In Volatile Markets, Stay the Course
Market volatility comes and goes and it’s natural to wonder if this is the beginning of a correction or bear market. If it is, …
Kinder Morgan Inc: Investment Thesis Remains on Track
Last week Kinder Morgan Inc (NYSE:KMI) reported second quarter 2015 (2Q15) results. Overall it was a decent report and our investment thesis remains on …
Brookfield Asset Management Inc. (BAM) Earnings: Creating Opportunity with Work
Brookfield Asset Management Inc. (USA) (NYSE:BAM) reported: Funds from operations (FFO) during the 1Q15 were $557 million, or $0.
Brookfield Infrastructure Partners L.P. (BIP) Reports 1Q15; Solid Quarter of Progress
Financial Summary: Funds from Operations (FFO), Brookfield Infrastructure Partners L.P.
Kinder Morgan Inc Reports Solid 1Q15 Results (KMI)
Kinder Morgan Inc (NYSE:KMI), first quarter 2015 report (1Q15) is solid [Source]. While KMI is up about 30% since our initial purchase in October …
BreitBurn Energy Partners L.P. Risk & Reward Turns Unfavorable: Time to Exit
BreitBurn Energy Partners L.P.
Breitburn Energy Partners (BBEP) 4Q14: A Good Report; Our Thesis is on Track
Breitburn Energy Partners LP (NASDAQ:BBEP) reported [Source] financial and operating results for the fourth quarter 2014 (4Q14) and full year 2014. It was …
BreitBurn Energy Partners Investment Thesis
BreitBurn Energy Partners (NASDAQ:BBEP) is an upstream Oil & Gas company operated as a master limited partnership (MLP). They buy mature crude oil …
George Thoreson: Our Investment Thesis On Kinder Morgan Is On Track
We bought Kinder Morgan Inc. (NYSE:KMI), in October 2014 after it announced the consolidation merger bringing all of its publicly traded segments into …
Brookfield Infrastructure Partners Thesis Update
In 2012 we estimated Brookfield Infrastructure Partners (NYSE:BIP) [Source] would be $40-46/unit (share) in a 3-5 year time frame. The investment thesis is …