A Closer Look at Kinder Morgan (KMI) Part II

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

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

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

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

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

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

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

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

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

Kinder Morgan, Inc. (KMI) Reports Solid 1Q15 Results

Kinder Morgan Inc., first quarter 2015 report (1Q15) is solid [Source]. While KMI is up about 30% since our initial purchase in October 2014, at the Continue Reading