Kinder Morgan, Inc. (KMI) Reports Solid 4Q14 Results

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We bought Kinder Morgan Inc., in October, 2014 after they announced the consolidation merger bringing all of its publicly traded segments into one company. We expected good things from KMI and the 29% gain in 2014 was a nice start for the 2½ months we owned it. We are expecting more good things over the years and the keys to assuring the investment thesis plays out are discussed below. Our thesis anticipates KMI’s total return will be realized from dividend income, dividend growth and the Continue Reading

Breitburn Energy Partners (BBEP) Investment Thesis:

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Breitburn Energy Partners (BBEP) is an upstream Oil & Gas company operated as a master limited partnership (MLP). They buy mature crude oil and Continue Reading

Value by George Portfolio 2014 Results

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Investment results for 2014 were good on an absolute and a relative basis, they are presented below. The 2014 Portfolio had a total return of Continue Reading

Brookfield Infrastructure Partners (BIP) Thesis Update

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In 2012 we estimated Brookfield Infrastructure Partners (BIP) [Source] would be $40-46/unit (share) in a 3-5 year time frame. The investment thesis is Continue Reading

Brookfield Asset Management (BAM) 3Q14 Update: Growing Platform of Opportunity

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Brookfield Asset Management is a global alternative asset manager with $200 billion in Assets under Management (AUM). They own and operate real assets Continue Reading

Brookfield Property Partners (BPY) 3Q14 Update: Significant Upside Potential

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Sometimes Mr. Market just doesn't get it. BPY is a global premier property company with significant upside potential over the next five years. The Continue Reading

Brookfield Infrastructure (BIP) 3Q14 Update: Strong Quarter to Underpin Future Returns

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Brookfield Infrastructure (BIP) reported a strong 3Q14 [Source] and continues to execute well. Importantly management provides examples of what BIP is Continue Reading

American International Group (AIG) 3Q14 Update

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American International Group (AIG) reported 3Q14 earnings [Source]. This is CEO Peter Hancock’s first earnings report following his promotion Continue Reading

Kinder Morgan Inc. (KMI) Investment Thesis

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The oil and gas industry relies on midstream companies with the infrastructure to transport large volumes of products. Houston based Kinder Morgan Continue Reading

Brookfield Asset Management (BAM) 2Q14 Results: Strong Growth Continues

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Profile: Brookfield Asset Management is a global alternative asset manager with $192 billion in Assets under Management (AUM). They have a 100+ year Continue Reading