MacQuarie Infrastructure LLC

MIC-N

NYSE:MIC

25.85
0.11 (0.42%)
Macquarie Infrastructure Corporation LLC owns, operates and invests in a diversified group of infrastructure businesses.
More at Wikipedia

Analysis and Opinions about MIC-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 10, 2020
It is a holding company in the US and he has held it for a number of years. It has been very volatile over the last number of years. They are now exploring a sale of the company. He has exited the position. He does not see much upside from the sale. There are no synergies from their businesses. There are tax implications for them.
Show full opinionHide full opinion
It is a holding company in the US and he has held it for a number of years. It has been very volatile over the last number of years. They are now exploring a sale of the company. He has exited the position. He does not see much upside from the sale. There are no synergies from their businesses. There are tax implications for them.
DON'T BUY
DON'T BUY
July 8, 2019
It is an infrastructure conglomerate. They cut the dividend last year by 60%. It was a rough ride. They have since repurposed their terminals and have had some good progress. They sold some non-core assets and paid down some debt. The payout ratio is more sustainable where it is today. It is a volatile stock and be would not recommend it.
Show full opinionHide full opinion
It is an infrastructure conglomerate. They cut the dividend last year by 60%. It was a rough ride. They have since repurposed their terminals and have had some good progress. They sold some non-core assets and paid down some debt. The payout ratio is more sustainable where it is today. It is a volatile stock and be would not recommend it.
DON'T BUY
DON'T BUY
March 19, 2018

Doesn't know much about it. Pays a huge dividend over 10%. There is policy risk here, so he wouldn't buy it, and it's taken a big hit recently.

Show full opinionHide full opinion

Doesn't know much about it. Pays a huge dividend over 10%. There is policy risk here, so he wouldn't buy it, and it's taken a big hit recently.

DON'T BUY
DON'T BUY
March 7, 2018

He is not a fan of this sector as the value of commercial real estate and infrastructure assets is looking more like a bond. The sector could be hurt with higher interest rates. This company recently took it on the chin (he could not recall exactly why). This company is technically broken and the sector is at risk. He would move on.

Show full opinionHide full opinion

He is not a fan of this sector as the value of commercial real estate and infrastructure assets is looking more like a bond. The sector could be hurt with higher interest rates. This company recently took it on the chin (he could not recall exactly why). This company is technically broken and the sector is at risk. He would move on.

HOLD
HOLD
October 23, 2017

It is the sector. There is money flowing around the marketplace. They do a good job but flows are not into this sector at this time. You either have to be patient or move the money to something with more legs.

Show full opinionHide full opinion

It is the sector. There is money flowing around the marketplace. They do a good job but flows are not into this sector at this time. You either have to be patient or move the money to something with more legs.

COMMENT
COMMENT
August 16, 2017

Why is MacQuarrie (MIC-N) weaker than Mastec (MTZ-N)? MacQuarrie Infrastructure, has a whole bunch of different types of hard assets and assets that are long life. It is going to act more like a bond because they are long life fairly predictable assets. Mastec is a company that is in a couple of secular themes, but is a growth stock. It is tightly tied to growth in a couple of areas. Thinks the secular changes taking place in both telecom equipment and pipelines, is significant. Mastek builds infrastructure, like pipelines, as well as being very big in maintenance and infrastructure work on cell towers, which are both going through very strong lifts. We are about to go through a process where all telcos are going to be putting up 5G equipment on cell towers, and Mastec gets paid to do that stuff.

Show full opinionHide full opinion

Why is MacQuarrie (MIC-N) weaker than Mastec (MTZ-N)? MacQuarrie Infrastructure, has a whole bunch of different types of hard assets and assets that are long life. It is going to act more like a bond because they are long life fairly predictable assets. Mastec is a company that is in a couple of secular themes, but is a growth stock. It is tightly tied to growth in a couple of areas. Thinks the secular changes taking place in both telecom equipment and pipelines, is significant. Mastek builds infrastructure, like pipelines, as well as being very big in maintenance and infrastructure work on cell towers, which are both going through very strong lifts. We are about to go through a process where all telcos are going to be putting up 5G equipment on cell towers, and Mastec gets paid to do that stuff.

PAST TOP PICK
PAST TOP PICK
February 27, 2017

(Top Pick Dec 7/16, Down 8.4%) It is a steady eddie stock. Someone came up with a short thesis and it went down. It pays a good solid dividend of almost 7%.

Show full opinionHide full opinion

(Top Pick Dec 7/16, Down 8.4%) It is a steady eddie stock. Someone came up with a short thesis and it went down. It pays a good solid dividend of almost 7%.

COMMENT
COMMENT
February 8, 2017

Had owned this, but was concerned with the high dividend. This is MacQuarie’s vehicle to invest globally in infrastructure projects. They can afford it, because they are using the assets to raise debt financing, and based off of that, the dividend is fine. It is on his radar. He switched to Brookfield Infrastructure (BIP-N).

Show full opinionHide full opinion

Had owned this, but was concerned with the high dividend. This is MacQuarie’s vehicle to invest globally in infrastructure projects. They can afford it, because they are using the assets to raise debt financing, and based off of that, the dividend is fine. It is on his radar. He switched to Brookfield Infrastructure (BIP-N).

