American International Group (AIG) 3Q14 Update

American International Group (AIG) reported 3Q14 earnings [Source]. This is CEO Peter Hancock’s first earnings report following his promotion Continue Reading

Kinder Morgan Inc. (KMI) Investment Thesis

The oil and gas industry relies on midstream companies with the infrastructure to transport large volumes of products. Houston based Kinder Morgan Continue Reading

Brookfield Asset Management (BAM) 2Q14 Results: Strong Growth Continues

Profile: Brookfield Asset Management is a global alternative asset manager with $192 billion in Assets under Management (AUM). They have a 100+ year Continue Reading

Brookfield Property Partners (BPY) 2Q14 Results: A Lot of Positives

Brookfield Property Partners (BPY) is a leading global commercial property company with operations that include premier office, retail, multi-family, Continue Reading

Brookfield Infrastructure (BIP) Reports 2Q14 Results; It Remains a Solid Long Term Investment

Before jumping into the quarterly report let’s take a moment to review why we’re invested in this business. Good Business: Brookfield Continue Reading

American International Group (AIG) Reports 2Q14 Results; Thank you Mr. Benmosche!

American International Group (AIG) reported 2Q14 earnings [Source]. This is CEO Robert Benmosche’s last earnings report as he retires and assumes an Continue Reading

Genworth Financial (GNW): A Good Return but Time to Sell

We invested in Genworth Financial (GNW) during November, 2012 after the share price fell to $5.50/share. The investment thesis [Source] discusses the Continue Reading

A New Chapter for AIG

Robert Benmosche, CEO of AIG was confident that the sale of International Lease Finance Corporation (ILFC) to AerCap Holdings N.V. would close:  Continue Reading

Genworth’s Australia Debut

Genworth’s Australia debut raised $545 million in U.S. dollars and begs the question; now what? Genworth announced that it's' subsidiary, Genworth Continue Reading

Brookfield Asset Management (BAM) 1Q14 At an Inflection Point

Brookfield Asset Management (BAM): reported [Source] Funds from Operation (FFO) the company's measure of cash flow, was $492 million for 1Q14 Continue Reading