Kinder Morgan Insider Trading: Richard Kinder Drops $70 Million

Last December, I wrote that Kinder Morgan Inc (KMI) was a strong buy, citing the massive scale of insider buying as a bullish indicator.  After all, if the people running the company are accumulating shares, chances are good that […] Continue Reading…

Comments { 0 }

Sizemore on Varney & Company: Is It 1999 All Over Again?

Watch the latest video at
If you cannot view the embedded video, you can view it here.

I joined Varney & Company for Friday’s Halftime Report.  First question on the agenda: Is the market giving us a repeat of 1999 […] Continue Reading…

Comments { 0 }

March 2014 Portfolio Outlook

The bull lives.  2014 got off to a rocky start due to a combination of lackluster American economic data and, more significantly, emerging market volatility.  But after bottoming in early February, the S&P 500 has clawed back to its […] Continue Reading…

Comments { 0 }

Update: Kinder Morgan Under Attack

Writing for Barron’s, Andrew Bary dropped a bomb on Kinder Morgan Energy Partners (KMP) over the weekend, and by proxy dropped a bomb on Kinder Morgan Inc. (KMI). In his article, I found truths, half-truths, and what appear to me to be, if not lies, then certainly some pretty significant misunderstandings. I explain my rationale for continuing to invest in KMI in this update, which also features an update from one of our newest REIT holdings. […] Continue Reading…

Comments are closed

Doug Kass Breaks His Own Rules Shorting Tesla

For the haters out there I am now profitable on my TSLA short. $TSLA

— Douglas Kass (@DougKass) February 20, 2014

Hedge fund manager Doug Kass came out guns blazing on Thursday morning, announcing that his Tesla Motors (TSLA) short was […] Continue Reading…

Comments { 0 }

This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.