Vimpel-Communications JSC (ADR) (VIP)
An open joint stock company, which offers telecommunications services.
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Ultralong
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Russians need to talk to each other too. These's a lot of them, they're getting richer and infrastructure is improving. Owning a mobile phone is second on the wish list only to owning a gun. A bit like Texans.
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> Russian stocks went up too much, too fast
> High political risk in Russia
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Following along...
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P/E is too high, too much debt, recent losses. I may lose my shirt on this pick, but I really can't see it outperforming in the short term.
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Russian cell phone giant. Second to MBT. And expanding into southeast Asia. Cell phones are the future.
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UltraLong - http://caps.fool.com/player/ultralong.aspx
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movin on up!
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Located in a growth area and with relatively low competition
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I think it is going to have a good month From here to May
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Long VIP / Short MBT
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NOW is the time to buy
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This undervalued stock is a good buy as the telecommunication market in Russia is still in it's infancy and this company is well positioned for growth.
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The way Eastern Europeans talk on their cellphones, VIP should out perform SP500 with even marginal success.
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Russia has a low base to grow from....Moves up will be more dramatic and lasting than in the US or UK, where we are witnessing the Fall of the Anglo American Empire..... BRIC still applies and their economic growth in the years ahead with accelerate..
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Highly undervalued.
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This has become a steal at this price.
Rubel devaluation will lead to much higher inflation in Russia.
In real terms the value of the company is a steal.
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At this price you can't go wrong!

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