The case for investing in Russian stocks - with Lyall Taylor and Swen Lorenz

[@TheWanderingInvestor]

Sign up to Swen's great free newsletter: www.undervalued-shares.com/ Free report by Swen on Gazprom: bit.ly/gazpromtwi Lyall Taylor's great blog: lt3000.blogspot.com/ Lyall's Twitter handle: twitter.com/lt3000lyall?s=21 Best brokerage to trade Russian stocks: www.interactivebrokers.com/mkt/?src=wanderinginvestory&url=%2Fen%2Findex.php%3Ff%3D1338

[@claugherty8657]

Thanks all 3 of you. Very insightful and informative.

[@eipiplusone3791]

Thanks guys, this was great. Lyn Alden also presented her analysis on investing in Russia a long time ago and encouraged people to look into it. Although, I think she was a tiny bit too negative because of some geopolitical shakiness at the moment. I think on the macro level, it is important to keep emphasizing that Russia now will have to finally have the opportunity of truly uniting the east and the west, economically, geographically and politically. The recent developments with the Arctic route is also a good sign of how much of the logistic world chain Russia will be controlling soon (even Japan is now investing into it).

[@jgm3620]

Thank for your insight on the russian market and from your tips. Great interviews with open minded people. It is an interesting diversification strategy

[@sooiwuyts7618]

nice podcast. Next time with Sven Carlin? He is heavy invested in Russia

[@gianfy85]

Brilliant Contents!!!! Love this channel

[@TheWanderingInvestor]

Thank you. Spread the word ☺️

[@irynasymonenko2565]

Great video!

[@eugenmalatov5470]

Great video ... however I think two aspects have been omitted ... 1) an improvement in relations between Russia and the West is imo wishful thinking ... to the contrary, with a potential new head of government in Germany from the Green party, the EU policy might get some teeth towards Russia 2) the improvement in dividend payout levels is only announced and not implemented yet - at least for Gazprom - 2021 dividend to be paid out in 2022 - will be about 90 USD-cent, 2020 is lower (because of Covid I guess) and 2019 was only 33 USD-cent

[@TheWanderingInvestor]

Thanks for sharing

[@dalii1276]

I doubt Germany would upset Russia as it depends so heavily on Nordstream 2 for its "Green" economy. Russia also controls the world's nickel and numerous other commodities which the West doesn't want to cut off to go green. Rosatom is rolling out a closed loop energy source Globally which is growing traction as well.

[@thomasvogelsinger4007]

great video i would suggest russian ag stocks like cherkizovo rusagro and phosagro great potential there with plenty of dividend growth for the future too

[@TheWanderingInvestor]

Thanks Thomas. Long already 🙋‍♂️😅

[@ChrisE1415]

Great video. Looking at TCS group why haven't you shared this with your subscribers yet Swen?

[@briansperry4845]

Only 7 months later and both worst case scenarios happened lol. 38:00

[@TheWanderingInvestor]

It demonstrates the risks were discussed 😉

[@zhaozhejiang5899]

Is the report from renaissance capital publicly available? for the dividend stocks.

[@swenlorenz485]

I am afraid not. I have a copy but am not allowed to pass it on, sorry.

[@soundslight7754]

Good contents. Thanks a lot

[@amj3997]

Very interesting

[@EDH784]

Why did no one mention Lukoil, perhaps the best oil/gaz company out there?

[@lyall3000]

There was brief mention of it at 36.00

[@hottensiahwamaitha8400]

Am new here and am happy to be here

[@alberttu8120]

the concern about sanctions is legit, but from what I'm understanding and seeing, the sanctions are of limited effect due to risk of backfiring and Russia just being self sufficient. As we are seeing even without Nordstream 2 operational at the moment, Gazprom is carrying on without issue.

[@SergeyKoshkarev]

I’m not really happy that all my comments under this video were deleted, but I still want to call everyone as “blind kittens”. I mentioned so many specific examples of what was happening in Russia.

[@TheWanderingInvestor]

I don’t delete comments unless they are rude. Yours were not. KZbin self deletes many comments. Let’s see how things turn out.

[@es9382]

Hint to all holding Russian stock: ask your broker for the stock certificates

[@fritzmetzger22]

Another horrible investing idea by Swen Lorenz. Did NOT age well...

[@nicolahanslusoli7408]

uhiuhi

[@alexkBrghtnBeach]

Just one correction- Russia not in transition "to Democracy"- but from one authoritarian type of regime (Socialist) to another one - it's currently kind of a fascist regime (although even correcting for the time at some points fascist rejimes were softer than this one), and if you have no problem investing in it- it's your choice. As long as you don't physically go there. That's if you don't want to take chances to end up like l Michael Calvey

[@alexkBrghtnBeach]

Correcting- "Regimes"

[@eipiplusone3791]

Lol, calm down and turn off CNN