Macquarie Infrastructure Company LLC (NYSE:MIC)

EPS Ranking 74

an excellently run company

This company has way too much debt for the earnings they are generating. As debt comes due, their interest rate will go up eating into their free cash flow. I think it current price is too high and it will sell off.

After a close brush with bankruptcy death, MIC has been focused on turning their operations around and raising their cash flow to boost the dividend. As they boost the dividend and can show that it's stable, people will flock to it.

Increasing dividend play on this infrastructure stock.
Will play out in several stages.
First dividend increases will come once cash flow rights with joint owners are resolved in the liquid shipping/storage business is resolved.
Next increases depend on paying off debt in utility investments to enable tapping that cash flow as well.

Mostly basis the rumors out there about dividend increases:

http://www.streetauthority.com/bonds/stocks-dividend-could-double-very-soon-458351

While I don't think it will happen in the time frames mentioned, the current assets of the company the way it is should continue to encourage growth of earnings. Company has been actively paying off debt, which will allow them to future purchases and further expand their selection of businesses, which are nicely diversified as they are.

Barron 6/15/11

Macquaire is very well situated for govenment privatizations and for re-development of Queenland's from the floods. I am expecting it to grow by 20-40% by end of year, 30 per shareis my goal.

http://boards.fool.com/1371/a-company-that-may-rise-when-div-is-reinstated-29103650.aspx

TMFDeej

Strong infrastructur play. Will pop when it re-establishes dividend.

Low cash, hefty debt load, in a struggling company = disaster.

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?

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!

1/ Valued as if soon to stop being going concern.

2/ Market for infrastructure may decrease temporarily but will never disapperar.

3/ No competition.

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

I'm riding the band wagon on the road to rebuilding!

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.

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

Infrastructure play with a great dividend. Risky.