Irfan Chaudhry's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/728914/comments http://seekingalpha.com/article/569451/comments?source=feed#comment-11099361 11099361 Wed, 31 Oct 2012 17:45:20 -0400 http://seekingalpha.com/article/285922/comments?source=feed#comment-1820485 1820485 Tue, 09 Aug 2011 11:40:01 -0400 http://seekingalpha.com/article/280190/comments?source=feed#comment-1773272 1773272 Tue, 19 Jul 2011 17:17:28 -0400 http://seekingalpha.com/article/278177/comments?source=feed#comment-1746302 1746302 Wed, 06 Jul 2011 13:09:59 -0400 http://seekingalpha.com/article/263639/comments?source=feed#comment-1593612 1593612 Sat, 16 Apr 2011 09:35:02 -0400 http://seekingalpha.com/article/257242/comments?source=feed#comment-1523308 1523308 Sat, 12 Mar 2011 06:41:40 -0500 http://seekingalpha.com/article/255961/comments?source=feed#comment-1505405 1505405 Fri, 04 Mar 2011 01:21:45 -0500 http://seekingalpha.com/article/254388/comments?source=feed#comment-1488007 1488007 Wed, 23 Feb 2011 12:44:30 -0500 http://seekingalpha.com/article/249415/comments?source=feed#comment-1462682 1462682 Fri, 11 Feb 2011 02:34:58 -0500 http://seekingalpha.com/article/249415/comments?source=feed#comment-1442596 1442596 Wed, 02 Feb 2011 08:30:29 -0500 http://seekingalpha.com/article/249415/comments?source=feed#comment-1442587 1442587 Yes the contracts are supposed to be financially setteled and not be physical delivery.
No, physical delivery is part of contract for Hedgers and Commercial users - you can not deliver the Cushing at Brent - you are betting on spread tightening]]> Wed, 02 Feb 2011 08:29:06 -0500 Yes the contracts are supposed to be financially setteled and not be physical delivery.
No, physical delivery is part of contract for Hedgers and Commercial users - you can not deliver the Cushing at Brent - you are betting on spread tightening]]> http://seekingalpha.com/article/249805/comments?source=feed#comment-1440413 1440413 Tue, 01 Feb 2011 08:14:01 -0500 http://seekingalpha.com/article/249160/comments?source=feed#comment-1434458 1434458 Fri, 28 Jan 2011 15:15:09 -0500 http://seekingalpha.com/article/249160/comments?source=feed#comment-1434216 1434216 Fri, 28 Jan 2011 12:55:39 -0500 http://seekingalpha.com/article/247475/comments?source=feed#comment-1432661 1432661 Thu, 27 Jan 2011 17:56:44 -0500 http://seekingalpha.com/article/249160/comments?source=feed#comment-1432640 1432640 Thu, 27 Jan 2011 17:47:37 -0500 http://seekingalpha.com/article/247475/comments?source=feed#comment-1424272 1424272 GULF) and SPDR S&P Emerging Middle East & Africa ETF (GAF) recovered some lost ground, Orascom Construction & Commercial Inetrnational Bank recovered soem of the lost ground - Ezz steel is still at buying level (1.5% today)]]> Mon, 24 Jan 2011 10:07:10 -0500 GULF) and SPDR S&P Emerging Middle East & Africa ETF (GAF) recovered some lost ground, Orascom Construction & Commercial Inetrnational Bank recovered soem of the lost ground - Ezz steel is still at buying level (1.5% today)]]> http://seekingalpha.com/article/247475/comments?source=feed#comment-1419984 1419984 2)Al Ezz Steel is the largest steel maker in Middle East (5m Tons PA) 60% exported - 40 % local - maket leader in Egypt.
3)Orascom construction - 60% EBITDA from Urea manufacture and export business - 40% from infrastructure projects in Middle East (not Egypt)
4) Comercial International Bank - By far the largest bank in Egypt - very low LD ratio - visible asset book - low NPLs and high LLC ratios
5) I am not aware of and have not experienced any restrictions on dividend or capital gains out of Egypt.]]> Fri, 21 Jan 2011 15:39:22 -0500 2)Al Ezz Steel is the largest steel maker in Middle East (5m Tons PA) 60% exported - 40 % local - maket leader in Egypt.
