Kinder Morgan Inc.

KMI-N

NYSE:KMI

16.23
0.08 (0.50%)
Kinder Morgan, Inc. is the largest energy infrastructure company in North America. The company specializes in owning and controlling oil and gas pipelines and terminals.
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Analysis and Opinions about KMI-N

Signal
Opinion
Expert
SELL
SELL
November 17, 2015

Would much rather see you holding something that was going sky high and crystallizing a gain, but in this case it is the right time to crystallize the loss to offset some gains you would have in your portfolio. He doesn’t feel good about the oil/gas space right now.

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Kinder Morgan Inc. (KMI-N)
November 17, 2015

Would much rather see you holding something that was going sky high and crystallizing a gain, but in this case it is the right time to crystallize the loss to offset some gains you would have in your portfolio. He doesn’t feel good about the oil/gas space right now.

HOLD
HOLD
October 26, 2015

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.

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Kinder Morgan Inc. (KMI-N)
October 26, 2015

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.

DON'T BUY
DON'T BUY
September 28, 2015

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.

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Kinder Morgan Inc. (KMI-N)
September 28, 2015

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.

COMMENT
COMMENT
March 31, 2015

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.

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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.

COMMENT
COMMENT
February 11, 2015

Good management. Has a heck of a yield of over 4%.

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Kinder Morgan Inc. (KMI-N)
February 11, 2015

Good management. Has a heck of a yield of over 4%.

DON'T BUY
DON'T BUY
December 4, 2014

No relation to Imperial and SU-T. It is largely a pipeline company.

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Kinder Morgan Inc. (KMI-N)
December 4, 2014

No relation to Imperial and SU-T. It is largely a pipeline company.

BUY
BUY
July 15, 2014

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.

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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.

BUY
BUY
May 9, 2014

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.

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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.

COMMENT
COMMENT
April 4, 2014

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.

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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.

COMMENT
COMMENT
April 2, 2014

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.

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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.

DON'T BUY
DON'T BUY
March 21, 2014

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.

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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.

PARTIAL BUY
PARTIAL BUY
March 18, 2014

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.

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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.

COMMENT
COMMENT
February 19, 2014

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.

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Kinder Morgan Inc. (KMI-N)
February 19, 2014

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.

COMMENT
COMMENT
February 7, 2014

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.

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Kinder Morgan Inc. (KMI-N)
February 7, 2014

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.

COMMENT
COMMENT
November 28, 2013

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.

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Kinder Morgan Inc. (KMI-N)
November 28, 2013

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.

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