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Apollo Global Management: Past And Present Lead To A Promising Future
Richard Tarjeft • Fri, May 10 • 3 Comments
Apollo Global Management: Earnings Surprise After Earnings Surprise
Zacks Investment Research • Wed, Apr 3 • 1 Comment
17.5% Dividend Payer Apollo Global Management Is Executing Exceptionally
David White • Fri, Mar 8 • 19 Comments
Why Investors Should Look at Apollo Global's Track Record and Potential Realization Backlog
FAF Research • Tue, May 24, 2011
Apollo Global Management: The Dog We Expected
IPOdesktop • Sun, Apr 3, 2011
Apollo Global Management Priced IPO at High End of Range
SA Editor Mohit Manghnani • Sun, Apr 3, 2011 • 1 Comment
Apollo Global Management's IPO Prices at the Top of the Range
Trent Tillman • Wed, Mar 30, 2011 • 6 Comments
Apollo Global Management: Red Flags in the S-1
IPOdesktop • Mon, Mar 28, 2011

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13.4% Dividend Payer Apollo Residential Mortgage's Market Leadership Makes It A Buy
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Wall Street Breakfast • Tue, Mar 12 • 89 Comments
Wall Street Breakfast: Must-Know News
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12.61% Dividend Payer Apollo Residential Mortgage Returned 56% In 2012, Uptrend Is Still Strong
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David Brown • Tue, Feb 19 • 16 Comments
Buy McGraw-Hill Today At A Huge Discount
Jonathan Wolfe • Thu, Feb 7 • 6 Comments
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Jim Fish • Sat, Jan 26 • 7 Comments
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Vince Martin • Mon, Dec 31, 2012 • 31 Comments
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Apollo Snaps Up $155 Million of Premier Foods Debt

at CNBC.com (Jun 11, 2013)
Apollo to Present at the Deutsche Bank 2013 Global Financial Services Investor Conference

Business Wire (Jun 3, 2013)
Apollo Global Management, LLC Announces Closing of Public Offering of Class A Shares; Underwriters’ Option to Purchase Additional Shares Exercised in Full

Business Wire (May 15, 2013)
Apollo Global Management, LLC Announces Pricing of Public Offering of Class A Shares

Business Wire (May 9, 2013)
Apollo Global Management Announces Launch of Public Offering of Class A Shares

Business Wire (May 7, 2013)
Apollo Global Management, LLC Reports First Quarter 2013 Results

Business Wire (May 6, 2013)
Apollo Global Management and Apex Energy Announce Strategic Partnership to Invest in Oil & Gas Assets

Business Wire (May 2, 2013)
McGraw-Hill Makes Name Change Official

at Fox Business (May 1, 2013)
Market's Great ... If You're Selling: Private Equity Titans

at CNBC.com (Apr 30, 2013)
A Look Ahead at the Milken Global Conference

at CNBC.com (Apr 26, 2013)
Apollo Announces First Quarter 2013 Earnings Release and Conference Call

Business Wire (Apr 25, 2013)
Apollo Global Management and Double Eagle Energy Announce Strategic Partnership to Invest in Oil & Gas Assets

Business Wire (Apr 25, 2013)
Market's Hot IPO Market Falters. Why?

at CNBC.com (Apr 18, 2013)
Apollo Global Management Prices €325 Million European CLO

Business Wire (Apr 12, 2013)
Early Movers: JPM, GPS, HD & More

at CNBC.com (Apr 12, 2013)
Hostess Gets OK for Drake's, Bread Brands Sales

at Fox Business (Apr 9, 2013)
Financial Stocks: S&P chief likely to succeed McGraw-Hill CEO

at MarketWatch.com (Mar 28, 2013)
Funds Affiliated with Apollo Acquire Common Shares of McGraw-Hill Ryerson Limited

Business Wire (Mar 27, 2013)
Financial Stocks: McGraw-Hill sees growth fueled by international

at MarketWatch.com (Mar 22, 2013)
Fund Affiliated with Apollo Global Management Announces Agreement to Acquire Spanish Auto and Consumer Loan Unit of Bankia

Business Wire (Mar 22, 2013)