HOLD
HOLD
January 26, 2017

Has owned this in the past and thinks it is a long term holding. They are one of the leaders in this space. The whole developed world is going to be needing everything to be repaired, updated and replaced, so this company is going to play that game. Secondly, global energy, dams, etc. is still going to be very, very important. 6.2% dividend yield.

Show full opinionHide full opinion

Has owned this in the past and thinks it is a long term holding. They are one of the leaders in this space. The whole developed world is going to be needing everything to be repaired, updated and replaced, so this company is going to play that game. Secondly, global energy, dams, etc. is still going to be very, very important. 6.2% dividend yield.

COMMENT
COMMENT
December 30, 2016

He owns Brookfield Asset Management (BAM.A-T). There are good opportunities in infrastructure plays in the next little while. There is more and more talk about how the private sector has to work with the public sector. This company is very good at what they do. There are a lot of people involved in infrastructure these days, so you have to be cautious about what they pay to get something.

Show full opinionHide full opinion

He owns Brookfield Asset Management (BAM.A-T). There are good opportunities in infrastructure plays in the next little while. There is more and more talk about how the private sector has to work with the public sector. This company is very good at what they do. There are a lot of people involved in infrastructure these days, so you have to be cautious about what they pay to get something.

COMMENT
COMMENT
December 21, 2016

He doesn’t own any infrastructure stocks, but this one is good and has a good track record. Infrastructure stocks have been consistent performers. They have been yield stocks, but have been able to grow through it, and you want that combination. Infrastructure stocks do look better with Trump saying he is going to do a lot of stuff. Dividend yield of 6.2%.

Show full opinionHide full opinion

He doesn’t own any infrastructure stocks, but this one is good and has a good track record. Infrastructure stocks have been consistent performers. They have been yield stocks, but have been able to grow through it, and you want that combination. Infrastructure stocks do look better with Trump saying he is going to do a lot of stuff. Dividend yield of 6.2%.

TOP PICK
TOP PICK
December 7, 2016

A “steady Eddie” infrastructure play. It does airports with de-icing and provides the planes with food. It owns oil storage, some wind farms and some utilities. Dividend yield of 6.26%. This is a stock that you don’t have to worry about. (Analysts’ price target is $94.80.)

Show full opinionHide full opinion

A “steady Eddie” infrastructure play. It does airports with de-icing and provides the planes with food. It owns oil storage, some wind farms and some utilities. Dividend yield of 6.26%. This is a stock that you don’t have to worry about. (Analysts’ price target is $94.80.)

BUY
BUY
September 20, 2016

(Market Call Minute.) Has held this for a long time in his infrastructure fund. He really likes it.

Show full opinionHide full opinion

(Market Call Minute.) Has held this for a long time in his infrastructure fund. He really likes it.

COMMENT
COMMENT
August 16, 2016

He likes this. A midstream type company where they own a lot of different assets. Expects they will continue to do well. It will be a little interest sensitive because of the sector it is in. Has a lot of US exposure, which he likes.

Show full opinionHide full opinion

He likes this. A midstream type company where they own a lot of different assets. Expects they will continue to do well. It will be a little interest sensitive because of the sector it is in. Has a lot of US exposure, which he likes.

COMMENT
COMMENT
June 16, 2016

A lot of the stocks went down because of the view they were directly related to energy. This company owns a lot of oil storage tanks, and a Hawaiian utility, and yet it trades off as though it were an oil driller. He likes the company. Solid dividend and good growth prospects. Dividend yield of 6.8%.

Show full opinionHide full opinion

A lot of the stocks went down because of the view they were directly related to energy. This company owns a lot of oil storage tanks, and a Hawaiian utility, and yet it trades off as though it were an oil driller. He likes the company. Solid dividend and good growth prospects. Dividend yield of 6.8%.

Showing 1 to 15 of 21 entries

MacQuarie Infrastructure LLC(MIC-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 1

Stockchase rating for MacQuarie Infrastructure LLC is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

MacQuarie Infrastructure LLC(MIC-N) Frequently Asked Questions

What is MacQuarie Infrastructure LLC stock symbol?

MacQuarie Infrastructure LLC is a American stock, trading under the symbol MIC-N on the New York Stock Exchange (MIC). It is usually referred to as NYSE:MIC or MIC-N

Is MacQuarie Infrastructure LLC a buy or a sell?

In the last year, 1 stock analyst published opinions about MIC-N. 0 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for MacQuarie Infrastructure LLC.

Is MacQuarie Infrastructure LLC a good investment or a top pick?

MacQuarie Infrastructure LLC was recommended as a Top Pick by Varun Anand on 2020-02-10. Read the latest stock experts ratings for MacQuarie Infrastructure LLC.

Why is MacQuarie Infrastructure LLC stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is MacQuarie Infrastructure LLC worth watching?

In the last year, there was no coverage of MacQuarie Infrastructure LLC published on Stockchase.

What is MacQuarie Infrastructure LLC stock price?

On 2020-09-25, MacQuarie Infrastructure LLC (MIC-N) stock closed at a price of $25.85.