What if I told you that there was a way to glimpse into the future? To somewhat accurately estimate the future returns on your investments? Well, with dividend investing there is a way. Its called the Gordon Growth Model or as I like to call it, the Magic Dividend Formula. […]
Kinder Morgan (KMP) reported Q4 2010 results after market close yesterday. Results were in line with market expectations. Here is the summary from the press release: Distribution 8% Higher Than 4Q 2009 2010 Distributable Cash Flow Up 14% Over 2009 HOUSTON, Jan 19, 2011 (BUSINESS WIRE) — Kinder Morgan Energy […]
Tech stocks, especially some of the big cap names, are transitioning to becoming great dividend stocks, in particular great dividend growth stocks. I’ve written about this rising trend previously (here). Also, I wrote about MSFT in particular, here, when it was at $24, although I didn’t think it was cheap […]
There is a whole world of income investments out there. And the options for income investors are increasing every year. As I mentioned in my previous post, I often use the US 10yr note as a proxy for alternative income investments. This is a great tool to simplify the investment […]
Huh? Why the question mark in the title of this post you may ask? Well, it has to do with my thoughts on forecasts. This time of year is one of the more entertaining. Slews of economists, investment strategists, and research houses put out there forecasts for market performance in […]
Happy New Year everyone! I hope you had a great 2010 and wish you all the best in 2011. For my first post of the year I wanted to review my 2010 results and highlight a few real successes and of course some bad trades as well. Lets get right […]
At this time of year our thoughts usually turn to the holiday festivities, family gatherings and such. While no different for me, I usually have one more activity at this time of year that puts me in the Christmas spirit, the creation of an investing wish list. Making an investment […]
In an earlier post I discussed the big boy of the MLP space, Kinder Morgan. Today, I’ll talk about the new big boy in the MLP space, Enterprise Products Partners (EPD). EPD is now the largest MLP by market cap. Like KMP, EPD’s historical performance as an investment is downright […]
Total returns of 27% per year since 1996. 15% annual growth for dividends in the same time. A $100 investment in ’96 would have turned into $2,518 as of 9/3/2010 compared to $185 for the S&P500. It’s no doubt that Kinder Morgan (KMP) has been a stellar investment over the […]
Today I finally wanted to get to discussing my investment portfolio and some of the reasons behind my allocation decisions. I think its better to see actual ideas being implemented rather than just talk about generalities. Lets get right to it then. You can see the bulk of my portfolio […]