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.
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Analysis and Opinions about AEG-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 5, 2016

He has done very badly on this. Paid about double for it, but is sticking with it. They have been hit recently by a couple of things. 1) Brexit. Although it is a huge Dutch company, they own Transamerica in the US, as well as many other companies. They sold part of their operations in Britain, but they still operate there. 2) They are also getting hit by low interest rates. Likes management. In 2008, they had to be bailed out by the Dutch government. Thinks it has a lot of upside.

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Aegon N.V. (AEG-N)
August 5, 2016

He has done very badly on this. Paid about double for it, but is sticking with it. They have been hit recently by a couple of things. 1) Brexit. Although it is a huge Dutch company, they own Transamerica in the US, as well as many other companies. They sold part of their operations in Britain, but they still operate there. 2) They are also getting hit by low interest rates. Likes management. In 2008, they had to be bailed out by the Dutch government. Thinks it has a lot of upside.

DON'T BUY
DON'T BUY
July 7, 2016

Not crazy about products. He likes stocks. The problem with products is that you don’t really know what is in there all the time. Stocks that pay dividends and raise dividends are the place to be in this market. The 10 year Canada bond is paying about 1%, and the 10 year US bond is paying under 1.4%, and doesn’t look like it is going change anytime soon. If looking for income, you have to look at the stock market. Procter & Gamble (PG-N) is a dividend aristocrat, upping their dividend every year for 50 years or more. Companies like this and Johnson & Johnson (JNJ-N) are going to do better for you than the bond market.

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Aegon N.V. (AEG-N)
July 7, 2016

Not crazy about products. He likes stocks. The problem with products is that you don’t really know what is in there all the time. Stocks that pay dividends and raise dividends are the place to be in this market. The 10 year Canada bond is paying about 1%, and the 10 year US bond is paying under 1.4%, and doesn’t look like it is going change anytime soon. If looking for income, you have to look at the stock market. Procter & Gamble (PG-N) is a dividend aristocrat, upping their dividend every year for 50 years or more. Companies like this and Johnson & Johnson (JNJ-N) are going to do better for you than the bond market.

TOP PICK
TOP PICK
May 19, 2016

70% discount to tangible book value. 6% dividend which they got permission to raise and to buy back shares of. They are painted by the brush for the US financials. It has very significant upside over the next couple of years.

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Aegon N.V. (AEG-N)
May 19, 2016

70% discount to tangible book value. 6% dividend which they got permission to raise and to buy back shares of. They are painted by the brush for the US financials. It has very significant upside over the next couple of years.

TOP PICK
TOP PICK
April 20, 2016

A big insurer out of the Netherlands, with about $40 billion in revenues. It almost went under during the recession and the Dutch government bailed them out. They are international. They own Transamerica Insurance in the US. They are also into pension and wealth management. Thinks the euro is going to come back to some degree and there will be some movement upwards. Looking for this to go up above $20. Dividend yield of 4.89%.

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Aegon N.V. (AEG-N)
April 20, 2016

A big insurer out of the Netherlands, with about $40 billion in revenues. It almost went under during the recession and the Dutch government bailed them out. They are international. They own Transamerica Insurance in the US. They are also into pension and wealth management. Thinks the euro is going to come back to some degree and there will be some movement upwards. Looking for this to go up above $20. Dividend yield of 4.89%.

TOP PICK
TOP PICK
January 20, 2016

Dutch based financial services. Had to be bailed out by the Dutch government during the recession, but have since come back. Regulators have just allowed them to increase their dividends by 9%. They can also buy back €400 million in shares. Have some operations in the US. He can see this going up to around $20 from here. Well-run company. Also, likes the euro which could go up against the US$, which he feels is overvalued.

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Aegon N.V. (AEG-N)
January 20, 2016

Dutch based financial services. Had to be bailed out by the Dutch government during the recession, but have since come back. Regulators have just allowed them to increase their dividends by 9%. They can also buy back €400 million in shares. Have some operations in the US. He can see this going up to around $20 from here. Well-run company. Also, likes the euro which could go up against the US$, which he feels is overvalued.

BUY
BUY
October 5, 2015

Dutch insurance company with a lot of business in North America. Trading for half of its breakup value. The company is solidly capitalized. You get a cheap valuation and great dividend yield. There is huge upside and minimal downside.

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Aegon N.V. (AEG-N)
October 5, 2015

Dutch insurance company with a lot of business in North America. Trading for half of its breakup value. The company is solidly capitalized. You get a cheap valuation and great dividend yield. There is huge upside and minimal downside.

