Carlyle Group

  • Why Is This Private Company Going Public?

    By Mike Thiessen - August 2, 2013 | Tickers: CG, CDW

    Based in Vernon Hills, Illinois, and founded by Michael Krasny back in 1984, CDW Corporation (NASDAQ: CDW) was a pioneer in the distribution of business-to-business technology based products. The company was ranked at 31 out of 267 on Forbes’ America’s Largest Private Companies. CDW is now operating as an online and catalog retailer, selling various tech products from top brands like Apple, Hewlett-Packard and IBM. In 2012 it generated more »

  • LPs Hit the Legal Wall

    By Reuben Brewer - July 18, 2013 | Tickers: BRY, CG, FUN, STON, BX

    Limited Partnership (LP) Linn Energy made a big splash when it announced plans to buy Berry Petroleum (NYSE: BRY). Linn highlighted the tax benefits of the LP structure as part of the reason for it buying a regular tax paying company like Berry. Not surprisingly, the government wants to take a look. This could have implications for all LPs.

    The SEC is in Town

    After repeated articles questioning Linn's more »

  • 3 Private Equity Stocks for an Improving Economy

    By Zachary Scheidt - June 19, 2013 | Tickers: CG, KKR, BX

    As the US economy slowly rebounds from the financial crisis, private equity companies are capitalizing on new opportunities. These companies are uniquely positioned to capture profits through their highly-leveraged business models.
    Investing in the funds that these companies manage will likely yield attractive returns over the next several years. But investing in the stocks of the private equity firms themselves provides potential for a much larger investment gain.
    Today, we more »
  • A Steady Growth Outlook Is Not Fully Reflected in This Company's Share Price

    By Mike Thiessen - June 6, 2013 | Tickers: CG, CO, KKR

    China Cord Blood (NYSE: CO) operates stem cell storage facilities in China and has delivered strong growth over the past year. However, the stock price has not reflected this growth. Kohlberg Kravis Roberts (NYSE: KKR) took a 24% stake in China Cord Blood for $270 million last year and could look to increase the size of its ownership position in the company or engage in a buyout.

    China Cord Blood more »

  • What Private Equity Firms Do and How They Will Make You Money

    By Daniel Paterson - March 21, 2013 | Tickers: CG, KKR, BX

    Private equity (PE) firms have made the headlines recently, most notably with the Silver Lake Management and Michael Dell buyout of Dell and the 3G Capital and Berkshire Hathaway acquisition of Heinz. These firms and their roles can be quite hazy to the average investor, who may not be in tune with alternative investment strategies.

    Essentially, PE firms seek to acquire, make profitable, and sell companies that are on their more »

  • Keep An Eye On This $700 Million Private Equity Buyout

    By Mike Thiessen - March 20, 2013 | Tickers: SVN, CG, HMIN

    In early March, the Washington, D.C.-based private equity firm known as the Carlyle Group (NASDAQ: CG) announced that it had entered into a definitive agreement to buy out Guangzhou, China-based hotelier Seven Days Group Holdings (NYSE: SVN) in its entirety in a deal valued at nearly $700 million. The terms of the deal would require the Carlyle Group to enter into a partnership and assume a significant amount more »

  • Will Growth Last for This Alternative Investment Firm?

    By Mike Thiessen - March 18, 2013 | Tickers: AB, CG, IVZ, OAK

    Oaktree Capital Group (NYSE: OAK) is an alternative investment management firm.  The industry is doing well, and Oaktree is benefiting based on its recent quarter.  The alternative investment sector is currently monetizing gains and raising additional funds. This will lead to higher distributions and an increase in assets under management (AUM), the latter improving long-term returns for holders of Oaktree.   Oaktree invests in six different asset classes:  distressed debt, corporate more »

  • How To Play The Mortgage Recovery Safely

    By Bill Edson - March 15, 2013 | Tickers: AGNC, CG, CS, MTG

    There are many ways to play a recovery in the mortgage market, though some angles are more treacherous than others. Investors can choose between REITs (Real Estate Investment Trusts) that specialize in leveraged buying of mortgage debt, financial companies that invest in distressed residential real estate, or mortgage bond insurers.

    Leveraged mREITs

    American Capital Agency (NASDAQ: AGNC) raised $1.58 billion by selling approximately 50 million shares in February 2013 more »

  • No Organic Growth for Chemical Giants

    By Peter Pham - March 5, 2013 | Tickers: CG, DD, HUN, DOW

    A federal jury in the U.S has ordered Dow Chemical (NYSE: DOW) to pay $400 million in fines over price fixing of urethane. Several companies were named in the $1 billion class action law suit filed by urethane buyers, but Dow was the only one that had not settled. Other defendants in the case included Bayer AG, Huntsman Corp’s (NYSE: HUN) Huntsman International and BASF SE. Dow will more »

  • Investment Bank Bonanza: How to Ride the Return of High Profile Deal Making

    By Jay Jenkins - February 27, 2013 | Tickers: CG, BX

    After 5 years of volatile and uncertain times in mergers and acquisition (M&A), private equity (PE), and leveraged buyout (LBO), it's time to recognize the recent high profile, large scale transactions in the capital markets as a watershed moment, marking what will be a bonanza for investment banks worldwide.

