VNNVF News and Press, Vonovia SE From 01/21/23

Summary We believe the market has overreacted to the headwinds facing the European real estate industry, leading to very low valuations for companies like Vonovia and LEG Immobilien. Both companies have a strong presence in the German residential real estate market and offer attractive ...

Summary The Vonovia SE share price has been tumbling from low to low and, just a few weeks ago, was trading as low as it had last been in 2014. Nevertheless, the share price has recently recovered significantly, gaining more than 25 percent from its low in December. The question man...

Summary The expense ratio of the Vanguard Real Estate ETF was significantly higher than that of the other well-known Vanguard ETFs, while the return is lower. Two well-known house price ratios are at all-time highs, which could spell bad news for house prices and the equity price of the...

Summary I managed to outperform the S&P 500 this year by a small margin. Dividends were up over 50%. In the new year, I hope to reach a forward dividend of $1,200. In January, I will look at the following stocks: BAM, MSFT, VONOY, and LHX. For further d...

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 The market crashed because the high inflation forced the Fed to hike rates. But now inflation is coming back down, and a pivot is coming. If you are still sitting in cash, take this as a serious warning. It appears that the period of high inflation is finally comin...

Summary Vonovia is Germany's leading residential real estate company. It is trading at ~0.35x net asset value. The current valuation reflects a German property market collapse of biblical proportion. This is an asymmetric risk/reward opportunity. Vonovia should outperform in...

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...

Summary Vonovia is currently very cheaply valued by historical comparison and offers the highest dividend yield in years. But overall, I consider this a high-risk, high-reward investment as I still see many uncertainties with the stock. Ultimately, however, it is always a question o...

Summary This month I had 6 transactions. New forward dividend is approximately $1,165. Next month I will look into Fresenius, CBOE Global, Armada Hoffler, and Brookfield Asset Management. The end of the year is approaching and it hasn't been a pretty one for stock investor...