NYSE:APO (USA) Also Trade In: Germany Mexico UK

Apollo Global Management Inc $ 43.17 0.32 (0.75%)

On watch
Volume:
96,713
Avg Vol (1m):
1,192,217
Market Cap $:
9.92 Bil
Enterprise Value $:
22.53 Bil
P/E (TTM):
0.00
P/B:
26.48
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APO News and Headlines - Apollo Global Management Inc

GuruFocus Articles Total 47
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This is a good time to look at your holdings and weed out companies that have high debt, or are losing money, or both

Weeding isn’t just for gardens.

I recommend that investors weed their portfolios at least once a year.

Since the United States faces a recession – a stiff one, in my view – this is a good time to look at your holdings and weed out companies that have high debt, or are losing money, or both.

To be sure, such companies sometimes turn themselves around, and riding a turnaround can pay off handsomely. But in my judgment, this is no time for such brave tactics. This is a time to be a bit more conservative.

Here are four stocks whose

1530 Views    John Dorfman    2020-05-22 20:31
AbbVie makes the list

According to the GuruFocus All-in-One Screener as of April 14, the following guru-held companies have high dividend yields and are trading with reasonable price-earnings ratios.

Algonquin Power & Utilities

Algonquin Power & Utilities Corp.'s (AQN) dividend yield is 3.94% and the payout ratio is 0.53. Over the past 52 weeks, the stock has gained 27.8% and shares are trading with a price-book ratio of 2.15 and a price-earnings ratio of 14.4.

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The utility company has a market cap of $7.48 billion. The return on equity of 15.28% and return on assets of 5.23%

242 Views    Tiziano Frateschi    2020-04-14 18:53
Tightening credit markets is a blessing for this industry

For over a month, U.S. equity market performance has been driven by Covid-19 fears. The global spread of the virus has pushed the American economy to a standstill, which is by no means good news for investors. However, the significant decline in stock prices and the increasingly tightening credit market for small and medium-sized businesses might benefit private equity firms that specialize in providing financing solutions to these markets. The underlying conditions are favorable for the growth of this industry, and investors have an opportunity to benefit by investing in the shares of publicly-listed private equity firms.

How does a

329 Views    Dilantha De Silva    2020-03-31 19:46
The company has been an acquisition target for a number of media players and is trading more than 30% below its expected acquisition value

Tegna Inc. (TGNA) came into the limelight earlier this month after receiving its first acquisition bid from Gray Television Inc. (GTN), which was followed by a series of bids from other media companies and investment funds owning media assets.

Given the strong consolidation in the TV stations industry in the U.S., the upcoming presidential election toward the end of 2020 and the huge discount on the stock owing to the coronavirus, it will be very interesting to see how Tegna’s bidding war shapes up.

What does Tegna do?

Tegna is a Virginia-based media company that operates television stations and radio

120 Views    Ishan Majumdar    2020-03-25 20:53
Focusing on the company's deleveraging efforts

Introduction

Since Larry Culp took the helm, replacing John Flannery, as CEO of General Electric Co. (GE) in October 2018, many things have changed.

Let's take a brief look at what was achieved and announced in order to understand where we are with the deep restructuring process Culp and the board have been working on so far.

One of Culp's very first announcements on Oct. 30, 2018 was the reduction of the quarterly dividend to a penny from 12 cents per share.

On Feb. 25, 2019, GE announced its plans to sell its biopharma unit for $21.4 billion to Danaher

1087 Views    Nicola Guida    2020-03-01 20:04
Firm of merger-arbitrage guru releases portfolio

John Paulson (Trades, Portfolio), president and manager of Paulson & Co., disclosed this month that his firm gained a holding in ViacomCBS Inc. (VIAC) following a merger and established five new positions during the fourth quarter: Pretium Resources Inc. (PVG), Tech Data Corp. (TECD), Tiffany & Co. (TIF), LogMeIn Inc. (LOGM) and Innophos Holdings Inc. (IPHS).

A former mergers and acquisitions banker, Paulson established his New York-based firm as a merger arbitrage hedge fund, seeking to make money from situations when one public company announces plans to take over a second company. The fund manager detailed a

380 Views    James Li    2020-02-26 22:02
These companies' 2019 sales are higher than their market caps, providing value opportunities

In November 2019, an affiliate of Apollo Global Management (APO) outbid Warren Buffett (Trades, Portfolio) to acquire Tech Data Corp. (TECD) for $5.4 billion.

