Brookfield Infrastructure Partners (BIP) was launched in 2008 and grew to become one of the world’s largest owners and operators of infrastructure Continue Reading
April 4, 2016
Allergan (AGN) Update
Allergan Plc (AGN) shares fell about 20 percent in after hour trading Monday [Source] after the U.S. Treasury Department issued rules that would limit Continue Reading
March 10, 2016
In Volatile Markets, Stay the Course:
Market volatility comes and goes and it’s natural to wonder when it increases if this is the beginning of a correction or bear market. If it is, some Continue Reading
February 26, 2016
New Buy Allergen, PLC (AGN)
Pfizer (PFE) and Allergen, PLC (AGN) agreed to merge in a $160 Billion deal announced November 23, 2015 [Source]. It is a tax inversion transaction Continue Reading
February 23, 2016
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
December 3, 2015
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
November 8, 2015
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
September 2, 2015
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
August 30, 2015
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
August 26, 2015
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