sys Posted July 17, 2014 Share Posted July 17, 2014 should i be gathering cash? Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 18, 2014 Share Posted July 18, 2014 bought today after new sanctions are in place, more gazprom, rosneft and sberbank. longer term sanctions are for me not interesting. nobody cares in 2-3 years about them. also have a already full Position in lukoil I'm thinking of adding to my Lukoil as well. Link to comment Share on other sites More sharing options...
phil_Buffett Posted July 23, 2014 Share Posted July 23, 2014 http://www.bloomberg.com/news/2014-07-22/putin-under-pressure-has-hermes-bullish-on-stocks.html Link to comment Share on other sites More sharing options...
jouni1 Posted July 23, 2014 Share Posted July 23, 2014 it's fun to guess whether he'd rather keep his balls, or billionaire friends ;D and i guess it's time for the answer to the topic: -because russia is pretty unpredictable Link to comment Share on other sites More sharing options...
augustabound Posted July 23, 2014 Share Posted July 23, 2014 it's fun to guess whether he'd rather keep his balls, or billionaire friends ;D and i guess it's time for the answer to the topic: -because russia is pretty unpredictable Mildly off topic here. Does Canada, or any other nation for that matter, placing sanctions on Russia matter to Russia? Does it affect them or do they even care? I can't help but think as the Harper/Baird duo sanction Russia that if Putin even notices, must just be shrugging his shoulders. Surely Russia has its own maple syrup. ;D Link to comment Share on other sites More sharing options...
randomep Posted July 23, 2014 Share Posted July 23, 2014 it's fun to guess whether he'd rather keep his balls, or billionaire friends ;D and i guess it's time for the answer to the topic: -because russia is pretty unpredictable Mildly off topic here. Does Canada, or any other nation for that matter, placing sanctions on Russia matter to Russia? Does it affect them or do they even care? I can't help but think as the Harper/Baird duo sanction Russia that if Putin even notices, must just be shrugging his shoulders. Surely Russia has its own maple syrup. ;D But I heard hockey pucks have tripled in price due to a shortage there. It is a little known fact that hockey pucks is one of canada's biggest exports around the world. Link to comment Share on other sites More sharing options...
topofeaturellc Posted July 23, 2014 Share Posted July 23, 2014 it's fun to guess whether he'd rather keep his balls, or billionaire friends ;D and i guess it's time for the answer to the topic: -because russia is pretty unpredictable Mildly off topic here. Does Canada, or any other nation for that matter, placing sanctions on Russia matter to Russia? Does it affect them or do they even care? I can't help but think as the Harper/Baird duo sanction Russia that if Putin even notices, must just be shrugging his shoulders. Surely Russia has its own maple syrup. ;D The only sanctions that will actually hurt the economy are those which impact trade with W. Europe, and Nat Gas specifically. That's really the only think Russia exports that isn't a fungible commodity. The sanctions can make life for Putin's buddies less fun but who knows if that matters. Link to comment Share on other sites More sharing options...
jouni1 Posted July 23, 2014 Share Posted July 23, 2014 what about beef and milk products? 60% or so is imported. the people there have become accustomed to some sort of quality and i'm not sure they're willing to go back to goods produced in their own country ;D Link to comment Share on other sites More sharing options...
Andy Dufresne Posted July 23, 2014 Share Posted July 23, 2014 what about beef and milk products? 60% or so is imported. the people there have become accustomed to some sort of quality and i'm not sure they're willing to go back to goods produced in their own country ;D jouni - where did you get this interesting statistic? Also, while some people are accustomed to quality, I can tell you from first-hand observation that 99% of Russians don't get Finnish quality, and the 1% that does is likely too indebted to / scared of Putin to argue. The oil & gas exports are, undoubtedly, the main point as they constitute 70%+ of Russia's exports Link to comment Share on other sites More sharing options...
jouni1 Posted July 23, 2014 Share Posted July 23, 2014 i read it somewhere a while ago, can't remember where. quickly googling i found this: http://www.meattradenewsdaily.co.uk/news/290112/russia___talking_meat_imports.aspx 40% of the fish is norwegian. another interesting statistic :D they seem pretty dependent on western nations in a lot of areas. edit: on the topic of gas, they just signed a 400 billion deal to sell gas to china. pipeline supposed to be up and running in 2018. Link to comment Share on other sites More sharing options...
augustabound Posted July 23, 2014 Share Posted July 23, 2014 All good thoughts. Wish me luck as I embark on my journey to sell hockey pucks to the Russians. ;D I had thought of it after but an extended family member is from Estonia. I remember them saying after the fall of the USSR, their economy hit the skids since most of everything the Soviet regions on the west produced went into the rest of the Soviet Union. I'm pretty sure he mostly works in Finland now. Link to comment Share on other sites More sharing options...