APO vs. ETF Alternatives

Company Description

Apollo is a leading global alternative investment manager with offices in New York, Los Angeles, Houston, London, Frankfurt, Luxembourg, Singapore, Mumbai and Hong Kong. Apollo had assets under management of approximately $110 billion as of September 30, 2012 in private equity, credit and real... More

Sector: Financial

Industry: Diversified Investments

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Wednesday, June 5, 3:04 PM More from Apollo Global (APO) at the Deutsche Bank conference: Leverage levels - whether by measuring LBO leverage, dividend recap issuance, or "covenant-lite" issuance - are approaching and even exceeding pre-financial crisis levels (see slide 13). Josh Harris was on the mic today, but his co-founder Leon Black is on record saying he's "selling everything not nailed down" and company managers just cashed in by offering 21.1M shares in a secondary. High-yield (HYG, JNK has been particularly hard-hit in the last month. Comment! [Financials]
Wednesday, June 5, 1:22 PM "We have a pretty simple business," says Apollo Global (APO) co-founder Josh Harris (webcast from DB conference), curious as to why the market values P-E companies based on a multiple of management fees when the real money is the 20% incentive fee. The trouble, he says, is the company only gets paid when it disposes of an asset. There's nothing regular about payments, so analysts don't include them. "For patient investors ... you're getting our growth for free." Others to check into: FIG, BX, KKR, OAK. Comment! [Financials, Quick Ideas]
Friday, May 31, 11:42 AM RBS trims the list of bidders for 315 branches, notifying Chris Flowers and partner Apollo Global (APO) their bid will not be a winner. This leaves 3 other P-E consortiums in the race, with bids estimated to be in the £800M-£1B range. The sale of the branches - known as "Project Rainbow" - is being demanded by regulators as part of the bank bailout (now 82% state-owned). Comment! [Financials]
Tuesday, May 28, 4:27 PM Apache (APA) is exploring the sale of a minority stake in its shallow water Gulf of Mexico assets, attracting interest from P-E firms such as TPG Capital, Apollo Global (APO) and KKR, Reuters reports. The shallow water assets produce more oil and gas and are easier and less risky to exploit than their deepwater counterparts. Comment! [Energy]
Friday, May 24, 3:39 PM Private-equity is taking profits, with this week's 7 offerings pushing the year's total to 86, more than double the amount this time last year, according to Dealogic. The dollar amount of $34B is a triple. In addition to Oaktree (OAK) and Apollo (APO) insiders cashing in some chips this month, Bain sold chunks of Bloomin Brands and Sensata (ST), Carlyle (CG) unloaded part of Wesco Aircraft, and teamed with Blackstone (BX) to sell $1.3B of Nielsen Holdings (NLSN). Comment! [Financials]
Wednesday, May 22, 10:09 PM More P-E insiders cash in as Oaktree Capital (OAK) prices an upsized secondary (to 7M units from 6M) at $53.50 per share. The greenshoe option is for 15%, 1.05M shares. The company is using the proceeds to take out selling insiders. Two weeks ago, Apollo Global (APO) strategic investors and managing partners offered up 21.1M shares, and its CEO Leon Black has let it be known - now is the time to harvest. OAK -0.3% to $54.25 AH. 1 Comment [Financials]
Wednesday, May 22, 9:51 AM Leon Black's strategy of "selling everything not nailed down" while at the same time raising new investment funds seems to be working as Apollo Global (APO) is the best-performing (on a Y/Y basis) of the alternative-asset stocks. "Apollo has aggressively entered harvesting mode and you're seeing shareholders reap the benefits," says CS's Howard Chen, who has a Buy rating. Also in the top 5 were FIG, BX, and KKR, while CG and BAM scraped the bottom. In between are relative newcomers OAK and OZM. Comment! [Financials]
Friday, May 10, 11:38 AM Sprouts Farmers Markets (SFM) files for an IPO in a bid to raise $300M. The company booked $1.8B in sales in 2012 after being acquired by Apollo Global Management (APO -2.7%) in 2011 only to be merged with Henry's Farmers Market and Sunflower Farmers Market. With 150 stores natural/organic stores up and running already, and IPO cash coming in, the development gives Whole Foods Market (WFM +0.2%) something to think about. (S-1). 6 Comments [Consumer]
Friday, May 10, 7:27 AM Selling everything "not nailed down," indeed. Apollo Global Management (APO) prices a 21.1M share secondary offered by strategic investors and certain managing partners at $25/share. Shares -3.2% premarket to $24.77, now off more than 11% since the post-earnings pop on Monday morning. (PR) Comment! [Financials, On the Move]
Monday, May 6, 9:12 AM Premarket gainers: CBMX +8%. YRCW +7%. APO +7%. CTIC +6%.
Losers: PAL -12%. LNCO -7%. LINE -6%. 12 Comments [On the Move]
Monday, May 6, 7:33 AM More on Apollo Global Management (APO) Q1 earnings: Times are good in P-E. Economic net income of $1.89/share vs. $1.10 a year ago. AUM of $114.3B vs. $86.1B a year ago. Management fee revenue of $164.3M up 26% Y/Y. Advisory fee revenue of $47.4M up 74%. Incentive business of $1.116.6B up 79%. $345.2M of realized gains from carried net interest up 130%. Q1 distribution declared of $0.57/share - $0.07 regular and $0.50 from fund realizations. Looking forward to CEO Leon "selling everything that's not nailed down" Black on the CC at 10 ET. (PR) 1 Comment [Financials, Earnings]
Monday, May 6, 7:03 AM Apollo Global Management (APO): Q1 ENI of $1.89. Revenue of $1.31B beats by $333.32M. (PR) Comment! [Earnings, Breaking News, Financials]
Monday, May 6, 12:05 AM Notable earnings before Monday’s open: APO, BPI, CRNT, EXXI, PETS, SYY, TESO, TSN, WLK, ZINC Comment! [Earnings]
Sunday, May 5, 5:30 PM Notable earnings before Monday’s open: APO, BPI, CRNT, EXXI, PETS, SYY, TESO, TSN, WLK, ZINC Comment! [Earnings]
Saturday, May 4, 7:24 AM "It's almost biblical," says Apollo Global (APO) CEO Leon Black. "There is a time to reap and there's a time to sow ... We are harvesting." The P-E kingpin says Apollo has unloaded about $13B in assets over the past 15 months. "The financing market is as good as we have ever seen it. It's back to 2007 levels. There is no institutional memory ... We're selling everything that's not nailed down." 117 Comments
Tuesday, April 30, 3:07 PM Take note of the savvy Leon Black (APO) speaking at a Milken Institute Conference (as relayed by Steve Case): "The market is pricey ... (It's) a great time to sell ... so we're selling everything that's not nailed down." Comment!

