Seeking Alpha
View as an RSS Feed

Sneha Shah  

View Sneha Shah's Comments BY TICKER:
Latest  |  Highest rated
  • Trina Solar: The Stock Should Double Soon [View article]
    Why is 20 P/E outlandish when companies can grow earnings at around 15-20%. Competition in solar industry is reducing in my view and the market leaders have an edge.
    May 27, 2015. 10:34 PM | Likes Like |Link to Comment
  • Trina Solar: The Stock Should Double Soon [View article]
    I took the number from morningstar
    May 27, 2015. 10:32 PM | Likes Like |Link to Comment
  • Exelon - A Bright Spot In A Bleak Neighborhood [View article]
    solar energy has increased from around 100 MW in 2000 to around 8000 MW in 2008 and 45000 MW in 2014 . Current forecast is around 53000-57000 MW in 2015 globally. The growth is set to continue in the double digits for the long term . Draw your own conclusions
    May 27, 2015. 10:30 PM | Likes Like |Link to Comment
  • Exelon - A Bright Spot In A Bleak Neighborhood [View article]
    Technology is rapidly competing with other industries and disrupting them. Newspapers are one eg. of how technology has disrupted them, same with TV networks these days. What has worked in the past may not work in the future. Given the solar advance, utilities may not be a very safe investment. Just my 6 cents
    May 26, 2015. 01:55 PM | Likes Like |Link to Comment
  • Solar Winners And Losers In The New Age Of Gigawatt Panel Orders [View article]
    Look at TSL ,CSIQ, JKS - seems to be doing quite well. I would also recommend Sunedison and Sunpower but they have run up quite a lot since I recommended them.
    May 24, 2015. 12:20 AM | Likes Like |Link to Comment
  • Clean Energy Fuels Remains A Buy Despite Stock Price Stagnation [View article]
    Thanks for your comment. Will look into researching more on the CNG
    May 19, 2015. 10:27 PM | Likes Like |Link to Comment
  • Should You Buy The Indian Stock Market Correction [View article]
    that could be true. but the Indian central bank could drop the interest rates a couple of times and market could go higher
    May 18, 2015. 02:09 PM | Likes Like |Link to Comment
  • Applied Materials: Why The Stock Is Still A Sell [View article]
    you can look at semiconductor growth which is down as well for looking at cycles.

    Semicap stocks never a secular growth stories like a facebook . They move in a yo-yo manner and you play that.Semi Capex is going down and that is all that matters.
    May 15, 2015. 09:03 AM | Likes Like |Link to Comment
  • Applied Materials: Why The Stock Is Still A Sell [View article]
    My call still holds that the industry is near a cyclical peak
    May 15, 2015. 03:31 AM | Likes Like |Link to Comment
  • First Solar - More Questions Than Answers [View article]
    If you had done the same thing when FSLR was at $300 and Spwr was at $80 , then the results might have been different
    May 15, 2015. 03:30 AM | Likes Like |Link to Comment
  • How To Invest In The Indian Stock Market - Part 5 [View article]
    There are large number of companies in India's infra space. However, given the interest of the audience , I have not covered them as they are listed in the Indian stock market and not the US one.

    INXX has most of the high quality stocks

    Adani Ports & Special Economic Zone Ltd ADANIPORTS 5.86
    IDEA CELLULAR LTD. IDEA.BO 5.76
    BHARAT HEAVY ELECTRICALS LTD. BHEL.BO 5.69
    Ambuja Cements Ltd AMBUJACEM. 5.60
    NTPC LTD. NTPC.BO 5.49
    Tata Motors Ltd TATAMOTORS 5.27
    Bharti Airtel Ltd BHARTIARTL 5.24
    SIEMENS LTD. SIEMENS.BO 4.98
    Bharti Infratel Ltd INFRATEL.B 4.94
    Cummins India Ltd CUMMINSIND 4.89

    Some bad ones are JP Associates, GMR, Lanco which I would avoid

    I don't think buying Chinese stocks to play the Indian story will work out. Some Chinese equipment suppliers may work out but most of the infra contracts will go to Indian companies
    May 14, 2015. 10:06 AM | Likes Like |Link to Comment
  • First Solar - More Questions Than Answers [View article]
    Solar is an extremely dynamic industry and you have to change your viewpoints and stance based on developments. This is not a buy and hold industry. For example Sunpower would have been bankrupt if Total had not bought a stake, but it is a good buy now. I don't think even First Solar would have survived if not for the very lucrative DOE projects it had got earlier.
    May 14, 2015. 07:30 AM | Likes Like |Link to Comment
  • First Solar - More Questions Than Answers [View article]
    1) We can disagree
    2) Political risk in high - Look at what happened at the solar project in Crimea . Even PPA terms have been changed by Spain and Italy (though both are developed).
    May 14, 2015. 07:27 AM | Likes Like |Link to Comment
  • Golar LNG Is A Low-Risk Play To Take Advantage Of Global LNG Capacity Expansion [View article]
    a) Almost all of their vessles have been delivered (only 1 remains) so they should be operating this qtr
    b) I think they have announced $350 mm EBITDA per year from one FLNG
    May 14, 2015. 04:22 AM | Likes Like |Link to Comment
  • First Solar - More Questions Than Answers [View article]
    I agree that was a mistake. Cell efficiences are generally 2% higher than module efficiencies.
    In general silicon is moer efficient than CIGs which is more efficient than Cd-Te. It is also a mistake that silicon efficiencies have saturated. The efficiency of silicon panels can be extended using CPV technology
    May 13, 2015. 11:48 PM | Likes Like |Link to Comment
COMMENTS STATS
340 Comments
201 Likes