LUKOY News and Press, PJSC Lukoil ADR From 03/01/22

Just done my best estimates of my portfolio value today. It isn’t looking pretty, down 25%. My worst ever day by a country mile. I usually have a 20% country/stock/idea limit but this is hazy – I have had over 50% in resources for quite a while and have at times put c.30...

The Ukraine crisis divides the oil and gas space into two halves, Russian and non-Russian. Investors should invest accordingly. Possible expansion of the scope of sanctions in the near term and new geopolitical reality in the long run make the Russian oil and gas stocks into possible ...

Lukoil, along with other Russian stocks, sold off violently this week. Sanctions were announced, but there isn't going to be any impact on the flow of energy from Russia to the rest of the world. Shares are dirt cheap, with a price-to-earnings ratio below 4x and a double-digit div...

In the early morning hours of February the 24th, Russian troops have crossed the border and have begun large-scale military operations in Ukraine. Markets were thrown into turmoil as investors flee in pursuit of safe heavens, with more than 200 billion dollars wiped off the exchanges....

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Russian stocks are on the move today with several shares taking a massive beating Wednesday. So what exactly is happening to these stocks? Let’s get right into it! Source: Shutterstock If you’ve been k...

A combination of loose monetary policy and emerging scarcities of goods and services throughout the global economy are causing a sustained inflationary environment. The supposed solution, namely to tighten monetary policy might have a counterproductive effect of triggering more inflat...

Tensions are increasing between Russia and Ukraine as the pullback deepens for stocks. Ultimately stock prices are a function of earnings and valuations (P/E multiples). If similar conflicts in the past are any guide, the effects on the profits of US companies is likely to be smal...

The perception that war in Ukraine is imminent and it will be followed by harsh anti-Russia economic sanctions depressed Lukoil's stock value, making it a rare cheap investment opportunity. Oil prices are likely to persist higher, making it very likely that Lukoil will see a significa...

Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021. Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter. The top three positions a...

Many investors foresee a continued market meltdown triggered by the continuing spread of COVID-19, upcoming rate hikes, and high inflation. Hence, we think it is prudent to bet on safe stocks Lukoil PJSC (LUKOY), Albertsons Companies (ACI), and Crane Co. (CR) owing to their resilience to mark...