Viewing Company Kinder Morgan Inc. | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Kinder Morgan Inc. Stock Symbol: KMI-N

Last Price Recorded: $18.6800 on 2017-10-17

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-09-06 COMMENT Stephen Groff

A pipeline giant. Got highly depressed and there were concerns around the balance sheet, and he thought management had really changed their tune as to where they were going to allocate capital. Instead of getting bigger at all costs, they started getting better. It resulted in a much better free cash flow yield, so he got into this one. Dividend yield of 2.6%.


Price:
$19.330
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-06-05 HOLD Matthew McCall

Pays a nice dividend.  Oil can’t break out and until that happens we will not see oil related stocks break out.  This will be in no man’s land.  It is okay to hold it for the dividend.


Price:
$18.960
Subject:
US EQUITIES
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2017-06-05 COMMENT Jim McGovern

Kinder Morgan (KMI-N) or Kinder Morgan Canada (KML-T)? In the short term, he would choose neither. If certain things happen, he would look at the Kinder Morgan Canada position. The Canadian subsidiary, without the pipeline expansion, is worth $15. That is just on the assets and the quality of the assets. Since you can get the shares close to $15, you are getting all the optionality. He is waiting for an opportunity to get this under $16. In the US, it is an MLP, and he is not positive on the MLP market. *Correction by BNN on June 6/17 that they are no longer an MLP, they are a common stock company. (Bill) There is just so much debt associated in that area.


Price:
$18.960
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-19 COMMENT John Petrides

He likes this at current levels. Had a disastrous 2015 and an early 2016. They’ve been able to repair the balance sheet and work through their debt issues. Despite the price of oil, you still have to get the commodity from point A to point B. If Trump is able to pass the stimulus package infrastructure spending, it would be geared towards the pipe. We’ve seen his pro-energy reforms. This gives you a little over a 2% dividend yield.


Price:
$19.520
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-02-09 HOLD Jim McGovern

He would rate this a Hold, but it could go to a Buy. Generally, infrastructure pipeline plays are attractive businesses. They are less impacted by the commodity cycle. Trump is talking about putting in a tax policy that will allow for depreciation of assets in the 1st year. This would be an incredible offer. A lot of these firms will take that up and will expand quickly. Profitability and cash flow, etc. will really accelerate. He also has a really friendly market for energy with the new energy secretary who is going to try and reverse the whole EPA environmental issues.


Price:
$22.380
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2016-12-07 PAST TOP PICK James Thorne

(A Top Pick June 16/16. Up 20.99%.) He liked the pipelines in February.


Price:
$21.290
Subject:
US DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-11-29 COMMENT John Petrides

He really likes this. You are starting to see a bottom form in energy, in terms of fundamentals. Land rigs are down to a 5-year low. Deepwater rigs are at a 5-year low. If they can get some help with OPEC cutting production, that would help a lot. We’re still oversupplied on energy, but the growth rate supply has come down significantly. This company is essentially the superhighway of oil and gas in the US. They have really improved their balance sheet. The dividend has been cut and you are now getting a 3.4% yield. Now that Berkshire Hathaway is a shareholder, investors can give a little sigh of relief.


Price:
$21.400
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2016-10-24 TOP PICK Michael Underhill

They collapsed a number of MLPs into a normal corporation and then had a number of challenges. Now you are starting to see Cap-X and oil picking up. It is a great operating company.  It is a one of a kind. You have another 20-30% upside.


Price:
$21.620
Subject:
GLOBAL AGRICULTURE, INFRASTRUCTURE & TIMBER
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2016-09-20 COMMENT Andy Nasr

He likes the longer-term growth prospects. Feels that you can really bank on mid-single digit cash flow growth and dividend growth. It has energy infrastructure assets throughout the US and is a relatively large player. It came under pressure when commodity prices sold off so there are some sentimental related risks, unless there is a rebound in oil prices. Relatively strong balance sheet and the dividend growth is sustainable. He might increase his exposure if there is a pullback.


Price:
$21.880
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-08-22 DON'T BUY John Burke

Largest pipeline operator in the US.  He likes it in general.  He is worried that they are only interested in growing the size of the company.  He prefers others.


Price:
$21.920
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
No
2016-08-15 COMMENT Teal Linde

It is one of the sectors that rallied on the safety trade.  It has already had its run.   KMI-N would be a turnaround story rather than a pipeline play.


Price:
$21.300
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-02 COMMENT Greg Dean

The company is really at an interesting time. They had a lot of spinoffs to finance their pipelines. It was really just a cost of capital arbitrage. They brought all those in, slashed the distribution to what they believe is a sustainable level, cut their backlog and stated that they were not going to borrow to fund projects. That worked when we could get money really cheap, but can’t seem to get as much money now or as cheap. They are actually migrating back to a growth stock.


Price:
$19.790
Subject:
GLOBAL GROWTH
Bias:
UNKNOWN
Owned:
Yes
2016-07-26 COMMENT William Chin

The 5-year chart shows an overhead supply from 2012 to 2015. It is just recovering back to the neck line of around $28, and when it reaches that, there are a ton of people that would like to Sell.


Price:
$20.730
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2016-07-25 DON'T BUY Norman Levine

He would play a gas producer for a gas bounce back (ARX-T).  KMI-N is a pipeline company mostly and they had financial issues, which scares him.   It is a turnaround story.


Price:
$20.860
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-18 COMMENT Kash Pashootan

Pretty much anything you bought shortly after BREXIT has done really well, including this one. This is now showing some stability and share price appreciation. Although it is well off of its highs, he is not comfortable with its valuations. If you have made some good, short-term money, he would be a seller. On the other hand, if you have lost money, he wouldn’t be in a rush to Sell, because it is still quite a way off from where it was at its highs. Doesn’t like this one long-term.


Price:
$21.760
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 51 entries
<< < 1 2 3 4 > >>

1 Comment

ftorrito

March 12th 2013 at 9:14am

Although this stock is shown on the Stockchase website as having gone private, I cannot find any confirmation of this elsewhere. As a KMI share owner, I checked with my broker and he confirmed that this was not the case.


You must be logged in to comment.