Aegon N.V. (AEG)

They've restructured. The fast money that's been flowing into the U.S. has been expecting U.S. interest rates to rise, and Europe should follow that. But Europe will likelly lag the U.S. a bit, like six months. Interest rates will be good for financials including Aegon. It's a good company. The Dutch market is a good one. Wait and see. He sees upside.

This is a large European insurance company with large US operations. It has a healthy dividend that is well-covered by its cash flow. They are suffering from the flat yield curve but they are the cheapest among the major global insurers. Trades at half of tangible book value. The company has survived through bad times, it operates conservatively and he sees it as having significant upside potential. His target valuation is double the current share price.

(A Top Pick Sep 26/17, Up 12%) They are very, very diversified. They were doing a lot of trading of companies but that has largely stopped. With interest rates going up this is a good time for the stock to go up. It could triple if they start making good money on the bottom line.

(A Top Pick September 7/17 Up 21%) This remains one of their cheapest holdings – trading at half of tangible book value. He thinks there still lots of runway. The insurance side will benefit from higher interest yields.

(A Top Pick Aug. 14/17, Up 8%) It had moved up a lot further at one time. They pay a lovely dividend. They operate in numerous companies. He does not like that they had been buying numerous companies but this had slowed recently. It could potentially be a triple. Hopefully it has just started to get going.

(A Top Pick June 8, 2017. Up 44%). This seems to be gaining momentum. They were doing too much trading (selling one division, adding another). They pay a nice dividend. Now that it has moved up over $5, institutions can more easily buy it. He thinks its momentum might continue over the next year, rising perhaps 40%.

(A Top Pick Sep. 7/17, Up 26%) It remains incredibly cheap, about half tangible book value. He is still buying it. It is benefitting from a European recovery.

A diversified financial services company. Low interest rates in Europe make it even tougher for this sector to be successful. It has never really recovered from the 2008 down turn and it trades below book value, he believes. One of the problems is distinguishing themselves in a competitive market. This is an acceptable investment, but not a stand out.

Should I add on to my position? He rarely ever resets a target price and never averages up on a stock. He may sometimes average down, however. He likes how this is catching momentum and it pays a nice dividend. He thinks it could do a triple from this level, but has not time frame.

(A Top Pick June 8, 2017. Up 42.64%). This is a Dutch conglomerate. He thinks it’s catching a wave now, paying a nice dividend. It used to sell for $20 and might move up to there again.

Do you think there could be a dividend increase? He tends to stay away from life insurance companies as there is no means to increase pricing power on protection. Regulation is making this sector less profitable. Rising interests are a risk to the future obligations they have. He focuses on banking instead that truly profit on rising rates.

A big company in wealth management and insurance, based in Holland. It seems to be undergoing a turnaround and is gaining some momentum. They are in many countries and has a big operation in the US. Dividend yield of 4.3%. (Analysts' price target is $6.45.)