Viewing Company Blackstone Group LP | StockChase
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Blackstone Group LP Stock Symbol: BX-N

Last Price Recorded: $32.7100 on 2017-09-21

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Date Signal Expert Opinion Price
2017-08-16 COMMENT David Burrows

There are 4 or 5 key themes that have legs in front of it over the next number of years. The most important one, beyond tech and industrials, is probably financials. Within financials, you have insurance, banks, regional banks and asset managers and capital market companies. If you believe we are in a long-term bull market for stocks, you want to own asset managers. It is an area that has growth and has not been highly priced. Prefers Blackrock (BLK-N) over this, and an active manager over a passive manager.


Price:
$32.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-08-10 TOP PICK Robert Lauzon

They are launching infrastructure and real estate funds.  They have done a great job of gathering assets.  They have also had the ability of disposing of assets they bought previously through IPOs.  They are able to pay out a lot of their cash as a high level of distribution.  (Analysts’ target: $38.00).


Price:
$32.300
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-06-22 TOP PICK Paul Harris, CFA

This is a private equity firm, one of the biggest in the world. They’ve just did a deal for an infrastructure fund for Saudi Arabia. Trading at about 10X on earnings. They are good asset accumulators. Dividend yield of 7.2%. (Analysts’ price target is $36.)


Price:
$33.060
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-09 COMMENT David Dietze

He is constructive on financials. There is a little bit more risk on this one because of their private equity holdings, their hedge fund holdings, etc. It is not as transparent or leveraged to the basic US consumer the way other financials are, but distributions are quite strong. That murkiness is reflected in the valuation. If you are constructive on the markets and like high dividend payouts, this could be a good holding for you.


Price:
$33.370
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-06-06 HOLD John Stephenson

A very attractive name, and still feels confident that it will do well. It has a very high yield. He doesn’t see why it shouldn’t do well in the future, being a good segment of the market, if capital markets remain strong, which he feels they will.


Price:
$33.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-05-23 COMMENT David Burrows

Within the financial sector, asset management is a sector that he really likes. Once you are managing the assets, you get recurring revenue for a long period of time. This company has about 25% of the money they manage in the hedge funds, with the balance largely been in private equity and alternative assets. A great business. This is something you can own.


Price:
$32.470
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-05-19 BUY David Driscoll

He is looking at this. People are looking for some kind of alternative investments, and this is the biggest private equity firm out there. The dividend yield is upwards of 8% right now, and that is just because you get that lumpiness of deals being bought and sold. If you look at their stock price long-term growth, it has risen about 30% a year on average for about the last 10-20 years. He is quite interested in this.


Price:
$29.870
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-05-08 COMMENT Don Vialoux

This is classified as a financial type of company, and financials in the US have very distinct seasonality. Historically this sector is currently reaching the end of its seasonal strength, which is normally from around the middle of October, right through until around the end of April. It has been slightly underperforming the market lately, which is not a good sign. If you own, put in your Stops very closely at around current levels, in order to protect yourself against the possibility of a correction coming in the summer.


Price:
$30.120
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-05-05 DON'T BUY Darren Sissons

An investor is not going to be able to get the level of diversification that they need. Also, most people don’t understand what is in these animals. If you want to invest in private equity, the time to do it is at the bottom of a cycle. He would pass.


Price:
$30.280
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-05-04 COMMENT James Thorne

The high dividend gives you a unique tax situation.  He would rather hold it in a fund so that the fund takes care of it for you.  He really likes the company.  The yield is slightly over 11%.


Price:
$30.260
Subject:
US DIVIDEND
Bias:
BEARISH on RESOURCES
Owned:
Unknown
2017-05-03 PAST TOP PICK Keith Richards

(A top pick April 3/17. Up 7%.) He recently sold this. A limited partnership and has tax implications for non-registered accounts. He didn’t want to deal with the US tax implications. Still likes the stock and the company, and it is quite good for a registered account.


Price:
$30.790
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2017-05-01 TOP PICK Paul Harris, CFA

A private equity company. In the bad times, they were able to buy a lot of assets, which they have either sold right now or will continue to sell. Recently bought about $100 billion in cash, which is sitting on their balance sheet, which they can use to buy other things. Thinks it is worth somewhere in the $50-$60 range. Pays a very strong dividend of 7.8%. (Analysts’ price target is $35.)


Price:
$30.840
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-13 TOP PICK Paul Harris, CFA

Trading at 10X earnings and has a very good dividend yield of 5.2%. 2 things happened with this company. They were very smart at buying a lot of assets in the downturn in the equity market, and if it continues like this, it will give them the opportunity to harvest gains from that. The other thing was that they raised about $100 billion. They have a lot of firepower if something happens to the stock market. Feels the company is worth somewhere between $55 and $60 if things work out. (Analysts’ price target is $34.75.)


Price:
$28.860
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-03 TOP PICK Keith Richards

They hold investment vehicles.  It is starting to uptrend.  It is good for at least the next few months.  (Analysts’ target: $35.50).


Price:
$29.540
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-03-16 COMMENT Gordon Reid

This is a US limited partnership, and you want to make sure you don’t run into a tax filing problem. He would suggest you get some tax advice from a professional. This company is basically a private equity firm with about $300 billion in assets. About a 3rd of it right now is in cash, waiting for opportunities. They’ve had good payouts, but the payouts are lumpy, as it depends on when they monetize different projects. They’ve been pretty good at what they’ve done, but they really haven’t been rewarded.


Price:
$30.600
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
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