06-17-2014, 01:01 PM
I consider KMI to still be a strong buy. Solid company with share price battered over nonsense noise in the press. Shares have been inching back, but are still down 25% off of yearly highs. Also NAO recently got listed as a spin off from NAT. NAO has drill platforms and the IPO seems to have been mispriced. The dividend is set at $1.70 and shares are still trading at under $17. Of course the real bargain was on IPO day, at well under $16 plus including the dividend. Finally, I continue to like SFL at current prices. Ship Finance has a very diversified array of assets. Their only most risky exposure is to FRO which could go broke, but scrap value of the vessels is higher than the current balance of loans. I'm waiting on a pull back under $18 to add shares, but if didn't have any, would buy at today's price.
Alex