We wrote two blogs this morning agreeing with a lot of what was said in this weekend's Barron's Interview with Michael Cahill, but not everyone agreed with all of his calls.Jay Sanjay Somaney from GlobalStocks.com disagreed with Cahill's call on Sify Limited ADS (NASDAQ: SIFY) as an emerging market pick. Somaney stated that nobody knows Indian names better then he does, and he cannot see any reason for the bullishness (The stock is up over 9% today). He calls the stock a show-me stock and says he would use this as an opportunity to sell here.
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