Yandex, N.V. (NASDAQ:YNDX)

CAPS Rating: 4 out of 5

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Member Avatar TMFDitty (99.58) Submitted: 4/11/2014 11:26:34 AM : Outperform Start Price: $28.22 YNDX Score: -2.24

I like the P/FCF valuation here. While the Russia-Crimea situation raises risks, I also suspect that a huge hunger for "news" on what's going on, plus accelerated social media activity, will work to boost Yandex's business for the duration of the crisis.

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Member Avatar tab66 (< 20) Submitted: 4/7/2014 3:16:04 PM : Outperform Start Price: $28.80 YNDX Score: -3.14

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 aki92656 (76.05) Submitted: 4/7/2014 2:32:22 PM : Outperform Start Price: $28.43 YNDX Score: -2.32

Oversold (P/E 25x) against Sales/Income growth rates of about 40% per year in the past consecutive 3 years.

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Member Avatar dineroOne (53.34) Submitted: 4/3/2014 2:18:23 AM : Outperform Start Price: $31.11 YNDX Score: -8.10

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 (84.04) Submitted: 4/1/2014 1:03:57 PM : Outperform Start Price: $31.30 YNDX Score: -9.49

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: -6.83

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: -7.39

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 (92.65) Submitted: 3/24/2014 8:45:50 AM : Outperform Start Price: $30.25 YNDX Score: -6.77

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 (99.36) Submitted: 3/20/2014 10:52:53 AM : Outperform Start Price: $31.03 YNDX Score: -9.02

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: -11.68

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

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Member Avatar wealthwiser (56.24) Submitted: 3/19/2014 5:50:10 PM : Outperform Start Price: $31.83 YNDX Score: -11.68

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: -12.01

It's hit worse than it deserves to be.

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Member Avatar travelller (86.38) Submitted: 3/3/2014 1:01:42 PM : Outperform Start Price: $32.58 YNDX Score: -14.56

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 (45.14) Submitted: 2/15/2014 9:26:27 AM : Outperform Start Price: $40.69 YNDX Score: -32.02

It's the Google of Russia, value priced.

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Member Avatar TMFMojoMan (66.76) Submitted: 1/30/2014 10:14:52 AM : Outperform Start Price: $36.81 YNDX Score: -27.98

My Recency + Exposure Theory

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Member Avatar simplemts (< 20) Submitted: 1/29/2014 6:30:09 PM : Underperform Start Price: $36.40 YNDX Score: +26.89

Short-term red.

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Member Avatar stockfather (< 20) Submitted: 1/5/2014 11:03:20 AM : Outperform Start Price: $42.89 YNDX Score: -35.95

Russia still has many untapped consumers coming online still

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Member Avatar Sicb (< 20) Submitted: 10/18/2013 11:06:50 AM : Outperform Start Price: $41.02 YNDX Score: -38.54

Yandex N.V. (Yandex) is an Internet company in Russia. During the year ended December 31, 2011, the Company generated 63.3% of all search traffic in Russia, and 60.6% in December 2011, and its Yandex sites attracted 45 million visitors in December 2011. It also operates in Ukraine, Kazakhstan, Belarus and Turkey. Yandex also aggregates and organizes local, national and international content and offers a range of additional services. Its search and a number of its services are location-based and are available in versions tailored for mobile and other digital platforms and devices. The Company offers access to its search engine through personal computers, mobile phones, tablets, and navigation and other digital devices. It also offers a range of specialized search, personalized and location-based services, including Yandex.News, Yandex.Market, Yandex.Mail and Yandex.Maps. In October 2013, Yandex NV announced the acquisition of KinoPoisk.

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Member Avatar tonymark123 (< 20) Submitted: 10/10/2013 2:17:37 PM : Outperform Start Price: $37.76 YNDX Score: -36.23

YNDX is the Russian Google and I can see it taking off.

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Member Avatar chris293 (87.14) Submitted: 10/8/2013 3:13:07 PM : Outperform Start Price: $35.37 YNDX Score: -32.77

Russia has a lot going for it and YNDX can only grow.

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