|Day Low/High||15.59 / 15.92|
|52 Wk Low/High||8.32 / 16.94|
APO's 13F filing shows the firm is skeptical about valuation and price, but here are my takeaways.
These should provide long-term investors with outstanding returns.
But there are at least a couple of good stocks out there.
No matter what the Fed does, these REITs offer a discount to book value for a good long-term investment.
The private-equity firm offered great advice in its earnings call.
Private equity firm KKR continues to favor credit over equity in the current environment.
A KKR report inspires ideas in select real estate finance funds and senior loan closed-end funds.
To get the same results (or close to them), adopt the same mindset.
You'll get more profitable ideas from the likes of Paul Isaac of Arbiter Funds.
The commercial arena is recovering, and these have heavy exposure
EJF Capital's 13F filings provide good sources for these investment picks.