Michael Bryant
Even Blackstone Group L.P. ($BX) performed almost just as good as $APO. Investment managers are on the roll. http://yhoo.it/19T0E4B
May 20, 12:17 AM
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Michael Bryant
Envestnet ($ENV) & Apollo Global Management, LLC ($APO) have both had a great year. http://yhoo.it/14Hqoje
May 20, 12:13 AM
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Michael Bryant
Investment manager Apollo Global Management, LLC ($APO) has done great since IPO, but what happens if number of pension funds decline?
May 15, 12:11 AM
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Michael Bryant: Do you know a quick way to become one? Thanks.
May 15, 3:16 AM
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x oil -field: Well.. Mr.M.Bryant I would say you are doing a fine job right here @ST and I've seen you post @WSB keep up the fine work. *Thank you
May 15, 3:23 AM
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Michael Bryant
Copa Holdings ($CPA), InterOil ($IOC), Apollo Global Management ($APO), 3D Systems ($DDD), & Actavis ($ACT) rose Tuesday on unusual volume.
May 15, 12:01 AM
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Michael Bryant: Off the bat, I would say go with $DDD.
May 15, 12:03 AM
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jwill53
just started looking at $APO - any consensus on a good entry point?
Apr 15, 8:19 AM
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166649: $APO Now it is lose to it's 50 ema here premarket. Got a $35 target two days ago Outperform from Perform at Oppenheimer
May 10, 7:29 AM
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Michael Bryant
Natural Grocers ($NGVC), Worthington Industries ($WOR), Apollo Global ($APO), Corrections ($CXW), & Cree ($CREE) rose Tuesday on unusual vol
Apr 9, 11:42 PM
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Michael Bryant: $APO & $CREE have done very well since their IPOs.
Apr 9, 11:51 PM
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Chris DeMuth Jr.
@ Grant's Interest Observer Spring Conference at the Plaza in New York. First actionable idea: $APO and $APO's AAA (on Amsterdam exchange)
Apr 9, 9:59 AM
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Chris DeMuth Jr.: Jody La Nasa from Serengeti Asset Mgmt said that it was a cheap was to set up Athene Holding Ltd. at a massive NAV discount. Worth >$40.
Apr 9, 6:58 PM
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David Jackson: Interesting...
Apr 11, 7:13 AM
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ltfinger
New Upgrades (4/2/13): $AMT, $APO, $BNO, $HRS, $INFI, $LTD, $PSA, $SVXY, $TU, $URBN, $ZMH
Apr 3, 1:02 AM
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Dividend Sheet
$VIP $EBR and $APO are the highest yielding stocks with low P/E ratios - http://stks.co/s5e7 - 11 Shares with 15.13% Yield $ARR $NLY
Mar 18, 4:41 AM
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Michael Bryant
Shutterstock ($SSTK), AZZ ($AZZ), Apollo Global ($APO), Fomento Economico ($FMX), & Rentech Nitrogen ($RNF) rose Monday on unusual volume.
Feb 26, 1:01 AM
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LATEST REPLIES

