Och-Ziff Capital (NYSE:OZM)

CAPS Rating: 4 out of 5

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Member Avatar 2and20 (20.91) Submitted: 10/29/2014 1:09:53 PM : Outperform Start Price: $10.83 OZM Score: -0.04

The dividend is the only reason to own this company but as long as the company keeps AUM steady or rising it is solid as they come. Why you may ask? About twenty percent of the equity of this company was sold when it went public. The largest holder of the remaining eighty percent not sold when it went public is Dan Och (with the rest going to a subset of his direct reports and that particular circle has shrunk not grown). Dan's main income source is dividends or distributable earnings if you will (He personally "took home" 300 to 500 million for funds managed in 2013 alone which is more than all the salary and incentive comp paid to salaried employees combined). My only minor concern is that fund investors will wise up and realize that taking all of this money out of the company every year leaves very little money to innovate, hire, pay employees, fund investment research projects, and actually build something more substantial that will endure. Maybe Dan is worth it… but when the guy taking home the lion’s share of income retires etc… what will be left?

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Member Avatar Pumpstick (99.07) Submitted: 10/21/2014 2:27:28 PM : Outperform Start Price: $11.02 OZM Score: -4.35

Yes!

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Member Avatar WPThatcher (< 20) Submitted: 3/22/2014 11:04:58 AM : Outperform Start Price: $13.23 OZM Score: -25.49

Last quarter’s earnings significantly beat analyst’s expectations, while the stock trades at a P/S of 1.3, which is on the very low end of the industry’s range from 1 to 51.

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Member Avatar stocky5 (41.89) Submitted: 1/29/2014 11:33:23 AM : Outperform Start Price: $12.40 OZM Score: -24.98

Oversold and undervalued. OZM is selling at a 36% discount to its 5 year average Forward PEG, and a 70% discount to the S&P 500 Forward PEG. Analysts are raising both price targets and earnings estimates. OZM has exceeded analyst consensus earings estimates in the last 6 reporting quarters, including 4 double digit beats. Te most recent quarterly earnings was over 35% higher than consensus estimates.

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Member Avatar Sumflow (< 20) Submitted: 10/16/2012 9:13:52 PM : Outperform Start Price: $7.86 OZM Score: +1.86

Insider buying

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Member Avatar campwt00global (33.16) Submitted: 1/11/2012 2:04:30 PM : Outperform Start Price: $6.81 OZM Score: +5.59

big insider buying

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Member Avatar GarlicEater7 (< 20) Submitted: 7/12/2011 7:43:38 PM : Outperform Start Price: $9.90 OZM Score: -42.73

Brilliant management team will create value as they have done for a long time.

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Member Avatar larchmont1 (< 20) Submitted: 2/10/2011 11:40:11 AM : Outperform Start Price: $11.41 OZM Score: -57.75

OZM is well managed by Danny Och. In 2010 delivered high single digit to mid-teens percent returns to his invesstors with 25% of market volatility. This is a product that high net worth investors are looking for. OZM's target market has had cash sitting on the sidelines since the crisis and is now wading back in to the investing waters with both feet. Expect fund inflows and OZM management fee revenues to increase concurrently. Investing environment is good and revenues from carry should be healthy over the next few years. If market stays strong, there will be some healthy exit opportunities for certain OZM funds.

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Member Avatar jemsa (< 20) Submitted: 11/22/2010 3:33:23 PM : Outperform Start Price: $9.87 OZM Score: -58.19

peroe15

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Member Avatar mrindependent (35.86) Submitted: 11/22/2010 1:33:42 PM : Outperform Start Price: $9.84 OZM Score: -58.93

Picked from a screen that looks for stocks with low pe/roe ratios and then further looks for the lowest possible forward pe ratios. This screen typically outperforms by 20% or more based on backtests over the last decade. No other due diligence performed.

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Member Avatar jaydinero (< 20) Submitted: 7/19/2010 1:39:29 PM : Outperform Start Price: $8.47 OZM Score: -60.80

This stock will definetly outperform, so far its done so

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Member Avatar Timbofittz88 (84.38) Submitted: 3/24/2010 7:59:42 PM : Outperform Start Price: $9.91 OZM Score: -62.23

Investment banks is my 2nd REIT!!! Going Up! All of it!

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Member Avatar hashhampton (36.03) Submitted: 5/16/2009 9:40:09 AM : Outperform Start Price: $5.69 OZM Score: -35.01

opportunistic company

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Member Avatar cashsage (29.82) Submitted: 1/4/2009 12:36:59 PM : Underperform Start Price: $3.41 OZM Score: -104.64

OZM has a too high valuation compared to its assets under management. It is also loss making and does not distribute any dividend. It may go banrupt.

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Member Avatar unstoppablepeon (< 20) Submitted: 10/27/2008 12:34:37 AM : Underperform Start Price: $2.29 OZM Score: -249.92

worst 30days caps

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Member Avatar TMFMattyA (99.72) Submitted: 11/28/2007 3:46:48 PM : Underperform Start Price: $15.79 OZM Score: +76.59

I'll have to refer to Barron's on this one: In regards to OZM, "few in the history of the asset-management industry have gotten so rich while generating such mediocre performance." And look at this: OZ Master Fund (OZM's flagship hedge fund) has returned 13.9 percent over the past 5 years, compared to the S&P 500's return of 15.5 percent. And these guys actually get away with charging 2 percent management fees, while taking 20 percent of the profits. Like the hedge funds it manages, this company should underperform.

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Member Avatar hc1980 (< 20) Submitted: 11/17/2007 10:09:32 PM : Underperform Start Price: $16.89 OZM Score: +82.87

Overvalued, esp. compared to Blackstone and Fortress. Mediocre track record. Significant risk vis. possible legislation to increase taxes on carried interest.

Results 1 - 17 of 17

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