tag:blogger.com,1999:blog-4069145457090515062.post2571296687325864397..comments2011-07-28T13:13:38.738-04:00Kumaranhttp://www.blogger.com/profile/11701157888466624725noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-4069145457090515062.post-68508985427807716792010-03-07T12:30:52.011-05:002010-03-07T12:30:52.011-05:00everybody is talking about Power to be the next telecom.But at current high valuation of these power stocks coupled with huge debts they have and complex projects in hand where some are gas based, some thermal,some coal etc..what do you think of these sector in next five years where world is moving towards alternate energy and more into gas based. Pls specify the risks involved and good picks at current valuationsuvrohttp://www.blogger.com/profile/17329722413479451631noreply@blogger.comtag:blogger.com,1999:blog-4069145457090515062.post-23044079140230241432009-12-23T03:52:17.499-05:002009-12-23T03:52:17.499-05:00Once again thank you very much for the article. I too feel, power sector will outperform the market for the next few months.roshanhttp://www.blogger.com/profile/12943703920361015761noreply@blogger.comtag:blogger.com,1999:blog-4069145457090515062.post-11676907534750264812009-12-15T07:22:26.342-05:002009-12-15T07:22:26.342-05:00Niranjan,<br /><br />In terms of out and out technology stocks like Telecom, technology changes day by day and it brings the cost down or up depending on the situation. Thats why you see this ugly price war and the stocks het hammered. But I do not see that happening in Power Stocks. It&#39;s very hard to invest new way to produce power. We can only improve on the performance of existing methods.So, it will not get the same kind of beating.<br /><br />-Kumaran.Kumaranhttp://www.blogger.com/profile/11701157888466624725noreply@blogger.comtag:blogger.com,1999:blog-4069145457090515062.post-72262260734920194192009-12-15T05:34:00.974-05:002009-12-15T05:34:00.974-05:00I think power sector stocks are good till the time until the time of competition comes.<br /><br />Will the power sector become like telecom stocks which got hammered down due to intense competition?<br /><br />Your opinion, please.Niranjan Kumarhttp://www.blogger.com/profile/14233754377929261639noreply@blogger.comtag:blogger.com,1999:blog-4069145457090515062.post-55768807741881691602009-12-13T09:08:52.512-05:002009-12-13T09:08:52.512-05:00Dear Kumaran,<br /><br />Nice and informative post on Power sector with adequate statistics. I can measure the hardwork and required research for such an excellent article on the unavoidable sector like power. I am focussing on companies who involved with eternal and cheaper resources like Solar, Wind &amp; Wave energy . Thanks for the list of stocks and keep it up... <br /><br />regards<br />Shabu ThachatShabu'shttp://www.blogger.com/profile/12626763738053404782noreply@blogger.comtag:blogger.com,1999:blog-4069145457090515062.post-48235772556213236452009-12-12T06:52:14.550-05:002009-12-12T06:52:14.550-05:00Kumaran,<br /><br />Very good post. I am awed by the way you collect information. Please could you throw some light from where do you get such valuable information.<br /><br />Regards,<br />NannuNannunoreply@blogger.com