years of work at Statoil.
    Apr 10, 2015. 03:37 AM | Likes Like |Link to Comment
  • Royal Dutch Shell Takes The First Step, Focus Shifts To Exxon Mobil [View article]
    emmawhatson7: How's that relevant to the article? Looks like you're here just to redirect traffic to bidnessetc.com.
    Apr 9, 2015. 12:09 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy Gets No Love, Except From An Insider [View article]
    PD: Interesting. Thank you for sharing.
    Apr 3, 2015. 02:42 AM | Likes Like |Link to Comment
  • Chesapeake Energy Gets No Love, Except From An Insider [View article]
    Thank you SMI for bringing this up.
    Apr 3, 2015. 02:41 AM | 2 Likes Like |Link to Comment
  • Fortescue Metals Group: Great Execution, Bad Timing [View article]
    Thanks for the comment.
    FMG does not trade on any major exchange in the U.S. These prices are in US$ 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
COMMENTS STATS
83 Comments
58 Likes