
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
Value Investing for Main Street
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) 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 Partners (BIP) reported results [Source] for full year 2014 with a total return of 12% compared to its target total return Continue Reading
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) is an upstream Oil & Gas company operated as a master limited partnership (MLP). They buy mature crude oil and Continue Reading
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
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 is a global alternative asset manager with $200 billion in Assets under Management (AUM). They own and operate real assets Continue Reading
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) reported a strong 3Q14 [Source] and continues to execute well. Importantly management provides examples of what BIP is Continue Reading
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