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Sneha Shah  

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  • Petrobras - Convergence Of Headwinds [View article]
    yes my mistake , has been corrected, I meant headwinds not tailiwinds
    Dec 10, 2014. 12:08 AM | Likes Like |Link to Comment
  • ARM Is Still A Short [View article]
    Everyone wants to have a competition amongst suppliers (Porter's five forces). Having Intel as a monopoly supplier is not of interest to anyone. That is the reason why every major server customer is trying so hard to push ARM.
    Nov 30, 2014. 06:50 AM | Likes Like |Link to Comment
  • Why Falling Indian Jewelry Shares Indicate A Potential Gold Bottom [View article]
    Again a mix of bank plus home... Keeping at home might lead to burglaries while banks might crash in a worst crash scenario taking your gold
    Nov 19, 2014. 10:03 PM | 1 Like Like |Link to Comment
  • Why India Has Embarked On A Long-Term Bull Market - Part 2 [View article]
    This is one part of a series of articles. I am pointing out only major political risks here not all risks.
    Nov 19, 2014. 06:20 AM | 1 Like Like |Link to Comment
  • Why India Has Embarked On A Long-Term Bull Market - Part 1 [View article]
    The poverty is not due to beliefs or culture. It is due to plain economic mismanagement of the current political class as well as 300 years of western exploitation before.
    Nov 18, 2014. 10:43 AM | 1 Like Like |Link to Comment
  • Why India Has Embarked On A Long-Term Bull Market - Part 1 [View article]
    India's growth spurt started only in 1990s when they unleashed market reforms freeing from dumb government controls. Before that getting a telephone line or a scooter was a great privilege and used to take almost a year. Thanks to Soviet type controls on industry.

    As for energy, in India you can now generate solar energy for 10c/KwH and it is only getting cheaper
    Nov 18, 2014. 10:41 AM | Likes Like |Link to Comment
  • Why India Has Embarked On A Long-Term Bull Market - Part 1 [View article]
    Rate cut is inevitable. I think there are much better options to invest directly in the Indian markets. Much cheaper ETFs and well managed mutual funds available in India

    Don't know too much about other markets.Yes based in India.

    Here is a secret not known to the public - Most Indian CEO's have already firmed up massive investment plans due to the new government. I don't think 10% GDP growth in India is an outlandish idea
    Nov 18, 2014. 07:37 AM | Likes Like |Link to Comment
  • Why India Has Embarked On A Long-Term Bull Market - Part 1 [View article]
    Thanks Robert
    Nov 18, 2014. 07:10 AM | Likes Like |Link to Comment
  • IBM: Has The Stock Reached A Bottom? [View article]
    see link on the 3rd line of the article
    Nov 17, 2014. 09:16 PM | Likes Like |Link to Comment
  • IBM: Has The Stock Reached A Bottom? [View article]
    I am not a buyer till I see more strategic intent to return to topline growth. Mgmt in the last few years has mostly been good at financial engineering rather than product enginnering. These stocks can languish for a long time at even lower prices
    Nov 16, 2014. 10:55 PM | 5 Likes Like |Link to Comment
  • IBM: Has The Stock Reached A Bottom? [View article]
    It is an Indian company just like Canadian Solar is a Chinese company (most of Cognizant's workers are in India)
    Nov 16, 2014. 10:53 PM | Likes Like |Link to Comment
  • SunPower - Buy The Dip [View article]
    I have yet to hear of a single government losing interest. In fact it is increasing - India, China, USA etc. The only governments who have lost interest are those who are saturated with solar energy (e.g. Czech, Germany)
    Nov 16, 2014. 12:23 AM | 1 Like Like |Link to Comment
  • First Solar - A Miss On Major Fronts [View article]
    How is Solar City venturing into CIGs? Silveo makes silicon based panels
    Nov 14, 2014. 10:14 AM | Likes Like |Link to Comment
  • Why Indian Investments Are Dead Money For 2013 [View article]
    prpandit,

    I did not ... situation has changed significantly from last year in terms of the political governance point of view. This has led to a hope rally ( note fundamentals have not changed much). As an Indian, I hope this hope translates into reality after the honeymoon period is over. THe intial steps taken by the government are quite encouraging and personally i am moving from debt to equity now

    Regards,
    Sneha.
    Jun 7, 2014. 02:56 AM | Likes Like |Link to Comment
  • Jinko Solar Takes Advantage Of The Solar Glut [View article]
    greenworldinvestor.com has the list
    Jan 17, 2014. 03:36 AM | Likes Like |Link to Comment
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