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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (53581)	3/15/2014 12:35:15 AM
From: Spekulatius	Read Replies (1) of 78748

I also added to KMI recently at 31.6$ and 30.95$. While KMI might not be cheap based on traditional metrics (it trades at 11-12 EV/EBITDA), the nice thing is that the KMI as a GP controls the entire Kinder Morgan empire (KMP, KMR, EPB) and get's a share of the growth for free via incentive distributions. Also Kinder owns way more KMI than anything else, so you invest alongside the owner operator. It is very clear that Kinder thinks KMI is very undervalued and last time this happened, they just took it private. finance.yahoo.com I missed the boat on LMCA, as the stock has responded well to the stock split announcement. It is interesting to note that both entities will still be a hodgepodge of assets (the broadband part more so than the Sirius holding). I just have to keep watching the Malone companies more closely as there always seem to crop up opportunities and Malone always keeps moving ahead to create value.

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