Michael Bryant
Investment manager Apollo Global Management, LLC ($APO) has done great since IPO, but what happens if number of pension funds decline?
May 15, 12:11 AM
Reply (6)

• !Report Abuse
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Michael Bryant: Do you know a quick way to become one? Thanks.
May 15, 3:16 AM
• !Report Abuse
x oil -field: Well.. Mr.M.Bryant I would say you are doing a fine job right here @ST and I've seen you post @WSB keep up the fine work. *Thank you
May 15, 3:23 AM
• !Report Abuse
Add a reply...

140 characters

Michael Bryant
Copa Holdings ($CPA), InterOil ($IOC), Apollo Global Management ($APO), 3D Systems ($DDD), & Actavis ($ACT) rose Tuesday on unusual volume.
May 15, 12:01 AM
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Michael Bryant: Off the bat, I would say go with $DDD.
May 15, 12:03 AM
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140 characters

jwill53
just started looking at $APO - any consensus on a good entry point?
Apr 15, 8:19 AM
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166649: $APO Now it is lose to it's 50 ema here premarket. Got a $35 target two days ago Outperform from Perform at Oppenheimer
May 10, 7:29 AM
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140 characters

Chris DeMuth Jr.
@ Grant's Interest Observer Spring Conference at the Plaza in New York. First actionable idea: $APO and $APO's AAA (on Amsterdam exchange)
Apr 9, 9:59 AM
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Chris DeMuth Jr.: Jody La Nasa from Serengeti Asset Mgmt said that it was a cheap was to set up Athene Holding Ltd. at a massive NAV discount. Worth >$40.
Apr 9, 6:58 PM
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David Jackson: Interesting...
Apr 11, 7:13 AM
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140 characters

Michael Bryant
Natural Grocers ($NGVC), Worthington Industries ($WOR), Apollo Global ($APO), Corrections ($CXW), & Cree ($CREE) rose Tuesday on unusual vol
Apr 9, 11:42 PM
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Michael Bryant: $APO & $CREE have done very well since their IPOs.
Apr 9, 11:51 PM
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David Jackson
$PSO cut guidance. Textbooks particularly weak. Danger for $APO?
Jan 21, 11:36 AM
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Charles Margolis: David do you mean $APOL Apollo Group the edu. company or $APO the owner of AMC ?
Jan 21, 2:15 PM
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Charles Margolis: Ok, I see the acquisition by $APO (the other company $APOL has a subsidiary called Apollo Global. However it's not the same.)
Jan 21, 4:42 PM
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Asif Suria
Apollo to buy McGraw-Hill education unit for $2.5 bln $MHFI $APO http://reut.rs/Tm3O9v
11/26/12
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David Jackson: Asif, do you know how much of $APO's business will be textbooks going forward?
11/27/12
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APO Apollo Global Management, LLC

APO

Apollo Global Management, LLC