Aegon N.V.

AEG-N

NYSE:AEG

4.22
0.03 (0.71%)
Aegon N.V. is a multinational life insurance, pensions and asset management company headquartered in The Hague, Netherlands. At the end of 2015, Aegon companies employed approximately 31,530 people worldwide, serving millions of customers.
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Analysis and Opinions about AEG-N

Signal
Opinion
Expert
COMMENT
COMMENT
December 18, 2019
Brexit deal positive for them? Doesn't know how Brexit will effect them. 33% of their business is in the UK and half in the U.S. They've been struggling like all insurers because of low interest rates. If those rates don't rise, AEG will languish. They have enough capital, and boast reasonable total returns. Dividend is high at 7%.
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Aegon N.V. (AEG-N)
December 18, 2019
Brexit deal positive for them? Doesn't know how Brexit will effect them. 33% of their business is in the UK and half in the U.S. They've been struggling like all insurers because of low interest rates. If those rates don't rise, AEG will languish. They have enough capital, and boast reasonable total returns. Dividend is high at 7%.
HOLD
HOLD
October 23, 2019
He owns this one as he paid over $7. He still likes the wealth management and insurance businesses. Negative interest rates are impacted their profitability although he thinks it is very dangerous. Longer term he thinks rates will return. He is happy to continue holding it, but will be looking for tax loss selling in the spring.
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Aegon N.V. (AEG-N)
October 23, 2019
He owns this one as he paid over $7. He still likes the wealth management and insurance businesses. Negative interest rates are impacted their profitability although he thinks it is very dangerous. Longer term he thinks rates will return. He is happy to continue holding it, but will be looking for tax loss selling in the spring.
WEAK BUY
WEAK BUY
August 15, 2019
It is a 50% US / 50% Europe insurance company. The dividend is covered by cash flow. It is suffering with zero interest rates that are killing the entire sector. They are making money and are profitable. You will have to live through a volatile time.
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Aegon N.V. (AEG-N)
August 15, 2019
It is a 50% US / 50% Europe insurance company. The dividend is covered by cash flow. It is suffering with zero interest rates that are killing the entire sector. They are making money and are profitable. You will have to live through a volatile time.
HOLD
HOLD
April 23, 2019
Long term? A big Dutch insurer. They were too active for him, selling off division and buying new ones. Good dividend. This could return to double digits. He's happy to wait. They almost didn't survive the 2008 recession, but is doing much better now. But for now, he'll collect the dividend and see if it improves.
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Aegon N.V. (AEG-N)
April 23, 2019
Long term? A big Dutch insurer. They were too active for him, selling off division and buying new ones. Good dividend. This could return to double digits. He's happy to wait. They almost didn't survive the 2008 recession, but is doing much better now. But for now, he'll collect the dividend and see if it improves.
DON'T BUY
DON'T BUY
February 22, 2019
The Dutch mortgage market has some troubling yield issues. Refinancing will be challenged as a result. He thinks there is some upside, but it is leveraged to higher interest rates. He thinks there are better opportunities out there.
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Aegon N.V. (AEG-N)
February 22, 2019
The Dutch mortgage market has some troubling yield issues. Refinancing will be challenged as a result. He thinks there is some upside, but it is leveraged to higher interest rates. He thinks there are better opportunities out there.
PAST TOP PICK
PAST TOP PICK
February 19, 2019
(A Top Pick Jan 16/18, Down 19%) He's owned this since 2014. It reported last week: revenues and earnings were down, but increased their dividend which is fat and what's he looking for. He sees this going to $20, but that's a long way off.
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Aegon N.V. (AEG-N)
February 19, 2019
(A Top Pick Jan 16/18, Down 19%) He's owned this since 2014. It reported last week: revenues and earnings were down, but increased their dividend which is fat and what's he looking for. He sees this going to $20, but that's a long way off.
TOP PICK
TOP PICK
January 31, 2019
Dutch insurance company but 50% of their business is in the US. Selling for 6 times earnings. Very well capitalized. A flat yield curve is hurting them. Trading for 40% tangible book value. He thinks its worth at least double the current share price. (Analysts’ price target is $6.84)
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Aegon N.V. (AEG-N)
January 31, 2019
Dutch insurance company but 50% of their business is in the US. Selling for 6 times earnings. Very well capitalized. A flat yield curve is hurting them. Trading for 40% tangible book value. He thinks its worth at least double the current share price. (Analysts’ price target is $6.84)
PAST TOP PICK
PAST TOP PICK
December 24, 2018
(A Top Pick Dec 08/17, Down 24%) All his picks from a year ago have done badly. This is a huge insurance company out of Holland. It is a very big company. They pay a very nice dividend that just went up 14%. The cap ratios are better. They are selling off some things that will reduce revenues but they expect to growth them back. Dividends allow him to be stupid longer and he is happy to sit with this one. (Guest's target: $20).
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Aegon N.V. (AEG-N)
December 24, 2018
(A Top Pick Dec 08/17, Down 24%) All his picks from a year ago have done badly. This is a huge insurance company out of Holland. It is a very big company. They pay a very nice dividend that just went up 14%. The cap ratios are better. They are selling off some things that will reduce revenues but they expect to growth them back. Dividends allow him to be stupid longer and he is happy to sit with this one. (Guest's target: $20).
DON'T BUY
DON'T BUY
November 8, 2018
Relatively small insurance company. Earnings haven`t been that great.
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Aegon N.V. (AEG-N)
November 8, 2018
Relatively small insurance company. Earnings haven`t been that great.
BUY
BUY
September 11, 2018

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.

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Aegon N.V. (AEG-N)
September 11, 2018

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.

BUY
BUY
September 4, 2018

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.

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Aegon N.V. (AEG-N)
September 4, 2018

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.

PAST TOP PICK
PAST TOP PICK
August 2, 2018

(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.

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Aegon N.V. (AEG-N)
August 2, 2018

(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.

PAST TOP PICK
PAST TOP PICK
August 1, 2018

(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.

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Aegon N.V. (AEG-N)
August 1, 2018

(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.

PAST TOP PICK
PAST TOP PICK
June 21, 2018

(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.

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Aegon N.V. (AEG-N)
June 21, 2018

(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.

PAST TOP PICK
PAST TOP PICK
May 22, 2018

(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%.

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Aegon N.V. (AEG-N)
May 22, 2018

(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%.

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