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Apollo Global Management, LLC Message Board

iamasimpleguy6180 6 posts  |  Last Activity: Apr 11, 2014 4:07 PM Member since: Jan 30, 2013
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  • Reply to

    30

    by ehpb1 Apr 11, 2014 1:17 PM
    iamasimpleguy6180 iamasimpleguy6180 Apr 11, 2014 4:07 PM Flag

    Can't really look at the DOW in isolation and certainly not as a risk barometer for the ALTS. Look at BIOTECH, TECH and FINANCIALS. They have all been smoked. The stock closed very strong today so I suspect we are close to a real solid bottom. A 50% reversal of the 19 point sun-up is not all uncommon. I know it doesn't make anyone feel better who got into it late (30+) but for investors who owe this in the mid-high teens are looking at a dividend return of 14%. So I think you will see a recovery into the low 30's again and then a 6 month consolidation before it retests its highs of 36 and change. PE firms are more diversified than ever before so look at the traditional managers as something they will eventually resemble. The traditionals are trading at 1-2x the Alts.

    Sentiment: Buy

  • Reply to

    30

    by ehpb1 Apr 11, 2014 1:17 PM
    iamasimpleguy6180 iamasimpleguy6180 Apr 11, 2014 2:11 PM Flag

    The entire market is a real mess. Remember that this stock ran up from the high teens to mid 30s over a very short period of time so it had to correct and set up for its next move higher. The dividend projections on this remain in the 2.40-2.60 range for this and next year so it presents a great yield play. I remain convinced that over the long-tem, this stock can give investors a mid-teens total return. At these levels, I would slowly add to exiting positions, especially if you entry was above 30. Good luck to all!

    Sentiment: Buy

  • iamasimpleguy6180 by iamasimpleguy6180 Mar 20, 2014 5:23 PM Flag

    Interesting move to watch. APO President has done a nice job taking the company public and guiding it toward greater growth and dividend stability. The founders are PE guys so if I had to guess I would say that they might not be too pleased with the growth in company expenses. Not sure if Spilker was an operator or investor type so hard to say. If it is along the lines of what I am speculating upon then it is bullish for the company.

    Sentiment: Buy

  • Reply to

    Dividend equals=

    by keimosaabe Feb 7, 2014 8:02 AM
    iamasimpleguy6180 iamasimpleguy6180 Feb 11, 2014 11:44 PM Flag

    I am a fan of the company yet don't see the drivers for a 4.50 dividend in 2014. Can you share your thoughts on what gets you to the 4.50? I see more like 2.90, still a very attractive yield with upside in the stock.

  • Reply to

    Dividend equals=

    by keimosaabe Feb 7, 2014 8:02 AM
    iamasimpleguy6180 iamasimpleguy6180 Feb 7, 2014 8:19 AM Flag

    Fully agree. This stock and the entire alternative management sector is not well understood by investors. While dividends can be lumpy because of the realization cycle their standard dividend of .15 per share is driven by management fees. With 163bn of assets, this number will grow. The investment professionals in this company have a proven track record so this is a stock to own. Good luck.

    Sentiment: Buy

  • iamasimpleguy6180 by iamasimpleguy6180 Jan 24, 2014 2:45 PM Flag

    I would add positions starting at this level. It may come in more and test 28-30 but seems to have good support around 32. Earnings are coming out in two weeks. They should be paying a dividend of around 60 cents per share.

    Sentiment: Buy

APO
28.17+0.75(+2.74%)Apr 16 4:05 PMEDT

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