ALIZF News and Press, Allianz SE From 06/28/21

Harris Associates’ 13F portfolio value increased from $51.71B to $58.52B this quarter. They increased Humana, General Dynamics and Regeneron Pharmaceuticals, while decreasing Agilent Technologies, Mastercard, TE Connectivity and CNH Industrial. The top three positions are A...

Zurich Insurance Group provides a very stable 5.30% dividend yield. Upsides: growing dividends, strong valuation ratios, effective risk management. Downsides: High Swiss withholding tax, currency risk, controversial past. Conclusion: Zurich is a buy because of its good dividen...

Onfokus/E+ via Getty Images One of Allianz's (ALIZF) funds will acquire a 10% stake in American Tower's (AMT) European unit, ATC Europe, joining Canadian investment firm CDPQ in a long-term partnership with the telecom tower REIT. The transaction is valued at more than €530M ($642M), g...

Stocks moved another leg higher in May. I am continuing my monthly investment plans while awaiting a market correction or possibly a real crash once market euphoria has come down. My dividend income amounted to $480, up 37% sequentially and 35% year over year. Gifted Working T...

Allianz, Deutsche Telekom, Intel and Cisco are four stocks where investors that bought at the Dotcom Bubble peak never broke even. Microsoft and Amazon are two examples where it worked out, but it still took 10 years and 16 years respectively for investors to break even. These wer...

Allianz SE (ALIZF) Q1 2021 Earnings Conference Call May 12, 2021, 8:00 AM ET Company Participants Oliver Schmidt - Head, Investor Relations Giulio Terzariol - Chief Financial Officer Conference Call Participants Peter Eliot - Kepler Cheuvreux Michael Huttner - Berenberg James Shuck - Citi Vin...

Stocks moved another leg higher in April driven by strong earnings, but I am sensing some upcoming cracks due to rising inflation across the board. I am continuing my monthly investment plans while awaiting a market correction or possibly a real crash once market euphoria has come dow...

The following slide deck was published by Allianz SE in conjunction with their 2021 Q1 earnings call. For further details see: Allianz SE 2021 Q1 - Results - Earnings Call Presentation

On March 23, 2021, the S&P 500 recorded its largest one-year price increase in the past 85 years, 75%. And just a few days earlier, on March 18, the Oakmark Fund recorded its largest ever one-year increase of 113%. Following a painful four years for value investors, we’ve f...

Stocks continued their record performance in March with virtually all sectors going up. I am continuing my monthly investment plans while awaiting a market correction or possibly a real crash once market euphoria has come down. My dividend income amounted to $467, up 22% sequentia...