    The capital markets are highly regulated from retail securities to private equity to hedge funds, and it's a more »

  • Is Buying Hedge Fund Managers A Good Call?

    By Reuben Brewer - February 25, 2013 | Tickers: CG, OZM, BX

    Blackstone (NYSE: BX) is a massive asset management firm. It's so large, in fact, that it has to make bold moves in order to keep growing. Its aggressive move into single-family homes is an example. Now there's a rumor that the company is going to buy into hedge fund managers. Is this a good idea right now?


    Blackstone was founded by current CEO Stephen A. Schwarzman and more »

  • Thursday’s Post-Earning Decliners: Is it Time to Buy?

    By Brian Nichols - February 23, 2013 | Tickers: CG, SPPI, SYNC

    Earnings and earning-related news is the number one catalyst for stock movement. A strong quarter can dictate the direction of a stock for the following three months as can a bad quarter; in the past I have written in detail about such subjects, a domino effect following a strong or bad quarter. In this piece I am looking at three stocks that moved considerably lower after reporting earnings on Thursday more »

  • Closing Tax Loopholes Still A Risk

    By Reuben Brewer - February 14, 2013 | Tickers: AB, CG, FUN, FIG, PENN, STON 130622C00025000.DL, BX

    President Obama used an interview just prior to the Super Bowl to highlight the need to raise more revenue through the tax code. He, once again, brought up the carried interest loophole as an example that helps the rich at the expense of funding the U.S. Government. This could be bad news for some companies.

    A Fiscal Cliff Punt

    The big news at the end of last year was more »

  • 3 Recent IPOs Worth Considering for the Long-Term

    By Michael Carter - February 12, 2013 | Tickers: CG, FIVE, PSX

    Since 1975, there have been over 9,500 companies that have gone public with an initial public offering (IPO).  So what are the pros and cons of investing in IPOs, or at least relatively ‘new’ companies on the stock market?  The data shows that the percentage of returns on IPOs from 2000-2010 during the first five years after the IPO have a mean of 8.1% annual returns.  The data more »

  • Legal Issues With the Private Equity Takeover

    By Mike Thiessen - January 23, 2013 | Tickers: CG, DUF

    In late December of 2012, New York-based asset management firm Duff and Phelps (NYSE: DUF) announced that it had accepted a buyout offer from an investment consortium led by the Carlyle Group (NASDAQ: CG). The consortium features a number of Carlyle Group subsidiaries, including Stone Point Capital and the Edmond de Rothschild Group. It will also benefit from significant investments by certain members of the Duff and Phelps senior management more »

  • Will the Deal Go Through Despite Carson Block's Accusations?

    By Mike Thiessen - January 22, 2013 | Tickers: CG, FMCN.DL

    Since announcing in August that it was in talks to be taken over by a well-known American leveraged-buyout firm, Hong Kong-based Focus Media Holding (UNKNOWN: FMCN.DL) has endured months of stock price volatility and corporate uncertainty. Spearheaded by the Carlyle Group (NASDAQ: CG), the proposed bid involves several major Chinese private-equity firms and is currently valued at about $3.5 billion.

    Focus Media is a digital advertiser with an extensive more »

  • Capitalism 2.0 - Coming to a Country Near You OR How to Invest in Freedom.

    By Dave Harvilicz - December 24, 2012 | Tickers: AAPL, CG, ERJ, NOC, PBR, RY, BX

    <img src="/media/images/user_13237/happiest-people-in-world_large.jpg" />


    Gallup released a poll earlier this month about how positive people are about life in 148 countries. Most commentators focus on the domination in the top 10 by relatively poor Latin American countries like El Salvador and Equador. They make excuses for why the "winning" Western powers don't top the list, most making vague references to "a happy culture" in a thinly-veiled racist reduction to the old ignorance-is-bliss argument more »

  • My M&A Watch List

    By Federico Zaldua - December 7, 2012 | Tickers: CG, CCK, CYT, DD, KKR

    I am of the opinion that there are two factors that give sizable value to non-controlling equity positions: dividend yields and good prospects of an M&A deal. That said, I like to look for good companies with either great sustainable dividends or with the characteristics that would attract a potential buyer. Good market positioning, low leverage, and high free cash flow generation are usually very relevant to attract a more »

  • Potential Tax Changes Could Slam Financial LPs

    By Reuben Brewer - November 16, 2012 | Tickers: AB, CG, FUN, FIG, BX, WPC

    Carlyle Group LP (NASDAQ: CG) co-founder David Rubenstein recently noted during the company's quarterly conference call that he believes the elimination of the carried interest tax "loophole" will be on the table in a second Obama term. This isn't surprising, since it's been on the table before, even while Republicans controlled the White House. This could be a very bad thing for some limited partnerships (LPs). Investors more »

  • Bernanke's Legacy

    By Gerelyn Terzo - November 15, 2012 | Tickers: BLK, CG, KKR

    Fed chairman Ben Bernanke's legacy will no doubt include his characterization of the impending financial doom facing the U.S. economy in the notorious fiscal cliff. The term conjures up terrifying images, and is responsible for the preference of many investors and corporate executives' to keep capital sidelined, at least in recent months. It makes one long for the days of Greenspan's 'irrational exuberance,' although arguably that is more »

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