Macquarie Infrastructure Company LLC (MIC)
Owns, operates and invests in a diversified group of infrastructure businesses, which are businesses that provide basic, everyday services, such as parking, roads and water, through long-life physical assets.
Recs
UltraContrarian
(99.84)
Submitted: 10/25/2009 8:30:27 PM :
Start Price:
$8.12
MIC Score:
-8.36
MIC is up over 1000% from the low - a gigantic rally. I still see severe liquidity issues and maybe even bankruptcy risk. Analyst forward earnings estimates can't possibly be true - can they?
Recs
colin54
(< 20)
Submitted: 8/26/2009 1:39:56 AM :
Start Price:
$6.77
MIC Score:
+27.08
Beaten down too far in the 08 sell off. Restructuring and a strong management team focused on paying down debt should return value to this company. Bought it at less than a dollar five months ago and glad I did!
Recs
synek
(< 20)
Submitted: 7/24/2009 5:20:50 PM :
Start Price:
$3.65
MIC Score:
+136.17
1/ Valued as if soon to stop being going concern.
2/ Market for infrastructure may decrease temporarily but will never disapperar.
3/ No competition.
Recs
GunnarVagotis
(95.93)
Submitted: 2/26/2009 10:29:50 PM :
Start Price:
$2.39
MIC Score:
+247.69
Watching for this stock to see if it will bounce. Massive haircut!
Recs
NotJesseL
(53.47)
Submitted: 1/20/2009 7:45:24 PM :
Start Price:
$4.46
MIC Score:
-67.45
There is too much risk here. Why are there 800 m of intangibles on the balance sheet for example. Why is the net income .5 m /quarter on sales of 250 m. I expected to see not much debt, and I see that lt assets vs lt debt has a ratio of almost 1 if you throw out the non-tangibles. (Might be something real like naming rights or air rights, or it might be just water for all I know).
Recs
rickd48
(< 20)
Submitted: 1/17/2009 4:21:21 AM :
Start Price:
$4.25
MIC Score:
+81.29
Obama will shake the market! This baby soars at least 3 dollars short term. But hey what the hell do I know only been trading for about 2 months lol.. But thats my prediction
Recs
ltshailey
(93.07)
Submitted: 1/6/2009 6:01:54 PM :
Start Price:
$5.55
MIC Score:
+42.25
I'm riding the band wagon on the road to rebuilding!
Recs
envoy05
(96.62)
Submitted: 1/4/2009 2:32:03 AM :
Start Price:
$3.97
MIC Score:
+108.15
Really like this stock, and mgmt seems to really believe in the company, as well as the stockholders. Risk? Always, but I believe upside potential is very good.
Recs
cash1sk1ng
(85.46)
Submitted: 12/13/2008 4:02:03 PM :
Start Price:
$3.81
MIC Score:
+111.94
for some nice quick play money this is the one get on it soon before pres.takes office then it will be so high,,(its our future
Recs
jmt587
(99.82)
Submitted: 12/3/2008 5:29:32 PM :
Start Price:
$4.20
MIC Score:
+85.42
Infrastructure play with a great dividend. Risky.
Recs
jfcrary
(39.57)
Submitted: 10/30/2008 7:52:17 PM :
Start Price:
$10.21
MIC Score:
-29.12
Safe business
Recs
CycleFreak7
(< 20)
Submitted: 10/27/2008 2:57:55 PM :
Start Price:
$8.48
MIC Score:
-21.75
Infrastructure is a must-have.
MIC price today yields more than 25% dividend.
Recs
Godloveseric
(98.78)
Submitted: 9/29/2008 3:45:30 PM :
Start Price:
$11.69
MIC Score:
-22.04
Have to buy at this price. Buying.
Recs
sghattas2
(36.54)
Submitted: 9/26/2008 2:36:07 PM :
Start Price:
$14.03
MIC Score:
-28.99
I like this massacred infrastructure play since it runs solid businesses that are needed and generate good cash flow.
Recs
Godloveseric2
(52.07)
Submitted: 9/25/2008 7:48:31 PM :
Start Price:
$14.11
MIC Score:
-30.21
Dividend- and economic turnaround eventually. Buying.
Recs
transportation90
(48.15)
Submitted: 9/19/2008 12:50:49 PM :
Start Price:
$16.93
MIC Score:
-35.71
It has been left for dead but I am expecting a suprise recovery in a little over a year. Buy when no one else is!
Recs
mikeginn
(35.28)
Submitted: 8/29/2008 1:05:52 PM :
Start Price:
$20.04
MIC Score:
-41.31
I'm adding here, and see this in part a bet on where LIBOR will be in 2012 and 2014, when most of MIC debt will be rolled over.
If debt is easy and cheap then this business will do very well. If not then what is now CAD and distributions will be diverted to higher interest payments. However, from what I can see, the high debt levels don't seem to be a business killer even if the credit environment stays tight and interest rates are several points higher. CAD does cover today's dividend, and today's price seems to have built into it room for future debt to be on worse terms than it is now.
See http://files.shareholder.com/downloads/MCQ/392063374x0x220853/bd2202c5-7e14-4b03-8924-54c353cc3639/MCQ_2Q_08SlideSupport.PDF
Recs
dogfish54
(< 20)
Submitted: 8/27/2008 10:06:49 PM :
Start Price:
$19.00
MIC Score:
-39.60
MIC is a trust, which is why the dividends are so high.
They are part of Macquarie Group of Australia, a VERY VERY successful business which owns a lot of big infrastructure in Australia. The parent has a lot of experience and success in infrastructure and I think this will be a very good stock over the long term.
Do your research on this one and I think you will find this to be a good long term hold, especially with the big dividends.
Recs
fatboy888
(< 20)
Submitted: 8/7/2008 12:56:58 PM :
Start Price:
$20.94
MIC Score:
-44.68
Nice Div. Reasonable PE, Earning, Book value. Oversold
Recs
drjohn432
(49.54)
Submitted: 6/17/2008 5:56:58 PM :
Start Price:
$28.06
MIC Score:
-52.03
Infrastructure is the key to the future. they own it and rent it to us. Short of government takeover, their niche is safe. Dividends are the story here.
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