I finally closed my position in KMI....still overpriced, cut the dividend, prospects are a bit bleak for the near term future, and I could do better with the money.
Added to my positions in TROW and KR. Kroger is a value play, and TROW has some nice momentum after a good earnings report. Both are now 2/3 sized positions in the portfolio. As an FYI, TROW is in my Chump IRA, while KR is in my taxable account due to the smallish yield.