Yandex, N.V. (NASDAQ:YNDX)

CAPS Rating: 4 out of 5

Results 1 - 20 of 46 : 1 2 3 Next »

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Member Avatar nonzerosum (92.73) Submitted: 7/18/2014 10:06:02 AM : Outperform Start Price: $30.53 YNDX Score: -1.90

Russia isn't going away, and this is GARP with governance risk factored.

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Member Avatar rgmtulsa (< 20) Submitted: 6/27/2014 11:29:54 AM : Outperform Start Price: $35.26 YNDX Score: -15.80

Undervalued it's a matter of time.

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Member Avatar OKwarrior (25.89) Submitted: 6/9/2014 4:44:23 PM : Outperform Start Price: $34.00 YNDX Score: -12.65

Google of Russia

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Member Avatar jtallenmd (99.58) Submitted: 5/7/2014 3:25:10 PM : Outperform Start Price: $27.10 YNDX Score: +5.73

Four star stock bouncing off of a recent low. Estimated intrinsic value of $45.

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Member Avatar jtbutler (41.15) Submitted: 4/29/2014 11:51:43 PM : Outperform Start Price: $25.39 YNDX Score: +13.12

Yandex is often called the Google of Russia, however they have their the strongest foothold in the search, e-commerce, online payments, and the overall technology space in Russia versus Google, which simply dominates the search market in the US (and mostly everywhere in the world). Yandex is more like a combination of Baidu and Alibaba in China (or Google, Amazon, & Paypal in the US) and simply dominates search, online payments, and e-commerce.

The only way you lose money here is if Putin nationalizes Yandex, which I am going to bet does not happen. It trades at a crazy low multiple for its growth and dominance of scalable and proven business models in a market ripe with potential.

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Member Avatar rubegon (64.16) Submitted: 4/29/2014 4:10:25 PM : Outperform Start Price: $25.81 YNDX Score: +11.27

Huge growth at a low price. I'm betting that the political turmoil will settle down.

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Member Avatar justinr (68.14) Submitted: 4/29/2014 1:40:02 PM : Outperform Start Price: $25.67 YNDX Score: +12.06

Oversold due to Putin comments

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Member Avatar aaronfraser (< 20) Submitted: 4/25/2014 6:08:49 PM : Outperform Start Price: $24.16 YNDX Score: +19.04

Largest internet site in Russia and it's hugely profitable. A double once the Ukraine issue is settled.

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Member Avatar tab66 (< 20) Submitted: 4/7/2014 3:16:04 PM : Outperform Start Price: $28.80 YNDX Score: -2.34

The search brand in Russia which is likely to react even more negatively to US brand given the Crimea sanctions. Long term this will grow strongly even if there are months or perhaps even years of tentative share price growth

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Member Avatar dineroOne (44.91) Submitted: 4/3/2014 2:18:23 AM : Outperform Start Price: $31.11 YNDX Score: -7.70

Russian google. Political events don't change the companies long term performance! Buy on dips, add to the position

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Member Avatar SlothropsMonkey (84.63) Submitted: 4/1/2014 1:03:57 PM : Outperform Start Price: $31.30 YNDX Score: -9.19

Putin is, unfortunately, not a man that has the interests of others first and foremost on his mind. But Yandex, the Google of Russia, has dropped in price out of overblown fears that Putin will become the next Stalin, which is highly unlikely. And Yandex itself is not a Russian company––it's Dutch––but it's market is in Russia. So when political upheavals create a sharp drop in price, Monkey gets interested. When the political upheaval appears more smoke than fire, that's a buying opportunity. So think Google, think Baidu and think of the huge upside. And if Putin turns out to be more dangerous than we think, we'll have bigger issues on our hands than stock picking.

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Member Avatar wugui (< 20) Submitted: 3/29/2014 3:09:28 AM : Outperform Start Price: $30.24 YNDX Score: -6.32

Relative monopoly status in home market.

Well managed, good product, a lot of students in Russia prefer them to google, they give much better
results in Russian for search and their maps are a lot better (google not so reliable there). Strong home base advantage and probably no risk of losing out to foreign competition any time soon.

Short term hit due to political tensions, but look term position strong as the local leader like Google or Baidu.

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Member Avatar DJSka (< 20) Submitted: 3/26/2014 12:41:34 AM : Outperform Start Price: $30.49 YNDX Score: -6.92

1/3 haircut due to slightly soft earnings and Russia/Crimea tensions. That doesn't change the fact that they have 63% of the growing Russian search market and are expanding into Ukraine, Turkey, and other European countries. They should grow revenue 25-30% annually for the next 3-5 years.

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Member Avatar JackDanny (92.58) Submitted: 3/24/2014 8:45:50 AM : Outperform Start Price: $30.25 YNDX Score: -6.26

Definite outperform due to excessive selling caused by we-all-know-what-and-where although the company isn't affected by it nearly at all. I'm in until it creeps back up to near pre-annexation levels.

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Member Avatar nasis (99.43) Submitted: 3/20/2014 10:52:53 AM : Outperform Start Price: $31.03 YNDX Score: -8.67

company seems unaffected by crimea (unlike the stock)

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Member Avatar realfood (< 20) Submitted: 3/20/2014 7:15:11 AM : Outperform Start Price: $31.83 YNDX Score: -11.54

just got in. as bob marley sang,,:every thing will be alright..."

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Member Avatar wealthwiser (72.11) Submitted: 3/19/2014 5:50:10 PM : Outperform Start Price: $31.83 YNDX Score: -11.54

The Google of Russia has a 62% Market share.
And with a 25% price drop since jan. 2014 it is now proces very well,
As the long term potential remains very strong (see Baidu)

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Member Avatar mueez (< 20) Submitted: 3/19/2014 2:13:10 AM : Outperform Start Price: $32.23 YNDX Score: -11.89

It's hit worse than it deserves to be.

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Member Avatar travelller (92.00) Submitted: 3/3/2014 1:01:42 PM : Outperform Start Price: $32.58 YNDX Score: -14.63

assuming that global 'leaders' start gaining some maturity in 5 years, buying YNDX at around $32 should be rewarding.

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Member Avatar Stockgamblr (39.29) Submitted: 2/15/2014 9:26:27 AM : Outperform Start Price: $40.69 YNDX Score: -33.39

It's the Google of Russia, value priced.

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