KKR Financial Holdings LLC (NYSE:KFN)

CAPS Rating: 4 out of 5

A specialty finance company that invests in multiple asset classes and uses leverage with the objective of generating competitive risk-adjusted returns.

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Member Avatar rocker20 (48.80) Submitted: 2/11/2014 10:03:19 AM : Outperform Start Price: $12.28 KFN Score: -5.35

Outstanding management. Good dividends

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Member Avatar MBaes (26.53) Submitted: 10/19/2013 11:49:01 AM : Outperform Start Price: $9.60 KFN Score: +18.96

Low interest rates as well as people / businesses returning to their sub-prime borrowing ways, will bode well for this specialty financing company. They pay near an 8% div and are within 15% of a 52 week low. I see a mini 2005 - 2007 pre crash run.

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Member Avatar blesto (31.65) Submitted: 7/3/2013 9:21:23 PM : Outperform Start Price: $9.63 KFN Score: +10.37

http://wiki.fool.com/The_Graham_Number
Formula: Fair value=Sqrt(22.5*EPS*BV) I expanded it a little by also using EPS Normalized and Tangible BV
My current Graham Number Valuation Range(GNVR) for KFN: $22.22 to $22.58

Outperform

I also like how they're investing in Indonesia's potential

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Member Avatar giantjimmy (< 20) Submitted: 4/8/2013 5:14:02 PM : Outperform Start Price: $10.00 KFN Score: +1.26

Great board and parent.

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Member Avatar Quiza23 (48.97) Submitted: 8/15/2012 9:27:21 AM : Outperform Start Price: $8.10 KFN Score: +16.17

Basic business, reasonable dividend given risk and transmutable if all goes wrong.

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Member Avatar Imhilion (93.95) Submitted: 7/12/2012 8:05:11 PM : Outperform Start Price: $7.54 KFN Score: +20.44

Valueeee

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Member Avatar oumedstudent (< 20) Submitted: 6/6/2012 12:39:23 PM : Outperform Start Price: $7.08 KFN Score: +26.22

KFN is great company that is able to fly under the radar of most investors. The recent decline in price gives investors a great entry point (Below $8.60). There has been lots of insider trading and with a P/E that low KFN is undervalued. Growing earnings are predicted for upcoming quarters, but with dividends at over 8% why not get paid to find out.

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Member Avatar madav1138 (< 20) Submitted: 5/6/2012 10:06:12 AM : Outperform Start Price: $7.61 KFN Score: +21.70

KFN has been diligently reaching out into different areas by diversifying into real estate and other sectors in order to uncouple itself from the natural gas sector. Although KFN is still leveraged to the natrual gas sector through its investments with CHK and other MLP assets, it has a strong management team much along the lines of AGNC and NLY in the mREIT sector, they are that good, and are very transparent in their conference calls.

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Member Avatar GrowthnValue (< 20) Submitted: 1/9/2012 8:20:41 PM : Outperform Start Price: $7.34 KFN Score: +20.04

Know nothing about this except that Jakila and TMFDeej picked it. Adding it to the watchlist.

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Member Avatar lkingforfreedom (< 20) Submitted: 10/21/2011 3:07:42 PM : Outperform Start Price: $6.85 KFN Score: +22.04

Below book and 20% roe with 7% dividend yield

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Member Avatar yesand (24.32) Submitted: 7/29/2011 2:48:48 PM : Outperform Start Price: $7.52 KFN Score: +16.74

Excellent dividend

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Member Avatar IRVINGP (89.56) Submitted: 2/25/2011 5:49:30 PM : Outperform Start Price: $7.54 KFN Score: +19.48

KFN's profitablity in 2009 and through 2010 and its ability to support a strong and growing dividend suggest this stock as a worthwhile investment over the next several years as the U.S. economy continues to improve.

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Member Avatar 94impala (51.29) Submitted: 2/24/2011 4:54:29 PM : Outperform Start Price: $7.42 KFN Score: +20.56

Spread dependent. Reduced position at $10.50, sitting tight with the rest.

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Member Avatar WSMOOT19 (70.43) Submitted: 1/13/2011 3:31:54 PM : Outperform Start Price: $1.95 KFN Score: +433.13

profit margin 85%, book value $8.67 and 22% earnings growth

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Member Avatar trymkmony (< 20) Submitted: 1/2/2011 10:46:54 PM : Outperform Start Price: $7.11 KFN Score: +22.85

increasing libor rates, strong management with recent cash from secondary offering should result in outperform

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Member Avatar Drew2142 (99.22) Submitted: 12/21/2010 9:09:19 AM : Outperform Start Price: $6.93 KFN Score: +22.76

KFN/KKR = Henry Kravis... See my KKR pitch.

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Member Avatar jquigley2 (< 20) Submitted: 12/1/2010 8:58:53 AM : Outperform Start Price: $6.89 KFN Score: +19.85

This company in presently part of a group offering to purchase DLM they are a specialty financing company and I believe will continue to move higher as the market improves. Their dividend return of 6% will help that as well.

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Member Avatar mrindependent (96.10) Submitted: 10/12/2010 7:27:04 PM : Outperform Start Price: $6.79 KFN Score: +19.06

KKR Financial Holdings ought to benefit from the super favorable yield curve and the super favorable spread between lower risk securities and higher risk securities/loans. Qualifies for my 12 best low price value stocks screen, which outperforms most in up markets. I am bullish. Selling for 5 X forward earnings. Awesome dividend yield.

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Member Avatar StackedAcc (< 20) Submitted: 10/3/2010 3:53:15 PM : Outperform Start Price: $6.71 KFN Score: +16.47

cheap at this level

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Member Avatar xclusive247 (41.06) Submitted: 6/22/2010 7:57:47 PM : Outperform Start Price: $5.83 KFN Score: +36.77

undervalued.

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