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

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The KMI investment has hit a rough patch right along with the entire midstream infrastructure sector. The share price decline in KMI is disappointing and causes investors to wonder if we missed something. We did a thesis [Source], analyzed the data and came to the conclusion that KMI has the potential for a good risk adjusted return over a three to five-year period. The reason we do a thesis and use the three to five  year investment time horizon is for times like this. During periods of Continue Reading

A Closer Look at Kinder Morgan (KMI) Part II

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This is the second part of a two part follow up on the Kinder Morgan investment thesis [Source] where we estimated Kinder Morgan Inc. (KMI), had the Continue Reading

A Closer Look at Kinder Morgan (KMI) Part I

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We posted the investment thesis in October, 2014 [Source] after we estimated Kinder Morgan Inc. (KMI), had the potential for attractive returns in a Continue Reading

Keep Calm and Carry On

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Trying to understand where the stock market is headed creates a dilemma because we are trying to know something we can’t. If we take action, but don’t Continue Reading

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 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