VNNVF News and Press, Vonovia SE From 03/21/23

2023-03-21 15:00:55 ET Summary Vonovia's stock price is offering discounts of 66% on a book value that already seems to be discounted by 25%. Discounts squared! Cash production is 12% to market stock price. LTV is under control even under a stress test scenario. VNA is sel...

2023-03-20 13:28:53 ET Summary Vonovia has declined since my last article due to a broader market selloff, allegations made against their employees, and a dividend cut. Regardless of stock price movements, the operational performance has remained solid, and management is actively ...

2023-03-11 09:25:43 ET Summary Vonovia is trading at a third of its book value. The dividend is of paramount importance. Mr. Market is assuming a cut or suspension. The management team has previously committed to both deleveraging and paying a full dividend. Will Vonov...

2023-03-09 03:28:50 ET Summary This month, I had 5 transactions. New forward dividends are approximately $1,250. Next month, I will look into Prosus, Armada Hoffler, Enbridge, and L3harris. For further details see: My Portfolio February Update: 4 Buys...

2023-03-07 09:15:00 ET Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets have started the new year with very solid gains following expectations about a more dovish Federal Reserve and a solid earnings season. My divi...

2023-03-07 04:40:59 ET Summary In 2022, the shares of Vonovia suffered a loss of almost 50%. The number one reason for this selloff is the rate hike in the Eurozone, which forces Vonovia to change its business model. The management was quick to recognize the rising risk and ad...

Summary This month I had 3 transactions. New forward dividends are approximately $1,225. Next month I will look into Ahold, CTPNV, Prosus and CBOE Global. The first month of the year is already done and what a month it has been in terms of stock returns. The S&P500 ( ...

Summary Michael Burry just sent a scary warning. He thinks that the country is broke and that the rally will be short-lived. But he is not just sitting on cash. We review Michael Burry's portfolio holdings. Michael Burry is one of the most successful short sellers of all t...

Summary Private real estate funds claim they can earn you "high returns." But they typically underperform REITs despite taking a lot more risks. I explain why I quit private equity to become a REIT analyst. I come from a family of real estate investors. Pretty much all...

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 ...