Kinder Morgan
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The 1 Sector to Avoid if You Sold your Bonds for Higher Yielding Stocks
By Justin Carley - May 17, 2013 | Tickers: AMLP, KMI, OKS
Using dividend stocks as a proxy for fixed income has been gaining traction as pundits continue to call for an imminent collapse in the “bond bubble”. Many investors have been, or are considering, selling their fixed income assets and buying dividend stocks because they have a fear of rising interest rates. On the surface this isn’t a horrible idea and will likely produce excess returns for those willing to more »
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Billionaire Leon Cooperman's Top Stock Picks
By Meena Krishnamsetty - May 17, 2013 | Tickers: APL, KMI, LINE, QCOM, S
Billionaire Leon Cooperman's Omega Advisors filed its quarterly 13F with the SEC on May 15th, disclosing many of its long equity positions as of the end of March. We track 13Fs from hundreds of hedge funds, including Omega, as part of our work developing investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage more »
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Betting On Hydrocarbon Infrastructure
By Marshall Hargrave - May 13, 2013 | Tickers: KMI, OKE, WMB, WPZ
For investors looking to play the natural gas industry, one of the best ways is the oil and gas transport companies. The EIA expects U.S. liquid fuels consumption to increase by 0.1% in 2013, after falling 2.1% in 2012. Part of what will drive this is the expected rise in demand for natural gas liquids (NGLs).
What's more is that for investors looking to play this more »
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What to Buy and Sell as the Market Climbs
By James Catlin - May 9, 2013 | Tickers: JNJ, KMB, KMI
What happens when everyone seeks safety?
We know the story: Fed intervention has spurned interest in low paying bonds, especially with the specter of inflation around the corner. Both savers and bond investors are being forced into an equity market in which they normally would not participate. Recently, CNBC reported that 25% of Central Banks will have committed or have plans to commit capital to the equity market.
However, these more »
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3 Reasons to Buy Enbridge
By Robert Baillieul - May 9, 2013 | Tickers: ENB, KMI, TRP
By 2017, the United States could become the world's largest energy producer. North America is awash in energy due to rapid growth in the Alberta oil sands, Eagle Ford, and the Bakken. But what's the best way to play this boom?
Upstream producers are struggling because higher production is slamming right into a wall of low prices.
Refiners have profited handsomely but these stock have run up substantially more »
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How to Play Oil Infrastructure With Richard Kinder
By Dana Blankenhorn - May 3, 2013 | Tickers: KMI, KMP, KMR |
If you're looking for dividend income, and if you're looking to play the explosion in U.S. oil and gas, the transformation of our country from an importer to an exporter of energy, you want to play with Richard Kinder.
Kinder, who is worth $9.4 billion, has updated a strategy first used by old John D. Rockefeller. By controlling the infrastructure that leads to market, you can more »
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3 Big Players in the Oil & Gas Sector
By Victor Selva - May 2, 2013 | Tickers: ACMP, CHK, SNP, KMI, WMB, WPZ
The oil and gas business is one of the most profitable in the planet. Some major players offer specific services and products and, therefore, interesting investment prospects. In this article we will examine Chesapeake Energy (NYSE: CHK), Williams Companies (NYSE: WMB) and Kinder Morgan (NYSE: KMI) so as to elucidate how profitable they can be for investors.
A bet on the natural gas
Independent oil and gas company Chesapeake Energy more »
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A Company Pumping Liquid Gold Into Investors’ Portfolios
By Ryan Guenette - April 22, 2013 | Tickers: EPB, KMI, TRP, WMB
A leading natural gas transportation company, El Paso Pipeline Partners LP (NYSE: EPB) has just announced it will raise its quarterly dividend payout to $0.62 per share, representing the 5th dividend increase the company has made since the beginning of 2012. This trend of dividend increases has sent El Paso’s quarterly dividend payouts up 376.92% since the company’s IPO in late 2007, from $0.13 more »
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Billionaires Julian Robertson and Stephen Mandel Like These Stocks
By Meena Krishnamsetty - March 18, 2013 | Tickers: GOOG, KMI, PCLN, QCOM, VRSN
Six to seven weeks after the end of each quarter, hedge funds and other major investors file 13Fs with the SEC to disclose many of their long equity positions as of the end of that quarter. We compile many of these filings into our database, which allows us to analyze them as a group and develop investment strategies; for example, we have found that the most popular small cap stocks more »
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3 Sweet Spots for Income Investors
By Madhu Dube - March 4, 2013 | Tickers: CPNO, FIS, KMI, KMP, OAK
Income investors usually invest in those dividend stocks that have a mature business model and a strong balance sheet. My idea of finding a dividend stock is just an extension to it, where I also look for a solid growth opportunity in the stock price. Scouring the investing landscape, I have picked up three such stocks that maintain a higher dividend yield as compared to S&P 500's dividend more »
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King Kinder Expands its Empire
By Satarupa Bose - February 11, 2013 | Tickers: APC, CPNO, EPB, KMI, TRP
In the latest act of acquisitions in the US oil and natural gas industry, Kinder Morgan (NYSE: KMI), the company with the largest pipeline operation network in the US, has expanded its reach in some vital shale plays. Kinder Morgan acquired the natural gas pipeline operator Copano (NASDAQ: CPNO) for a value of around $5 billion, including debt, which allows the company access to many of the shale plays that more »
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High Dividend Yields for Farallon Capital
By Meena Krishnamsetty - February 6, 2013 | Tickers: BP, ECA, KMI, OAK, SNY
Editor's Note: The initial article alludes to Thomas Steyer as the head of Farallon. This is incorrect, Mr. Steyer retired at the end of 2012. In addition, this post is sourced upon the Q3 2012 13F.
