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

Kinder Morgan, Inc. (KMI) Reports Solid 4Q14 Results

We bought Kinder Morgan Inc., in October, 2014 after they announced the consolidation merger bringing all of its publicly traded segments into one Continue Reading

Breitburn Energy Partners (BBEP) Investment Thesis:

Breitburn Energy Partners (BBEP) is an upstream Oil & Gas company operated as a master limited partnership (MLP). They buy mature crude oil and Continue Reading

Value by George Portfolio 2014 Results

Investment results for 2014 were good on an absolute and a relative basis, they are presented below. The 2014 Portfolio had a total return of Continue Reading

Brookfield Infrastructure Partners (BIP) Thesis Update

In 2012 we estimated Brookfield Infrastructure Partners (BIP) [Source] would be $40-46/unit (share) in a 3-5 year time frame. The investment thesis is Continue Reading

Brookfield Asset Management (BAM) 3Q14 Update: Growing Platform of Opportunity

Brookfield Asset Management is a global alternative asset manager with $200 billion in Assets under Management (AUM). They own and operate real assets Continue Reading

Brookfield Property Partners (BPY) 3Q14 Update: Significant Upside Potential

Sometimes Mr. Market just doesn't get it. BPY is a global premier property company with significant upside potential over the next five years. The Continue Reading

Brookfield Infrastructure (BIP) 3Q14 Update: Strong Quarter to Underpin Future Returns

Brookfield Infrastructure (BIP) reported a strong 3Q14 [Source] and continues to execute well. Importantly management provides examples of what BIP is Continue Reading