Andy Dufresne Posted July 24, 2014 Share Posted July 24, 2014 i read it somewhere a while ago, can't remember where. quickly googling i found this: http://www.meattradenewsdaily.co.uk/news/290112/russia___talking_meat_imports.aspx 40% of the fish is norwegian. another interesting statistic :D they seem pretty dependent on western nations in a lot of areas. edit: on the topic of gas, they just signed a 400 billion deal to sell gas to china. pipeline supposed to be up and running in 2018. Thanks jouni1! Definitely something to think about, though I fear that Putin will not really be moved by the lack of steak .... Link to comment Share on other sites More sharing options...
phil_Buffett Posted July 25, 2014 Share Posted July 25, 2014 http://www.bloomberg.com/video/mobius-sees-putin-pullback-if-sanctions-are-strong-q063e2S3Sk~f7sO3b3ADqw.html Link to comment Share on other sites More sharing options...
phil_Buffett Posted July 29, 2014 Share Posted July 29, 2014 http://www.valuewalk.com/2014/07/jim-grant-buy-hated-hated-stocks/ talks about russian stocks Link to comment Share on other sites More sharing options...
fareastwarriors Posted August 5, 2014 Share Posted August 5, 2014 Buying opportunity in 'punished' Russian stocks http://www.cnbc.com/id/101896354?trknav=homestack:topnews:1 Link to comment Share on other sites More sharing options...
jouni1 Posted August 6, 2014 Share Posted August 6, 2014 what russian stocks should one buy? banks probably? do you (the ones that are buying) have some favorite russian businesses? sberbank and rosneft look nice but the numbers seem a "bit" too good for russian enterprises. Link to comment Share on other sites More sharing options...
phil_Buffett Posted August 6, 2014 Share Posted August 6, 2014 i have a mix. sberbank gazprom lukoil rosneft sistema (conglomerat) pharmstandard (pharma) ctc media i make this Investment a basket Approach. bought to early :D and now nice in the red 8) ;D ;D ;D Link to comment Share on other sites More sharing options...
Packer16 Posted August 6, 2014 Share Posted August 6, 2014 What broker did you use to get access to Pharmstandard? TIA. Packer Link to comment Share on other sites More sharing options...
phil_Buffett Posted August 6, 2014 Share Posted August 6, 2014 What broker did you use to get access to Pharmstandard? TIA. Packer german ING. and the german ING gets the quotes from UBS i think. but i buy i via ING cheers :) Phil Link to comment Share on other sites More sharing options...
Valuebo Posted August 6, 2014 Share Posted August 6, 2014 Hi Phil. Can you also buy South-Korean stocks through ING? I recently inquired to buy them through ING Belgium (and BNP and a few others) but they weren't able to buy individual stocks for me. :( Link to comment Share on other sites More sharing options...
phil_Buffett Posted August 6, 2014 Share Posted August 6, 2014 Hi Phil. Can you also buy South-Korean stocks through ING? I recently inquired to buy them through ING Belgium (and BNP and a few others) but they weren't able to buy individual stocks for me. :( yes i can :). but only the gdr Shares which are a half of a preferred share, but it is the same share. i can only buy hyundai preferred gdr and Samsung preferred gdr share via ing. but thats ok for me. i hold both and think both are undervalued. hmm sad that you cant buy them via ing belgium, the gdr Shares also not? cheers phil Link to comment Share on other sites More sharing options...
Valuebo Posted August 6, 2014 Share Posted August 6, 2014 Might be possible to buy those but I mean other south korean stocks aside from those two. I'm not sure I can buy those two through IB either. Link to comment Share on other sites More sharing options...
phil_Buffett Posted August 6, 2014 Share Posted August 6, 2014 Might be possible to buy those but I mean other south korean stocks aside from those two. I'm not sure I can buy those two through IB either. no others i cant buy :/. i would buy lotte chilsung and Lg but cant, sad Story. may i have to open up a IB account too. if you have success with buying those via IB please contact me :) thanks phil Link to comment Share on other sites More sharing options...
Valuebo Posted August 6, 2014 Share Posted August 6, 2014 Nope you can't buy those through IB either. I was just wondering whether I could buy the hyundai and samsung preferreds through IB, I don't know. :) Link to comment Share on other sites More sharing options...
Lance Posted August 28, 2014 Share Posted August 28, 2014 Is anyone adding today? Long CTCM, LUKOY, OGZPY and SBRCY - watching MBT. Thanks, Lance Link to comment Share on other sites More sharing options...
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