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 playing out and BIP has reached the lower end of the range a little early for a total return of 43% or about 16%/year. While investors may consider selling to lock in these returns, the company continues to perform well and in the updated thesis below we think there is more to come. Brookfield Infrastructure Partners is an owner and operator of 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

Brookfield Property Partners (BPY) 2Q14 Results: A Lot of Positives

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Brookfield Property Partners (BPY) is a leading global commercial property company with operations that include premier office, retail, multi-family, Continue Reading

Brookfield Infrastructure (BIP) Reports 2Q14 Results; It Remains a Solid Long Term Investment

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Before jumping into the quarterly report let’s take a moment to review why we’re invested in this business. Good Business: Brookfield Continue Reading

American International Group (AIG) Reports 2Q14 Results; Thank you Mr. Benmosche!

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American International Group (AIG) reported 2Q14 earnings [Source]. This is CEO Robert Benmosche’s last earnings report as he retires and assumes an Continue Reading