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

Breitburn Energy (BBEP) Risk & Reward Turns Unfavorable: Time to Exit

Breitburn Energy Partners LP (BBEP) and EIG Global Energy Partners (EIG) announced [Source] a  “definitive agreements whereby Breitburn will sell $350 Continue Reading

Breitburn Energy Partners (BBEP) 4Q14: A Good Report; Our Thesis is on Track

Breitburn Energy Partners LP (BBEP) reported [Source] financial and operating results for the fourth quarter 2014 (4Q14) and full year 2014. It was a Continue Reading

Brookfield Asset Management (BAM) 2014 and 4Q Results that Didn’t Miss a Beat

Brookfield Asset Management (BAM): reported [Source] Funds from Operation (FFO), their primary measure of cash flow, was $2.2 billion for 2014 or Continue Reading

American International Group (AIG) 4Q14: A Mixed but Refreshing Report

As we have seen in the past AIG’s earnings report [Source] this quarter was a mixture of good and bad news. It can be characterized as a quarter of Continue Reading

Brookfield Property Partners (BPY) 2014 Good Result with More to Come

Brookfield Property Partners (BPY) reported a strong first full year of operations since it was spun off delivering a total return of 20.2% to unit Continue Reading

Brookfield Infrastructure (BIP) Reports 2014 Results; Another Good Year

Brookfield Infrastructure Partners (BIP) reported results [Source] for full year 2014 with a total return of 12% compared to its target total return Continue Reading