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$20.11 -0.43 (-2.09%)
5/16/2008 4:05 PM

The Blackstone Group L.P. (BX)

CAPS Rating:
**

An alternative asset manager Company and its business include the management of corporate private equity funds, real estate opportunity funds, funds of hedge funds, mezzanine funds, senior debt vehicles, proprietary hedge funds & closed-end mutual funds.

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Recs

6

Avatar TMFBreakerDave (98.97) Submitted: 3/12/08 9:49 AM : Underperform Start Price: $15.64 BX Score: -20.83

http://www.fiercefinance.com/story/is-blackstone-now-a-buy/2...





These guys just don't know Motley Fool CAPS. Two-star stock. So much uncertainty and lack of clarity around the value of its holdings. Businesses that are not providing transparency, particularly in the financial services sector, are not 2008-friendly. I cash another few points to the downside.... Underperform.

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Avatar Hibachi0 (99.86) Submitted: 3/16/08 6:08 PM

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Mr. Gardner,

Just wanted to thank you for caps. I use it everyday. I have a suggestion though. Could you create a spot on everyone's profile saying what one's highest position ever reached was? I think that it would be a really useful fact, and I could finally prove to my friends that I was at one point number 2 in Caps. So close, but never got the top fool ribbon (even though it said I was number 1 intraday a while back). I am applying to colleges and I thought that it would a cool thing to put on my resume.


Thanks again,
Hibachi0

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Avatar dejonese (76.11) Submitted: 4/04/08 5:37 PM

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But their divy is soo attractive at these prices. Also, sr management is locked into their positions for years and most of the money derived will be from performance fees... they are bound to skyrocket with a market recovery (there will be a recovery towards the end of the year, no??).

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Avatar ScotchIrishPrinc (71.29) Submitted: 4/25/08 4:33 PM

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Long term I believe this is a great buy. I made this assertion at $25 and stand by it now, especially sub $20, which won't last much longer. The Div is great, and they have a ton of cash to raid this crisis ravaged market. Just like in housing, its a buyers market. They will pick up a lot of under valued property in their new fund, they will get mortgage assets as steep discounts, and they have a solid portfolio of well performing previous public company's in their pockets. The management team is great, and they have had their core players in place since inception. I look for this stock to drive back with fury over the next five years, maybe even getting past $50-80/share range. I understand the foolish ethos of transparency, but "Public Private Equity" firms are a whole different ball game with a whole new set of rules. May your Foolishness adapt.

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Avatar srubilar (< 20) Submitted: 5/06/08 7:16 PM

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yeah sure

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Avatar awallejr (33.07) Submitted: 5/06/08 9:37 PM

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.77 eps estimate for '08, 1.45 for '09. Assuming they perfomr accordingly that is a 50% eps growth, along with a decent dividend. Worth a play for a year at this price.

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