KKR & Co. LP (KKR-N) Stock Predictions - Stockchase
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KKR & Co. LP (KKR-N)

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KKR & Co. LP

KKR-N

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KKR & Co. LP (KKR-N) SAVE Mar, 23, 2019, 7:19 am

23.66 0.86 (3.51%)

About KKR & Co. LP (KKR-N)

KKR & Co. L.P. is a global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate, credit, and, through its strategic partners, hedge funds. More at Wikipedia

What the experts are saying about KKR-N



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COMMENT
KKR & Co. LP(KKR-N) 

April 27, 2018

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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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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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$20.860
Owned Owned
No

STRONG BUY
KKR & Co. LP(KKR-N) 

March 7, 2018

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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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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David Burrows

President , Barometer Capital Ma...

Price Price
$22.190
Owned Owned
Unknown

COMMENT
KKR & Co. LP(KKR-N) 

November 8, 2017

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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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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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$19.760
Owned Owned
Yes

COMMENT
KKR & Co. LP(KKR-N) 

October 24, 2017

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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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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John Petrides

Managing D, Point View Wealth Ma...

Price Price
$20.750
Owned Owned
Unknown

COMMENT
KKR & Co. LP(KKR-N) 

October 5, 2017

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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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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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$20.500
Owned Owned
Unknown

COMMENT
KKR & Co. LP(KKR-N) 

August 16, 2017

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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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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David Burrows

President , Barometer Capital Ma...

Price Price
$18.380
Owned Owned
Unknown

COMMENT
KKR & Co. LP(KKR-N) 

June 20, 2017

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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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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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$18.620
Owned Owned
No

COMMENT
KKR & Co. LP(KKR-N) 

May 9, 2017

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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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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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$18.970
Owned Owned
Yes

DON'T BUY
KKR & Co. LP(KKR-N) 

February 14, 2017

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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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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David Burrows

President , Barometer Capital Ma...

Price Price
$18.010
Owned Owned
Unknown

TOP PICK
KKR & Co. LP(KKR-N) 

January 30, 2017

Primarily private equity, in the alternative finance category. They’ve had some very strong realizations, which were up about $8.6 billion last quarter, up 28% from the previous quarter. Better equity market equals more realizations. Very, very cheap, cheapest of the alternative group. They have really underperformed, unlike the overall finance group, partly because of their partnership structure, so maybe at some point it could convert to a C Corp. Basically trading at BV or slightly below. Dividend yield of 3.65%. (Analysts’ price target is $19.95.)

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Primarily private equity, in the alternative finance category. They’ve had some very strong realizations, which were up about $8.6 billion last quarter, up 28% from the previous quarter. Better equity market equals more realizations. Very, very cheap, cheapest of the alternative group. They have really underperformed, unlike the overall finance group, partly because of their partnership structure, so maybe at some point it could convert to a C Corp. Basically trading at BV or slightly below. Dividend yield of 3.65%. (Analysts’ price target is $19.95.)

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John Stephenson

President , Stephenson & Company...

Price Price
$17.230
Owned Owned
Yes

COMMENT
KKR & Co. LP(KKR-N) 

January 17, 2017

As a private equity conglomerate with hedge funds, etc., there is a lot of leverage in this business. If borrowing rates go up, that could impact profitability. Also, volatility may not help their business. Trading at a very reasonable valuation and offers a good payout. This is sensitive to interest rates.

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As a private equity conglomerate with hedge funds, etc., there is a lot of leverage in this business. If borrowing rates go up, that could impact profitability. Also, volatility may not help their business. Trading at a very reasonable valuation and offers a good payout. This is sensitive to interest rates.

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$17.230
Owned Owned
Unknown

BUY
KKR & Co. LP(KKR-N) 

January 17, 2017

Mid-last year she had concerns on the credit side and their access to capital.  They are doing a great job.  The management team is frustrated with the share price.  If we are at the beginning of a significant rise in rates, you still get a higher yield owning equities right now, so she thinks they have the ability to do well.  They are in great shape and one of the cheapest stocks in the financial sector.

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Mid-last year she had concerns on the credit side and their access to capital.  They are doing a great job.  The management team is frustrated with the share price.  If we are at the beginning of a significant rise in rates, you still get a higher yield owning equities right now, so she thinks they have the ability to do well.  They are in great shape and one of the cheapest stocks in the financial sector.

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$17.230
Owned Owned
Yes

COMMENT
KKR & Co. LP(KKR-N) 

December 7, 2016

Good company. He would think anything in private equity or capital markets for the next couple of years are going to be very fruitful. He likes this here.

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Good company. He would think anything in private equity or capital markets for the next couple of years are going to be very fruitful. He likes this here.

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James Thorne

Sr Portfol, Caldwell Investment ...

Price Price
$16.340
Owned Owned
Unknown

COMMENT
KKR & Co. LP(KKR-N) 

October 14, 2016

This has a 6% dividend yield because it is trading at the lower end of its range. She likes the company and the management, but they are in the business of making private equity investments, which are based on people giving KKR money to invest. KKR takes the money and borrows against it, and then makes the investment. They are very, very heavily laden with debt. It can be a very dangerous environment when rates start to rise. It could also be very difficult to raise money if we go into a period of somewhat muted growth. Private equity funds have had their golden moment. They have been able to make acquisitions at practically no cost because it is so cheap for them to borrow. If you buy this for the long run and just want to hold it, why not.

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This has a 6% dividend yield because it is trading at the lower end of its range. She likes the company and the management, but they are in the business of making private equity investments, which are based on people giving KKR money to invest. KKR takes the money and borrows against it, and then makes the investment. They are very, very heavily laden with debt. It can be a very dangerous environment when rates start to rise. It could also be very difficult to raise money if we go into a period of somewhat muted growth. Private equity funds have had their golden moment. They have been able to make acquisitions at practically no cost because it is so cheap for them to borrow. If you buy this for the long run and just want to hold it, why not.

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Hilary Kramer

Editor in , GameChangerStocks.co...

Price Price
$13.750
Owned Owned
Unknown

COMMENT
KKR & Co. LP(KKR-N) 

August 10, 2016

Likes what management did in their last quarter call. They listed the pushbacks and addressed every one of them. She looks at this from a longer-term perspective, which is exactly when they are creating value. There is still a lot of demand for private equity, so they are seeing tremendous fund flows. They have a steady stream of earnings from management fees. Thinks there is quite a bit of upside to this. Dividend yield of 4.3%. (See Top Picks.)

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Likes what management did in their last quarter call. They listed the pushbacks and addressed every one of them. She looks at this from a longer-term perspective, which is exactly when they are creating value. There is still a lot of demand for private equity, so they are seeing tremendous fund flows. They have a steady stream of earnings from management fees. Thinks there is quite a bit of upside to this. Dividend yield of 4.3%. (See Top Picks.)

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$14.630
Owned Owned
Yes

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