ALIZF News and Press, Allianz SE From 01/12/23

Summary Harris Associates is an asset management firm that serves as the investment adviser to the Oakmark Funds. We are value investors. Oakmark Global Fund generated a 16.4% return in the fourth quarter. OAKGX certainly experienced the benefits of maintaining a global portfolio in...

Summary I'm heavily invested in the largest insurance company in the world. Allianz is a global institution, and a solid play at the right price. I bought at the right price. Now I'm holding with a significant profit, and Allianz still has ways to go. I update my valuation thesis on...

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. My dividend income amounted to a new December record...

Summary Harris Associates’ 13F portfolio value decreased from $62.85B to $59.68B this quarter. They added Warner Bros. Discovery and increased Salesforce, KKR, and Oracle while decreasing Keurig Dr Pepper and Humana. The top three positions are Alphabet, Fiserv, and Amazon.co...

Summary In this article I will show you 8 companies and 2 ETFs to help you build a balanced portfolio consisting of Dividend Income and Dividend Growth. Assuming that you were to invest equally in each of the picks, you would achieve an Average Dividend Yield [TTM] of 2.94%. The pre...

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. My dividend income amounted to a new November record...

Allianz SE (ALIZF) Q3 2022 Earnings Conference Call November 10, 2022 8:30 AM ET Company Participants Oliver Schmidt – Head-Investor Relations Giulio Terzariol – Chief Financial Officer Conference Call Participants Andrew Sinclair – B...

Allianz SE press release ( OTCPK:ALIZF ): Q3 GAAP EPS of €6.02. Revenue of €34.8B (+1.2% Y/Y). Outlook: 2022 operating profit outlook expected in the upper half of the target range of €13.4B, plus or minus €1B. For further details see:...

Summary It might finally be time to go overweight Europe. Germany is one of the three major bourses. EWG is an efficient and effective way to play movements in Eurozone equities, with particular exposure to value sectors and TMT names at a reasonable price. An area o...

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...