Archive: My Research 2016

posted Mar 4, 2016, 7:58 PM by Intelligent Investor   [ updated Feb 26, 2022, 10:41 PM ]
View Financial Analysis: My Research 2016

Amazon (AMZN) is really expensive and so is Facebook (FB).

Berkshire Hathaway's 13-F filing shows they bought Kinder Morgan (KMI). I don't think Warren Buffett purchased this. This was probably made by Ted Weschler or Todd Combs. The calculations show there very little growth to this stock. Net Profit Margins are very small, coming in at less than 10%. Kinder Morgan's Total Debt to Net Income is at a whopping 30. They have more way more debt than the amount of money they make. They don't have any Retained Earnings either. They are also actually issuing more Debt. The only thing good I see with KMI is the stock's Price-to-Book value is very low. It is at 1.12

American Express (AXP) is a company that I've been eyeing for quite a while. Because of their drop in Revenue, the stock price has also significantly come down. The economic landscape for Electronic Payment Processing is changing because of newer technologies such as Apple Pay. Visa and Mastercard is taking market share from American Express as well. For now, this is a wait-and-see approach. But the price is attractive at less than $60/share, very well close to its 52-week low of $52/share.

Disclosure: We currently do not own Kinder Morgan (KMI) or American Express (AXP).