Dear Blog Readers

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Dear Blog Readers, Just wanted to share an upcoming change with you. In the past we posted on the reported quarterly results of each company in the Value by George (VBG) portfolio and how the quarterly results impacted our investment thesis. In doing so it was pretty much the same material the company or others reported but with our perspective on how it may have impacted the investment thesis. At this time we’re going to stop doing the quarterly report summaries going forward. That does not Continue Reading

Kinder Morgan Inc. (KMI), Reports Good 2Q15 Results

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Last week Kinder Morgan Inc. (KMI), reported second quarter 2015 (2Q15) results. Overall it was a decent report and our investment thesis remains on Continue Reading

Brookfield Asset Management (BAM) 1Q15: Creating Opportunity with Work

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Brookfield Asset Management (BAM): reported [Source] Funds from operations (FFO) during the 1Q15 were $557 million, or $0.82/share, up 14% from the Continue Reading

Brookfield Infrastructure (BIP) Reports 1Q15; Solid Quarter of Progress

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Financial Summary: Funds from Operations (FFO), BIP’s measure of cash flow, for the first quarter 2015 (1Q15) was $186 million or $0.89/unit Continue Reading

American International Group (AIG) 1Q15: Management Focused on the Right Things

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AIG reported 1Q15 earnings [Source] and it is a good report. Management is focused on improving operating performance and rightly so as this will be Continue Reading

Brookfield Property Partners (BPY) Reports 1Q15 Results, Continued Good Progress

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Brookfield Property Partners (BPY) reported [Source] Funds from Operations (FFO) of $181 million or $0.25/unit for the first quarter of 2015 compared Continue Reading

Kinder Morgan, Inc. (KMI) Reports Solid 1Q15 Results

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Kinder Morgan Inc., first quarter 2015 report (1Q15) is solid [Source]. While KMI is up about 30% since our initial purchase in October 2014, at the Continue Reading

Breitburn Energy (BBEP) Risk & Reward Turns Unfavorable: Time to Exit

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Breitburn Energy Partners LP (BBEP) and EIG Global Energy Partners (EIG) announced [Source] a  “definitive agreements whereby Breitburn will sell $350 Continue Reading

Breitburn Energy Partners (BBEP) 4Q14: A Good Report; Our Thesis is on Track

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Breitburn Energy Partners LP (BBEP) reported [Source] financial and operating results for the fourth quarter 2014 (4Q14) and full year 2014. It was a Continue Reading

Brookfield Asset Management (BAM) 2014 and 4Q Results that Didn’t Miss a Beat

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Brookfield Asset Management (BAM): reported [Source] Funds from Operation (FFO), their primary measure of cash flow, was $2.2 billion for 2014 or Continue Reading