Since founding Farallon Capital Management in 1986, Thomas Steyer and fellow investment manager Andrew J. M. Spokes have seen their AUM grow to exceed $20 billion, not including the $8 billion in private more »
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Playing Dividends Like Billionaire Stephen Mandel
By Meena Krishnamsetty - February 5, 2013 | Tickers: AAPL, BSBR, KMI, KSS, VFC
When assets under management start to stretch into the billions of dollars, scalping and short-term trading techniques become less scalable and profitable, and investors are often forced to make use of longer-term, value-driven, income-generating strategies. Just ask Stephen Mandel of Lone Pine Capital; he manages almost $17 billion dollars, and has been able to pocket about a tenth of that amount into his personal bank account. As a fundamental, company-specific more »
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Confirmed Buy Rating for Enterprise Products Partners
By Josef Ray Dagatan - January 28, 2013 | Tickers: ETP, EPD, KMI
Figures seem to be stacking up right for North American provider of midstream energy services Enterprise Products Partners (NYSE: EPD). The Houston-based company, which owns and operates the natural gas liquids (NGLs) sector of Enterprise Products Company (EPCO), received a go signal from Deutsche Bank when the Germany-headquartered investment analysts issued a note to investors stating that the multinational firm has a “buy” rating. The target price increased from $60 more »
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Pipeline Stocks Hennessy Advisors Bought in the Fourth Quarter
By Aubrey Tabuga - January 25, 2013 | Tickers: ENB, KMI, SE, TRP, WMB
Hennessy Advisors, Inc. is a fast-growing publicly traded investment firm that manages a set of formula-driven mutual funds called the Hennessy Funds. It is headed by Neil Hennessy, a multi-year lister at Barron’s Top 100 Managers. In October 2012, the Novato-based firm successfully acquired ten investment funds formerly managed by FBR Funds. This move has increased its assets under management by 287% and fully diluted earnings per share by more »
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Earnings Preview: eBay, JPMorgan Chase, and Kinder Morgan Energy
By John Macris - January 15, 2013 | Tickers: EBAY, JPM, KMI, KMP, NCR
Earning season is well underway, with the number of S&P 500 companies reporting this week significantly higher than last. The volume of reports increases even further going into the third week of January. Here are three of my favorite 2013 investment ideas that are reporting on Wednesday, January 16.
eBay (NASDAQ: EBAY)
Reports Wednesday, Jan. 16 after close; Consensus $0.61 EPS / Revenue $3.97 B
Shares of eBay more » -
Hedge Funder John Burbank’s Top Stock Picks
By Meena Krishnamsetty - January 11, 2013 | Tickers: CYT, HUN, KMI, KGC, VVUS
John Burbank founded Passport Capital in 2000 after deciding that financial markets were placing too much emphasis on short-term results and not spending enough time looking at big-picture changes in the world. As such Burbank is more of a macro investor. This philosophy led Passport to short subprime mortgages in 2005, believing that investors were misunderstanding economic conditions behind the business. Passport then returned 219% in 2007. Passport, in contrast more »
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Dividend Stocks From the portfolio of Stephen Mandel’s Lone Pine Capital
By Aubrey Tabuga - January 8, 2013 | Tickers: KMI, MON, RL, SLB, DIS
For me, nothing beats the security a stable stream of dividend income provides. I looked at Stephen Mandel’s portfolio to see which stocks are the top income-earning ones. I analyzed the current performance of each to see whether these are likely to provide safe dividend income or not. Stephen Mandel is the founder of Lone Pine Capital LLC, a privately owned mega hedge fund that has over $16 billion more »
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The Right Way to Play Energy in 2013
By Andrés Cardenal - January 2, 2013 | Tickers: CVX, XOM, KMI, PBR, WPRT
Energy stocks have been facing important uncertainties over the last months, and this has produced some interesting opportunities to invest in companies with strong fundamentals and attractive valuations. Investors need to do their homework before buying though; the energy sector is going through important transformations, and this could have material implications for different stocks in the middle and long term.
Cross Currents
On one hand, certain global macroeconomic trends should more »
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Enterprise Products Partners: Your Pipeline to Profits
By Matthew DiLallo - December 26, 2012 | Tickers: DPM, EPD, KMI, KMP, PSX
We are on the cusp of a domestic energy revolution that could see our country become energy independent. While production growth is one key aspect necessary to get us independent, we still need massive amounts of infrastructure to move energy from the production basins to the market centers. Enterprise Products Partners (NYSE: EPD) is one of the midstream companies leading the way to build out this critical infrastructure.
The Opportunity more »
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