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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (52523)10/20/2013 7:56:00 PM
From: Spekulatius  Read Replies (1) of 78760
 
KMI - my own position is about 2.5%. While i think there is some risk (high leverage, the hedgeeye controversy), I think the rewards far outweigh the downside, especially if you think that the low interest rate environment will be with us for a while. WMB would be an alternative, but they are not cheap either.

WMB more and more evolves towards the KMI business model - develop assets, drop them down to MLP (recoup initial capital expense) and then cash on on the IRR's from the MLP's.
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