ALIZF News and Press, Allianz SE From 11/09/22

Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. US-China relations remain tense but so far don...

Summary Imagine that you are building your retirement portfolio and you aim to pick 10 dividend growth stocks. In this analysis, I will present 10 dividend growth stocks that could be excellent choices in order to invest for your retirement. In order to diversify your portfoli...

Summary As the market has become highly uncertain, and chances of recession still persist, investing in fixed income securities becomes a wise option. PHK consistently generated exceptionally high yield, and is less likely to have a distribution cut, as its investments still gener...

Summary Allianz has an attractive dividend yield above 6% right now and is also using share buybacks. Management is quite optimistic for the next few years, but the looming recession could impact Allianz's results in the coming quarters. Allianz seems clearly undervalued at th...

Summary In this climate, we want to make sure that every investment we make not only comes with the upside of a good yield, but with a good mean reversion potential. The two companies I present to you are businesses I've invested significant capital in together - and I consider bo...

Summary Write a list of everything that is both possible and necessary to know to invest money. Take no action, and consider no information, unless directly related to the aforementioned list. My personal experience as an investment minimalist. By now, we're all prob...

Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. US inflation is softening in July but continues to...

Summary Harris Associates’ 13F portfolio value decreased from $75.90B to $62.85B this quarter. They increased Amazon.com, Meta Platforms, and Salesforce while reducing Keurig Dr. Pepper, Humana, Regeneron Pharma, CVS Health, Constellation Brands, and General Dynamics. T...

Summary DBGR has invested 76 percent of its total funds in stocks of well-known German companies, most of which had disappointing price performance. DBGR pays semi-annual dividends and has reduced its payout during the past 5 years, and thus generated an average yield of just 2 pe...

Summary The German insurer was penalized twice this year. We believe it offers a good entry point. The reinvestment yield opportunity coupled with private assets investments will be a headwind for the whole sector. Allianz's shareholder distribution policy is a good margin of ...