Author Topic: KMI - Kinder Morgan  (Read 137075 times)

DCG

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Re: KMI - Kinder Morgan
« Reply #210 on: September 08, 2015, 09:48:18 AM »
Anyone buying/adding to KMI at these prices?


rc197906

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Re: KMI - Kinder Morgan
« Reply #211 on: September 24, 2015, 10:53:49 AM »
Anyone take a look at these lately? Sold off significantly in the last couple of months.

RRJ

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Re: KMI - Kinder Morgan
« Reply #212 on: September 29, 2015, 08:51:09 AM »
I am.  I think it's been priced as if the Williams deal is bad for it, when it is a buyer of assets in the sector.  I think the downturn in the sector generally makes it easier for them to hit the dividend growth targets for next several years. 

CorpRaider

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Re: KMI - Kinder Morgan
« Reply #213 on: October 08, 2015, 03:56:19 PM »
I am.  I think it's been priced as if the Williams deal is bad for it, when it is a buyer of assets in the sector.  I think the downturn in the sector generally makes it easier for them to hit the dividend growth targets for next several years.
  Hope you loaded up and made a quick ~ 20%!

DCG

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Re: KMI - Kinder Morgan
« Reply #214 on: November 02, 2015, 06:36:04 AM »
Rough year for KMI. I'm still sitting on this and trying to decide whether to sell or stick it out. They got an unfavorable writeup in this weekends' Barrons.
« Last Edit: November 02, 2015, 06:38:46 AM by DCG »

CorpRaider

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Re: KMI - Kinder Morgan
« Reply #215 on: November 02, 2015, 08:04:19 AM »
Yeah, AMLP is down ~25% over the past year versus down ~28% for kmi.  YTD is more stark.  I got really lucky with my warrants timing.  Still long some common.  You can obviously get a feel for what management thinks its worth from the convert range and the pricing on the insider buys, but they are wrong for now.
« Last Edit: November 02, 2015, 08:14:08 AM by CorpRaider »

fareastwarriors

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Re: KMI - Kinder Morgan
« Reply #216 on: December 04, 2015, 11:19:09 AM »
52week low today. Who's buying more?
 8)

ccplz

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Re: KMI - Kinder Morgan
« Reply #217 on: December 04, 2015, 12:11:02 PM »
What's the bear thesis for Kinder Morgan? Why is the stock down 60% ytd?

scorpioncapital

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Re: KMI - Kinder Morgan
« Reply #218 on: December 04, 2015, 12:40:24 PM »
The only bear thesis I have is management is not rational.
Other than that, I can't really think of one on the assets owned.


gokou3

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Re: KMI - Kinder Morgan
« Reply #219 on: December 04, 2015, 01:20:14 PM »
Kinder Morgan Announces 2016 Financial Expectations
http://finance.yahoo.com/news/kinder-morgan-announces-2016-financial-165700339.html

Quote
KMI has now completed its 2016 budget process and expects to generate 2016 distributable cash flow of slightly over $5 billion, which would be sufficient to support dividend growth in the range discussed in the third quarter call. Alternatively, this cash flow can be used to fund some or all of KMIís equity needs for 2016. KMIís board will be reviewing the dividend policy and financing plans in the coming days and the company will announce that policy and plan when finalized.


Kinder Considering Dividend Cut; Stock Down 25% this Week
http://blogs.barrons.com/incomeinvesting/2015/12/04/kinder-considering-dividend-cut-stock-down-25-this-week/?mod=yahoobarrons&ru=yahoo