VONOY News and Press, Vonovia SE ADR From 11/09/22

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. US-China relations remain tense but so far don...

Summary This month I had 6 transactions. New forward dividend is approximately $1.134. Next month I am looking to add capital to the IGaming sector, CVS Health, and/or Brookfield Asset Management. I am also looking to consolidate one of my smaller positions. Octo...

Summary Vonovia is trading at 0.35x net asset value and pays a dividend of 8%. However, the share price declined more than 50% in the last 12 months. The culprit is higher interest rates and cost of capital. Vonovia is in the process of deleveraging but Mr. Market hates th...

Vonovia SE (VNNVF) Q3 2022 Earnings Conference Call November 4, 2022 9:00 AM Company Participants Rene Hoffmann - Head, Investor Relations Rolf Buch - Chairman and Chief Executive Officer Philip Grosse - Chief Financial Officer Conference Call Participants ...

Summary Vonovia SE stock is trading at a fraction of net asset values. The German property market needs to decline by as much as 40% for this distressed valuation to make sense. However, currently Vonovia is trading like a bond proxy. There are potential catalysts in play ...

Summary REITs are dropping like rocks. And we are buying them hand over fist. We highlight 3 'buy-the-dip' opportunities. REITs are down 34% year-to-date: Data by YCharts If that's the average of the REIT market ( VNQ ), you can expect the REI...

Summary Since my last article on Vonovia, the company has declined. Current valuations are lower than what they have been in a long time, especially accounting for M&A. My position in Vonovia has been growing - as I've been focusing more on EU than NA investments, slowly build...

Summary REITs are trading at the lowest valuation in years. Yet, few seem to be buying them due to fears of rising rates. We think that the fears are unwarranted and explain why that is. Every crisis we have is always the worst crisis we've ever had. If you have ...

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. US inflation is softening in July but continues to...

Summary Enough about MLPs, tobacco, and AT&T. Thanks to the selloff, you can now score a 6% yield from companies you may not expect. This list includes 3 Aristocrats and by next year, a 4th will qualify. The other 2 have decent dividend track records. While all of these co...