The Blackstone Group L.P. (NYSE:BX)

Lots of opportunity

I like Blackstone Group a lot as a real estate recovery play, although there are many other things I like about the company as well. According to Bloomberg, Blackstone Group (BX) is the largest U.S. private real estate owner. Especially now that all the home builders have already run up, it makes sense to me to invest in the top owner of homes, rather than just a builder.

I've been watching and wanting to buy Blackstone for a while, but was turned off by the involvement in a potential Dell deal. Now that Blackstone has pulled out of that mess, I believe now is the perfect time to get in on Blackstone. I also like how Blackstone handled the SeaWorld IPO and the fact that they will continue to make money on that deal going forward. And, that's not to mention that Blackstone is likely to be a huge beneficiary as the overall M&A market continues to pick up momentum.

I consider Blackstone Group to be a very strong long-term holding with a great yield (~6%).

http://www.reuters.com/article/2013/04/18/us-blackstone-results-idUSBRE93H0JM20130418
http://www.bloomberg.com/news/2013-01-09/blackstone-steps-up-home-buying-as-prices-jump-mortgages.html
http://www.cnbc.com/id/100542594
http://zolmax.com/the-blackstone-group-l-p-price-target-raised-to-24-00-at-stifel-nicolaus-bx/58689/

Can a random number generator (www.random.org) produce the best 100 stock picks that will beat the market over the years? Let’s find out. :)

My process, for those interested:
I use www.random.org number generator to produce a number between 1 and 7,801. There are 7,801 stocks available to choose on the Motley Fool CAPS Game. Once I get a number, I go to the list, find that stock, and select that stock to outperform for the next five years.

these guys know how to make money

Improving fundamentals will lead price of security up.

Global powerhouse in M&A advisory, PE, LBO, Credit, and hedge funds. This company is poised to make an impact on a resurgent capital market all over the world.

Screaming revenue growth.

PEG, great value

I'm sure that I have shorted Blackstone here in the past, but at today's prices the company is too cheap to ignore. It's assets under management have doubled since it's IPO, yet it's stock price has imploded. Its GAAP financials hide the business's profitability. With a solid franchise, huge dividend, and net cash on it's balance sheet, BX is a good bet to outperform the S&P going forward.

Deej

Financials in general scare me to death, and I don't invest in them. But this is a game, so what the hell...

BX seems to have the cash and is deploying it right now on distressed European assets and commercial real estate. Sounds dumb right? Just so crazy it may just work....

Despite the headwinds of high unemployment, increased commodities prices, U.S. budget deficit, sovereign debt pressures in Europe, and political turmoil in north Africa and in the middle east, the global economy is starting to recover. Equities have strengthened, and they are reporting stronger cash inflows to their funds and market asset appreciation. Their real estate arm is also starting to see a rebound in the commercial side. Management is starting to build up cash for a new investment, In the near term retain investment gains to raise its capital even more so they can participate in deals and offer new funds, this will help reduce their reliance on debt and improve their ability to generate earnings.

$25 by EOY.

I truely believe that M&A activity will be big this year and Blackstone is among the best. I only recently became aware of the stock.

These guys are poised to explode. Being able to raise $15B in commitments for a new fund in this environment? Count me in.

undervalued... a mini goldman sachs...

M&A to pick up in 2011.... BX, GS, KKR, and the rest of the usual suspects will be putting up monster years. Buy all of them heavy, but wait for the dips. don't chase, you'll have time to catch them on down days. BX and KKR are cheap right now.

M&A will continue to pickup and market will recover giving BX more earnings and exits from their funds.

Good present valuation

It's been down significantly. Great track record prior to that...
should be able to perform outstandingly despite financial reform.