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The Blackstone Group L.P. Message Board

sam_0534 241 posts  |  Last Activity: 8 hours ago Member since: Feb 8, 1998
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  • sam_0534 by sam_0534 Nov 26, 2014 10:07 AM Flag

    nice to see some action higher :) Happy Thanksgiving..

    Sentiment: Strong Buy

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    Sentiment: Strong Buy

  • Reply to

    Have to fill gap

    by jbeginning01 Oct 31, 2014 6:24 PM
    sam_0534 sam_0534 Oct 31, 2014 6:46 PM Flag

    hourly gaps are not counted as gaps... the high on 10/17 was 91.44 so it does not show as a gap on a daily can see many gaps like that in see a much bigger gap on 10/22 from high of 87.11 to next trade low of 88.14..

  • sam_0534 by sam_0534 Dec 9, 2014 10:38 AM Flag

    NEW YORK , Dec. 9, 2014 /PRNewswire/ -- Analyst Report Issued by Small Cap IR -- Kinder Morgan Incorporation (NYSE-MKT: KMI) is the largest energy infrastructure company in North America with an enterprise value of more than $125 billion. It owns an interest in or operates approximately 80,000 miles of pipelines and 180 terminals. The pipelines transport natural gas, refined petroleum products, crude oil, carbon dioxide (CO2) and more. The company also stores or handles a variety of products and materials at its terminals such as gasoline, jet fuel, ethanol, coal, petroleum coke and steel.

    The company's customers include major oil companies, energy producers and shippers, local distribution companies and businesses across many industries. In most of its businesses though, Kinder Morgan(KMI) operates like a giant toll road and receives a fee for its services, generally avoiding commodity price risk.

    The two major commodities serviced by Kinder Morgan(KMI) are oil and natural gas, respectively accounting for 34% and 54% of 2014 earnings. However, the company has been more resolute in the face of the oil sell-off. As the firm's contracts are major drivers of the stock price performance regardless of natural gas and oil price performance, its cash flows remain stable, avoiding commodity price revenue risk. Given current energy price movements, Kinder Morgan(KMI) stands out as a stable name in a world of volatility, and can provide some peace of mind in an energy-exposed portfolio.

    Sentiment: Strong Buy

  • well I am an engineer and love technical analysis..also was a stock broker with E. F. Hutton and own over 3,000 largest position...there are several MDA formats....the one I use shows these numbers..50 dma 30.76, 200 dma 31.29 and 100 dma is 31.77.....some charts do not adjust for dividends....this one does... so BX is above all I have mentioned I saw a head shoulder reversal..bottom to neckline is about 4 the measured move is from the 31 NL up 4 to 35 objective or old adjusted high..of course I thinnk it should go up more... I would buy more excpt the stocastics show overbought so not a low risk buy for me...

  • Reply to

    2015 will be the year of IPCI

    by aaa_docs Nov 26, 2014 11:39 AM
    sam_0534 sam_0534 Nov 26, 2014 11:59 AM Flag

    interesting buying on this pre holiday...someone sneaking in to buy ???

    Sentiment: Strong Buy

  • I think the new CFO is a big move and indication of things to come...stocastics in buy mood....

    Sentiment: Strong Buy

  • BX is raising 4 BILLION to take advantage of bargin prices....Few ‘Difficulties'
    Blackstone, based in New York, is raising its second energy-focused fund with a $4.5 billion target. The firm, which owns stakes in startup Vine Oil & Gas LP as well as Kosmos, is weighted more toward natural gas and electric power than oil, Schwarzman said at a financial conference this month. The price drop "has not created a lot of difficulties for us," Schwarzman, Blackstone's chief executive officer, said at the New York event.

  • Reply to

    Please Explain

    by mugnainimark Dec 22, 2014 6:00 PM
    sam_0534 sam_0534 Dec 22, 2014 6:18 PM Flag

    long time holder here...good question.. no good answer :)..year end positioning..In my opinion.. the stock market has been so strong that it scares a lot of traders, investors, etc..and they sell whatever thinking a correction is needed... I am one of them.. the strong market has fooled many... BS to me is a very undervalued stock..I am holding and of course disappointed to see action like today..but it was light volume and holiday and year end trading is often confusing.. I think the year end earnings and dividend will get us a new high.. in my opinion :)

  • NEW YORK (TheStreet) -- Blackstone Group (BX) shares are up 1% to $33.48 in early market trading on Thursday after the asset management firm was started with an "overweight" rating by analysts at Barclays earlier today.

    Analysts at Barclays believe that Blackstone is better positioned than many of its peers to excel in the asset management business.

    The firm also set a $39 price target on the company's stock, suggesting a potential 16.5% upside from the stock's current level. The stock has a 52-week low of $26.56 compared to a high of $36.08.

    Sentiment: Strong Buy

  • Blackstone Commits Up to $500 Million for Oil Drilling With Linn
    By Devin Banerjee Jan 2, 2015 8:13 AM PT 0 Comments Email Print
    * Price chart for BLACKSTONE GROUP LP/THE. Click flags for important stories.
    BX:US33.930.10 0.30%
    Three weeks after Chairman Steve Schwarzman said it’s going to be the best time in years to invest in energy, Blackstone Group LP (BX) is putting money to work.

