Allianz SE (ADR) (NASDAQOTH:AZSEY)

CAPS Rating: 2 out of 5

The Company and its subsidiaries have global Property-Casualty insurance, Life/Health insurance, Banking and Asset Management operations.

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Member Avatar blesto (31.55) Submitted: 6/29/2012 7:45:21 PM : Outperform Start Price: $11.28 AZSEY Score: -3.76

Original outperform pick on 08/03/11
Update: http://wiki.fool.com/The_Graham_Number
Formula: Fair value=Sqrt(22.5*EPS*BV) I expanded it a little by also using EPS Normalized and Tangible BV
My current Graham Number Valuation Range for AZSEY: $15.64 to $16.72 Plus one heckuva divi yield 6.27% currently.
Figures derived from current Scottrade research data

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Member Avatar TomFoolNC (30.27) Submitted: 1/24/2012 2:18:44 PM : Outperform Start Price: $10.27 AZSEY Score: +17.67

think knocked down due to Europe and financials issues, think Ins co are diff.

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Member Avatar GoDawsGo (49.20) Submitted: 11/23/2011 10:04:14 AM : Underperform Start Price: $8.30 AZSEY Score: -38.78

loaded to the gills and levered on top of that - with crap

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Member Avatar aamenhem (42.21) Submitted: 10/16/2011 12:02:02 PM : Outperform Start Price: $9.85 AZSEY Score: +12.29

Allianz's insurance business should experience significant growth in emerging economies.

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Member Avatar jstexas (< 20) Submitted: 8/25/2009 3:51:30 PM : Outperform Start Price: $9.83 AZSEY Score: -20.68

This stock is oversold, has a p/e ratio of less than 15 and has had a significant run up in the past 6 months.

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Member Avatar 11787HOT (40.65) Submitted: 8/13/2009 5:03:02 PM : Outperform Start Price: $10.07 AZSEY Score: -21.69

Its a great comp. So many products to choose from.
they have a big familly of funds plus insurance products as well.One stop shopping.
We own both. They gave us $ 3,000 each to open an Ira account. We are garanteed a set figure even if the
Value of the funds you chose go down . As long as you keep them the first 5 yrs.from purchase date.

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Member Avatar TheBigLab (62.94) Submitted: 7/22/2009 8:27:01 PM : Outperform Start Price: $8.90 AZSEY Score: -11.76

Begging for attention. Slapped around for good reason, now has come to it's senses. They took the hit all at once and are still standing.

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Member Avatar HARTLESS63 (93.52) Submitted: 7/22/2009 11:24:07 AM : Outperform Start Price: $8.96 AZSEY Score: -12.49

fool pick, low ratios

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Member Avatar Catt99 (71.62) Submitted: 2/11/2009 12:23:44 AM : Outperform Start Price: $7.70 AZSEY Score: +3.38

Insurance powerhouse that I believe was unfairly beaten down in the financials meltdown in late 2008, particularly with its business mix; wildcard is its investmnet side activities, of course, but I believe it might be inappropriately tarred with financials in this environment. Undervalued but volatile position. Don't particularly like the annual dividend structure, but also believes an opportunity for shorter term posiitons in the first few months of the calendar year. Long term value play for me.

Disclosure: Real money long position.

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Member Avatar eric787 (77.93) Submitted: 11/28/2008 12:20:30 PM : Outperform Start Price: $7.19 AZSEY Score: +13.71

It hits the "bottom" and Obama is a good thing.

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Member Avatar OffenesAuge (43.75) Submitted: 11/5/2008 8:15:09 AM : Outperform Start Price: $8.04 AZSEY Score: +11.12

This company is beaten to strongly with the financial crisis. A shoulder-head-shoulder formation was built based on the chart in EUR. The shoulder line was broken in a dramtic way. There is a potential lift up to around 110 EUR.

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Member Avatar 7iles (< 20) Submitted: 10/9/2008 8:53:40 PM : Outperform Start Price: $8.28 AZSEY Score: -22.54


HUGE insurance company beaten down in the last week for no other reason than general panic.

