Brookfield Renewable Energy Partners (BEP): Protected with Wide Competitive Moats

Brookfield Renewable Partners (BEP) is one of the largest pure play renewable energy companies in the world, with a 100 year history in hydroelectric generation. Their hydro and wind power facilities are in both North and South America, as well as Europe. As both owner and operator, they gain a unique perspective allowing them to generate attractive total returns over the long term. Some Background BEP was launched in 2011 and is the second business platform spun off from Brookfield Asset Continue Reading

Brookfield Infrastructure Partners (BIP) — Valuation Remains Attractive

Do you remember in 2012 when I estimated Brookfield Infrastructure Product's (BIP) value and thought it was a good buy? In my last post I discussed Continue Reading

Update on Brookfield Infrastructure Partners (BIP)

Brookfield Infrastructure Partners (BIP) was launched in 2008 and grew to become one of the world’s largest owners and operators of infrastructure Continue Reading

Allergan (AGN) Update

Allergan Plc (AGN) shares fell about 20 percent in after hour trading Monday [Source] after the U.S. Treasury Department issued rules that would limit Continue Reading

In Volatile Markets, Stay the Course:

Market volatility comes and goes and it’s natural to wonder when it increases if this is the beginning of a correction or bear market. If it is, some Continue Reading

New Buy Allergen, PLC (AGN)

Pfizer (PFE) and Allergen, PLC (AGN) agreed to merge in a $160 Billion deal announced November 23, 2015 [Source].  It is a tax inversion transaction Continue Reading

Kinder Morgan, Inc. (KMI): A Silver Lining

We experienced unanticipated twists and turns over the past number of months with Kinder Morgan, Inc. (KMI). The oil and gas sector’s cyclical Continue Reading

General Electric Company (GE) Investment Thesis:

General Electric Company (GE) Investment Thesis: Thomas Edison’s merged his many business interests to form Edison General Electric Company in Continue Reading

Buying More Kinder Morgan, Inc. (KMI)

Kinder Morgan, Inc. (KMI) & Brookfield Infrastructure Partners (BIP) just bought [Source] the remaining 53% of Natural Gas Pipeline Company of Continue Reading

Kinder Morgan, Inc. (KMI): Opportunity for the Patient Investor

The KMI investment has hit a rough patch right along with the entire midstream infrastructure sector. The share price decline in KMI is disappointing Continue Reading