    Blackstone’s $70 billion credit arm, GSO Capital Partners, committed as much as $500 million to fund oil and natural gas development for Linn Energy LLC (LINE), according to a statement today from the Houston-based energy producer. The company has lost almost 70 percent of its value in six months as crude prices plummeted.

    Private equity firms, while taking steps to shore up energy companies in their portfolios, are hunting for investments in oil and gas producers after Brent tumbled more than 50 percent since June. Energy presents the best opportunity for Blackstone in many years, especially for the New York-based firm’s credit unit, Schwarzman said at a Dec. 11 conference.

    “There are a lot of people who borrowed a lot of money based on higher price levels, and they’re going to need more capital,” he said at the conference in New York. “There are going to be restructurings to do. There’s going to be a fallout. It’s going to be one of the best opportunities we’ve had in many, many years.”

    Under the five-year agreement with Linn, Blackstone would fund drilling programs at locations selected by Linn for an 85 percent working interest in the wells, according to the statement. If the projects produce a 15 percent annualized return for Blackstone, its stake will drop to 5 percent.

    Oil ‘Crisis’

    The plunge in oil may usher in a new era for investing in distressed debt, according to Howard Marks, the billionaire co-founder of Oaktree Capital Group LLC. In a letter to clients last month, Marks said his Los Angeles-based firm is becoming more aggressive as companies that borrowed heavily in the low-interest rate environment now come under pressure.

    “We knew great buying opportunities wouldn’t arrive until a negative ‘igniter’ caused the tide to go out, exposing the debt’s weaknesses,” Marks wrote. “The current oil crisis is an example of something with the potential to grow into that role.”

    Linn, a master-limited partnership, is the latest producer to cut spending on expectations of lower oil and gas prices. The company said today it expects oil to average $60 a barrel in 2015, although it has hedged about 70 percent of its expected output at higher prices. Brent fell 2.4 percent to $55.98 a barrel at 10:14 a.m. in New York.

    The agreement with Blackstone, which is non-binding, is “designed to allow Linn to be an active developer of assets with growth capital,” Mark Ellis, Linn’s chief executive officer, said in the statement. “This agreement creates a dynamic alliance.”

    GSO, which Blackstone acquired in 2008, is run by Bennett Goodman, Tripp Smith and Doug Ostrover. The unit produced 9.5 percent of Blackstone’s profit in the first nine months of last year. Blackstone, the world’s largest alternative-asset manager, oversees $284 billion.

    Sentiment: Strong Buy

  • sam_0534 by sam_0534 Dec 19, 2014 11:14 AM Flag

    I thinkn this is tax lose selling going on..with no news just normal year end activity...holding 6,000 shares here and no selling....

    Sentiment: Buy

  • or 52 million shares vs 7.47% and 44 million last reprot.. Janus next big holder.. smart money is here..

    Sentiment: Strong Buy

  • Reply to

    Spike in IPCI price.....

    by samsa1 Jan 3, 2015 9:14 AM
    sam_0534 sam_0534 Jan 5, 2015 9:45 AM Flag

    what was the volume? that is important..

  • Reply to

    Filled the morning gap

    by smallmoves Oct 31, 2014 12:09 PM
    sam_0534 sam_0534 Oct 31, 2014 12:27 PM Flag

    technically the high yesterday was 93.73 so there is no gap that would show on the charts....

  • Reply to

    Todays Zack comment on MNK

    by sam_0534 Nov 12, 2014 9:59 AM
    sam_0534 sam_0534 Nov 12, 2014 11:09 AM Flag

    depends on what the shorts will do :)

    Sentiment: Buy

  • Great reading just posted from SEC filing...... the Market value on 6/30 of the 46 holdings was $31,741,748....the value now is $34,016,031 and I assume that is after BX sold several holdings :)...and SEAS market value of the 15,085,748 shares is ONLY $290 million....not much compared to the $34 BILLION..those that look at 1 holding and make a judgement is short sighted !!!!! wait till the $14 BILLION for 2 transactions settle!!!! money machine...GREAT investment and value here...

    Sentiment: Strong Buy

  • sam_0534 by sam_0534 Nov 10, 2014 11:00 AM Flag

    Mallinckrodt plc (MNK-Free Report): The company is involved in drug development, manufacturing, marketing and distribution. This includes both branded and generic specialty drugs, active pharmaceutical ingredients and agents used in diagnostic imaging. Mallinckrodt has a large generics portfolio with a focus on pain management drugs.

    Mallinckrodt currently holds a Zacks Rank #2 (Buy). It carries a P/E of 13.36x. The current year growth estimate stands at 39.6% as compared to industry growth estimate of 20.4%.

  • will be interesting to see if this market can continue up...the BX reversal pattern needs some help to break out...

  • I have mentioned that I see a head shoulder reversal pattern and BX has just moved above the neckline.. positive action... the 200 dma is 31.22 and the 50 30.87 and the 100 at 31.79.. as you can see there is a lot or stocke that traded in the 32 to 33 range...but the HSH reversal if it continues has an objective to the old high...the fundamentals support higher prices..will see...note the stocastics are in the overbought area..but can stay there..nothing is ususally perfect :)

    Sentiment: Buy

37.34+0.48(+1.30%)Jan 30 4:03 PMEST

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