+ Watch KKR
on My Watchlist
Oversold and undervalued. KKR has exceeded analyst consensus earnings estimates in 5 of the last 6 reporting quarters. Four of the 5 exceeds were double digit, including 42% in the most recent quarter. Its PE is 45% below the S&P average PE, and its Forward PE is 54% below the S&P PE, making it an exceptional valuation at the current price.
Low PE, high dividend, profits high, and involved in some of the biggest financial deals every year.
This one is on my watch list.
banks aren't lending to the middle market companies. These guys do. They also have started creating packaged reit products for the brokerage community to sell to small investors. These are all big money makers for the companies that create them.
smart guys using basically free money to invest..ill take those odds any day...
let's see... top buyout firm with some of the brightest people out there and guaranteed free money by the fed for the next few years... that's a tough one...
Good opportunity in the mid-cap markets, good management. Dividends will boost returnes.
Yeah, yeah, I usually write pretty long, analytic pitches. This isn't going to be one of those. To tell the truth, I hate this company. Private equity firms will never be my favorites. Ever since I read "America: What Went Wrong" years ago and read of some of the devastating damage they have wrought on many companies and the lives of thousands of people who have had their lives destroyed in the name of "streamlining" and "downsizing" after being acquired by a private equity firm, I haven't liked them. I can't quote specific examples; I'm unable to find that book, though I do not remember throwing it away. I guess I haven't seen it in years, but let's be clear on one thing: these rapacious, unscrupulous firms MAKE MONEY. And when they're finished, they bring the company that was their latest victim back to the public marketplace, after having loaded it down with mountains of debt, and years and years away from being the profitable firm that it once was before they got their greedy, avaricious, unprincipled hands on it.I...don't...like them.But yeah...they make money.I made this a CAPS pick on 5/26/2011, at an actual original start price of $17 even. CAPS lists my start price at $16.82 now, after the ex-dividend date of 8/11/2011. It's yielding a little over 4%. KKR has an erratic dividend history so far...9/8/2010 they paid a dividend of ...............$0.08 per share.11/26/2010 they paid a dividend of ...........$0.15 per share.03/21/2011 they paid a dividend of ...........$0.29 per share.05/29/2011 they paid a dividend of ...........$0.21 per share.And finally, their latest...going ex-dividend on 8/11/2011 and payable on 8/30/2011...$0.11 per share.Like I said...erratic. Should I worry? No. It's only a CAPS pick. Besides, like I said...one thing you can count on in the long term...KKR will make lots...and lots... of money. They're very good at it, even if their methods are abhorrent and detestable.Their PEG ratio is .51, according to both Morningstar and YahooFinance.Current PE of 6 Fwd PE of 5.4 according to Morningstar, fwd PE of 5.04 according to YahooFinance. Take your pick.Interest coverage is 8.5. Don't worry about KKR going broke. They suck and I would love it if they did, but...they won't.PE is 6. I said that. Now look at this: Price/ Free Cash Flow is 0.9. So why the erratic dividend payments? who knows? They'll watch out for themselves before they look out for anyone else, I suppose. Including shareholders.Total cash/share = $4.20. Quick ratio is 1.5, current ratio is 1.6...That's all. I'm not going to do an in-depth analysis about a company I hate. I have no doubt they will be a great investment, and a great CAPS pick over time. But I don't like them at all.
Smart, smart, smart crew. Waiting for the Goldman desk to open up later this year. KKR gonna big bump. Woot!
Market/Regulations positioned well for PE firms.
Had a friend who met Mr. R on a golf course. She forward me a utube video. Smart guy.
low PEG, strong price uptrend
IPO's are back. Private equity firms are raking in the bucks from all the companies they took private when the world seemingly was ending.
low rates=low cost
Quarterly profitability in 2010 and ability to continue to support a strong quarterly dividend recommend this stock so long as the Cost of Capital from the U.S. Treasury remains low.
Kravis and Roberts are veterans in M & A and there perhaps has not been a better time in our history for finding lemonade in lemons. I foresee this to double over the next 2+ years and a dividend payment structure to flesh itself out...
I truly believe that M&A will be big this year, and KKR has been one of the best for decades. Only recently became aware that KKR was available on a US exchange.
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