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Opinions John Petrides
Kinder Morgan Inc.KMICOMMENTMay 19, 2017
John PetridesStock 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 likes this at current levels. Had a disastrous 2015 and an early 2016. They’ve been able to repair the balance sheet and work through their debt issues. Despite the price of oil, you still have to get the commodity from point A to point B. If Trump is able to pass the stimulus package infrastructure spending, it would be geared towards the pipe. We’ve seen his pro-energy reforms. This gives you a little over a 2% dividend yield.