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Sneha Shah  

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  • Daqo: Decent Results But Doubtful Sustainability [View article]
    GCL Poly is one of the lowest cost manufacturers of both poly and wafers, due to its massive scale and production base in China.
    Jun 29, 2015. 10:07 AM | Likes Like |Link to Comment
  • ReneSola: Too Many Frequent Changes In Strategy [View article]
    SOL has been shifting its focus from time to time. As mentioned above, the company moved from poly and wafer business into manufacturing of cells and modules. ReneSola is also scaling down its OEM model and will concentrate on downstream project business as its main business activity. The projects are all mainly based in Europe which is in its worst downturn, not to forget that project business is highly competitive and has many successful bigger players having the experience and technical know-how to play their game well.
    Jun 29, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • Nestle - Use The Temporary 'Maggi' Weakness To Buy This Nutrition Giant [View article]
    Nestle is an excellent company and has been present in India since 1956. The company slowly expanded in India and constructed its seventh manufacturing facility in 2006. Since the year 2000, Nestle has been launching new products in India like Ultra Heat Treated (UHT) liquid milk, Nestle Pure Life bottled water, another water brand-San Pellegrino, iced tea, Nesvita Pro-Heart Milk, NESTLE NAN 3, MAGGI PICHKOO Tomato Ketchup, MAGGI Bhuna Masala, Kitkat Mini and Nestle Bar One Mini etc. So it has been introducing new products in India as well. Yes as i mentioned in the article, it will take some time for the company to build up customer confidence, but food contamination is a common issue in countries like India. The company has a strong brand name and good dividend paying history and this temporary decline should be a good time to build some position in the stock.
    Jun 29, 2015. 08:08 AM | Likes Like |Link to Comment
  • Cloud Peak Energy - Why You Should Pick This Coal Stock [View article]
    Thermal coal is used for electricity generation in power plants. I agree with your point on transportation but still it does not make it a non viable proposition. India's imports of thermal and coking coal increased by 31% in February from a year ago in 2014. Also India’s new modern coal plants are reducing sulphur dioxide and other nitrogen gases and particulates to reduce CO2 emissions by nearly 40%.
    Jun 10, 2015. 01:38 AM | Likes Like |Link to Comment
  • JA Solar Reports Aveage Quarter, But Has Strong Growth Potential - Stock Could Double [View article]
    The CEO of the company has taken advantage of the low valuation of the company and made an offer which does no justice to the company’s worth. If the stock was listed on the HK or other Chinese stock exchange, it would not be trading at such low valuations. In my opinion the offer is really undervalued and the company should make a pass.
    Jun 9, 2015. 11:41 PM | Likes Like |Link to Comment
  • How To Invest In The Indian Bull Market - Part 3 [View article]
    yes, foreign investors can directly invest in the Indian stock markets as far as I know
    Jun 8, 2015. 09:43 AM | Likes Like |Link to Comment
  • As Expected Jinko Solar Hits The Ball Out Of The Park Once Again [View article]
    fedecapo,

    I have been writing about Jinko Solar since 2013 when nobody used to care or know about this company. Please read my earlier articles .


    BR
    Sneha
    Jun 8, 2015. 05:25 AM | Likes Like |Link to Comment
  • As Expected Jinko Solar Hits The Ball Out Of The Park Once Again [View article]
    I would buy both. The Solar industry is still young and extremely dynamic. Rapid technological and industry changes can lead to bankruptcy of even the best companies ( Q-Cells and Solyndra).
    Jun 8, 2015. 05:22 AM | 1 Like Like |Link to Comment
  • Why Fuel Cell Industry Has A Bright Future And How To Profit From It [View article]
    Yes we hope to see growth soon in this industry. Since there is no carbon dioxide or other pollutants as by-products fuel cells are regarded as more environment friendly and is hence been encouraged more by countries. Though it is still in the nascent stage, the technology is showing signs of improvement reaching 40-60% efficiency levels and reducing costs.
    Jun 8, 2015. 01:51 AM | Likes Like |Link to Comment
  • AGL Resources - A Good Combination Of Dividend Yield And Growth [View article]
    Thank You all for your encouraging words :)
    Jun 8, 2015. 01:39 AM | Likes Like |Link to Comment
  • AGL Resources - A Good Combination Of Dividend Yield And Growth [View article]
    Thank You for mentioning that Travel4Yields!
    Jun 8, 2015. 01:38 AM | Likes Like |Link to Comment
  • As Expected Jinko Solar Hits The Ball Out Of The Park Once Again [View article]
    The Chinese solar companies have always been patronized by the Chinese Government in the form of financial aid and subsidies. However due to their superior quality of products, they found large markets internationally. The foreign markets to protect their domestic manufacturers, started imposing duties on these Chinese products as they were relatively cheaper than the US panels. Yes it makes the end user suffer more as they end up paying more for products.
    Jun 8, 2015. 01:33 AM | 2 Likes Like |Link to Comment
  • As Expected Jinko Solar Hits The Ball Out Of The Park Once Again [View article]
    Thanks for the comment George, JKS is indeed a very good solar stock - vertically integrated, low cost producer of panels. It has successfully built a brand name today. It is highly undervalued, given the true potential of the company. As i mentioned above, i think the stock will surpass its 52 week high price in the medium term given its strong performance.
    Jun 8, 2015. 01:22 AM | 1 Like Like |Link to Comment
  • Cloud Peak Energy - Why You Should Pick This Coal Stock [View article]
    Yes Coal suffers competition from natural gas, but the demand from emerging economies will not let coal die off completely. The developing economies have increased usage of coal in industries and for their power. CLD is amongst the best managed coal stocks in the US producing low sulfur coal, which is the need of the hour today. Plus CLD's net income last year, makes me more bullish about the stock.
    Jun 8, 2015. 01:12 AM | Likes Like |Link to Comment
  • First Solar - More Questions Than Answers [View article]
    One of the sell side firms released a negative report that may be a reason for the decline. another is that solar asp's are declining.
    Jun 5, 2015. 05:26 AM | Likes Like |Link to Comment
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