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Kamil Kolacek

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  • An Important Lesson Microsoft Can Teach You About Growth [View article]
    So what the MSFT PE in 2000, your chart does not show that? I am just curious, north of 50 right?
    Apr 1 11:44 AM | 1 Like Like |Link to Comment
  • Gazprom's Khosrazchyot Or Who Depends On Whom? [View article]
    Yeah and the shares could easily triple in that time as well with such a tremendous current undervaluation.
    Mar 31 02:05 PM | Likes Like |Link to Comment
  • Russia's Gazprom, European Energy And U.S. Oil And Shale Gas: Shorting Russia? [View article]
    Well at least Gazprom does not have Petrobras' (PBR) ridiculous debt levels- $114b existing debt on the balance sheet plus a $237b 5-year capex plan! That is more then 1/3 of $1 TRILLION! That is financial suicide.
    Mar 29 03:01 PM | 1 Like Like |Link to Comment
  • Russia's Gazprom, European Energy And U.S. Oil And Shale Gas: Shorting Russia? [View article]
    Jennifer,

    Do you think Putin has serious broader ambitions to annex Southern & Eastern Ukraine as well? If so, I fear the worst for Russia's economy and heavy US-EU sanctions to follow.
    Mar 27 02:21 PM | 1 Like Like |Link to Comment
  • Russia's Gazprom, European Energy And U.S. Oil And Shale Gas: Shorting Russia? [View article]
    I still fear further US-EU sanctions and an escalation to the conflict. At the moment, it is estimated that at least 30,000 Russian troops are amassed on the Ukrainian border and they are not performing military exercises or drills. This could be Putin's opportunity to grab Eastern and Southern Ukraine.
    Mar 27 02:17 PM | Likes Like |Link to Comment
  • Russia's Gazprom, European Energy And U.S. Oil And Shale Gas: Shorting Russia? [View article]
    Yeah, thanks. Yes, I read your Yukos link and remember the story in the Western press with Khordorkovsky. Although I think that was a unique case where Putin personally wanted to punish an Oligarch that was not going along with his wishes, and I do not believe that is the case with Gazprom management.
    Mar 27 12:41 PM | Likes Like |Link to Comment
  • Russia's Gazprom, European Energy And U.S. Oil And Shale Gas: Shorting Russia? [View article]
    Does anyone have any insight into what the probability / likelihood is of the Russian state FULLY nationalizing Gazprom and wiping out all ADR and foreign investors is? If anyone has any knowledge/history of Putin completely wiping out shareholders in previous examples, that would be great. I am highly interested in Gazprom but I fear that on a whim, and with no notice what so ever, Putin has the power to simply 100% nationalize this company.
    Mar 27 12:26 PM | Likes Like |Link to Comment
  • The Richest Man In History Reveals His Simple Wealth Generating Secret [View article]
    Dothemathman has a point. It's always that first Billion that is the hardest!
    Mar 27 11:08 AM | 15 Likes Like |Link to Comment
  • Is Gazprom An Undervalued 4% Yielder? [View article]
    Are the London listed ADR's and NY listed ADR's essentially the same. I do not see any dividend yield for Gazprom on American financial websites? Has anyone received a dividend recently from owning the NYSE listed ADR?
    Mar 26 04:46 PM | Likes Like |Link to Comment
  • Gazprom's Khosrazchyot Or Who Depends On Whom? [View article]
    Despite all of the arrows you have taken here in the comments section, I think that this write-up was extremely well-written, cogent and succinct, and as a result, I thank you for that!
    Mar 26 04:21 PM | Likes Like |Link to Comment
  • Genworth Financial As A Value Investment [View article]
    Perhaps for now, but still trading at very attractive valuations, but like mentioned in the article, there are other names in the insurance sector that are equally or even more attractive.
    Mar 26 10:18 AM | Likes Like |Link to Comment
  • Russia's Gazprom, European Energy And U.S. Oil And Shale Gas: Shorting Russia? [View article]
    Very well said, agreed !
    Mar 24 06:05 PM | 2 Likes Like |Link to Comment
  • Mr. Market Discounts Petrobras 50%, Time To Buy [View article]
    AIG as well.
    Mar 21 07:45 PM | Likes Like |Link to Comment
  • Mr. Market Discounts Petrobras 50%, Time To Buy [View article]
    FNMA & FMCC.
    Mar 21 07:45 PM | Likes Like |Link to Comment
  • Petrobras: Invisible In Plain Sight [View article]
    2 investment cliches for you sir regarding PBR....

    1) It's always darkest before dawn.

    and

    2) Buy when there is blood in the streets.
    Mar 21 07:09 PM | Likes Like |Link to Comment
COMMENTS STATS
582 Comments
578 Likes