Kinder Morgan, Inc. (KMI): A 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:

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)

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

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

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