By Paul Sankey
Published on December 17, 2024 at 8:58 AM
Meeting Kinder Morgan last week in Houston, with my old mate, IR and corporate VP Peter Staples (my other old mate CEO Kim Dang was in NY for a couple of conferences) I perused the just-released guidance for 2025 and made the following comment: “So KMI stock is on 22x price-earnings, based on your guidance for next year of $1.27 EPS. Your dividend yield is down towards 4% (stock has ripped), and you just announced …
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By Paul Sankey
Published on August 25, 2024 at 3:00 PM
Hello, The last week of Summer 2024 is upon us. Welcome to the first week of 2024/5! Source: Bloomberg, Sankey Research Good luck to you & yours, may it be a great year. ~ Briefly noted: still no Prime Minister appointed in France, which is causing a continuing political crisis there. And next thing you know the founder of Telegram is arrested this weekend at Le Bourget, Paris’s private airport. Telegram, and that story, are …
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By Paul Sankey
Published on May 19, 2024 at 4:33 PM
Congratulations, All but made it! You are in striking distance – a week – of Memorial Day; the hard yards for 2024 are behind us, the brutal January-to-Memorial Day run. Summer is upon us, dust down the seersucker jacket, linen white pants, fabric shoes, break out the Sunday Sankey recipe for Pimms, the great British summer drink, Wimbledon, Henley, Ascot beckon. Or a hot dog at the .444 Mets – the stadium is great! Why …
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