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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (52523)	10/17/2013 12:19:46 PM
From: Paul Senior	Respond to of 78753

KMI: I also added a little more here.

To: E_K_S who wrote (52523)	10/20/2013 7:56:00 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78753

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.