Aegon N.V.

AEG-N

NYSE:AEG

2.78
0.02 (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.
More at Wikipedia

Analysis and Opinions about AEG-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 7, 2017

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.)

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
September 7, 2017

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.)

BUY WEAKNESS
BUY WEAKNESS
September 5, 2017

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.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
September 5, 2017

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.

WEAK BUY
WEAK BUY
August 24, 2017

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.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
August 24, 2017

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.

TOP PICK
TOP PICK
August 14, 2017

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).

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
August 14, 2017

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).

COMMENT
COMMENT
August 14, 2017

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.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
August 14, 2017

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.

PAST TOP PICK
PAST TOP PICK
June 8, 2017

(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.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
June 8, 2017

(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.

TOP PICK
TOP PICK
June 8, 2017

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).

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
June 8, 2017

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).

PAST TOP PICK
PAST TOP PICK
May 16, 2017

(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.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
May 16, 2017

(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.

PAST TOP PICK
PAST TOP PICK
April 3, 2017

(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.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
April 3, 2017

(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.

COMMENT
COMMENT
February 9, 2017

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.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
February 9, 2017

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.

COMMENT
COMMENT
February 7, 2017

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.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
February 7, 2017

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.

TOP PICK
TOP PICK
December 22, 2016

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.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
December 22, 2016

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.

COMMENT
COMMENT
September 22, 2016

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.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
September 22, 2016

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.

COMMENT
COMMENT
September 19, 2016

A life insurance company that is incorporated in Holland. Their product lines are primarily protection and variable annuities. It is important to have a positive view on equity markets to make an investment in a company that is selling any form of investment funds. No life insurance company in the world can survive forever if interest rates continue to fall. This company has a very strong dividend yield, but is it covered if interest rates do not rise? This is not clear to him. 7.81% dividend yield.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
September 19, 2016

A life insurance company that is incorporated in Holland. Their product lines are primarily protection and variable annuities. It is important to have a positive view on equity markets to make an investment in a company that is selling any form of investment funds. No life insurance company in the world can survive forever if interest rates continue to fall. This company has a very strong dividend yield, but is it covered if interest rates do not rise? This is not clear to him. 7.81% dividend yield.

SELL
SELL
September 15, 2016

An insurance company which is having a tough time because of low interest rates. He sees no reason to buy these stocks as the low interest rates are going to continue, especially in Europe. If you own, he would look to place your money someplace else.

Show full opinionHide full opinion
Aegon N.V. (AEG-N)
September 15, 2016

An insurance company which is having a tough time because of low interest rates. He sees no reason to buy these stocks as the low interest rates are going to continue, especially in Europe. If you own, he would look to place your money someplace else.

Showing 31 to 45 of 59 entries