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Oaktree Capital

  • Playing the Natural Gas Recovery with the Big Boys

    By Alex Gray - May 8, 2013 | Tickers: XCO, OAK

    In a little over a year, the price for natural gas has doubled to trade around $4.00/MMBtu. Not a bad recovery for a commodity with the overhang of excess supply. However, the stock prices of many natural gas companies have not seen the same praise by the market. This could be a signal that stock investors remain leery about the recovery in natural gas and expect companies with 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 »

  • 3 Sweet Spots for Income Investors

    By Madhu Dube - March 4, 2013 | Tickers: CPNO, FIS, KMI, KMP, OAK

    Income investors usually invest in those dividend stocks that have a mature business model and a strong balance sheet. My idea of finding a dividend stock is just an extension to it, where I also look for a solid growth opportunity in the stock price. Scouring the investing landscape, I have picked up three such stocks that maintain a higher dividend yield as compared to S&P 500's dividend more »

  • High Dividend Yields for Farallon Capital

    By Meena Krishnamsetty - February 6, 2013 | Tickers: BP, ECA, KMI, OAK, SNY

    Editor's Note: The initial article alludes to Thomas Steyer as the head of Farallon. This is incorrect, Mr. Steyer retired at the end of 2012. In addition, this post is sourced upon the Q3 2012 13F.

    Since founding Farallon Capital Management in 1986, Thomas Steyer and fellow investment manager Andrew J. M. Spokes have seen their AUM grow to exceed $20 billion, not including the $8 billion in private more »

  • Good Dividends From These Asset Managers

    By Chris Hodge - November 14, 2012 | Tickers: FII, OAK, PSEC, TCAP

    Asset management companies are a funny bunch. Their purpose is to invest people's savings for maximum profit, but I've found that you can also invest in the companies themselves like you can with other businesses. It's a little weird to think about, but I guess it's the same as investing in a casino. You don't get paid when any particular gambler loses, but you do more »

  • 4 Strong Picks From a Top Hedge Fund Manager

    By Federico Zaldua - November 13, 2012 | Tickers: BAGL, GM, OAK, STX

    I think it is important to consider stocks that prominent investors recently added to their portfolios. As it is explained in one of the blog posts in Warren Trades, top value managers have more resources and information than any individual investor to analyze companies. In general they do not buy stocks for daytrading or short term trading. Hedge funds with billions under management are long term oriented so tracking their more »

  • 3 Massive Yields I Just Might Buy

    By Matthew DiLallo - September 24, 2012 | Tickers: NLY, CF, OAK, STON, TNH

    I’m always on the lookout for the next high flyer, but more often than not I’d like to take a flyer in a high yielder instead.  I’m building out a virtual portfolio of high yielders and reinvesting the income they kick off into those high flyers.  I call this endeavor the “No Drip, No Mess” Portfolio and here are three massive yielding stocks that I’m currently 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 »

  • Are ‘Public’ Private Equity Firms a Contradiction in Terms?

    By dpricevan - August 3, 2012 | Tickers: CG, KKR, OAK, BX

    Corporate takeover, leveraged buyout, alternative asset management, private equity -- whichever the popular term-of-the-day happens to be (presently the latter), the current push for private equity (PE) firms to list in the securities market has caused many public investors to turn heads and take notice. 

    Once famously known for being secluded and enigmatic, the PE industry finds itself now at the front doors of potential shareholders with a welcome cake in more »