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
February 5, 2015
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
February 3, 2015
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
January 23, 2015
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
January 21, 2015
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
January 4, 2015
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
November 19, 2014
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
November 7, 2014
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
November 6, 2014
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
November 5, 2014
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