MacQuarie Infrastructure LLC (MIC-N) Stock Predictions - Stockchase
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MacQuarie Infrastructure LLC (MIC-N)

ON STOCKCHASE SINCE Aug 2012

Transportation & Environmental Services

MacQuarie Infrastructure ...

MIC-N

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MacQuarie Infrastructure LLC (MIC-N) SAVE Apr, 18, 2019, 5:51 pm

40.48 0.05 (0.12%)

About MacQuarie Infrastructure LLC (MIC-N)

Macquarie Infrastructure Corporation LLC owns, operates and invests in a diversified group of infrastructure businesses. More at Wikipedia

What the experts are saying about MIC-N



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Signal Opinion Expert
DON'T BUY

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.

Transportation & Environmental Services
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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.

Transportation & Environmental Services
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$37.850
Owned Owned
No

DON'T BUY

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.

Transportation & Environmental Services
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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.

Transportation & Environmental Services
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David Burrows

President , Barometer Capital Ma...

Price Price
$39.010
Owned Owned
No

HOLD

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.

Transportation & Environmental Services
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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.

Transportation & Environmental Services
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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$68.640
Owned Owned
Unknown

COMMENT

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.

Transportation & Environmental Services
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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.

Transportation & Environmental Services
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David Burrows

President , Barometer Capital Ma...

Price Price
$71.970
Owned Owned
Unknown

PAST TOP PICK

(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%.

Transportation & Environmental Services
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(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%.

Transportation & Environmental Services
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James Thorne

Sr Portfol, Caldwell Investment ...

Price Price
$76.360
Owned Owned
Yes

COMMENT

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).

Transportation & Environmental Services
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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).

Transportation & Environmental Services
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$82.180
Owned Owned
No

HOLD

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.

Transportation & Environmental Services
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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.

Transportation & Environmental Services
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$82.180
Owned Owned
Unknown

COMMENT

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.

Transportation & Environmental Services
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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.

Transportation & Environmental Services
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$81.700
Owned Owned
Unknown

COMMENT

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%.

Transportation & Environmental Services
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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%.

Transportation & Environmental Services
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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$82.640
Owned Owned
No

TOP PICK

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.)

Transportation & Environmental Services
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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.)

Transportation & Environmental Services
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James Thorne

Sr Portfol, Caldwell Investment ...

Price Price
$82.970
Owned Owned
Yes

BUY

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

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

Transportation & Environmental Services
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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$80.670
Owned Owned
Yes

COMMENT

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.

Transportation & Environmental Services
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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.

Transportation & Environmental Services
0 0 0 0 0
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Andrew Pink

Portfolio , LDIC...

Price Price
$80.140
Owned Owned
Yes

COMMENT

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%.

Transportation & Environmental Services
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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%.

Transportation & Environmental Services
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James Thorne

Sr Portfol, Caldwell Investment ...

Price Price
$70.460
Owned Owned
Yes

TOP PICK

A favourite name.  There is significant value here.  They bought out their bulk liquids business from a partner.  6% dividend yield that will grow.

Transportation & Environmental Services
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A favourite name.  There is significant value here.  They bought out their bulk liquids business from a partner.  6% dividend yield that will grow.

Transportation & Environmental Services
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Gajan Kulasinga

VP & Senio, Sentry Investments...

Price Price
$63.780
Owned Owned
Yes

PAST TOP PICK

(A Top Pick August 20/12. Up 42.1%.) Tremendous business 4 or 5 subsidiaries. Still further upside to this name. Worth $60-$65.

Transportation & Environmental Services
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(A Top Pick August 20/12. Up 42.1%.) Tremendous business 4 or 5 subsidiaries. Still further upside to this name. Worth $60-$65.

Transportation & Environmental Services
0 0 0 0 0
0 comments
Dennis Mitchell

Executive , Sentry Select Capita...

Price Price
$57.760
Owned Owned
Yes

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