Today you will find out which Russian actions are better not to sell and wait for profit. Why will they definitely grow up?

Prologue

The Central Bank of the Russian Federation in 2022 predicts inflation in the range of 20% (that is, if you now have 1 million rubles, after 1 year 800 thousand rubles will remain from it). And it is the shares that are the best option for maintaining their money (it is shares that can be brought from 20% per annum).

Inflation is fed by debts, and debts must be repaid. And if the inflation is high, then over time the debt becomes less and less.

It is even profitable for the state to keep high inflation. High inflation is bad for consumers, but not for business.

Therefore, you need to be on the inflation side, you need to invest to where inflation helps to disperse the cost - these are companies that are engaged in exchange products (oil, gas, metallurgical companies).

💥 Kamaz

The company produces large trucks. The production of trucks requires a huge amount of steel, iron and components - all these are exchange products.

You have already seen that steel is growing in price, and this growth is likely to continue - this means that more money will be required to produce a truck.

Therefore, the costs will be transferred to consumers, the margin will remain and will grow in absolute value.

If internal demand is not satisfied, then KAMAZ is quickly reoriented to the countries of the 3rd world and will sell its trucks at a very low cost per currency in Uruguay, Asia, etc.

💥Sberbank

Sberbank fell by 57%. Sber must be considered as fintech, and not as a bank.

In recent years, the team has actively reoriented business for new technologies, new niches, directions - this means that this corporation will have new revenue streams, new interesting niches, interesting products.

Sberblack has a huge team, a huge amount of money, and, most likely, all this will turn out very well for the organization. And of course I want to participate in this.

💥 Polyus gold

During the year, the pole fell by 10%. Why the pole? Because we know when difficult times of high inflation, economy reduction begin, investors are looking for protective mechanisms.

And a classic tool (at all times) is gold. Therefore, the company that mines, processes and receives gold is also in demand.

💥Segage

Segezha is engaged in wood. Everyone needs wood, it is needed for construction, industry. Also, wood is an exchange product. That is, inflation is a great friend for wood.

Therefore, we are waiting for the increase in the cost of wood. Accordingly, we get that the company that is engaged in this material will receive additional money.

💥 Rusgrain

The company is engaged in wheat. While the shares of other companies fell, Rusgrain grew by 77%.

The price of wheat quickly went up, and with it the price of a share also left.

Here, a similar principle, as with wood, will be the same principle with oil and other exchange products. Inflation pushes up prices, and we want to be in this movement.

Accordingly, companies that are engaged in the cultivation and processing of grain will also win in the future.

💥 RUSAGRO

This company is engaged in agricultural products (sugar, oil, soy, etc.). Rusagro grew by 2% in a whole year, and agricultural products increased by 27%.

And this positive dynamics, with a high probability, will continue, that is, additional money will pour into Rusagro.

💥fosagro

The company is engaged in fertilizers. According to the study of the Texas agricultural university, in 2022 an increase in cost costs (by 80%) is expected - this is a gold core for companies that are engaged in fertilizers.

Fosagro has already grown by 57%. And with such a frantic dynamics of fertilizer costs, the company will receive even more money in the future.

And despite the already high price, Fosagro can grow even higher.

💥Norilic nickel

Over the year, the cost of Norilsk Nickel shares fell by 18%, but at the same time, the cost of nickel itself (the metal that produces Norilikel) increased by 108%.

Norilikel is the largest manufacturer of Nickel in the world, and no one except him mines so much nickel. Therefore, nickel will be bought (with or without sanctions), since, the world needs it.

Accordingly, a large amount of money will pour into the company and this must be used.

💥MMK

The company is engaged in metallurgy. The price of steel increased by 21%, and MMK shares fell by 30%.

Again, inflation will push the prices for exchange products, and the companies will receive more revenues to their bins.

Why exactly MMK? He told in detail here.

💥 Lucil

Russia is historically perceived in the world arena as a country that produces oil. Therefore, the oil sector will always be at the head of the economy.

And from this sector I chose an independent, best team (large team, powerful management, well -established processes, good reputation).

Lukoil fell by 26%, and oil increased by 60% over the same period. And when additional money comes to the company's treasury, the shares turn around and go up.

For today, thanks for your attention!

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