The Oracle of Omaha notoriously dislikes being involved in bidding wars, and this case was no exception. After a single bid, Buffett bowed out of the attempted acquisition. However, the fact that he took an interest in the company at all is a sign that it was undervalued.

Tech Data is a major global provider of hardware in the tech industry. Without the glamour of cutting-edge consumer products or semiconductor development, speculators didn’t

685 Views    Margaret Moran    2020-01-30 22:42
Markets fall from record levels on reduced trade optimism and weak manufacturing data

On Cyber Monday, the first trading day of December, Warren Buffett (Trades, Portfolio)’s favorite market indicator stood at 149.4%, approximately 0.9% from the March 2000 record high of 148.5%. Based on this valuation level, the implied market return over the next eight years is -2.6% per year assuming a reversion to the mean level of 80% and 2.2% per year assuming a reversion to a more-optimistic level of 120%.

Dow slumps on weaker-than-expected November manufacturing data

The Dow Jones Industrial Average traded at an intraday low of 27,804.04, down 247.37 points from the Black Friday

848 Views    James Li    2019-12-02 19:10
New buys include Buffett's conglomerate

Muhlenkamp & Co. Inc., the firm founded by Ronald Muhlenkamp (Trades, Portfolio), disclosed this week that its three new positions for the third quarter were in Berkshire Hathaway Inc. (BRK.B), Lockheed Martin Corp. (LMT) and CVS Health Corp. (CVS).

The firm seeks long-term capital appreciation through stocks that have solid balance sheets and a return on equity of at least 15%. Muhlenkamp discussed in his shareholder letter several key market drivers during the second half of the year, including the U.S. – China trade war and the 2020 presidential elections. Given the potential for market volatility, Muhlenkamp

430 Views    James Li    2019-11-29 21:59
Fund manager reports portfolio. Guru is merging his capital into proprietary pool

Louis Moore Bacon (Trades, Portfolio), who reported today he is returning outside capital to shareholders and consolidating his hedge fund, disclosed last week that his top five new stock buys for the third quarter were Apollo Global Management Inc. (APO), NetEase Inc. (NTES), Raytheon Co. (RTN), Advance Auto Parts Inc. (AAP) and US Foods Holding Corp. (USFD). Also, among his top six new buys is a holding in the iShares iBoxx $ Investment Grade Corporate Bond Exchange-Traded Fund (LQD).

According to the Institutional Investor, Bacon said in a letter that the time is "propitous" to privatize Moore

231 Views    James Li    2019-11-21 22:30
There is a danger the stock markets are transforming into a system offloading risk to the public and becoming an exit vehicle, not a growth vehicle

"Today, the stock market has become a device to offload risk to the public market and cashing in -- it is an 'exit' not a 'growth' vehicle."

– Hedgephone

Capital markets are the essential tool to make capitalism work, and most importantly, work well. Keynes said that when the capital development of a country becomes a by-product of the activities of a casino, the job is likely to be ill-done. Has anyone noticed that asset bubbles are coming more frequently with greater impact? Who would have thought we could have a technology bubble and crash followed by a real estate

268 Views    Thomas Macpherson    2019-07-14 14:53
'Father of hedge funds' starts one position, boosts four others

Julian Robertson (Trades, Portfolio), founder and CEO of Tiger Management, disclosed this week he launched one new position and increased his bet in four others, including Facebook Inc. (FB), in his first-quarter portfolio report.

Considered the "father of hedge funds," Robertson founded Tiger Management in 1980 with $8 million and turned it into $22 billion in the late 1990s. Despite this, Robertson closed his hedge fund to outside investors in 2000 and has since managed his own money.

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Robertson has also mentored several gurus throughout the past

416 Views    James Li    2019-05-22 21:27
Largest insider trades of the week

The GuruFocus All-in-One Screener can be used to find insider trades from the past week. Under the Insiders tab, change the settings for All Insider Buying to “$200,000+,” the duration to “December 2018” and All Insider Sales to “$5,000,000+.”

According to these filters, the following are trades from company insiders this week.

The 40 North Latitude Master Fund, 10% owner of W.R. Grace & Co. (GRA), bought 233,720 shares for an average price of $60.70 per share on Dec. 27.

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The company, which operates in the production and sale of specialty chemicals and specialty

62 Views    Tiziano Frateschi    2018-12-28 20:09
The company's poor performance to start the year has corrected, and long-term outlooks remain strong

Apollo Global Management (APO), a private equity company with over $270 billion in assets under management, has suffered a loss of over 30% in stock price since Jan. 2. Investor sentiment is down, but the company’s long-term outlook remains promising.

