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Sneha Shah  

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  • Why This An Opportune Time To Build A Short-Term Position In Solar Companies For 2016 [View article]
    In my viewpoint, utility solar stocks will be affected more when compared to residential solar stocks post 2016. It will also depend on the trajectory of stock prices in the later half of 2016. Though the future of solar technology looks promising supported by a strong demand and improving technology plus reducing prices, the industry looks unsure as to what ultimately would be the fate of solar stocks at the onset of 2017. I think 2016 should be a good year for both stock traders and investors.
    Nov 28, 2015. 09:33 PM | Likes Like |Link to Comment
  • SunEdison - Buy When There Is Blood In The Streets [View article]
    With the future of solar seeming so bright, I don't think SunEdison will go bankrupt. The industry will benefit from falling cost and improving technologies which will make solar business more lucrative. SunEdison being a strong energy player is giving a good opportunity currently. The company is giving good signs now with management adapting to the changing times. I feel its a good time to buy
    Nov 28, 2015. 09:05 PM | Likes Like |Link to Comment
  • SunEdison - Buy When There Is Blood In The Streets [View article]
    @Solar4life that gives me an unbiased view
    Nov 28, 2015. 08:58 PM | 2 Likes Like |Link to Comment
  • Why This An Opportune Time To Build A Short-Term Position In Solar Companies For 2016 [View article]
    I don't think oil is going to recover atleast in the next few years time. The industry is also not sure about when this downturn is going to end. But for solar sector, the companies are giving good performance quarter after quarter and it will not be too long when investors realize the true potential of these stocks. I think it should be a good time to invest in the solar growth story, given the subdued valuations.
    Nov 21, 2015. 09:58 PM | 2 Likes Like |Link to Comment
  • Canadian Solar: Riding High On Capacity Expansion And Strong Execution [View article]
    The energy sector is getting hammered by weakness in oil prices. Many good stocks have lost a considerable value during this course of time. Many will view this as a good opportunity to invest in the solar sector, while others might flee away. It all depends upon your approach.
    Canadian Solar gave good results and a strong outlook. The company is also expanding and still has its yieldco plan on the move. All this makes me think that the company is riding high, even at rough times. If it was any other time, analysts would always go "gaga" over the companys' performances. The future of oil is not known. But with solar companies giving good performance quarter after quarter, it shouldn't be much time before the investors realize the potential of these stocks. I remain highly bullish on the solar sector.
    Nov 21, 2015. 09:35 PM | Likes Like |Link to Comment
  • Trina Solar - Consolidating Its Position As Leading Chinese Player [View article]
    I believe TSL is a good way to play the growth in the solar industry. It is cheaply valued and has presence across all segments and also across geographies. It is planning to increase USA shipment by year end almost equal to its Chinese shipments. Its Malaysian facility will help export duty free panels abroad and the company is also expanding in India, which is another hot solar market now.
    Yes debt has always been a concern with the solar companies, but Trina is a Tier1 solar company and secures financing at a good pace, given its relations with such institutions and also its bankable reputation. I think it is one of the better stocks in the industry.
    Nov 21, 2015. 09:24 PM | 2 Likes Like |Link to Comment
  • ICICI Bank Will Leverage From The Growing Indian Economy And Strong Business Structure [View article]
    ICICI and HDFC are both leading Indian private banks. Both have good potential given the Indian growth story and should be a good way to invest in the Indian markets. HDFC's stock performance was better than ICICI because it had little exposure to infrastructure & metal segment in India, which was in stressful condition. But with the revival of the economy, I feel ICICI stock should do well too.
    Nov 21, 2015. 09:18 PM | Likes Like |Link to Comment
  • Why I Believe Terraform Power Is Still A Good Buy [View article]
    Nobody knows what will happen tomorrow. But I don't think SunEdison will go bankrupt. It holds one of the most diversified and quality renewable energy assets, unlike the coal companies that are on the brink of going bankrupt.
    Nov 14, 2015. 12:00 AM | Likes Like |Link to Comment
  • Solar Energy ETFs - Decent Way To Stay Invested In The Volatile Solar Industry [View article]
    TAN does not have Hanergy in their holdings:

    Hanergy constitutes a mere 0.07% of the total assets in KWT.
    Oct 19, 2015. 06:02 AM | Likes Like |Link to Comment
  • It Is A Good Time To Invest In The YieldCo ETF [View article]
    Terraform Power (TERP) is a good bet in my view.
    Oct 19, 2015. 05:57 AM | Likes Like |Link to Comment
  • India Will Continue To Outperform Amidst Emerging-Market Carnage [View article]
    Indian stock market is hardly shallow with a market cap of $1.5 trillion. Global support for India is increasing. Just see the slew of investment annoucements. Some of it is actually turning into reality.

    Also a lot of the FII outflows in the last couple of months has been counteracted by the inflow of large amounts of domestic money which is increasingly finding the stock markets attractive given the positive sentiments and lack of gold and real estate appreciation.

    I agree that infrastructure, red tape etc. is horrible but that is the reason why the per capita income is $1500 and has a massive potential to grow unlike developed countries

    Oct 19, 2015. 05:54 AM | Likes Like |Link to Comment
  • Petrobras - Avoid Due To Both Macro And Company-Specific Headwinds [View article]
    Though PBR is a state owned company and should not go bankrupt, it is not giving shareholders the returns they desire. The company is mired in controversies and is suffering from the oil price downturn. The government is playing the company in its own sweet way. Debt is increasing, profits declining, yield is not improving and moreover the oil price improvement looks like a distant happening. Looks like there are little chances for the company to turnaround.
    Sep 23, 2015. 02:17 AM | Likes Like |Link to Comment
  • Why Exelon Remains A Buy [View article]
    Utility stocks are owned by investors for their dividend yield and do not show drastic variation in prices in the long run. What I best like about EXC is its increasing inclination towards clean asset exposure. I believe the stock should leverage from the clean energy revolution in USA, as I mentioned in the article that EPA's decision could be taxing on utilities relying on coal for their power production.
    Sep 21, 2015. 01:03 AM | 3 Likes Like |Link to Comment
  • Teekay LNG Partners' (TGP) CEO Peter Evensen on Q2 2015 Results - Earnings Call Transcript [View article]
    Yes this is for Teekay Offshore Partners (TOO)
    Sep 9, 2015. 02:25 AM | Likes Like |Link to Comment
  • First Solar - Impressive Cost And Technology Improvements [View article]
    The main concern for me is First Solar's thin film technology focus, which is still not gathering enough popularity. The upside here for FSLR is firstly, thin film modules are best suited for environment like India, where First Solar already has a strong presence and should benefit from the strong growth India is witnessing. Secondly, the recent news of TSMC exiting thin film and Hanergy losing ground will also reduce some competition for FSLR. First Solar's performance has been improving in high temperature and high humidity climates making it more competitive with others.
    Sep 7, 2015. 01:31 AM | 1 Like Like |Link to Comment