Today we will talk about the most interesting actions that can be bought now.

Recently, a very sharp panic has been felt on the Russian market. Investors literally massively sell assets, as they are afraid that the economy will transfer to martial law, and then everything will collapse.

But in fact, these fears are exaggerated. Therefore, as Warren Buffett said: "You need to buy when blood flows in the markets." Any conflicts, wars, etc. end, and shares (purchased at cheap prices) remain and bring good profit.

Therefore, personally, I bought and I will buy Russian actions (of course, not for the entire cutlet, but gradually). Let's finally move on to promotions.

✅MTS

Despite the fact that MTS is a stagning company, now it is traded at fairly attractive prices and the least risks when mobilization.

Because MTS employees will not affect mobilization, since a decree has already been issued that employees of telecommunication companies are exempted from mobilization (since this is critical infrastructure).

And in any case, people will use the connection, telephone and the Internet. Therefore, MTS will feel normal.

Of course, there are problems related to traffic control, the state is constantly pressing the company on this topic. Nevertheless, the MTS business is still profitable.

In 2022, the company paid good dividends - 28 rubles (13% per annum). Now Div. The profitability will be even higher (about 20%)-this is an excellent profitability at a key rate of 7-8%.

MTS shares could not withstand the pressure and left below the strong level (200 rubles) by 185 rubles. With a high probability, the promotion will return to 200 rubles.

The fair value of MTS shares is in the region of 300 rubles, and shares will be striving for it. Also, MTS shares are also a dividend asset; in 2023, dividends will most likely be paid.

The company has been paying dividends stably for more than 12 years, and the key shareholder - the AFC system needs these dividends.

Therefore, I believe that there will be no problems here. Only strains the growing debt of MTS and a decreasing shareholder capital. That is, the company does not develop actively.

But her revenue is growing (at the inflation level), profit from subscribers is also growing. There is only a problem when MTS cannot increase tariffs in accordance with inflation, since the antimonopoly service very tightly regulates the raising of tariffs for cellular communications. Therefore, high -inflation periods of telecommunication companies lose.

But now inflation is reduced, so this sector, on the contrary, will grow. Therefore, MTS is a rather reliable, stable asset that can be bought now.

✅Fosagro

I used to say that Fosagro should not be bought, as it is very expensive. However, now the shares have come to their fair value. And in the event that the market is still adjusted, then Fosagro shares can fall to 6,000 rubles - then it will definitely be possible to consider them for acquisition.

Fosagro is also rather a conservative asset. The company is a clear beneficiary of the energy crisis and the growth of gas prices. Since, due to expensive gas in Europe, the production of fertilizers has become unprofitable, and there was a shortage in the market.

In 2022, the company paid rather high dividends-700 rubles (10-11% per annum).

Fosagro always jumps perfectly, so with a general fall in the market, I always buy Fosagro with a speculative goal. Since the long -term growth potential is not visible here.

Fosagro can bounce up to 8,000 rubles per week. And, if you buy shares for 6,000 rubles, then you will have a growth potential of about 30%.

✅ Jandex

Mobilization does not particularly affect the company. Yes, there are problems with couriers and taxi drivers - some of them will be called, but these are easily updated labor resources.

And Yandex’s IT employees themselves are exempted from military service and are not subject to mobilization. Therefore, from this point of view, Yandex is safe, and from the point of view of further development-digital services in Russia will continue to develop, the state will support IT companies.

Yandex has a problem with the fact that part of the business is foreign, that is, there are rumors that Volozh wants to agree somehow with Kudrin so that he helps to share the company.

But fundamentally, the business is very strong and develops effectively. The last quarterly report (was released in August) was very positive for Yandex.

After this report, Yandex shares entered a stable bull trend. Promotions grew well until recent events. Now Yandex is falling and, most likely, it will continue its decline to 1400 rubles. I will pay off from 1600 rubles.

Long-term prospects here are really large, shares can grow to 5000-6000 rubles. The financial indicators of Yandex are growing perfectly, I think that the shares in the next 2 years will reach 3000-3500 rubles.

For today, thanks for your attention!

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