Kinder Morgan Inc.
KMI-N
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About Kinder Morgan Inc. (KMI-N)
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Coming into tax loss selling season, you may wish to sell to offset any realized gains. Excluding this fact, this company is one of the best pipeline companies in North America. The dividend is safe.
It is not going to go bankrupt but the stock is broken right now. It’s a pipeline stock, not a commodity but it is trading off commodities. Give it a couple of years. You could add or hold if you have the two years.
It is not going to go bankrupt but the stock is broken right now. It’s a pipeline stock, not a commodity but it is trading off commodities. Give it a couple of years. You could add or hold if you have the two years.
Had 3 MLPs along with the General Partner Kinder Morgan Inc. The MLPs had grown fairly rapidly. When they grow and start to pay distributions out they have to pay 2% of the cash flow to the general partner, and the remainder gets split with LP units of the MLP. That becomes cost prohibitive as the MLP grows. Because of this, Kinder Morgan collapsed them. This freed up the capital for them to grow to do deals. Income is stable and is going to grow at 10% for the next 5 years. Have done a phenomenal job of navigating through the commodity cycle.
Had 3 MLPs along with the General Partner Kinder Morgan Inc. The MLPs had grown fairly rapidly. When they grow and start to pay distributions out they have to pay 2% of the cash flow to the general partner, and the remainder gets split with LP units of the MLP. That becomes cost prohibitive as the MLP grows. Because of this, Kinder Morgan collapsed them. This freed up the capital for them to grow to do deals. Income is stable and is going to grow at 10% for the next 5 years. Have done a phenomenal job of navigating through the commodity cycle.
Good management. Has a heck of a yield of over 4%.
No relation to Imperial and SU-T. It is largely a pipeline company.
No relation to Imperial and SU-T. It is largely a pipeline company.
A large energy infrastructure company in the US. Manager doesn’t take any salary. All of his income is from distributions. The knock on this is “Is it too big, and can it grow.” Competent management. Feels the business is well worth more than it is today.
A large energy infrastructure company in the US. Manager doesn’t take any salary. All of his income is from distributions. The knock on this is “Is it too big, and can it grow.” Competent management. Feels the business is well worth more than it is today.
Good, well managed company. One of the best things about pipelines that exist is that you don’t have to build them so you don’t need environmental approvals. Feels this is pretty good value right now. It is unpopular, which for him is the time to Buy. With dividend tax credits, he would prefer to own Canadian pipelines.
Good, well managed company. One of the best things about pipelines that exist is that you don’t have to build them so you don’t need environmental approvals. Feels this is pretty good value right now. It is unpopular, which for him is the time to Buy. With dividend tax credits, he would prefer to own Canadian pipelines.
Recently sold her holdings when volatility got too high. Has come under a bit of pressure as a result of comments made out of the US that claimed they were underreporting the amount of maintenance capital they need to spend.
Recently sold her holdings when volatility got too high. Has come under a bit of pressure as a result of comments made out of the US that claimed they were underreporting the amount of maintenance capital they need to spend.
One of the big reasons investors have been focused on energy infrastructure is because of this boom in production that has been going on in North America. You have to move all the stuff around so many of the infrastructure companies have had a great opportunity to invest in new infrastructure and get great returns on capital. This company is seeing a slowing in their revenues and has not as quite an attractive profile as some of the other companies. He would prefer something like Williams Companies (WMB-N) which is also a pipelines, midstream and energy infrastructure and have raised a lot of equity in 2011-2012 to build up new projects which come into production and fruition in 2013, 2014 and 2015. They will also have close to 20% dividend growth per year for the next 5 years and will get 25%-26% earnings growth.
One of the big reasons investors have been focused on energy infrastructure is because of this boom in production that has been going on in North America. You have to move all the stuff around so many of the infrastructure companies have had a great opportunity to invest in new infrastructure and get great returns on capital. This company is seeing a slowing in their revenues and has not as quite an attractive profile as some of the other companies. He would prefer something like Williams Companies (WMB-N) which is also a pipelines, midstream and energy infrastructure and have raised a lot of equity in 2011-2012 to build up new projects which come into production and fruition in 2013, 2014 and 2015. They will also have close to 20% dividend growth per year for the next 5 years and will get 25%-26% earnings growth.
A pipeline company in the US and has been vastly underperforming its Canadian counterparts. Doesn’t know why you would want to own a US pipeline when you probably have better run in your own currency and greater growth prospects in Canada.
A pipeline company in the US and has been vastly underperforming its Canadian counterparts. Doesn’t know why you would want to own a US pipeline when you probably have better run in your own currency and greater growth prospects in Canada.
Look for some support at around $32 and then ease into it. You could take a 3rd of a position at the current price and then, if it advances, Buy another 3rd. If it breaks support, do not add to your position.
Look for some support at around $32 and then ease into it. You could take a 3rd of a position at the current price and then, if it advances, Buy another 3rd. If it breaks support, do not add to your position.
Very, very large infrastructure name that operates in the majority of the US. Prefers Canadian names, especially as the dividend tax credit is more favourable.
Very, very large infrastructure name that operates in the majority of the US. Prefers Canadian names, especially as the dividend tax credit is more favourable.
Loves the pipelines. Not sure this is the one he would be buying. Feels we have better ones in Canada. Likes infrastructure pipelines and he doesn’t think this company is much of that. You would be better off in something like an Inter Pipeline (IPL-T) for a number of issues. Going to be cheaper on a PE and has a 4.7% yield.
Loves the pipelines. Not sure this is the one he would be buying. Feels we have better ones in Canada. Likes infrastructure pipelines and he doesn’t think this company is much of that. You would be better off in something like an Inter Pipeline (IPL-T) for a number of issues. Going to be cheaper on a PE and has a 4.7% yield.
Pipeline stock to take advantage of all the fracing in the US? Structure is a little different in the US. You have pipelines as well as MLP (Master Limited Partnership) structures. Often US pipelines will drop-down a lot of their assets into an MLP structure to be able to pay a higher dividend because of their tax nature. As a Canadian shareholder, there is some blocking that goes on, so you can’t participate in those without tax consequences. To get around that, she has a position in this company. A negative report caused the stock to drop significantly, which gave her an opportunity to invest. Have a pipeline in BC and are going to twin to increase capacity from 300,000 to about 900,000. 4.5% dividend yield.
Pipeline stock to take advantage of all the fracing in the US? Structure is a little different in the US. You have pipelines as well as MLP (Master Limited Partnership) structures. Often US pipelines will drop-down a lot of their assets into an MLP structure to be able to pay a higher dividend because of their tax nature. As a Canadian shareholder, there is some blocking that goes on, so you can’t participate in those without tax consequences. To get around that, she has a position in this company. A negative report caused the stock to drop significantly, which gave her an opportunity to invest. Have a pipeline in BC and are going to twin to increase capacity from 300,000 to about 900,000. 4.5% dividend yield.
Pipelines, etc. will come under pressure as interest rates go up. $19.35 model price, -51% differential. Not on his buy list. Not a safe utility. So many other companies you could rest comfortably with.
Pipelines, etc. will come under pressure as interest rates go up. $19.35 model price, -51% differential. Not on his buy list. Not a safe utility. So many other companies you could rest comfortably with.
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Coming into tax loss selling season, you may wish to sell to offset any realized gains. Excluding this fact, this company is one of the best pipeline companies in North America. The dividend is safe.