Hi, I'm Sarfaraz A. Khan. I have got an MBA from University of Aberdeen, located in the heart of UK's oil industry. My specialties lie in energy and materials stocks, but I occasionally cover services sector, emerging markets and ETFs. My work appears mainly on TheStreet and Seeking Alpha.
I am not based in the US, which is why I do not have any position in the US listed stocks that I write about. I do, however, own shares of funds that usually hold a long position in either Exxon Mobil, Chevron, Royal Dutch Shell, Schlumberger, Halliburton, ConocoPhillips, Honda Motor Company, GlaxoSmithKline, Unilever, or their subsidiaries that trade on non-US markets.
Marwaan Karame assists clients with value based strategies to drive long-term shareholder value. Working closely with CEOs and CFOs from a variety of industries, he helps large and mid-sized organizations facilitate major transformations in all facets of the business cycle including significant restructuring and turnarounds.
His areas of expertise are in Corporate Finance, Strategy, Managerial and Behavioral Economics. Mr. Karame helps companies adopt and apply the concepts of Economic Profit (also know as Economic Value Added) to various industries including Automotive, Food & Beverage, Healthcare, Industrial Manufacturing, Technology, and Oil Exploration and Production.
Mr. Karame has been a keynote speaker for several Wall Street Research Analyst seminars and has conducted workshops for 1,000+ Fortune 500 executives, lecturing and publishing on the topics of Corporate Finance and Risk Management. Mr. Karame holds an MBA in finance from Richard Ivey School of Business and a B.Sc. in Mathematics and Economics with a minor in Psychology from St. Lawrence University.
We strive to build highly disciplined, sensible client portfolios. Portfolios that are focused on investing in businesses with solid free cash flows and solid dividend payouts. We buy businesses, not stocks.
Tim is a Registered Investment Advisor.
Since late 2006, Davy Bui has publicly posted stock picks, research reports and market commentary on his Enlightened American blog, outpacing the market by 9%, 13.5% and 17% in 2007, 2008 and 2009 respectively (http://www.enlightened-american.com/wealth/portfolio.html). Adapting a value-based approach, he evaluates general investment strategies and specific stock recommendations by combining macro-economic themes, fundamental analysis, delegation by emphasizing good management teams and risk mitigation via margin-of-safety requirements. Contact him at this page: http://www.enlightened-american.com/contact.html