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Apollo Global Management, LLC Message Board

stage3time 30 posts  |  Last Activity: Nov 24, 2015 2:27 PM Member since: May 8, 2013
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  • I don't see a reason for this kind of a selloff today. Over 7%? I think Biglari is giving up and moving on. He has a huge stake here. I remember reading back in February already that he had a filing to sell 1/3 of his holdings. Could he be completely selling? Any thoughts?

    Sentiment: Hold

  • Reply to

    I knew that patience would pay off

    by blueosyster Oct 23, 2015 1:28 AM
    stage3time stage3time Nov 23, 2015 11:47 AM Flag

    Credit Suisse just told you with their new report and $76 target. Gain plus dividends plus I sleep well at night. Enjoy.

  • Come on, I thought things were going to change?!? One cent a year for the owners is not going to satisfy anymore.

    Sentiment: Hold

  • I recall something about 7%?

  • Reply to

    KRFT May close NY Plants

    by jpg848 Oct 30, 2015 12:51 PM
    stage3time stage3time Nov 4, 2015 8:58 AM Flag

    Article says 3 plants will close in upstate NY, Avon, Walton, and Campbell, 930 employees. Where are you taxed more than in the tri state? Decent paying jobs will keep moving out of that socialist disaster area. Vote socialist, lose your job. Good. Long overdue. That is positive progress on the part of this company. I still want to see if Buffet will share these gains with the owners, the shareholders. He has never paid a dividend on Berkshire. A completely wrong way to run a company. As Kevin O'leary says, never invest in a company where management will not share the profits with owners. Shares without dividends are a speculation, not an investment.

    Sentiment: Hold

  • Reply to

    Oct 23 until year end

    by jackmaster20 Oct 23, 2015 5:46 PM
    stage3time stage3time Nov 3, 2015 9:58 PM Flag

    Correct. ECB and Fed are on complete opposite trajectories. That only leaves the exchange rate to be the shock absorber. This security will easily be over $30 by year end. Eur is headed to 1.05 next. Enjoy the ride.

    Sentiment: Buy

  • Should be coming? .14 cents?

    Sentiment: Hold

  • Reply to


    by makeyourfatek Oct 29, 2015 2:30 PM
    stage3time stage3time Oct 30, 2015 10:59 AM Flag

    Silence is just out of line. I expect an increase!

  • The only thing holding down this stock is an absolute void of investor communication. Going far over the normal dividend announcement date, and not being very clear that the policy of Kraft's ever increasing dividend policy will be maintained. Both heinz and kraft investors were better off prior to Buffett sticking his no dividend policy nose into things. I was also a long time heinz owner. Buffett and his socialist old man ways needs to retire and move on!

  • stage3time stage3time Oct 23, 2015 1:44 PM Flag

    Or the far more likely theory is Redundant employees will never get all the shares they believe they are due, but in actuality, in legal contract, they are not, and the company can easily escape ever giving them all they think they should get. It has been that way since 2008. The people and courts no longer are on the side of wealthy and their supposed owe packages and golden parachutes.

  • Reply to

    Still no dividend announcement

    by jazz9650 Oct 14, 2015 9:12 AM
    stage3time stage3time Oct 19, 2015 5:10 PM Flag

    That is a ridiculous statement. Buffet does not believe in dividends. I would not touch his Berkshire shares for that reason. He should have retired a decade ago that fool socialist.

  • Reply to

    Still no dividend announcement

    by jazz9650 Oct 14, 2015 9:12 AM
    stage3time stage3time Oct 19, 2015 5:09 PM Flag

    And I think it is effecting the stock price. They are due to raise the dividend. It has been 4 payments of .55. I would expect at least .575 and the announcement should have come earlier this month. This is a dividend stock. Hikes are expected. Lets go.

