Yandex, N.V. (NASDAQ:YNDX)

IB 90+

Both BIDU and YNDX are both buys here. We know the technology sector has lagged the rest of the market and is one of the last to have a leg up. Seeing as how the sector seems to have bottomed and both BIDU and YNDX have both bottomed, I think it's wise to purchase both here to help the diversification a bit.

Proven business model.

The growth and P/E ratio add up to a higher stock price than currently exists. I think that Turkey will be a nice additional market for them although it's a small money drain right now.

Link for explanation soon to come.

cld continue explosive growth

following in Google's footsteps.

A little Fool told me to go with one.

Search Expertise.

http://www.covario.com/wp-content/uploads/2012/10/pov_yandex-ru-market_101112.pdf

the p/e is 44, but earnings and rev growth are going to make this stock look like a value issue in a couple years.

Russia search engine.

Frothy Expectations

I think the blood-letting (down 50% since 2011 IPO) is finally over for this one. Revenue is growing at a 40-50% clip, advertisers climbed from 180,000 to 270,000 from 2010 to 2011. They've lost a bit of market share to Google, but by far still the dominant search engine in Russia with about 60% share. You're playing only about 20 times forward earnings for a 40% grower. Outperform.

At their current price of$ 21.50 they are currently below their IPO price of $38. At about 48% below their IPO they did not have the heavy weight backing them. Signing with Microsoft, Nokia, Samsung, HTC, etc to be their primary search engine in Russia will only increase their market share. Also the fact that better company like Microsoft and Nokia will willing to use them, means YNDX will boost their marketing profile for strategic alliance.

Google. Biadu.

Russia does not use the dollar. Google is also mainly based in English as far as I know where as Yandex is Russian.

I believe they are in a situation similar to Ren Ren and facebook. Since facebook is blocked in China, Ren Ren does not have to worry about any "superpowers" so to speak stealing their thunder.

exposure to Russia's growth and good potential

Look... even RT (Russian TV) is already here and accepted as mainstream... Why wouldn't a Russian search engine grow as much as GOOGLE or BAIDU? I'd get in on it now before it triples by December. So wake up people ! The current day Russian is every bit like us spoiled Americans... they also hang out a Starbucks and listen to music on their iPhones and use Facebook like the rest of us... and their economy is growing more than ours is over here. Good luck that's my 2 bits for now.