Allergan (AGN) Update

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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 "inversion transactions" and the ability of U.S. companies to issue debt to their foreign parents. It appears the rules are aimed at the pending Allergan and Pfizer (PFE) merger. A reader asks: "Does treasury department news impact investment thesis?" It's a good question that will take some time to sort out, below are some initial Continue Reading

In Volatile Markets, Stay the Course:

Asset vs Investor Featured

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)

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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

KMI 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:

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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 Continue Reading

Buying More Kinder Morgan, Inc. (KMI)

KMI Gas Pipeline

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

KMI Terminal 2015-11-08 at 2.35.01 PM

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