Ein Hallo an alle Gazprom Aktionäre!
Hab da noch einen Report von Nasdaq,... allerdings schon vom 6. Juni,...
Schön langsam werden die AMIS auch wach,... ;-)
We have spent time in the last month focusing on Russia ( RSX , quote ) and even discussing Gazprom ( OGZPY , quote ). Apparently we are not the only ones who have noticed how cheap Gazprom trades.
www.nasdaq.com/article/sohn-conf-gazprom-a-top-pick-cm350649
gazprom logo At the highly followed Ira Sohn conference, top hedge fund managers and investors sit around and give some of their top ideas. It's a big industry event that raises money for pediatric cancer research. Every year, headlines are made and stock prices move as people like David Einhorn and Bill Ackman pitch their latest theories.
A stock pick that was clearly going to catch our eye was that of James Grant's, the founder of Grant's Interest Rate Observer. Mr Grant is arguing that Russia's gas giant Gazprom makes for a risky but compelling investment.
Ten days ago, we outlined our Russia strategy and included a pitch on the oil and gas sector. Grant likes what we like: value. Grant acknowledged that while the contrarian call was challenged by the current crisis, he feels a lot of that has been priced in.
Grant referenced the strange and off base comments by White House press secretary, Jay Carney, who suggested investors short Russian stocks but said it is trading at 43% of sell side analyst targets.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.
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Source:
Read more: www.nasdaq.com/article/...om-a-top-pick-cm350649#ixzz35Ymi1HeA
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