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Showing 1 to 15 of 85 entries
DON'T BUY
Private equity business is booming and getting more competitive. Really smart people, long history of success. Problem is high wages. "Your biggest asset goes up and down the elevator every day." Buy when there's blood in the streets. Long-term viability is a concern.
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WAIT
Asset managers tend to involve alternative assets, mostly private equity, and it's all debt-related. They have huge amounts of money to spend. When it's really great for them is a situation like March 2020. PEs are substantially higher today. Good to own at the right time, which is not now. Wait until the interest cycle changes.
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TOP PICK
A private equity company with sticky assets. Institutional investors buy this for yield. Their unique portfolio is skewed to carve-outs and corporate buy-outs. They recently bought an insurer. One third of their assets are permanent capital; he thinks KKR are evolving to become a future Berkshire Hathaway. It's fine combo of growth and value, trading at 17x forward PE. Earnings growth outlook is very strong. (Analysts’ price target is $76.21)
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BUY

Blackstone vs. KKR Both good and both are global players. She likes the private equity space, and the way to invest here is through stocks like these. She plays this space through BAM. All have a strong global presence. Private equity will see continued secular growth with interest rates staying near zero. Large institutions are seeking returns in private equity and infrastructure and will invest more here.

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COMMENT

They suffer from lumpy revenues, receiving a cut of sales when they liquidate their properties, a system that the street doesn't industry. This pressures KKR stock. Prefers BAM who are more diversified internationally.

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COMMENT
They buy assets using funds raised through private and capital markets. They also make money by charging a 2% management fee. Usually, they buy assets at the end of a cycle and do well in the next cycle. However, he wonders the value in pushing money into something that is pro-cyclical. If there is another December event like last year, then he would get in. Buy cheap and sell high.
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COMMENT

This financial services firm has billions under management in private funds. It depends on your outlook on interest rates and the economy. If the overall financial sector continues to grow you will do well here.

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STRONG BUY

This is an alternative asset manager. Their exit strategy is to sell these alternative assets to the market. When the market has a correction, it raises concern about their exit strategy. As this was a short-term market correction, this company should benefit from a recovery. It has out-performed over 85% of the S&P500 stocks over the past 12 months. He would buy it right here. It is only 9-10 times earnings and they will have opportunities to monetize its assets.

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COMMENT

Has been a strong performer. The story hasn't changed for a number of years. When credit spreads blew out in the 1st part of 2016, this company did a good job of clawing its way back. A lot of good things are happening in the company. They still have the ability to raise a lot of capital. Assets under management year-over-year has very strong growth. Performance has been very good, which leads to performance fees they've been collecting. This is a core holding in her portfolio.

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COMMENT

You have to think that although interest rates are rising, private equity guys should be looking at shops such as energy, retail, grocery food stores, etc. There is value out there, and there is cheap capital to be put to work. When you invest in this company, you are making a bet that management can find some very strong returns to invest in. He likes this as a very diversified financial.

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COMMENT

This is cheap. However, the issue is, is it going to get any more expensive. The balance sheet really hasn’t gone anywhere. In particular the earnings aren’t going anywhere. They haven’t done anything spectacular recently to capture people’s imaginations.

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COMMENT

This is in the private equity space, and he would prefer public equities today, where you pay a lower price. However, this company will do just fine.

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COMMENT

This is run by brilliant men who have had a great track record of acquisitions. The stock continues to drift upwards and will probably continue to do so over the years. You are not buying a business, you are actually buying the leadership and the trust in the leadership. You will probably be fine with this over the long-term.

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COMMENT

Has owned this for a number of years. There has been concern as to how much leverage there is when taking over companies, and what happens when interest rates increase. That may put some pressure on some players. Coming out of the downturn, there were a lot of private equity players, and not all of them did well. There is a big difference in returns between top players and the others, so there has been a lot of asset flows coming into the top players. It seems that it helps not having to use as much leverage when you are taking over companies. So far, she hasn’t seen any impact on the valuations.

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DON'T BUY

KKR & Co (KKR-N) or Blackstone (BX-N)? He prefers an asset manager that is focused on public market equities. Asset classes are always being revalued. At certain times, certain asset classes do better than others. We have just gone through 10 years where regulation, compliance and rules around being a public company went through the roof, and it became very, very expensive. During that time, managing investing in private companies became very attractive, as they didn’t have the same problems. However, many private companies trade at higher valuations than public market companies, and yet public market companies are liquid every day and can be bought or sold. We have entered a period of many years where public market equities and developed markets, are likely to outperform. Asset managers in that area are under-owned and under-loved, and things are changing for the better. Multiples are expanding. Prefers Morgan Stanley (MS-N).

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Showing 1 to 15 of 85 entries

KKR & Co. LP(KKR-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 1

Stockchase rating for KKR & Co. LP is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

KKR & Co. LP(KKR-N) Frequently Asked Questions

What is KKR & Co. LP stock symbol?

KKR & Co. LP is a American stock, trading under the symbol KKR-N on the New York Stock Exchange (KKR). It is usually referred to as NYSE:KKR or KKR-N

Is KKR & Co. LP a buy or a sell?

In the last year, 1 stock analyst published opinions about KKR-N. 0 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for KKR & Co. LP.

Is KKR & Co. LP a good investment or a top pick?

KKR & Co. LP was recommended as a Top Pick by on . Read the latest stock experts ratings for KKR & Co. LP.

Why is KKR & Co. LP stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is KKR & Co. LP worth watching?

1 stock analyst on Stockchase covered KKR & Co. LP In the last year. It is a trending stock that is worth watching.

What is KKR & Co. LP stock price?

On 2021-10-15, KKR & Co. LP (KKR-N) stock closed at a price of $66.21.