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Opinions Jim McGovern
Kinder Morgan Inc.KMIHOLDFeb 09, 2017
Jim McGovernStock price when the opinion was issued
As of Jun 18, 2026. Market Open.
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Jamie Murray 
He sold all of his direct energy exposure Jan 31. He thinks there is a $55 to $60 for WTI going forward. He has a negative view of this sector going forward. Pipelines and mid-streamers is the place to be and there is a good story behind the return of capital, but it is simply a tough story. He would stay away from it.
Pipelines. If he didn't know the name of the stock, he would say it has built quite a nice base without any real euphoric volume. Doesn't know what will move this if it hasn't moved yet, but it looks like the risk would be to the upside, not the downside. If he owned it, he would continue holding, but if not, he would be a buyer. Dividend yield of 2.8%.
A pipeline giant. Got highly depressed and there were concerns around the balance sheet, and he thought management had really changed their tune as to where they were going to allocate capital. Instead of getting bigger at all costs, they started getting better. It resulted in a much better free cash flow yield, so he got into this one. Dividend yield of 2.6%.
Stephen Groff
He would rate this a Hold, but it could go to a Buy. Generally, infrastructure pipeline plays are attractive businesses. They are less impacted by the commodity cycle. Trump is talking about putting in a tax policy that will allow for depreciation of assets in the 1st year. This would be an incredible offer. A lot of these firms will take that up and will expand quickly. Profitability and cash flow, etc. will really accelerate. He also has a really friendly market for energy with the new energy secretary who is going to try and reverse the whole EPA environmental issues.