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designshoe

designshoe
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  • Blood In The Streets, It's Time To Buy Russia [View article]
    I know one thing for sure: stock markets will only price in ukraine instablity risk once, any more bad news from ukraine/crimea/sanctio... troops etc.... will only cause yawns,
    it's now back to economic data and corporate earnings.

    this is where most people fail to understand, and want more clarity on Ukraine. when the market has already moved on to other issues now.
    Apr 1 08:00 AM | Likes Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    the 2 "grid" companies don't look like junk to me
    trading at 1/3 book and PE<6
    just went on Federal Grid's english website, they grew revs 4 years in a row, ebidta and EPS margin is decent
    these are monopoly utilities with decent growth, but rising costs.
    they are value investors favorite type stocks.
    Yandex is still too expensive to own
    Mar 31 11:54 PM | Likes Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    PAULO: yes, the drop from 25-36 IS almost 35% decline in RBL/USD
    the scare is past us I feel, now either RSXJ bases here for a few weeks/months, or rise straight up as entire EM equities space re-awakens as value in-rotation picks up steam, and growth/momo style goes stale.
    by the way Paulo: I am also into KOL
    Mar 31 11:02 PM | Likes Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    Paulo: thanks again for the article, I started accumulating RSXJ monday.
    been watching it for months now, finally got the easing of tension signal I have been waiting for from Putin/Obama Kerry/Lavrof
    have you noticed that in late 2013 til now, the correlation of RSX/RSXJ with CRB index has finally diverged to a very large gap?
    if this gap closes with commodities generally being firm, THEN RSXJ could have a 30-40% rebound from here
    Mar 31 09:16 PM | Likes Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    ARB: thanks for the extra color on stocks inside RSXJ.
    I looked at Pharmstandard and it seems like a shareholder friendly one to me, growing sales and EPS for 10 years in a row at a PE<5!!!
    the is amazing GARP stock opportunity

    I suspected the megacaps inside RSX are just mostly state-controlled white elephants.
    whenever possible, own smallcaps ETF's is my motto.
    Mar 31 09:08 PM | Likes Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    I read a gazprom report
    http://bit.ly/1ohsLa7
    seems to me the main reason RSXJ fell form 2011-12 is so bad is the weak european economy. then the taper tantrum occurred and all EM stocks got hit again in mid 2013.

    now Crimea causes RSXJ to be hit for the third episode in 3-4 years. it's gotta be the capitulation.
    even EWO got hit
    Mar 31 06:49 AM | Likes Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    it's also Naive to think that by buying Good companies/industry/sec... you are gonna have good LT returns. LOL
    best LT returns come from buying the Bad ones at a depressed valuations. and diversify among many bad ones so in case a black swan wipes out one or two, the surviving ones will become multi-baggers
    Mar 30 09:00 PM | 1 Like Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    who is gonna do the punishing?
    Mar 30 08:55 PM | Likes Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    we're here to seek ALPHA, not political debate.
    I smell capitulation in Russian/Ukrain stocks/bonds and blood in the streets has already been spilt in Ukraine protests, leading up to the annexation.
    now if you took the moral high ground and say Greeks were lazy and pissed away their credit access to Germany, you didn't buy GREK in 2012/13, which was the 3rd best returning ETF in 2013.
    now we're faced with a 60% drop in RSXJ in RBL and 80% drop in USD. I'd dispense with the moral high ground and start cost averaging into it
    Mar 30 08:53 PM | 2 Likes Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    Paris:
    i enjoyed your comment on Russia vs USA
    for US based investor to buy RSX or RSXJ in no way means supporting Putin.
    mainly b/c those blue chip stocks are already issued and currently represent market dislike of energy/material sectors and EM stock in general
    Mar 30 12:42 AM | Likes Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    agreed, this is the main risk, total confiscation.
    but very very low % black swan
    Mar 30 12:23 AM | 1 Like Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    agreed, Russia has Qiwi and Yandex.
    that's two innovative internet growth names
    Mar 30 12:11 AM | 1 Like Like |Link to Comment
  • Blood In The Streets, It's Time To Buy Russia [View article]
    all true, but Greece was just as bad in 2012. GREK went up 130% now
    Mar 30 12:10 AM | 1 Like Like |Link to Comment
  • Yongye International's Management Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    agreed, spelling and grammer are awful:
    key confusion:
    1. is the MBO dead or not?
    2. will another higher offer happen soon?
    3. will long term investors like me get to hold YONG for value reappraisal?
    Mar 20 10:23 PM | Likes Like |Link to Comment
  • Skullcandy Turnaround Not Likely [View article]
    agree, i've lost respect for the author after the first short and smear post
    Mar 17 09:32 AM | 3 Likes Like |Link to Comment
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