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Sneha Shah

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  • Trina Solar - Undervalued Stock Showing Sharp Operational Improvement
    Thu, May. 29 FSLR, TSL 8 Comments

    Summary

    • Good turnaround story with cheap valuation and a low debt equity ratio.
    • Better performance than competition, improvement in all parameters - operational and financial.
    • Diversification, Chinese Government support and good performance makes it a buy in my view.
  • BlackBerry - Z3 Seems Too Late To The Party
    Wed, May. 28 GOOG, LNVGY, MSFT 123 Comments

    Summary

    • Z3 is a good phone, but the other smartphone makers have launched even better phones at lower prices.
    • The new markets that BBRY is entering are still immature.
    • The company is still losing cash and will not be profitable till FY 16.
  • JA Solar: A Good Buy After A Successful Transformation
    Fri, May. 23 JASO 7 Comments

    Summary

    • Diversification and integration – forward looking commitment by the company towards solar.
    • Low valuation, strong geographical foothold and decent Q1 results offer a great opportunity to invest in this solar stock.
    • Low debt acts as a cherry on the cake.
  • Hanwha SolarOne - Dirt-Cheap Valuation, Despite Capacity Constraints
       • Wed, May. 21 HSOL 5 Comments

    Summary

    • Decent results, improvement in ASP and low valuation present a good opportunity to invest in this solar stock.
    • Fully integrated company with a global foothold allowing to dissipate the effects of global solar wars.
    • Strong parent backing a relief to investors, customers and lenders.
  • SunPower: All-Round Solar Player Remains Attractive
    Fri, May. 9 SCTY, SPWR 1 Comment

    Summary

    • Strong presence in USA and gaining traction in Asia and Middle East with Total influence.
    • Strong focus on Rooftop installations which is becoming more important globally and finalization of a $250 million financing agreement with Google.
    • Good quarterly results and a strong project pipeline in USA, Asia and Australia.
  • SunEdison - Recent Dip Represents A Good Buying Opportunity
    Mon, May. 5 SUNE 6 Comments

    Summary

    • Strong execution, diversified pipeline of projects and semiconductor spin off.
    • One of the world's largest solar installers and developers with great expertise and long experience.
    • More value addition for investors as company retains high-yielding solar assets and raising cheap capital through yieldco.
  • Canadian Solar - Buy The Dip
    Fri, Apr. 25 TAN, PBW, KWT 8 Comments

    Summary

    • Despite the recent pullback, CSIQ is of the best-performing solar stocks, returning more than 500% in the last couple of years.
    • The solar development business has grown to more than 28% of overall revenues, with a strong project pipeline of 4500 MW.
    • Strong in both North America and China, this diversified customer base and strong presence is across all three consumer segments.
  • BlackBerry OS Is Becoming A Liability
    Wed, Apr. 9 BBRY 151 Comments

    Summary

    • Companies are not developing wearable devices or software applications compatible with the BBRY OS.
    • Weak financials, declining shipment volumes and sales all indicate BBRY's weak position in the smartphone Industry.
    • The only upside that we see for BBRY's investors can be if management finds a buyer.
  • Why Sunpower Is A 'Buy And Hold' Stock
    Fri, Jan. 24 F, FSLR, TOT 15 Comments
  • Why Cognizant Remains A Buy Even As It Crosses $100
    Thu, Jan. 16 IBM, INFY, CTSH 3 Comments
  • BlackBerry - Carrier Support Is Evaporating
    Thu, Jan. 16 T, VZ, BBRY 147 Comments
  • Apple - Is It Losing The Battle Of The Ecosystems?
    Thu, Jan. 16 GOOG, MSFT, AAPL 142 Comments
  • Jinko Solar Takes Advantage Of The Solar Glut
    Wed, Jan. 15 SPWR, SOL, FSLR 5 Comments
  • Trina Solar - Time To Buy Again
    Wed, Jan. 8 TSL 7 Comments
  • Why GM Stock Will Not Motor Along Anymore
    Wed, Jan. 8 F, HMC, TM 29 Comments
  • AMD - Downside Capped, Play The Upside
    Tue, Jan. 7 INTC, QCOM, NVDA 44 Comments
  • BlackBerry Q5 Pricing Cut - Too Little And Too Late
    Tue, Jan. 7 BBRY 86 Comments
  • Apple Will Be The Main Victim Of Microsoft And Google Cutthroat Smartphone Pricing
    Thu, Jan. 2 MSFT, SSNLF, AAPL 103 Comments
  • Intel Reverses Premium PC Strategy In Tablets By Targeting Lower End Processor Segment
    Thu, Jan. 2 ARMH, NVDA, QCOM 17 Comments
  • BlackBerry's Foxconn Partnership - A Match Made In Heaven Or Hell?
    Thu, Jan. 2 FXCOF, BBRY 106 Comments
  • Microsoft Windows Lies Between Scylla And Charybdis
    Wed, Jan. 1 GOOG, NOK, MSFT 28 Comments
  • Apple In India - The 'Mercedes' Argument Does Not Make Sense
    Wed, Jan. 1 BBRY, NOK, SSNLF 181 Comments
  • Intel Defies The 'ARMchair' Critics
    Dec. 26, 2013 QCOM, AMD, ARMH 70 Comments
  • BlackBerry Is Becoming A Fringe Smartphone Player
    Dec. 26, 2013 FONE, FXCOF, BBRY 89 Comments
  • The Sun Has Not Fully Risen Yet For Sun Bancorp
    Dec. 4, 2013 SNBC Comment!
  • Is Google Making Motorola A Loss Leader?
    Dec. 4, 2013 AAPL, MSFT, SSNLF 15 Comments
  • BlackBerry - Smartphone Hardware Business Needs To Be Jettisoned, And Fast
    Dec. 4, 2013 MSFT, BBRY 165 Comments
  • Is Intel Starting A Price War In Mobile Processors?
    Dec. 2, 2013 QCOM, SOXL, SMH 18 Comments
  • IBM - Can't Get Blood Out Of A Stone
    Nov. 21, 2013 IBM 32 Comments
  • ReneSola - More Fuel Left In The Tank
    Nov. 20, 2013 SPWR, CSIQ, JKS 37 Comments
  • Android Gains Even More On iOS
    Nov. 19, 2013 GOOG, SSNLF, AAPL 102 Comments
  • BlackBerry - Can Z30 Resurrect BB10
    Nov. 17, 2013 NOK, SSNLF, BBRY 128 Comments