Economic Outlook - The current economic environment is raising recession alarms, reminiscent of the 2007 downturn, with indicators turning negative despite seemingly solid fundamentals [1] - A shift towards stable and profitable investments is recommended, including a balanced portfolio of treasury bonds and selected dividend stocks [1] Company Highlights Western Midstream Partners (WES) - Western Midstream Partners reported Q1 2024 earnings per share of $1.47, exceeding estimates by $0.68, with revenue growing 20.9% year-over-year to $887.73 million [1] - The company generated record free cash flow of $225 million in Q1 and currently offers a 9.3% dividend yield after a 52% increase in payout [1] Allianz (ALIZY) - Allianz SE's operating profit grew 6.8% to €4 billion in Q1, with net income rising 16%, and the stock is trading $5 above pre-pandemic levels [2] - The company has a 5.6% dividend yield, which is well-covered by earnings, making it an attractive option for dividend investors [3] HSBC Holdings (HSBC) - HSBC reported strong profits in Q2 2024, beating market expectations and initiating a $3 billion share buyback program, with a dividend yield of 7.5% [4] - The bank's robust margins provide a buffer against economic downturns, although concerns exist regarding its exposure to the Hong Kong commercial real estate market [4] Energy Transfer (ET) - Energy Transfer's Q1 results exceeded revenue expectations, with a strong performance across most segments, and it offers an 8.3% dividend yield [5][6] - Analysts have a "strong buy" consensus rating for ET, despite a slight miss in Q1 EPS estimates [6] Deutsche Telekom (DTEGY) - Deutsche Telekom's Q1 2024 service revenue grew 4.1% organically, with adjusted EBITDA increasing 6.9% year-over-year [7] - The stock has gained 26% over the past year and offers a 3.1% dividend yield, making it a reliable dividend payer [7] Axa SA (AXAHY) - Axa SA's Q1 revenues increased by 6%, and the company has made strategic moves, including a €5.4 billion sale and a €500 million acquisition [8] - The stock offers a 6.2% dividend yield and has seen a 12% increase over the past year, supported by a stable life insurance business [8] Canadian Imperial Bank of Commerce (CM) - Canadian Imperial Bank of Commerce has shown resilience in the challenging economic environment, with a 5.4% dividend yield [9] - The bank has seen sequential improvement in impaired PCLs in its Canadian personal and business banking segment, indicating stability [9]

Core Insights - The article emphasizes the importance of Zacks' ranking system, which focuses on earnings estimates and revisions to identify winning stocks, while also considering trends in value, growth, and momentum [1][2] Company Analysis - Allianz (ALIZY) is highlighted as a strong value investment opportunity, currently holding a Zacks Rank of 2 (Buy) and a Value grade of A [6] - ALIZY's P/B ratio is reported at 1.73, which is lower than the industry average of 2.23, indicating potential undervaluation [3][4] - The company's P/S ratio stands at 0.63, compared to the industry's average of 0.97, further supporting the notion that ALIZY is undervalued [7] Investment Strategy - Value investing is described as a strategy aimed at identifying companies undervalued by the market, utilizing fundamental analysis and traditional valuation metrics [5]

Allianz SE (OTCPK:ALIZF) Q1 2024 Earnings Conference Call May 15, 2024 8:30 AM ET Company Participants Andrew Ritchie - Head of IR Claire-Marie Coste-Lepoutre - CFO Conference Call Participants Andrew Sinclair - Bank of America Peter Eliot - Kepler Cheuvreux Will Hardcastle - UBS Michael Huttner - Berenberg Will Hawkins - KBW James Shuck - Citi Vinit Malhotra - Mediobanca Andrew Crean - Autonomous Iain Pearce - BNP Exane Andrew Ritchie Ladies and gentlemen, welcome to the Allianz Conference Call on the Alli ...

Investors looking for stocks in the Insurance - Multi line sector might want to consider either Allianz SE (ALIZY) or Zurich Insurance Group Ltd. (ZURVY) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and es ...

According to a recent Bloomberg article, annuity sales in the U.S. could hit $700 billion over the next two years. In 2023, they hit a record of $385 billion, 23% higher than in 2022. That’s excellent news for annuity stocks. Bloomberg reported comments from Torsten Slok, chief economist at Apollo Global Management:“Key drivers for credit demand at the moment are retail and pensions seeking higher all-in yields, and annuity sales driven by more baby boomers retiring and by a higher level of interest rates g ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks.Zacks has developed the innov ...

Allianz SE (OTCPK:ALIZF) Q3 2023 Earnings Conference Call November 10, 2023 8:30 AM ET Company Participants Oliver Schmidt - Head of Investor Relations Giulio Terzariol - Chief Financial Officer Claire-Marie Coste-Lepoutre - CFO elect Conference Call Participants Andrew Ritchie - Autonomous Research Peter Eliot - Kepler Cheuvreux Andrew Sinclair - Bank of America William Hawkins - KBW Ashik Musaddi - Morgan Stanley Vinit Malhotra - Mediobanca Iain Pearce - Exane BNP Paribas Michael Huttner - Berenberg Olive ...

© Allianz 2023 Group financial results 2023 Allianz Investor Relations App Apple App Store Google Play Store Munich November 10, 2023 Content/topics Allianz (1) Group financial results 3Q 2023 Glossary Disclaimer Note: The financial results are based on the new IFRS 9 (Financial Instruments) and IFRS 17 (Insurance Contracts) accounting standards, which have been adopted as of 1 January 2023. Comparative periods have been adjusted to reflect the application of these new accounting standards. GROUP FINANCIAL ...

Allianz SE (OTCPK:ALIZF) Q2 2023 Earnings Conference Call August 10, 2023 8:30 AM ET Company Participants Oliver Schmidt - Head of Investor Relations Giulio Terzariol - Chief Financial Officer Conference Call Participants Andrew Sinclair - Bank of America Peter Eliot - Kepler Cheuvreux Andrew Ritchie - Autonomous Research Michael Huttner - Berenberg Vinit Malhotra - Mediobanca William Hawkins - KBW Thomas Fossard - HSBC Ashik Musaddi - Morgan Stanley Oliver Schmidt Good afternoon, everybody, and welcome to ...