Kinder Morgan Inc. | StockChase
51
Kinder Morgan Inc. (KMI-N)

Last Price Recorded: $17.9300 on 2017-12-15

ON STOCKCHASE SINCE Oct 2004

pipelines
51
Kinder Morgan Inc. (KMI-N)

Last Price Recorded: $17.9300 on 2017-12-15

ON STOCKCHASE SINCE Oct 2004

pipelines

Kinder Morgan Inc.


Signal Opinion Expert
COMMENT
Kinder Morgan Inc.(KMI-N) 

September 6, 2017

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%.

pipelines

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%.

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Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$19.330
Owned Owned
Yes

HOLD

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.

pipelines

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.

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Matthew McCall

President, Penn Financial Group...

PricePrice
$18.960
Owned Owned
Unknown

COMMENT

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.

pipelines

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.

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Jim McGovern

CEO, Arrow Capital Manage...

PricePrice
$18.960
Owned Owned
Unknown

COMMENT

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.

pipelines

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.

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John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Ma...

PricePrice
$19.520
Owned Owned
Unknown

HOLD
Kinder Morgan Inc.(KMI-N) 

February 9, 2017

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.

pipelines

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.

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Jim McGovern

CEO, Arrow Capital Manage...

PricePrice
$22.380
Owned Owned
Unknown

PAST TOP PICK
Kinder Morgan Inc.(KMI-N) 

December 7, 2016

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

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

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James Thorne

Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment ...

PricePrice
$21.290
Owned Owned
Yes

COMMENT
Kinder Morgan Inc.(KMI-N) 

November 29, 2016

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.

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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.

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John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Ma...

PricePrice
$21.400
Owned Owned
Unknown

TOP PICK
Kinder Morgan Inc.(KMI-N) 

October 24, 2016

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.

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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.

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Michael Underhill

Portfolio Manager, Exempler Funds, Capital Innovations...

PricePrice
$21.620
Owned Owned
Yes

COMMENT
Kinder Morgan Inc.(KMI-N) 

September 20, 2016

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.

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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.

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Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$21.880
Owned Owned
Yes

DON'T BUY
Kinder Morgan Inc.(KMI-N) 

August 22, 2016

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.

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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.

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John Burke

CEO & CIO, Burke Financial Stra...

PricePrice
$21.920
Owned Owned
No

COMMENT
Kinder Morgan Inc.(KMI-N) 

August 15, 2016

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.

pipelines

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.

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Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report...

PricePrice
$21.300
Owned Owned
Unknown

COMMENT
Kinder Morgan Inc.(KMI-N) 

August 2, 2016

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.

pipelines

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.

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Greg Dean

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$19.790
Owned Owned
Yes

COMMENT

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.

pipelines

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.

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William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$20.730
Owned Owned
Unknown

DON'T BUY

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.

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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.

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Norman Levine

Managing Director, Portfolio Management...

PricePrice
$20.860
Owned Owned
Unknown

COMMENT

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.

pipelines

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.

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Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$21.760
Owned Owned
Unknown

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1 Comment

ftorrito

March 12th 2013 at 6:14am

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.


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