Allianz is a slow growing company, but has been able to grow its income and revenue about 8% and 6%. The property and casualty business and the life health insurance line are where they earn their money. And what I really like about, right, there are six month earnings per share is 11.0.40. Guess what the annual dividend is? 11.00.40. So pretty much a safe dividend, in my opinion, you can get it for 5.2% yield here. Also I think around the fair price, around 2019. But if you also don't have some alley-ons and you want to have some Alley-ons, expect really slow growth as
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!