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PrimoKUSHFUTURES™ M©QUEEN- KRh.A analysis of KKR

PrimoKUSHFUTURES™ M©QUEEN- KRh.A analysis of KKR

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Welcome, Primo KUSHFUTURES™ M©QUEEN! 1092011 weekend
Welcome, Primo KUSHFUTURES™ M©QUEEN! 1092011 weekend

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Published by: Primo KUSHFUTURES™ M©QUEEN on Oct 09, 2011
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05/12/2014

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FOLLOW$ THE BREAD :
I'm not a predictor ofpolitricKs; I'm so focused on growing our KKR brand,around the world. US->focus on growth businesses;owners are not hiring due to uncertainty around taxesand regulation. KKR IS NOT SYSTEMICALLY IMPORTANT.”
 
Seeking more alpha, institutional investors are looking to invest in oil & gas, OWNINGTHE energy asset is a good hedge against inflation, infrastructure with lower returnbut something to build upon.We are very disciplined in diversification, what we do and everything must tietogether KKR IS NOT SYSTEMICALLY IMPORTANT.$1 billion for mezzanine finance, capital markets business (our own portfolio) forsmaller/mid-sized companies, 'hub & spoke' modelWhere do you want to be 5 years from today and how do you get there!? Probablycan't exit investments today as quickly as in the pastThere is financing available for the right transitions, be cautious, do homework,flexible financing & 100 day plan. -KKR starts with a very detailed 100 day plan, putin the proper metrics in to measure the company properlyAny fool clown can buy a company->what do you do with the business when you get it,how do you create VALUE?KKR runs 14 offices worldwide, Delmonte Food acquisition, GoDaddy acquisition, Shalegas operators to partner with (who needed Capital). Private Equity use to be aboutbuying 100% of a company, today, you must be as flexible as possible, buy duringextreme pessimism.Stay away from the ‘buggy whip’ and ‘pay-phones’ businesses. Private Equity is a teamsport-->all KKR Employees are owners of the firm, $2.5T industry.Who wants this operational expertise/efficiencies and improvements? When debtmarkets tighten, cost of capital goes up, gross vs. net returnsANALYSTS Freeman has an overweight rating on KKR, KIM has a buy rating on KKR,
 PrimoKUSHFUTURES™ M©QUEENDauphane Funds:"Therefore, when I have won a victory I do not repeat my tactics but respond tocircumstances in an infinite variety of ways"
© 
 
2011 Primo KUSH 
 
FUTURES ™ M©QUEEN==> 
 
 
 primokush 
 
 
Sun TZU
 Sector summary, severly oversold: Sectorenumiratio bydelta %down / up:Basic Materials-2.58%Capital Goods-2.99%Conglomerates-4.03%Cons. Cyclical-2.85%Cons. Non-Cyclical-1.52%Energy-2.54%Financial-2.86%Healthcare-1.19%Services-2.01%Technology-2.74%Transportation-3.15%Utilities-1.33% Dow Jones10,913.38-240.60(-2.16%)
 
S&P 5001,131.42-28.98(-2.50%)
 
Nasdaq2,415.40-65.36(-2.63%) World marketsShanghai2,359.47-5.87 (-0.25%)Nikkei 2258,700.29-0.94 (-0.01%)Hang Seng Index17,592.41-418.65 (-2.32%)TSEC7,225.38+42.77 (0.60%)FTSE 1005,128.48-68.36 (-1.32%)EURO STOXX 502,179.66-32.78 (-1.48%)CAC 402,981.96-45.69 (-1.51%)S&P TSX11,623.84-62.48 (-0.53%)S&P/ASX 2004,008.60+0.30 (0.01%)BSE Sensex16,453.76-244.31 (-1.46%) CurrenciesEUR/USD1.3424-0.0139 (-1.02%)USD/JPY77.0800+0.3600 (0.47%)
© 
 
2011 Primo KUSH 
 
FUTURES ™ M©QUEEN==> 
 
 
 primokush 
 
 
GBP/USD1.5624+0.0032 (0.21%)USD/CAD1.0439+0.0052 (0.50%)USD/HKD7.7849-0.0066 (-0.08%)USD/CNY6.3780-0.0184 (-0.29%)AUD/USD0.9705-0.0020 (-0.21%) Bonds3 Month0.01%0.00 (0.00%)6 Month0.04%+0.01 (33.33%)2 Year0.24%-0.01 (-4.00%)5 Year0.94%-0.01 (-1.05%)10 Year1.90%-0.02 (-1.04%)30 Year2.90%-0.06 (-2.03%) How I garnered my recent job with the Delaware North Sportsservice@ Comerica Park.For every effect, there is a cause; yet the taks is in determinginghow relevant most factors are in changing the feedback loop within you.The success that opportunity offers you is awesome and well withinyour grasp! Often, undiminished focus and moderate discipline is all thatyou need, yetthe major dividends are worthwhile rewards in your future.I've read that the quality of our physiology affects our perceptionsand behaviors...-massive amounts of encourgement from my friends with good jobsand the supportive members of my family-effectively using my mini-collaborative community-uncanny it factor or awesome uniqueness-faith persistance, dedication, jovial/zeal/smile-overconfidence in my swagger and love of their 'brands'-confidence in my knowledge about this 'clownass recovery'-slam-dunk'd the interview, by answering questions fully accurate-giving the interviewer 'more of what they want and some taste of what they didn't expect'keeping the job will intell-passing some tests, jumping through hoops, being on time Sources: 
© 
 
2011 Primo KUSH 
 
FUTURES ™ M©QUEEN==> 
 
 
 primokush 
 

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