HOLD
HOLD
September 18, 2015

Had to be bailed out in the recession by the Dutch bank. He still likes the company. Pays a nice dividend. They are not just in Europe; they also have Transamerican US, which is a big part of their operation. What he is going to have to think about on this is doubling down. He doesn’t have a problem averaging down in a stock, but after he buys a stock, he waits at least 6 months before he does it. He likes to feel really solidly that the company has a good future. This is still one of his favourites.

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Aegon N.V. (AEG-N)
September 18, 2015

Had to be bailed out in the recession by the Dutch bank. He still likes the company. Pays a nice dividend. They are not just in Europe; they also have Transamerican US, which is a big part of their operation. What he is going to have to think about on this is doubling down. He doesn’t have a problem averaging down in a stock, but after he buys a stock, he waits at least 6 months before he does it. He likes to feel really solidly that the company has a good future. This is still one of his favourites.

TOP PICK
TOP PICK
July 17, 2015

A huge insurer out of Holland. They had to be bailed out by the government in the recession. Seem to be recovering nicely. Pays a nice dividend of 3.46%. This is also a play on the US, because they own Transamerica in the United States. With this play he gets Europe and the US. His target price is better than $20.

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Aegon N.V. (AEG-N)
July 17, 2015

A huge insurer out of Holland. They had to be bailed out by the government in the recession. Seem to be recovering nicely. Pays a nice dividend of 3.46%. This is also a play on the US, because they own Transamerica in the United States. With this play he gets Europe and the US. His target price is better than $20.

DON'T BUY
DON'T BUY
June 24, 2015

A large Dutch insurer. Like many insurers, business has been hurt by persistently low insurance rates. European interest rates are going to rise sometime over the next 5 years, but he doesn’t expect this to be material. He would be cautious on this one.

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Aegon N.V. (AEG-N)
June 24, 2015

A large Dutch insurer. Like many insurers, business has been hurt by persistently low insurance rates. European interest rates are going to rise sometime over the next 5 years, but he doesn’t expect this to be material. He would be cautious on this one.

COMMENT
COMMENT
June 2, 2015

One of the cheapest major insurance companies anywhere with huge upside. Most countries have a tax treaty with Canada, which reduces the withholding tax, so this is one of the things you face owning a foreign company.

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Aegon N.V. (AEG-N)
June 2, 2015

One of the cheapest major insurance companies anywhere with huge upside. Most countries have a tax treaty with Canada, which reduces the withholding tax, so this is one of the things you face owning a foreign company.

TOP PICK
TOP PICK
February 12, 2015

Has a good chunk of insurance business. Trading at a steep discount to tangible book value. Double digit earnings growth. Dividend in the 4% range. It remains an extremely cheap company.

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Aegon N.V. (AEG-N)
February 12, 2015

Has a good chunk of insurance business. Trading at a steep discount to tangible book value. Double digit earnings growth. Dividend in the 4% range. It remains an extremely cheap company.

COMMENT
COMMENT
November 4, 2014

Considers this as a deep value investment, and it has done well. An insurance company with significant assets in the US as well. They suffered a little because of the Dutch housing market which has not recovered yet. However, the worst is over for them and is selling at a discount to BV. Very good upside to this. 3.6% dividend yield.

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Aegon N.V. (AEG-N)
November 4, 2014

Considers this as a deep value investment, and it has done well. An insurance company with significant assets in the US as well. They suffered a little because of the Dutch housing market which has not recovered yet. However, the worst is over for them and is selling at a discount to BV. Very good upside to this. 3.6% dividend yield.

PAST TOP PICK
PAST TOP PICK
August 18, 2014

(A Top Pick July 2/13. Up 17.36%.) Selling for 35% discount to tangible book value. Dividend increases are underway. They will be a beneficiary of European recovery. Offers significant upside and his target is at about $14 per share.

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Aegon N.V. (AEG-N)
August 18, 2014

(A Top Pick July 2/13. Up 17.36%.) Selling for 35% discount to tangible book value. Dividend increases are underway. They will be a beneficiary of European recovery. Offers significant upside and his target is at about $14 per share.

TOP PICK
TOP PICK
July 2, 2013

Dutch company trading on New York but half of company is in US. European lifeco. Getting punished along with the other European financials. Trading at half tangible book value. Dividend yield over 4%, less than 10 times earnings, double digit earnings growth. Huge upside.

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Aegon N.V. (AEG-N)
July 2, 2013

Dutch company trading on New York but half of company is in US. European lifeco. Getting punished along with the other European financials. Trading at half tangible book value. Dividend yield over 4%, less than 10 times earnings, double digit earnings growth. Huge upside.

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