Energy: Alternative Energy First 2010
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Energy: Alternative Energy First 2010

Repeating in first place is Vishal Shah, 34, of Barclays Capital.

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Vishal Shah


Barclays Capital


The buy side says: “Vishal produces clear, concise, easy-to-follow models.”


Repeating in first place is Vishal Shah, 34, of Barclays Capital. “Vishal provides a strong and meaningful framework in a sector that trades very much on fluctuating sentiment,” explains one impressed client. Shah urged investors to buy China’s ReneSola in March, at $5.61, on the belief that demand for solar wafers would remain strong for the remainder of the year. So far, he’s been right. By late August, ReneSola’s share price had lit up gains of 56.3 percent, to $8.77, compared with the sector’s 16.2 percent decline. “Vishal does a great job focusing on the fundamentals in a market where data points are constantly changing, and his deep industry contacts allow him to be ahead of the curve when predicting stock moves,” explains one faithful supporter.


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After two years in the runner-up position, Chip Dillon of Credit Suisse rises to No. 3. “He is able to understand more-esoteric issues specific to the space,” touts one client. Dillon initiated coverage of Pactiv Corp., the maker of Hefty brand trash and sandwich bags and a producer of food-service and food-packaging products, in March with an outperform rating, making the case that the Lake Forest, Illinois–based company was undervalued on the basis of earnings and cash flow.
Michael Gambardella, who sits atop the sector for a third year running, “has been covering this space for 25 years or more — I believe that is the right number — and he offers an unparalleled perspective, given his history with these companies and his relationships,” according to one satisfied client.
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