VNNVF News and Press, Vonovia SE From 04/26/23

2023-04-26 17:58:40 ET Summary I've covered Vonovia before and I was clear about the fact that any news regarding a disposal at or near book value will be a major bullish catalyst. This morning management announced a EUR1.0 Billion sale to Apollo. I discuss the details of the ...

2023-04-24 16:00:00 ET Summary In this article, I will show you how you could build a broadly diversified investment portfolio with a relatively high Dividend Yield. The Weighted Average Dividend Yield [TTM] of the investment portfolio that I’m presenting in this article, s...

2023-04-22 09:00:00 ET Summary I bought a rental property in 2021. But today, it makes no sense to buy rental properties. REITs are heavily discounted and allow you to benefit from yesterday's low interest rates. One of my favorite topics to discuss here on Seeking A...

2023-04-21 08:05:00 ET Summary REITs are heavily discounted relative to their net asset value. Some REITs would need to double to close their discount. We highlight three one-in-a-decade REIT buying opportunities with up to 100% upside potential. A recent study f...

2023-04-18 22:30:00 ET Summary Miller Value Partners is a value investor. It values businesses, and not just stocks, and invests in them for the long term. The Miller Income Strategy‘s representative account returned -3.51% net of fees versus 3.72% for the ICE Bank of Ameri...

2023-04-17 17:44:40 ET Summary This month I had 5 transactions. New forward dividends are approximately $1,121. Next month I will look at Morgan Stanley, Prudential Financial, CVS Health, and Brookfield Asset Management. March was a bad month for my portfolio, as it ...

2023-04-08 09:00:00 ET Summary My largest investment in Europe is Vonovia SE. Its real estate portfolio is today priced at a 70% discount. I present its business, recent results, and explain why I think that Vonovia SE is an exceptional opportunity. We have written a...

2023-03-28 07:15:23 ET Summary There is a clear consensus among Seeking Alpha analysts that one should enter a long position in Vonovia. In my opinion, the underlying fundamentals justify making the opposite move (i.e., going short). In the past decade, Vonovia has thrived in the ...

2023-03-27 08:05:00 ET Summary REITs are down very significantly over the past weeks. We continue to execute our accumulation strategy. Here we highlight some REITs that what we have been buying lately. REITs ( VNQ ) surged in early 2022 as investors began to see...

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...