VONOY News and Press, Vonovia SE ADR From 08/11/22

Inflation and the better than feared earnings season dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. Inflation is softening in July and markets have started to rally again. U...

This month I had a total of 11 transactions. I sold my positions in Power REIT and Reinsurance Group of America. I reached over €1,000 in forward dividends. In contrast to the first half a year of 2022, July was a good month when it comes to stock returns. July wa...

Vonovia SE (VNNVF) Q2 2022 Earnings Conference Call August 03, 2022, 08:00 ET Company Participants Rene Hoffmann - Head, IR Rolf Buch - Chairman & CEO Philip Grosse - CFO Conference Call Participants Charles Boissier - UBS Andres Toome - Green...

Inflation and the just started earnings season dominate market movements. Markets remain very volatile and record inflation readings paired with an aggressive Fed and negative consumer sentiment are starting to hammer stocks and hopefully lead to a prolonged bear. I am never a bea...

This month I had a total of 5 transactions. Dividends were up $62.57 YoY. Forward dividend yield is now approximately $965. Next month, I will look into European real estate, Small-cap REITs, Broadcom, Inditex and my insurance companies. The end of June marks the end...

Opportunities are abundant after the recent sell off. We are buying REITs that trade at large discounts to NAV. We discuss 2 specific REITs that we have been buying lately. REITs (real estate investment trusts) are now the cheapest they have been in years, according to G...

Rental properties can give a sense of safety and control in an uncertain world. They can also provide much-needed income and inflation protection. The returns are also mostly recession-proof. But is today a good time to buy a rental property? During the pandemic, a lot o...

The war in Ukraine is no longer the major market mover as record inflation has now taken that spot. Markets are very nervous and record inflation readings paired with an aggressive Fed and negative consumer sentiment are starting to hammer stocks and hopefully lead to a prolonged bear...

Vonovia's share price dropped precipitously in recent months due to rising rates in the Eurozone. Vonovia now trades at less than 0.5x of Net Tangible Assets with a forward dividend of ~6%. The high cost of incremental debt is forcing it to change its business model from a debt-fu...

This month I had a total of 10 transactions, mainly due to the re-evaluation of my portfolio. Dividends were up $87.06 YoY. My forward dividend yield at the end of April was approximately €870 ($934). For further details see: My Portfolio May Update - 8 Buys, 2 Se...