Thursday, January 29, 2015

SunPower: Japanese Solar Industry's Worst-Case Scenario Is Now A Reality.

This article was first published by Seeking Alpha on January 14, 2015

By Sarfaraz A. Khan.

Solar stocks have been struggling over the last few months on fears that the weakness in oil and gas prices will wipe out the demand for solar energy. To exacerbate, Japan, one of the biggest markets for the solar industry, could witness significant reductions in PV installations this year as the country has tightened the rules on incentive payments.

Despite Higher Property Sales Volume, China's Number One Problem Isn't Going Anywhere

This article was first published by Seeking Alpha on January 14, 2015

By Sarfaraz A. Khan. Research Asst. Iffat Zehra

China has been struggling to fix its sluggish economic growth rate. As per PwC's estimates, last year, the country's economy grew by 7.2% -- which looks great when compared against the U.S. as well as some of the developed European countries - for China, this growth rate is, in fact, the slowest since 1990. The sluggish growth is due, in part, to the soft demand from the property sector which has been dealing with excess supply.

There's No Escape From Currency Headwinds As Earnings Season Kicks Off

This article was first published by Seeking Alpha on January 12, 2015

By Sarfaraz A. Khan. Research Asst. Adnan Mushtaq.

Alcoa (NYSE:AA) will kick off the earnings season when it releases its fourth quarter results later today. This will be followed by earnings in this week from major banks - Bank of America (NYSE:BAC), Goldman Sachs (NYSE:GS), Wells Fargo (NYSE:WFC), JPMorgan Chase (NYSE:JPM) - as well as tech giant Intel (NASDAQ:INTC) and the oil field services behemoth Schlumberger (NYSE:SLB). While there is a lot to look forward to in the year's first earnings season, one thing in particular that investors will be looking for is how the continued strength in the greenback's impacts earnings of some of the major U.S. firms, amid the weakness in oil prices.

Tuesday, January 27, 2015

Low Oil Prices Will Catch Up With Exxon's Fourth-Quarter Results

This article was first published by TheStreet on January 26, 2015
By Sarfaraz A. Khan
NEW YORK (TheStreet) -- Exxon Mobil  (XOM - Get Report) , the largest U.S. oil and gas producer by market cap and output, dodged the oil price bullet when it reported 3% year-over-year earnings growth in its third-quarter results back in October. But the Irving, Texas-based company won't be so lucky next week when it reports its fourth-quarter results.

4 Reasons To Consider Hess Corporation

This article was first published by Seeking Alpha on January 8, 2015.

By Sarfaraz A. Khan. Research Asst. Adnan Mushtaq

Oil prices have fallen by around 50% over the last six months to their lowest levels in five years, which led to steep drops in several exploration and production stocks. However, this could be a buying opportunity for investors looking for exposure to high-quality names such as Hess Corp. (NYSE:HES). The company is in a good position to face the weak oil pricing environment while growing production from its core assets. Here are four reasons to consider Hess.

Monday, January 26, 2015

Fears On Cheniere Energy's Exposure To Oil Prices Are Overblown

This article was first published by Seeking Alpha on January 9, 2015.

By Sarfaraz A. Khan. Research Asst. Iffat Zehra

Houston-based Cheniere Energy (NYSEMKT:LNG) was the first company to receive Federal Energy Regulatory Commission (FERC) approval to export LNG from its Sabine Pass terminal in Louisiana. The first two of the six LNG processing plants, or trains, at Sabine Pass could begin operations from as early as the end of this year, and the facility could be fully operational by 2018-19.

Friday, January 23, 2015

Southwestern Energy Looks Great, If You're Long-Term Bullish On Natural Gas

This article was first published by Seeking Alpha on January 8, 2015

By Sarfaraz A. Khan. Research Asst. Adnan Mushtaq

The supply led slump in crude oil prices has forced several energy companies to trim their capital budgets. ConocoPhillips (NYSE:COP), Marathon Oil (NYSE:MRO) and Eclipse Resources (NYSE:ECR) have slashed their 2015 capital expenditure by 20%. However, Southwestern Energy (NYSE:SWN), the fourth leading natural gas producer in the Lower 48 states, has gone the other way by increasing its capital budget for the current year to $2.6 billion from the projected $2.4 billion for 2014.

Worthington Industries: This Will Be A Test Of Execution

This article was first published by Seeking Alpha on January 7, 2015

By Sarfaraz A. Khan. Research Asst. Adnan Mushtaq

Worthington Industries, the supplier of pressure tanks and cylinders, managed to increase its sales and profits in its recent quarterly results. The strength in the automotive sector could continue to fuel its growth. The company, however, faces two major headwinds.

Top Stocks To Watch As The U.S. Opens Up To Condensate Exports

This article was first published by Seeking Alpha on January 7, 2015

By Sarfaraz A. Khan. Research Asst. Iffat Zehra

Since 1970s, the U.S. oil companies have been mostly prohibited from exporting locally produced crude oil. The ban was aimed at safeguarding the U.S.'s national interest as a reaction to the Arab oil embargo in that period which undermined crude supplies in the U.S., given the embargo came at a time when U.S. was already struggling with deteriorating oil production.

Wednesday, January 21, 2015

A Window Into A Driverless Future: From Science Fiction To Reality

This article was first published by Seeking Alpha as Editor’s Pick on January 5, 2015

By Sarfaraz A. Khan. Research Asst. Adnan Mushtaq

Self-driving cars have captured the imagination of Hollywood for decades, but it could become a reality in the next five years, said Karl Brauer, senior analyst at Kelley Blue Book's KBB.com, in an email interview.