Viewing Company Aegon N.V. | StockChase
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Aegon N.V. Stock Symbol: AEG-N

Notes:

International insurance group which writes life and health insurance and offers related pension, savings and investment products in Europe, North America and the Caribbean.

Last Price Recorded: $5.8200 on 2017-10-20

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Date Signal Expert Opinion Price
2017-09-29 COMMENT Gavin Graham

A survivor from the financial meltdown. European financials have done pretty well over the last year. They cut the dividend, so that should be fairly safe. It is really a question of, what do you think the outlook is for European economies. While the ECB has been very kind in helping European banks, you have to worry longer-term. If you made a gain on this, it might not be a bad idea to at least take some profits.


Price:
$5.790
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-26 TOP PICK Benj Gallander

Had paid $7.46, but it is down. They seem to be turning around and making money. Pays a nice dividend of 5.2%. Gives a nice geographic diversification. Based in Holland, but operates in over 15 countries. Huge insurance company. (Analysts’ price target is $5.60.)


Price:
$5.770
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-07 TOP PICK Lorne Steinberg

A life insurer in the US and the Netherlands. It is going to be a huge beneficiary of rising interest rates. Selling at an unbelievable cheap valuation, about half of tangible BV. Dividend yield of 5.3%. (Analysts’ price target is $5.60.)


Price:
$5.560
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-09-05 BUY on WEAKNESS David Dietze

A frustrating name. He likes financials and thinks there is promise. The bullish case is that it is trading well below BV and no one is paying any attention to it. The challenge is that it is in the insurance group which is still frustrated by low interest rates, and it is very hard to make money on their float. They have some risky assets that they are trying to spin off. Their execution has been very poor, but he thinks there is some promise.


Price:
$5.530
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-24 WEAK BUY Rick Stuchberry

He bought ING-N because they have the banking side with it.  AEG-N is a good competitor.  He is not negative about AEG-N, but found more positive things in ING-N.


Price:
$5.810
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
No
2017-08-14 TOP PICK Benj Gallander

It used to be a $50 stock.  They had been selling off assets to comply with the new Euro regulations.  They bottom line is good and they have tremendous upside.  He thinks at the end of the day they will do well.  They got bailed out by the Dutch government.  If they get in trouble again maybe the Dutch government will step in again.  They seem to be on the right path.  (Analysts’ target: $5.60).


Price:
$5.870
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-08-14 COMMENT David Fingold

He was concerned about their capital, and was right. They had to flow $1 billion down to their Dutch subsidiary. They also got special dispensation from the regulator, to allow them to treat a certain amount of their tax loss carry forward of capital, which has helped them with their capital position. The whole life insurance space has lifted along with interest rates. He is not involved in life insurance because it is driven by interest rates, and he can’t guess where rates are going to go. Has never taken this seriously as an investor because of their behaviour in treating shareholders over the last 15-20 years.


Price:
$5.870
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-06-08 PAST TOP PICK Benj Gallander

(Top Pick Jan 20/16, Down 0.9%) Because of the new regulations they sold some of their US operations.  Their recent earnings were not bad.  They keep selling and buying operations and it makes it difficult to see where they are.  His target is over $20.  It pays a lovely dividend.  He is waiting to see.  It is taking much more time than he thought it would to move upwards.


Price:
$4.930
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-06-08 TOP PICK Benj Gallander

It still has upside potential.  In 2008 the Dutch government bailed them out and so now they still want them to continue.  (Analysts’ target: $5.06).


Price:
$4.930
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-05-16 PAST TOP PICK Lorne Steinberg

(A Top Pick May 19/16. Up 7%.) This offers a 4%+ dividend. He thinks it is worth double the current share price. Trading at a huge discount to its tangible BV. The reason it has underperformed is because of housing market issues in the Netherlands. With the improvement in the European economy in general, that will be a boost for this company.


Price:
$5.020
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-04-03 PAST TOP PICK Benj Gallander

(Top Pick Jan 20/16, Down 1%) His partners doubled down.  They had a lot of problems in 2008 and had to be bailed out.  He can see it doubling or tripling.  They keep buying and selling things and he likes more stability in an organization.  He loves the dividend, though.


Price:
$5.090
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-02-09 COMMENT Jim McGovern

He would prefer ING Groep NV (ING-N), which is very cheap and trading at around Book right now. Expects rates in Europe will start to rise, and he would focus on the highest quality names.


Price:
$5.540
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2017-02-07 COMMENT Benj Gallander

A huge Dutch insurance company with huge insurance holdings in the US. Had to be bailed out in the 2008 recession. They’ve recovered their footing to some degree, but they made so many changes. They’ve bought and sold assets. A short-term/midterm catalyst could help. Interest rates going up certainly helps. He is happy to hold this. Can see it tripling from where it’s at now. Pays a dividend.


Price:
$5.520
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-12-22 TOP PICK Benj Gallander

They do insurance, pensions, and asset management.  Their stock has been hurt badly but they pay a dividend.  They sold their Ukrainian operations to move more into Brazil.  It has a lot of potential.  During the recession they were bailed out by the Dutch government and thinks they would do it again if necessary, protecting investors.


Price:
$5.540
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2016-09-22 COMMENT Benj Gallander

An insurance company out of Holland. They also own Transamerica in the US. This will do better when interest rates go up. They are doing a lot like General Electric (GE-N); all kinds of trades. They are buying into companies, selling companies. He is always wary of that kind of thing because there are so many costs involved, and figuring out where they end up is difficult to do. Has a huge yield of 7.4%, which he thinks is reasonably safe. He is happy to continue holding.


Price:
$3.740
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 31 entries
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