NYSE:BX
54.53
1.01
(1.89%)
The Blackstone Group L.P. is an American multinational private equity, alternative asset management and financial services firm based in New York City.
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Blackstone Group LP
BX-N
Analysis and Opinions about BX-N
Signal
Opinion
Expert
BUY
BUY
Private equity group firing on all cylinders. Because of the environment we are in they are able to do a lot of good things in all three parts of their business. They are getting their performance bonuses. It is like KKR and she continues to hold that one because of the bigger balance sheet. There is still more room to go in both.
BUY
BUY
November 14, 2013
(Market Call Minute.) You want a private equity company to be able to sell into strong markets. Institutions are increasing their allocations to alternative investments and they are getting more money to play with. He would sell if it gets to around $32-$33.
(Market Call Minute.) You want a private equity company to be able to sell into strong markets. Institutions are increasing their allocations to alternative investments and they are getting more money to play with. He would sell if it gets to around $32-$33.
TOP PICK
TOP PICK
August 19, 2013
It is cheap and they have 50 billion in real estate assets to IPO in the next 6 months. Catalysts that are identifiable.
It is cheap and they have 50 billion in real estate assets to IPO in the next 6 months. Catalysts that are identifiable.
COMMENT
COMMENT
August 1, 2013
This is in the private equity space and she likes this area a lot but has played this through KKR (KKR-N) (?) and Onyx (?). because these 2 companies have most of their own capital in what they are investing in. Likes that alignment of interests. If you have 2 private equity firms, that is really all you need.
This is in the private equity space and she likes this area a lot but has played this through KKR (KKR-N) (?) and Onyx (?). because these 2 companies have most of their own capital in what they are investing in. Likes that alignment of interests. If you have 2 private equity firms, that is really all you need.
TOP PICK
TOP PICK
July 16, 2013
Alternative asset management. Private equity, some closed end funds, hedge funds. Trades at 9X earnings versus traditional asset managers at 16X. Over the last 5 years traditional asset managers have been growing their assets by 12% while this one has grown by 202%. Very profitable. Very good retail network. Very compelling valuation. Over 5% dividend yield.
Alternative asset management. Private equity, some closed end funds, hedge funds. Trades at 9X earnings versus traditional asset managers at 16X. Over the last 5 years traditional asset managers have been growing their assets by 12% while this one has grown by 202%. Very profitable. Very good retail network. Very compelling valuation. Over 5% dividend yield.
COMMENT
COMMENT
May 24, 2013
You get the management and bonus fees to the company. When the economy is doing well you get a good spin-off. Stay away from these companies because you don’t know what you are buying.
You get the management and bonus fees to the company. When the economy is doing well you get a good spin-off. Stay away from these companies because you don’t know what you are buying.
BUY
BUY
May 22, 2013
(Market Call Minute) Thinks it will do really well. You want to be in a name like this.
(Market Call Minute) Thinks it will do really well. You want to be in a name like this.
COMMENT
COMMENT
June 4, 2009
If we ever get back to the day of mergers and acquisitions this could be well positioned. Sitting on quite a bit of cash and may continue doing this for 6 to 18 months. Once they start making acquisitions, the stock should start taking off. If you're a long-term holder, 3 to 5 years this is a great buy.
Show full opinionHide full opinionIf we ever get back to the day of mergers and acquisitions this could be well positioned. Sitting on quite a bit of cash and may continue doing this for 6 to 18 months. Once they start making acquisitions, the stock should start taking off. If you're a long-term holder, 3 to 5 years this is a great buy.
DON'T BUY
DON'T BUY
December 24, 2007
Wrote a column in the Globe recently and trashed this stock. Management was getting most of the money. IPO was down over 90% in 1 year. Very little potential going for it.
Show full opinionHide full opinionWrote a column in the Globe recently and trashed this stock. Management was getting most of the money. IPO was down over 90% in 1 year. Very little potential going for it.
DON'T BUY
DON'T BUY
December 19, 2007
A wonderful company and they have made a lot of money for themselves. He doesn't like the model of taking a private equity firm public and trying to capitalize those performance and money management fees. There is just too much incentive now to grow assets, which is not going to be in the best interests of those underlying limited partners. Believes the right model for them is a partnership.
Show full opinionHide full opinionA wonderful company and they have made a lot of money for themselves. He doesn't like the model of taking a private equity firm public and trying to capitalize those performance and money management fees. There is just too much incentive now to grow assets, which is not going to be in the best interests of those underlying limited partners. Believes the right model for them is a partnership.
TOP PICK
TOP PICK
November 14, 2007
Likes this one because it has an Asian advantage. Partnered with a Chinese company (Chinese government owned) to purchase an Australian company. The real driver over the next 3 to 5 years is institutional investors. You will have to be patient on this one.
Show full opinionHide full opinionLikes this one because it has an Asian advantage. Partnered with a Chinese company (Chinese government owned) to purchase an Australian company. The real driver over the next 3 to 5 years is institutional investors. You will have to be patient on this one.
WAIT
WAIT
June 22, 2007
Usually IPOs tend to be overpriced coming into the market. Be patient, said back and wait awhile.
Show full opinionHide full opinionUsually IPOs tend to be overpriced coming into the market. Be patient, said back and wait awhile.
Private equity group firing on all cylinders. Because of the environment we are in they are able to do a lot of good things in all three parts of their business. They are getting their performance bonuses. It is like KKR and she continues to hold that one because of the bigger balance sheet. There is still more room to go in both.