General Electric Company (GE) Investment Thesis:

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General Electric Company (GE) Investment Thesis: Thomas Edison’s merged his many business interests to form Edison General Electric Company in April, 1889. Later incorporated on April 15, 1892 as General Electric Company (GE), it was one of the original 12 companies listed on the newly formed Dow Jones Industrial Average in 1896. GE is the only one of the original companies still listed on the Dow Index after 119 years. General Electric Company became one of the largest and most Continue Reading

Buying More Kinder Morgan, Inc. (KMI)

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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

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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 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