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Apollo Global Management, LLC Message Board

kkpatel1924 7 posts  |  Last Activity: Mar 9, 2013 10:47 PM Member since: Jun 24, 2012
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  • Reply to

    Q4 Earnings and Dividend

    by iamasimpleguy6180 Feb 8, 2013 7:12 AM
    kkpatel1924 kkpatel1924 Mar 9, 2013 10:47 PM Flag

    The dividends are very confusing since they are erratic and based on their internal earnings, which comes from asset sales, and income from assets held. So, during any given quarter, one will be better than another.

    From various sites, I am picking up that KKR has better dividend yield at the March-2013 prices (when I am writing this note) than APO, but again this takes into account past dividends, which is not indicative of future dividends in this sort of an enterprise business (based on valuation and income from financial asset investments).

    KKP

    Sentiment: Buy

  • Reply to

    When APO hits $20

    by tunerads Feb 21, 2013 5:11 PM
    kkpatel1924 kkpatel1924 Mar 9, 2013 10:44 PM Flag

    I am not sure that you will get a convincing message to buy one over another. It might be best to divide the money and get into more than 1. I am doing some comparisons of fundamentals and charts at the current prices, and one of them is NOT jumping out at me. Of course, things are at a new high (or close to it), but even the fundamentals are telling a mixed story. From a news standpoint it seems that KKR has a long time history and a good diversified portfolio, but APO has some other fundas that are better. So not sure if one pick is better than another (IMHO).

    Kenny

    Sentiment: Strong Buy

  • Reply to

    Citi raises price to $22 from $20 on KKR

    by lawstuff22 Feb 6, 2013 7:17 AM
    kkpatel1924 kkpatel1924 Mar 8, 2013 6:33 PM Flag

    1. See the institutional holding......Really Low.
    2. See the dividend increases......Really High.
    3. See the deals that they are making (and going to make).......Good ones (not 100%)
    4. Finally, the entry way into LATAM, China and India is going to be the Kicker!

    Buy in DCA (dollar cost averaging) mode and hold on for the ride. And, while we take the ride, we get paid handsomely. Great alternative to bonds and debt holdings. Of course, with a market correction in the summer, this stock will go down too, but that is when you add more to your holdings.

    I am no guru or forecaster, but putting my hard earned money with this writeup.

    Kenny

    Sentiment: Buy

  • kkpatel1924 kkpatel1924 Jul 10, 2012 3:00 PM Flag

    We are in for trying times like you say, but it is not unfolding as fast as you wish. I am sure you 'portfolio' is telling you that from the returns that you are NOT getting. I am sure that if you are a trader along with holding short positions for a while, then you might have some good returns.

    Armageddon has been ONLY written about in massive amounts, and it will happen, but it will happen slowly, and in phases. It is almost like getting cancer, but not knowing it when you are at Phase (negative) 5. Of course, in my example, one dies at Phase +5.

    Unless the US does something massive, we are in for the rough times, but rough times translate to GGN being up, and NOT down. So, shorting and talking about short-GGN position making money, and in the same breathe talking about US is down and out, is a dichotomy.

    Kenny

  • kkpatel1924 kkpatel1924 Jul 10, 2012 2:55 PM Flag

    Borrowing more money with fiat currency makes a lot of people nervous, and it reminds them of our USD being a fiat currency. Hence QE3 (printing and handing out money) is linked to increase in gold prices, and hence increase in GGN.

    QE3 might not happen since the new cool term of Operation Twist has been extended, and that is what is doing the magic of QE3 under the title of QE2. Maybe there is a real QE3 coming, and if they bring it, I think it will come in 2013. There is no reason for them to bring it since they (politicians) have already fooled the majority in thinking we are IN RECOVERY MODE with 48% being the latest number that hit Poverty levels to get money from Govt!!!!!! Unreal. Absolutely a Blinding Light in the eyes of the consumer.

    Kenny

  • Reply to

    GGN and why its headed up soon

    by bull_no_bear Jun 28, 2012 9:15 PM
    kkpatel1924 kkpatel1924 Jul 10, 2012 2:49 PM Flag

    What one has to be careful about is the fact that they will spew off dividends by returning your capital. At that point the NAV goes down, the premium/discount changes and the Closed End Fund market price deteriorates.

    The good news here is that it is not doing much of that (except 2008), and hence 13c out of 14c is really income from their activities which is what we expect our fund manager to do.

    I am going to start buying this in a VCA (value cost avg) mode so that I get a good average price for the bulk purchase that I am going to make.

    Remember the Fiscal Cliff is postponed to Jan'2013 and the max debt level increased to 16.2T, so there is a LOT of room for the govt to borrow and spend our money.

    Kenny

  • Guys, here we go again.......We have some serious marketing from one of the pumper and dumpers out there (YET AGAIN), so do not get carried away, or actually if you can find the shares, short it against the temporary spike of buying that will happen from Mon to Wed.

    Normally, even after a few days, this recommendor probably sells his thousands of shares, when in reality he convinced everyone to buy it since he bought over x thousands of shares.

    I am always putting this warning out since the underlying fundamentals with Silver or Gold or XAU or the Gold Stock Index is just not there with us investors. Until that is the case, all this will be a CLASSIC PUMP AND DUMP.

    Kenny

APO
22.65-0.29(-1.26%)Sep 19 4:00 PMEDT

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