George Thoreson


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 …

Brookfield Infrastructure Partners (BIP) 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 …

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