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Member Avatar BLPriceBook (43.74) Submitted: 10/3/2008 4:42:26 PM : Outperform Start Price: $11.30 AZSEY Score: -33.44

Mechanical Strategy: Every year (1) Take the 500 biggest stocks in the caps database (in terms of market cap) - (2) Pick those ten stocks with positive earnings whose price/book values are closest to 1.

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Member Avatar miltfried (< 20) Submitted: 9/1/2008 1:35:57 AM : Outperform Start Price: $14.83 AZSEY Score: -37.25

Plus the Fundamentals, they have finally offloaded their unprofitable banking arm ,Dresdner Bank.

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Member Avatar SteelDog (68.99) Submitted: 5/17/2008 3:35:25 PM : Outperform Start Price: $16.85 AZSEY Score: -38.07

low PE, constant growth, nice dividend - can't miss; With more than 100 years of writing insurance in
Europe, Allianz is a well-known and trusted brand.
European governments are likely to privatize retirement
savings, and Allianz is positioned to win a share of this
business.
Allianz bought out the minority interest of its Italian
subsidiary (RAS), which gives it more exposure to the
Italian market, its second-largest.

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Member Avatar SESAMEnow (95.82) Submitted: 12/29/2007 6:29:05 PM : Outperform Start Price: $18.07 AZSEY Score: -41.33

Looks like a good investiment considering current market volitility.

Disclosure: I own no shares of this stock.

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Member Avatar sunymathprof (< 20) Submitted: 12/28/2007 9:57:09 PM : Outperform Start Price: $18.07 AZSEY Score: -41.33

Well run business, expanding to Russia, good financials...
Also growing in South America. Almost no exposure to the US subprime issues. More in cash than debt and P/E of 4.3. Ken Fisher recommended.

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Member Avatar eduelist (< 20) Submitted: 8/29/2007 8:48:26 PM : Outperform Start Price: $17.53 AZSEY Score: -41.39

New 3Q will be coming out on November 8.

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Member Avatar alamobull (< 20) Submitted: 4/10/2007 8:52:58 AM : Outperform Start Price: $17.30 AZSEY Score: -41.79

German financial svcs firm...growth in central and eastern europe...profits denominated in euros...positive exchange rate with $$...potential larger dividend payout...restructuring core business...involved in worlwide growth in central and eastern europe, india and china.

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Member Avatar NetscribeInsuran (36.59) Submitted: 3/12/2007 6:34:39 AM : Outperform Start Price: $16.88 AZSEY Score: -43.77

Allianz SE is one of the leading global financial services providers with interest ranging from insurance, banking to asset management.

Total revenues for the Allianz group in the year 2006 had risen to 101.1 billion euros with net income increasing 60% to 7 billion euros. Property and Casualty insurance finished on a positive note owing to its robust underwriting practices, less natural disasters and claims ratio improving. Despite unfavorable market conditions, the asset management business had performed well and achieved the target cost to income ratio of less than 80%

The foundation for banking business is strong in Europe and about one-third of the premium come from the region. Dresdner bank has got its one-millionth new clients from the insurance business and still seems to have a huge potential in the middle. Cross selling would be the future growth driver and is portraying itself as an integrated financial services provider.

The management has been allocating capital wisely and its decision to present life insurance results on Market Consistent Embedded Values (MCEV) basis rather than on a European Embedded Value (EEV) basis would help it post better profits than European Embedded Value method.

With the addition of Brazil, the BRIC countries remain a strategic growth market. Endorsing the same, Russian life insurance market is expected to be around 250 million Euros and India finished as the largest private insurer with 400,000 customers additions per month. In China, they are restricted to just life insurance in 4 provinces with a population of 208 million to serve. However they have positioned themselves well to capture the market when property and credit insurance are opened to foreign players

It has set to an ambitious target of 10% growth in operating profit till 2009 with growth targets for its individual business segments. Moreover the company believes in improving margins to achieve the same and all set for a double digit growth.

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