American International Group (AIG) reported 3Q14 earnings [Source]. This is CEO Peter Hancock’s first earnings report following his promotion Continue Reading
October 13, 2014
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
August 8, 2014
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
August 7, 2014
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
August 5, 2014
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
August 5, 2014
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
July 2, 2014
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
June 19, 2014
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
May 22, 2014
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
May 10, 2014
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