  • stage3time stage3time Oct 15, 2015 11:25 AM Flag

    More and more all these stocks are just moved by mutual funds and ETFs. People sell due to Walmart, and all crumbles. You have to always pick through the rubble looking for the diamonds others throw away. Less and less folks bother picking and choosing their own investments. It just means you have to have more confidence in your own ideas, and be able to not only hold on, but increase at these times. Just because people are buying more on Amazon, and less in big box stores, has nothing at all to do with people who want a low priced, nice quality, waitress served meal in a restaurant like this. I see all the folks in Big stores on their iphones, leaving with nothing, and going home to buy online. I even see it in shoe stores now! Try on things and leave with nothing, saying I can now buy them online cheaper. Cracker Barrel however is a buy. I also think Shorts have again come back, forgetting how hard they were burned during the last $3 special dividend. Good luck all.

  • Reply to

    Why the $5+ fall today?

    by stage3time Oct 14, 2015 1:51 PM
    stage3time stage3time Oct 14, 2015 3:35 PM Flag

    That's worth $1.10, not over $6 as its down today. That's far more than a whole year's of dividend. It can't be just that.

  • stage3time by stage3time Oct 14, 2015 1:51 PM Flag

    SunTrust even put a price target of $164 on it less than a week ago? Any news I don't see?

  • SAB up 8% on merger news, and MO is flat. Buy some MO cheap while you still can.

    Sentiment: Buy

  • Much on this board is just talk with nothing historical to back it up. I am one of the people who bought in today, yes when it was already up 8%, and have no qualms about it at all. I was an owner of DD when Peltz lost his bid for the board and immediately sold and took my nice profits. Any management so entrenched that they won't even give him one seat to listen to his ideas is, as Kevin O'leary would say, dead to me. I was out and gone. Today I came back in. Breen has made me nice money over a decade ago. Most people have no sense of history, forget last year. I don't. When he took over Tyco over a decade ago, I purchased in, stocks and those wonderful junk Tyco bonds that were in the dumps. Mind you Tyco was a complete disaster, full of all kinds of businesses that no one could really value. Back it all came over time. Those junk bonds I held to maturity for a wonderful almost 23% yield. Paid off in full. Unlike that useless entrenched Kullman, Breen will listen, and he will tear this overbloated company to shreds. It won't be magical as in tomorrow. He will listen to the experts, he will cut the bloat of which DD has so much, and he will sell of pieces of it to realize value and buy back shares. He is a stockholder friendly chief. Get on board while you can. I see it up 10% today, well that is nothing. Don't be afraid. A Gain of 30% here is very easy by end of 2017. Funny as I just read MS cutting the price target. Probably some kid in his 20s. Numbers on paper tell you nothing here. It is for a chess player to see out 5 moves ahead. I am in my early 50s, retired, and got to this point by always following the smart money. Breen will create value, of this you can be assured. I only hope he stays!

    Sentiment: Strong Buy

  • Reply to

    preferred stock

    by philip1928 Sep 29, 2015 7:42 PM
    stage3time stage3time Sep 30, 2015 4:35 PM Flag

    Because the rates people know. They always know first. They were selling Bear Stearns and Lehman paper months before they bust. The prefs and notes and bonds in RAS have been abandoned by the smart money. It is the ultimate sign this common stock is headed towards zero, and sooner than most think. Judging by the fact that their 4 year note RFTA, can't even hold close to par, it tells you RAS may not even make it 4 years. Put a fork in it, it has been long cooked since $8. Just a one way track towards zero. Feel bad for the folks still in it. I keep it on my list because I happily unloaded a while back, and like to see vindication. You will too when you finally sell. Prefs were the sign way back, just gets worse. I think the jokers on this board like stoner and folger are like insider plants constantly getting poor folks to lose their dough. The stock falls 100s of percents, and they keep posting its a good level to buy. No one can be that dumb. Sad. Sell while you still can.

  • Reply to

    Best entry point in long time

    by seventiesveteran Sep 25, 2015 1:55 PM
    stage3time stage3time Sep 29, 2015 4:31 PM Flag

    If you go through the historical messages, you will see a similar email to yours starting at $11 a share and going down $1 at a time. Good luck. Feels like it will break $5.

  • Any thoughts?

    Sentiment: Hold

16.33+0.04(+0.25%)10:47 AMEST