Showing posts with label eastern europe. Show all posts
Showing posts with label eastern europe. Show all posts

Saturday, April 12, 2008

Results of Russian and Eastern Europe Mad Money Tour

Last week, on the CNBC hit show Mad Money, Jim Cramer, the host of the show went through one Russian or Eastern European Stock per week. The results:
  1. Michel Steel (MTL)
  2. Wimm Bill Dann Foods (WBD), a Russian Dairy, Juice, Water and Baby Products Producer.
  3. CTC Media (CTCM), a Russian Television Network Operator
  4. Central European Distribution (CEDC), best known for Polish Vodka.
  5. Central European Media Enterprises (CETV) invests, develops, and operates Television stations in Eastern and Central Europe.


Before Wednesday's show, this blog attempted to guess the three remaining stocks Jim Cramer would choose on his show that week.

Here are the Perfect Matches. We were correct on:
  1. CEDC
  2. CETV


We missed CTCM. CTCM and CETV are too similar.

What was missing was Russian and Eastern European Telecom. We still say that Vimpel Communications (VIP) is a good choice for the region. Emerging Market Telecom is a growth area.

Wednesday, April 9, 2008

Russian and Eastern European Stock Tour by Jim Cramer on CNBC Show "Mad Money"

This week on the CNBC Show "Mad Money", ex-hedge fund manager Jim Cramer, host of the show, is recommending Eastern European or Russian Stocks, one stock each day of the week.

On Monday, Jim Cramer recommended Michel Steel (MTL), a steel company.

On Tuesday, Jim Cramer recommended Wimm Bill Dann (WBD) a dairy and juice producer.

Can we guess the other three companies?

There aren't that many Russian stocks which sell as ADRs (American Depository Receipts), and Mad Money can't recommend stocks on the "pink sheets".

First Guess

Jim Cramer will recommend a telecom company. Candidates include Mobile TeleSystems (MBT), Rostelcom (ROS), Golden Telecom (GLDN) and Vimpel Communications (VIP).

My first guess would be Vimpel Communications (VIP) and possibly Mobile TeleSystems (MBT) because of the wireless growth.

Second Guess

Eastern European companies are under consideration.

My second guess would be Polish Vodka company, Central European Distribution (CEDC).

Third Guess

Another Eastern European company worth considering is Central European Media Enterprises (CETV). Growth in this area should be great.

Fourth Guess

A Natural Resources Company would be my fourth guess. There are many Russian resource companies such as Lukoil and Gazprom, and Norilsk Nickel (world's top producer of Nickel), but they sell on the "pink sheets".