The year-to-date losses relate to headwinds and the company’s lack of growth in the first two quarters of 2018. Third-quarter results show fee-related earnings were 20% higher compared to the same quarter a year prior, rising to 48 cents a share.

Apollo started the year off with issues in the first quarter, as management fees fell 8.1% year

148 Views    Jacob Maslow    2018-12-24 15:35
Largest insider trades of the week

The GuruFocus All-in-One Screener can be used to find insider trades from the past week. Under the Insiders tab, change the settings for All Insider Buying to “$200,000+,” the duration to “October 2018” and All Insider Sales to “$5,000,000+.”

According to the above filters, the following are trades from company insiders this week.

Winder Investment Pte Ltd., 10% owner of International Flavors & Fragrances Inc. (IFF), bought 150,000 shares for an average price of $138.79 per share on Oct. 23.

The manufacturer of flavors and fragrances has a market cap of $14.9 million and an enterprise value of

53 Views    Tiziano Frateschi    2018-10-26 16:36
The stock picker is piling on risk with a bet on the company famous for AutoCAD years ago. Facebook is still one of his favorites

Three stocks in a total of 54 equities that sat in Chase Coleman (Trades, Portfolio)’s $15 billion portfolio are high-conviction equities the guru, for the most part, has long been fond of.

Based on filings this month, at least one of those investments, Facebook Inc. (FB), has been no secret. Coleman is known for his preference for social media and internet companies, including LinkedIn, one of the first of its kind to go public in 2011. The company is now owned by Microsoft Corp. (MSFT), but Coleman reportedly pocketed an estimated 400% return on the LinkedIn investment

207 Views    Yamil Berard    2018-07-31 21:18
Former 'Tiger Cub' fund gradually increased its holdings to over 13 million shares

Chase Coleman’s Tiger Global Management disclosed on Thursday that it increased its position in Sunrun Inc. (RUN) 5.15% according to GuruFocus real-time picks.

Coleman, a former protégé of Julian Robertson (Trades, Portfolio), prefers investing in small caps and technology companies. His firm invested in 682,669 shares of Sunrun for $12.44 per share, increasing the position to 13,937,606 shares.

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Company background

San Francisco-based Sunrun provides residential solar, storage and energy services to over 189,000 customers in the U.S. as of March 31, up

510 Views    James Li    2018-06-08 16:42
Mark Zuckerberg sells shares of Facebook

The GuruFocus All-in-One Screener can be used to find insider trades from the past week. Under the Insiders tab, change the settings for All Insider Buying to “$2,000,000+” and the duration to “April 2018.” Set All Insider Sales to “$5,000,000+.”

According to these filters, company insiders made the following trades this week.

President and CEO of Seacor Marine Holdings Inc. (SMHI) John M. Gellert bought 247,878 shares for $20.00 per share on April 26. Since then, the stock price has increased to $22.20.

The company is a provider of marine and support transportation services to offshore oil and

83 Views    Tiziano Frateschi    2018-04-27 15:14
Activision Blizzard, Aon have strong performances

According to the GuruFocus All-in-One Screener, the following stocks have outperformed the Standard & Poor's 500 Index over the past 12 months and were bought by gurus during the last quarter.

Aon PLC (AON) has a market cap of $35.47 billion. It has outperformed the S&P 500 Index by 6.9% over the past 12 months.

The stock is trading with a price-book ratio of 30.66. According to the discounted cash flow calculator, the stock is overpriced at $144.20 per share. The stock price is currently 21.83% above its 52-week low and 5.69% below its 52-week high.

The company provides

63 Views    Tiziano Frateschi    2018-04-19 18:57
'Tiger Cub' exits China-based car rental company

Tech investor Chase Coleman (Trades, Portfolio) exited his position in Shanghai-basesd eHi Car Services Ltd. (EHIC), a car rental company, at a price near a near breakeven price from when he started the position in 2015, he reported Wednesday.

Coleman’s Tiger Global Management hedge fund disclosed a share purchase of eHi Car Services in the second quarter of 2015, when the stock’s price averaged around $13. He then acquired 10,528,160 shares through the first quarter of 2018 at an average share price around $12.37. With an average sell price of $12.95, Coleman ended the investment at a

185 Views    Holly LaFon    2018-04-18 21:32

Headlines Total 165
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2020-09-24 $ 42.85 (-2.46%)
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