06/26/14: Refiners and the Condensate Conundrum
An article in the Wall Street Journal about two private letter rulings from the Commerce Dept raised quite a hullaballoo in the energy market. Here's our analysis of this news and its investment implications.
06/23/14: Taking Profits and Raising Buy Targets
We take profits on two holdings in our Wealth Builders Portfolio and raise our buy targets on several names.
04/17/14: Sell BorgWarner for a 46 Percent Gain
We're cashing out of Wealth Builders Portfolio holding BorgWarner for an almost 47 percent gain.
04/04/14: Taking Profits on Adobe Systems and Other Portfolio Changes
We book a 35 percent gain on Wealth Builders Portfolio holding Adobe Systems and suggest taking profits off the table on one of the Lifelong Income Portfolio's big winners.
03/19/14: New Addition to Wealth Builders Portfolio and More
We've added a new stock to the Wealth Builders Portfolio and raised our buy target on one of our Lifelong Income Portfolio holdings.
03/03/14: KMP’s Maintenance CAPEX
Kinder Morgan Energy Partners LP (NYSE: KMP) doesn't understate the maintenance capital expenditures in its natural-gas pipeline segment.
02/26/14: Thank You, Barron’s
Nothing has changed since we first responded to Hedgeye Risk Management’s attack on Kinder Morgan Energy Partners LP (NYSE: KMP)--except that these views appeared in Barron’s, a magazine widely read by the retail investors that make up much of Kinder Morgan Energy Partners’ investor base.
01/17/14: Kinder Morgan Energy Partners LP’s Fourth Quarter
Kinder Morgan Energy Partners LP (NYSE: KMP) has come under fire for its tight distribution coverage and concerns that the blue-chip MLP’s size makes it difficult to grow cash flow.
01/01/13: KMP’s Move into Domestic Tankers
Investors should disregard any articles about Kinder Morgan Energy Partners’ tanker acquisition that confuse the global VLCC market with US-flagged vessels that comply with the Jones Act.
12/04/13: Book a 57% Profit on This Wealth Builders Portfolio Holding
Shares of Micron Technology (NSDQ: MU) have rallied by 57.6 percent since we added the stock to our Wealth Builders Portfolio on July 22, 2013. It's time to take profits.
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