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Todd Parvis

 
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  • Buy MasterCard For Its Strong International Growth [View article]
    I tend to agree with your assessment that it seems like the main growth for the credit card companies is internationally at this point with MasterCard being well positioned. My question is and I understand that it is hard to precisely measure, but how long do you think they can keep growing volumes in the double digits in the emerging markets? Also, do you think that they will ever be able to directly get access to the Chinese market? I understand that they can only currently do cross border transactions there.
    Mar 11 03:42 PM | Likes Like |Link to Comment
  • Polaris: Promising Catalyst But No Upside [View article]
    What is others take on the potential long term success of Indian? Do you believe that it will be a formidable competitor to Harley?
    Feb 25 04:38 PM | Likes Like |Link to Comment
  • Polaris: Promising Catalyst But No Upside [View article]
    What do you think about the gross margin guidance that they offered in the latest conference call? Do you feel that some of the gross margin upside is now more limited?
    Feb 19 04:28 PM | Likes Like |Link to Comment
  • Oasis Petroleum Offers A Familiar Story In The Bakken [View article]
    Could you provide some elaboration on the inputs for your NAV calculation?
    Feb 19 04:09 PM | Likes Like |Link to Comment
  • Natural Gas: A Meltdown Behind The Revival [View article]
    My question is whether natural gas at or above 5$MMbtu is currently sustainable. Richard made a great point about the difficult of the operators in the difficulty of bring on new projects quickly to increasing production quickly to accommodate the higher pricing. However, on the demand side won't natural gas prices create incentives for utilities to switch back to coal at least in the short term putting a pressure on natural gas prices. Any thoughts on the subject would be appreciated.
    Feb 3 02:14 PM | 1 Like Like |Link to Comment
  • Natural Gas: A Meltdown Behind The Revival [View article]
    Richard-Does the reduced potential long term pricing suggested by the NYMEX futures curve justify lower valuations for natural gas E&Ps in your opinion?
    Feb 3 01:35 PM | Likes Like |Link to Comment
  • AutoZone Sets A New High [View article]
    Prescient Investment Analyst,

    You are correct in your assessment that the stock has been on a hot streak, so a pullback in the short term is quite possible. Meanwhile, there have been a couple of tailwinds pushing the stock forward recently. The cold winter is a major plus for all auto parts retailers as it means more failures, so it is a reversal of the effect of last years unusually mild winter which hurt all of the auto parts retailers. Additionally, the credit upgrade is a boost for Autozone as you mentioned.

    As you mentioned commercial is critical for Autozone. Commercial auto parts retailers are also in favor as Advanced has seen its stock price soar since the CARQUEST acquisition. AutoZone's ability to accelerate their business by expanding their inventory model for commercial to make their program more competitive will have a major effect on the stock price in the future.
    Jan 24 03:15 PM | 1 Like Like |Link to Comment
  • Dollar Tree: Worth 54 Ones? [View article]
    Good article Prescient Investment Analysis.

    It does seem like DLTR may be attractive at this level. The stock has come back quite a bit and they still have opportunities to gain share, expand margins in the long term, and the accelerated share buy back comes at a good time.
    Jan 21 11:34 AM | 1 Like Like |Link to Comment
  • Cabot Oil And Gas: 50% Growth And Free Cash Flow Shows The Stock's High Multiple Is Warranted [View article]
    Richard,

    Natural gas price is a key risk to Cabot, as you mentioned in your article, since its production profile is decidedly skewed towards natural gas. In your opinion how low do you believe natural gas pricing can get, due to the factors you outlined in your article. I understand this may be tough to answer because things are changing relatively rapidly.

    Do you expect any increase in demand for natural gas over the next 5 years possibly offsetting some of the negative supply issues?
    Dec 26 06:53 PM | Likes Like |Link to Comment
  • Cabot Oil And Gas: 50% Growth And Free Cash Flow Shows The Stock's High Multiple Is Warranted [View article]
    Richard,

    Thanks for taking the time to clarify my questions. Your answers are quite helpful in aiding my understanding of Cabot.
    Dec 26 06:25 PM | Likes Like |Link to Comment
  • Cabot Oil And Gas: 50% Growth And Free Cash Flow Shows The Stock's High Multiple Is Warranted [View article]
    Richard

    Can you understand why Cabot would not drill more wells with such excellent returns and increase their capex budget to get more production. Would generating greater production be a better use of capital than dividends or buybacks?
    Dec 26 02:01 PM | Likes Like |Link to Comment
  • Cabot Oil And Gas: 50% Growth And Free Cash Flow Shows The Stock's High Multiple Is Warranted [View article]
    Richard,

    Thanks for putting out another well researched article. You always do a great job. The upward production guidance that Cabot did for 2014 certainly was positive. However, I just wondered whether you view the fact that their reserve growth has been much slower than production growth in the last few years will eventually slow down their production growth rate longer term or if it does not matter.

    Todd
    Dec 25 12:13 PM | Likes Like |Link to Comment
  • Cabot Oil And Gas: Marcellus The Unstoppable [View article]
    Richard,

    Thanks for the thoughtful answer to my last question.

    Cabot has had tremendous production growth in the past, and guided to 30% to 50% next year I believe. They have tremendous assets, and the well results are continuing to improve as you mentioned. My question is do you believe that the strong assets in the Marcellus support such robust growth rates over a long term basis? Any thoughts would be appreciated.
    Dec 12 01:10 PM | Likes Like |Link to Comment
  • Cabot Oil And Gas: Marcellus The Unstoppable [View article]
    Thanks Richard for the insightful article. I understand that you did not really go into valuation details in this article with Cabot. However, I wanted to ask your opinion as to whether you feel that Cabot is at this juncture undervalued, despite the high multiple that you mentioned. I have had an issue myself in deciding whether Cabot is a good value at this price. Any thoughts would be appreciated.
    Dec 12 01:50 AM | Likes Like |Link to Comment
  • Ross Stores: The Stock Offers As Much Value As The Merchandise [View article]
    hathawaydh

    Thanks for the kind comment. I understand why you would like to get a pullback. It is always nice to get stocks at a cheaper price. I am not sure what will happen to the stock in the short term at this level, but in my opinion I still feel that the long term trajectory of ROST will be up, but that is not to say that the stock will not, or cannot correct a bit.

    It will be interesting to see what happens in this quarterly earnings this Thursday especially considering TJX good results today. I would expect that ROST would post similarly good results as TJX, but we will see on Thursday.
    Nov 19 02:57 PM | Likes Like |Link to Comment
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63 Comments
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