3)Orascom construction - 60% EBITDA from Urea manufacture and export business - 40% from infrastructure projects in Middle East (not Egypt)
4) Comercial International Bank - By far the largest bank in Egypt - very low LD ratio - visible asset book - low NPLs and high LLC ratios
5) I am not aware of and have not experienced any restrictions on dividend or capital gains out of Egypt.]]> http://seekingalpha.com/article/246496/comments?source=feed#comment-1410060 1410060 Mon, 17 Jan 2011 00:54:15 -0500 http://seekingalpha.com/article/246496/comments?source=feed#comment-1405551 1405551 seekingalpha.com/artic...
seekingalpha.com/artic...]]> Fri, 14 Jan 2011 02:30:32 -0500 seekingalpha.com/artic...
seekingalpha.com/artic...]]> http://seekingalpha.com/article/246496/comments?source=feed#comment-1405514 1405514 Fri, 14 Jan 2011 01:40:32 -0500 http://seekingalpha.com/article/244281/comments?source=feed#comment-1383124 1383124 Sun, 02 Jan 2011 01:18:51 -0500 http://seekingalpha.com/article/244281/comments?source=feed#comment-1382676 1382676 Sat, 01 Jan 2011 14:46:30 -0500 http://seekingalpha.com/article/244281/comments?source=feed#comment-1382542 1382542 Happy new year. Interesting sectors in the region are the Banks (Saudi, Qatar & Oman like Al Rajhi, SAMBA AB, CBQ QD, BKMB AB) , Petrochemicals (SABIC (bloomberg SABIC AB) is the world - market leader in 33 chemicals), SIPCHEM AB (market leader in Acetic Acid & Derivatives), Telecoms (like STC & Telecom Egypt) and consumer names like Alhokair AB.Top picks depends on the investor's risk profile - because some of these good names can be quite volatile and investors may face investbaility challenges especially in Saudi Arabia (P - Notes). Indexing may be one of the choices but a better sugestion will be to invest through the managed funds based in the region with good investment process, research capability, performance record and people. I am of the opinion that Emirates NBD public funds (Tickers available on the bloomberg) (EMTCF, EMHIF) can be one of the top choices in the group.]]> Sat, 01 Jan 2011 12:41:51 -0500 Happy new year. Interesting sectors in the region are the Banks (Saudi, Qatar & Oman like Al Rajhi, SAMBA AB, CBQ QD, BKMB AB) , Petrochemicals (SABIC (bloomberg SABIC AB) is the world - market leader in 33 chemicals), SIPCHEM AB (market leader in Acetic Acid & Derivatives), Telecoms (like STC & Telecom Egypt) and consumer names like Alhokair AB.Top picks depends on the investor's risk profile - because some of these good names can be quite volatile and investors may face investbaility challenges especially in Saudi Arabia (P - Notes). Indexing may be one of the choices but a better sugestion will be to invest through the managed funds based in the region with good investment process, research capability, performance record and people. I am of the opinion that Emirates NBD public funds (Tickers available on the bloomberg) (EMTCF, EMHIF) can be one of the top choices in the group.]]> http://seekingalpha.com/article/244281/comments?source=feed#comment-1382338 1382338 Sat, 01 Jan 2011 09:51:26 -0500 http://seekingalpha.com/article/232562/comments?source=feed#comment-1349315 1349315 Sun, 12 Dec 2010 11:48:37 -0500 http://seekingalpha.com/article/236743/comments?source=feed#comment-1333234 1333234 Thu, 02 Dec 2010 13:13:02 -0500 http://seekingalpha.com/article/238768/comments?source=feed#comment-1327243 1327243 Mon, 29 Nov 2010 11:01:28 -0500 http://seekingalpha.com/article/238768/comments?source=feed#comment-1325207 1325207 Sat, 27 Nov 2010 14:13:50 -0500 http://seekingalpha.com/article/238768/comments?source=feed#comment-1324923 1324923 323 B.C. – The ratio stood at 12.5 upon the death of Alexander the Great.
Roman Empire – The ratio was set at 12.
End of 19th Century – The nearly universal, fixed ratio of 15 came to a close with the end of the bi-metallism era.
In the 1930's and 1940's the ratio reached 90:1 or higher. In 1991 it peaked at about 98:1, although some claims exist of over 100:1 peak.
1980 – At the time of the last great surge in gold and silver, the ratio stood at 17.
1991 – When silver hit its lows, the ratio peaked at 100.
2007 – For the year, the gold-silver ratio averaged 51, 62 in 2008 and peaked at 84 in 2009]]> Sat, 27 Nov 2010 09:40:35 -0500 323 B.C. – The ratio stood at 12.5 upon the death of Alexander the Great.
Roman Empire – The ratio was set at 12.
End of 19th Century – The nearly universal, fixed ratio of 15 came to a close with the end of the bi-metallism era.
In the 1930's and 1940's the ratio reached 90:1 or higher. In 1991 it peaked at about 98:1, although some claims exist of over 100:1 peak.
1980 – At the time of the last great surge in gold and silver, the ratio stood at 17.
1991 – When silver hit its lows, the ratio peaked at 100.
2007 – For the year, the gold-silver ratio averaged 51, 62 in 2008 and peaked at 84 in 2009]]>