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  • Corning Inc: Little Growth In 2016  [View article]
    The auto market is slow to adopt but once it starts it will become an avalanche. 10 billion sq ft potential.
    Feb 4, 2016. 08:33 PM | Likes Like |Link to Comment
  • Corning Inc: Little Growth In 2016  [View article]
    1.Corning could increase earnings substantially by reducing the share count outstanding to 800 to 900 million
    2. Return $4.8 billion to shareholders by spinning off the dow corning sales proceed and hemlock

    These two actions could boost the price to $25 to $30 in my estimation
    Feb 1, 2016. 07:00 AM | 2 Likes Like |Link to Comment
  • Qualcomm: Growth Is Dead  [View article]
    You have an opinion so does every one else. Should every one put their opinion on SA.
    Jan 28, 2016. 08:19 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan: What's The Worst That Could Happen?  [View article]
    The CO2 2016 production is hedged 81% at $78/barrel and for the following years also to a lesser extent.
    Jan 20, 2016. 11:10 AM | 2 Likes Like |Link to Comment
  • Would Benjamin Graham Buy Kinder Morgan?  [View article]
    Bejnamin graham is way out of date. I dont think any S&P 500 stock would pass all of Grahams tests.
    Why would a company with growing profit sell below tangible book in this day and age with superfast computers looking for value?
    One has to make common sense adjustments to what Graham intended. GAAP earning for KMI are way understated mainly due to much faster depreciation than the assets require.
    Jan 4, 2016. 11:06 PM | 2 Likes Like |Link to Comment
  • Is Kinder Morgan Going To Be Dead Money In 2016?  [View article]
    The last privatization in 2006 was at much higher valuation metrics.
    Dec 30, 2015. 11:45 AM | 1 Like Like |Link to Comment
  • Is Kinder Morgan Going To Be Dead Money In 2016?  [View article]
    Oil consumption is going up and now exports are legally allowed that means more transport not less specially for refined products. It may mean more imports but that also needs to be transported.
    Dec 30, 2015. 11:21 AM | 7 Likes Like |Link to Comment
  • 28 Months Later: A Review Of The Infamous Hedgeye Kinder Morgan Report  [View article]
    Thats true for virtually all high growth companies. The law of big numbers. KMI still has a growth business in natural gas because of conversion by power generators from coal to gas, export of LNG/natural gas
    Dec 20, 2015. 06:01 PM | 4 Likes Like |Link to Comment
  • Kinder Morgan Forced To Abandon The MLP Growth Model  [View article]
    What will it cost to replicate KMI's asset base?

    Probably several times its book value.

    The pipelines, terminals warehouses tankers will remain relevant for the forseeable future.
    Dec 18, 2015. 01:31 PM | 1 Like Like |Link to Comment
  • Kinder Morgan Forced To Abandon The MLP Growth Model  [View article]
    Like real estate pipelines can sustain a high level of debt because of the steady rent flow. SLG a popular manhattan NY REIT is financed with over 2/3rd debt.

    Interest expense in 2015 is about 2 billion compared to over 7 billion ebitda.
    Dec 18, 2015. 10:06 AM | 1 Like Like |Link to Comment
  • Kinder Morgan Forced To Abandon The MLP Growth Model  [View article]
    Oil price drop only impacts the CO2 biz which is a small part of KMI's overall biz and probably discounted many times over already. On the other hand oil price drop will lead to higher consumption and more oil flowing through the pipelines to the refineries etc. SUV's are back in vogue and record number of cars being sold.
    Same goes for lower NG, lower prices= higher consumption=higher thruput thru KMI pipes. Pipeline tariffs are unlikely to go down because of the monopolistic nature of the business and kept reasonable by FERC.
    Dec 18, 2015. 08:49 AM | Likes Like |Link to Comment
  • Long-Term Opportunity In Cheniere  [View article]
    Author
    What are your assumptions for your revenue and income projections?
    Dec 17, 2015. 09:59 AM | Likes Like |Link to Comment
  • Kinder Morgan- Poster Boy For Bubble Finance  [View article]
    So please tell us how much Kinder has written off in Depreciation and amortization and other non cash expenses to complete the picture.
    Dec 11, 2015. 10:08 AM | 1 Like Like |Link to Comment
  • Barron's: The worst is not over for Kinder Morgan  [View news story]
    KMI shareholders should take Barrons and Andrew bary to court over publishing lies.
    Dec 9, 2015. 09:56 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan: Is A Dividend Cut In The Cards?  [View article]
    bonds will rollover if moodys negative outlook goes away. That is exactly what kinder is probably going to achieve. With 5 plus billion in DCF shouldnt take much. I expect a modest cut in dividend.
    Dec 7, 2015. 08:49 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
68 Comments
148 Likes