Long Idea - Kinder Morgan

It isn't all doom and gloom here at On Beyond Investing.

It is funny how investors that discuss bearish ideas seem to get labelled permabears. 

I do have some bearish views, I still think that Canadian housing is in trouble.  The stock prices of Canadian financials don't in any way reflect the losses that will be incurred as the credit cycle reverses.  I view shorting these stocks to be a very compelling investment. 

However, these shorts are a relatively small part of my invested capital.

My portfolio is significantly more long than short.  As a result, I plan on discussing many more of my long ideas here.

To start I wrote a bullish article on Seeking Alpha about Kinder Morgan (KMI) stock, that you can find here.

Let me know what you think.

Disclosure: Long KMI

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    David Obront

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