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Sneha Shah

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  • Jinko Solar Takes Advantage Of The Solar Glut [View article]
    greenworldinvestor.com has the list
    Jan 17 03:36 AM | Likes Like |Link to Comment
  • Why GM Stock Will Not Motor Along Anymore [View article]
    Hi Nadeem,

    I think the right figure to look at will be net cash or net debt rather than absolute cash or absolute debt.

    Best
    Sneha
    Jan 8 10:04 PM | Likes Like |Link to Comment
  • Apple In India - The 'Mercedes' Argument Does Not Make Sense [View article]
    @Bankim - I have no absolute negative or positives. I try to evaluate a stock at the current time based on what I think. I had a short view at $700, long view at $400 and a remain on the sideline view now. You can read all my previous articles to verify the above.

    apple already has a tie up with the big mobile operators in India - Reliance, Airtel as well as Aircel
    Jan 8 02:32 AM | Likes Like |Link to Comment
  • Apple In India - The 'Mercedes' Argument Does Not Make Sense [View article]
    @palonicbomb - try the ghaffar market in delhi as well for a real feel of he electronics marketplace in India
    Jan 6 05:26 AM | Likes Like |Link to Comment
  • Apple Will Be The Main Victim Of Microsoft And Google Cutthroat Smartphone Pricing [View article]
    @Michael - thanks for your comment.
    http://bit.ly/19DWSCf
    Jan 2 09:43 PM | Likes Like |Link to Comment
  • BlackBerry's Foxconn Partnership - A Match Made In Heaven Or Hell? [View article]
    @weisje - every investor has a different risk appetite and horizon. you are correct in saying that more money is made before the turnaround signs but it involves more risk as well.
    Jan 2 05:20 AM | 5 Likes Like |Link to Comment
  • Apple In India - The 'Mercedes' Argument Does Not Make Sense [View article]
    @Randal - Thank you
    Jan 1 10:07 PM | Likes Like |Link to Comment
  • Microsoft Windows Lies Between Scylla And Charybdis [View article]
    @techy46 - "Millions of XYZers unemployed" - I did not want to go into socio political implications but by your yardstick apple would be bad buy from that POV as apple is known to pay pathetic margins to its suppliers forcing them to drastically underpay their workers ( Foxconn suicides).
    Jan 1 12:26 PM | Likes Like |Link to Comment
  • Microsoft Windows Lies Between Scylla And Charybdis [View article]
    @chedog - read the other meanings of secular - http://bit.ly/1g11ocx
    Jan 1 12:23 PM | 2 Likes Like |Link to Comment
  • Microsoft Windows Lies Between Scylla And Charybdis [View article]
    @Michael - I respect your opinion. But I think that MSFT giving Windows for free will mark an important milestone in the potential downtrend for the company. I agree that enterprise pieces such as Azure,Xbox,patent revenues from Android are doing well but without Windows or Office will they be able to compensate. I was bullish on MSFT one year ago at $27 but am not so now

    BR
    Sneha
    Jan 1 11:21 AM | Likes Like |Link to Comment
  • Apple In India - The 'Mercedes' Argument Does Not Make Sense [View article]
    @Bobberry1 - Q5 pricing made it completely unsuitable to be a even a medium end phone. Please read my earlier article on Q5 pricing - http://seekingalpha.co...
    Jan 1 09:00 AM | 4 Likes Like |Link to Comment
  • Microsoft Windows Lies Between Scylla And Charybdis [View article]
    @buddy - please read computing OS market, I did not say mobile OS market
    Jan 1 08:58 AM | Likes Like |Link to Comment
  • Apple In India - The 'Mercedes' Argument Does Not Make Sense [View article]
    @Han - you are right about that , completely missed it :)
    Jan 1 08:53 AM | 1 Like Like |Link to Comment
  • Apple In India - The 'Mercedes' Argument Does Not Make Sense [View article]
    @docnaka - Micromax,Karbonn,Spice... are some of the major low end vendors in India. All of them are private so I don't know about their profits or losses. However, they have been expanding rapidly in terms of revenues. Given that only Samsung and Apple make profits on phones globally, I would assume that these companies are loss making also but cannot say for sure.
    Jan 1 08:53 AM | 4 Likes Like |Link to Comment
  • ReneSola - More Fuel Left In The Tank [View article]
    Rama,

    Not a good situaton if you have invested in the highs... .All solar stocks have corrected between 30-60% from theri recent 52 week highs and not a big surprise given the traditionally volatility ... Renesola has been hit more due to the $200 milloin writeoff of the first phase . the poly plant was a risk which unfortuantely came true..

    However, I continue to believe in sol as a great long term bet mainly because of market share gains, margins are going to go up and upper segment of the solar market is going to be profitable as the moduleas are now...... I think the large correction provides a good time to enter some of the solar stocks.. I was getting a bit leery at the higher levels ( not because of valuatoin but because of the short tme in which they had ncrased)

    Sneha
    Dec 12 02:18 AM | Likes Like |Link to Comment
COMMENTS STATS
293 Comments
189 Likes