APOLLO GLOBAL MGMT LLC

• After the Selloff is The Fresh Market a Value Now?

  By Mark Holder - May 1, 2013 | Tickers: APO, FWM, TFM, WFM

  At the end of 2012, The Fresh Market (NASDAQ: TFM) could do no wrong as the stock traded at $62 with a lofty forward PE in the 30s. The stock had doubled in a 12-month period from the lows in August 2011.

  Back in January the stock sprung a leak on weak earnings and our research suggested that investors tread lightly. The fast growing fresh foods retailer traded at a more »

• Will This Private Equity Stock Continue to Rise?

  By Alex Bastardas - April 16, 2013 | Tickers: APO, KKR, BX

  Many investors want to be able to invest in private equity deals. However, if you do not have $1 million in cash lying around, your options are limited. Nonetheless, there is a small number of private equity firms that are publicly traded, hence allowing small investors to buy into some of the action. One of the most remarkable publicly-traded PE firms is Apollo Global Management (NYSE: APO), which is a more »

• Will This Stock Continue to Rise?

  By Alex Bastardas - April 14, 2013 | Tickers: APO, KKR, BX

  Many investors want to be able to invest in private equity deals. However, if you do not have $1M in cash lying around, the options are limited. Nonetheless, there are a small number of private equity firms that are publicly traded, hence allowing small investors to buy into some of the action. One of the most remarkable publicly-traded PE firms is Apollo Global Management (NYSE: APO), which is a global more »

• Buy Blackstone, But Not For the Rental Housing Business

  By Mark Holder - March 14, 2013 | Tickers: APO, KKR, SBY, BX

  Most investors in the market for the last five years see Blackstone Group (NYSE: BX) as a sign of the excess that led to the financial crisis. After all, the private equity firm went public back in 2007 at around $25 and has never seen that price again.

  To be fair, investors need to do some historical research. The company is led by Steve Schwarzman, an expert investor--but why would more »

• Should You Drop These Investment Companies?

  By Chris Hodge - March 5, 2013 | Tickers: APO, NDAQ, NYX

  Investment companies are a crazy bunch. The entire nature of investing in an investment company is an exercise in meta that I dabble in only for the benefit of you, my gentle reader. Let's check out a few potentially solid ideas.

  The NASDAQ OMX Group (NASDAQ: NDAQ) is nice in that it is, in gambling terms, the house. So long as the NASDAQ in the US and eight European more »

• Companies Making Bids For a Great Brand

  By Mike Thiessen - January 23, 2013 | Tickers: APO, FLO, MDLZ

  Thomasville, Georgia-based snack maker Flowers Foods (NYSE: FLO) has entered a formal bid to acquire a host of now-defunct baked-goods manufacturer Hostess Brands' assets and product lines. Although the deal includes bids for such iconic brands as Wonder Bread and Beefcake, it does not include an allowance for Hostess's infamous Twinkies brand. While the $390 million asset purchase appears attractive on its face, it may soon face competition from more »

• Breaking Up Is Hard To Do

  By AnnaLisa Kraft - December 10, 2012 | Tickers: ABT, APO, BEAM, MHFI, NWSA

  Over the last year several companies have spun off into separate companies. In general, this has been beneficial to shareholders as well as streamlining operations like the Kraft Foods and its spinoff of the international division into Mondelez, Conoco Phillips' spun off Philips 66, and Brown Forman's spun off of Beam (NYSE: BEAM) .

  In the New Year, a number of notable spin offs are planned including News Corp (NASDAQ: NWSmore »)

• McGraw-Hill Minus Publishing?

  By Mike Thiessen - December 6, 2012 | Tickers: APO, MHFI

  New York-based McGraw-Hill (NYSE: MHFI) has announced plans to sell its once-lucrative education-publishing business to private equity firm Apollo Global Management (NYSE: APO). News of the deal comes a little more than a year after the company signaled its intention to spin off its education arm into a separate company and continue on as a leaner financial provider of financial research and analysis. That move was made in response to more »

• Billionaire Howard Marks’ New Stock Picks

  By Meena Krishnamsetty - December 5, 2012 | Tickers: APO, CZR, CIG, DLPH, UTX

  Oaktree Capital Management, which was founded by Howard Marks in 1995, is an investor in both debt and equity securities. In mid-November, Oaktree filed its 13F for the third quarter of 2012, disclosing many of its long equity positions. We went through the filing and compared it to the fund’s disclosure for the second quarter to identify which stocks Oaktree had added to its portfolio during the third quarter more »

• What if No One Is Flying the Plane?

  By Kyle Spencer - November 26, 2012 | Tickers: APO, XOM, MHFI, NKE

  One of my favorite scenes in Indiana Jones and the Temple of Doom where the blond Missouri-bred song-bird (played by Steven Speilberg's future wife) drags a half-awake Indiana Jones to the cockpit, points to a pair of empty seats, and hollers at the top of her lungs:

  "No one. Is flying. The plane!"

  That's the scene that pops in my head when I hear the words: "fiscal cliff more »

• How May Distressed-Debt Investors Benefit from Market Slumps?

  By Jay Wei - August 14, 2012 | Tickers: APO, BLK, CG, OAK

  While the equity market often gets the easy attention of the media coverage, the debt market, far larger than the equity market in the value outstanding, really deserves its fair credit. Contrary to the so-called leading-indicator theory, the equity market sometimes can actually be reactive to economic and financial conditions, more specifically, to what’s going on in the debt market. Companies often use equity, a permanent capital, for underlying more »

• How Have Private Equity Firms Fared in the Public Market?

  By Jay Wei - May 3, 2012 | Tickers: APO, KKR, BX

  Ever since Blackstone (NYSE: BX), one of the largest and most prominent private equity firms, went public in June 2007, other well-known private equity firms have also followed suit, including KKR (NYSE: KKR) in July 2010 and Appollo (NYSE: APO) in March 2011. Now five years after Blackstone's IPO, Carlyle is the latest private equity heavyweight to finally see its shares' public debut.

  Having shown keen interest in taking more »

• Great Wolf Lodge or Sheep Shack?

  By Thomas J Lavan III - April 25, 2012 | Tickers: APO, FUN, WOLF, SIX |

  On Friday the peculiarly public bidding war for Great Wolf Resorts (NASDAQ: WOLF) between private equity powerhouses KSL Partners and Apollo Global Management (NYSE: APO) came to an end. Apollo upped its bid to $7.85 a share, an increase of 57% over its initial bid of $5, and KSL walked away on Friday.  Deutsche Bank, serving as investment bank for Great Wolf, submitted a valuation analysis that priced the more »