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   Technology StocksKMI- a fallen high dividend yielder - for how long?


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To: robert b furman who wrote (17)6/21/2016 12:38:40 PM
From: robert b furman
   of 160
 
Chart update:

Nice spike up today - now to exceed 19.40 previous high and hello 20's:

screencast.com

Oh yea - dividned on July 28 $.125

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To: robert b furman who wrote (18)7/11/2016 10:04:32 AM
From: robert b furman
   of 160
 
Finally broke above 19.00 - failed several times in the past:

screencast.com

Be nice if they bumped the dividend by 2.5 cents to 15 cent / Q.

The sold off 50 % of a pipeline - announced today:1.5 billion to pay down debt!

seekingalpha.com

Bob

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To: robert b furman who wrote (19)8/16/2016 12:11:53 PM
From: robert b furman
   of 160
 
Chart Update:

screencast.com

22.31 = IT high

KMI up nicely on a weak day - stealth strength??

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To: robert b furman who wrote (20)10/20/2016 7:37:14 AM
From: robert b furman
   of 160
 
Chart update:

screencast.com

KMI released their earnings last night.

Posted a surprise 188 million dollar loss - the result of one time charges relating to the sale of pipelines made during the quarter.

Now that first headline would make you crawl under your desk and hunker down.

Since the one time charge offs prevent paying taxes the following brokers have taken KMI off of hold to buy this early morning:

inder Morgan Raised to Buy From Hold by Stifel Nicolaus
1 hour 24 minutes ago - DJNF

Kinder Morgan Raised to Outperform From Neutral by Credit Suisse


Kinder Morgan Price Target Raised to $26.00/Share From $23.00 by Credit Suisse


We'll see how it trades out during the rest of the day!!


Its a crazy world - I'm confused. LOL


Bob

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From: AnhartDark12/1/2016 3:33:37 AM
   of 160
 
KMI Stock Up 4% Kinder Morgan Inc (NYSE:KMI) stock is up four percent on Wednesday due to expansion plans for the Trans Mountain Pipeline receiving conditional approval. On Tuesday, the Canadian government announced that it has given the thumbs-up to.

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To: AnhartDark who wrote (22)12/1/2016 11:34:16 AM
From: robert b furman
1 Recommendation   of 160
 
Hi AnhartDark,

I'm guessing but I suspect that project will take several years to complete - so funding internally can be made.

Once the valves open there should be a huge jump in revenue .

Not sure how long the completion phase will take - but I betting it will drive the price of the stock up before it is completed.

This is a big move for KMI.

Guess they knew it when they sold off parts of their other pipelines to reduce debt.

Now for a modest bump in the dividend after the first year of the reduction - this stock will once again become a dividend growth stock and soon I think.

Bob

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From: GwenJohn12/22/2016 12:12:58 AM
   of 160
 
For income investors, there is a dividend in place. Based on the current trading price of $21.59, the current yield is 2.32%. As more oil flows through the pipelines and expansion plans see fruition, the results will be reflected in the bottom line. Shareholders should be rewarded over the longer term.

KMI stock is down over 50% from its April 2015 highs, creating an opportunity for serious investors. Nothing happens overnight; the key is patience over the long term. And patience is what has brought Warren Buffett, Ken Griffin, and T. Boone Pickens their respective fortunes.

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To: GwenJohn who wrote (24)12/22/2016 2:06:47 PM
From: robert b furman
   of 160
 
HI Gwen,

Excellent post and Thank You for the post.

I took my lumps on the Warrants today, as time is running out and the tax loss selling is depressing the price - should have done it month's ago.

Lack of thinking it through.

I'm actually impressed with KMI's recovery.

No doubt in my mind that the next administration will encourage big investments in energy with little sandbagging.

KMI reapplying the cash flow in this friendly reinvestment time period will yield big and consistent dividends well into the future.

This is a buy and hold long term stock for me. Always was and always will be.

I'm thinking 2018 will reward us with a better and bigger dividend and in between management needs to make money and cash flow for reinvestment in the best most profitable opportunities.

Bob

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To: GwenJohn who wrote (24)12/23/2016 7:00:45 AM
From: alanrs
   of 160
 
Nice to see a new poster not generating the spam limit, first thing out of the gate. Welcome.

Having no idea where the stock is going (referencing the 70-20-10 rule, whereby 10 is company specific) KMI seems a safe bet as an income producer and capital protector, for reasons you and others have pointed out. Not very exciting but sometimes the options premiums are worth looking at.

ARS

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To: alanrs who wrote (26)8/21/2017 12:53:30 PM
From: robert b furman
   of 160
 
Hi alanrs,
I may be making a mistake - but I'm betting on the scheduled dividend increases thru 2020 to take place.

I have sold March 2018 $19.00 puts for 1.42 to 1.50 (they have traded as high as 1.64) last week.

If KMI makes good on their 60% dividend increase for 2018,then they'll be paying 80 cents in 2018.

$19.00 - 1.50 = 17.50 .80/17.50 = 4.57 dividend yield.
If they continue the 25 % increase into 2020 then the dividend yield will be 7.14% 2 and 4 months out years out.
Articles like this make me think KMI is not only already big in exporting natural gas to Mexico but they have new expansion coming on soon. If they get capacity constrainied adding additional pipe capacity is inexpensive vs buying up more right of way and easements.
Natural gas exports to Mexico, which have been increasing across the U.S. border since 2010, reached near-record highs this year through May, averaging 4.04 billion cubic feet per day, up from an average of 3.78 billion in 2016. The U.S. had an energy trade surplus with Mexico of more than $11 billion last year. The value of U.S. energy exports to Mexico in 2016 was more than twice the value of the energy imports.



The U.S. is emerging as a net natural gas exporter with exports exceeding imports in three of the first five months of this year, putting the U.S. on course to reverse 60 straight years during which the nation was a net importer.



At least 17 pipelines carry more than 4 billion cubic feet of natural gas daily to Mexico, with four additional cross-border pipelines to be completed over the next two years and many more planned after that. While the U.S. still is a net gas importer from Canada, exports to eastern Canada have steadily increased since the completion of the Vector Pipeline in 2000.

The story has been similar for liquefied natural gas, or LNG. Last year, Cheniere Energy Inc. shipped the first cargoes from its Sabine Pass terminal in Louisiana, marking the start of LNG exports from the lower 48 states. Sabine Pass averaged a record 1.96 billion cubic feet per day of exports in May, according to the EIA. Numerous domestic LNG export projects are in development by companies such as Dominion Energy Inc.

There’s been a gradual and sustained increase of exploration activity in Mexico, particularly in deepwater regions. The number of active offshore exploration rigs in Mexico reached a 10-year high in June 2017, and the sector may be only just beginning to see the effects of the energy reforms. Mexico began deregulating the industry in 2013 amid declining domestic gas production.

Bob

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