Seeking Alpha

Mike Maher

View as an RSS Feed
View Mike Maher's Comments BY TICKER:
Latest  |  Highest rated
  • BofA boosts dividend to a nickel, sets $4B buyback, settles with FHFA [View news story]
    A step in the right direction.
    Mar 26 05:44 PM | 6 Likes Like |Link to Comment
  • Citigroup's among 5 rejected capital return plans [View news story]
    Its certainly interesting down here. I'm a little concerned about what to me is a total drop of the ball by management tho. How are they the only bank to not get this right?
    Mar 26 04:20 PM | Likes Like |Link to Comment
  • Blackstone: A Black Box... Holding A Diamond [View article]

    I might be a little off on the details, but Blackstone bought BXMT out of bankruptcy (i think), changed the name, put a new team in place, and recapitalized the company. The current business is very different from the pre-2008-2009 company. You'll have to look at the filings/old news to get the details, but from what i remember that's basically the story.
    Mar 26 01:56 PM | 1 Like Like |Link to Comment
  • MCig dives; SA author critical of valuation, competitive standing [View news story]
    As I see it, you repeating a link to the article is trying to drive more traffic back to SA, and add legitamacy to the site as a whole. I'm not arguing with you, but in this case, lets look at the facts. SA published something very negative by an author. The stock, which has a small market cap, went down. SA reported, as news, that the thing SA published made the stock go down. The company called and complained (I'm assuming), spoke with the author, and either the author, SA, or both pulled the piece. Since I've never heard of this happening before, except for someone who use to write on the coal stocks, I'm assuming SA was either threatened with legal action, or the author was, or both parties acknowledged that what had been written was wrong.

    Why isnt this update into the piece by SA being pulled up on the home page? It says it was updated a half hour ago, but its not what shows up on the site right now. Isn't the author of a publication that dropped a stock 11% coming out and publicly admitting less than a day later that what he wrote was not correct "news to subscribers like the 2,243 folks who subscribe for information on MCIG"???
    Mar 25 08:11 PM | 4 Likes Like |Link to Comment
  • Author Update On MCig And Turn Your Cash Into Vapor [View article]
    Just so I understand this, you are saying that you researched, wrote, and had published a piece that was highly critical of MCig, but did not realize their primary product was a) different from the generic devices you compared it to and B) had only been available for a portion of the most recently filed quarter, until management reached out to you?

    This is why SA should not be publishing anything on stocks with a market cap under $500 mil.
    Mar 25 04:08 PM | 15 Likes Like |Link to Comment
  • MCig dives; SA author critical of valuation, competitive standing [View news story]
    I feel like this doesn't belong in the "Breaking News" section. SA posted a piece by a person, whom they do not verify is actually a consultant, on basically a microcap stock, which the editors have to know will drive the price down. Then they highlight that SA author called it, and SA moves the market. All his article really says is they only have 1 quarter of revenue, and the valuation based on 1 quarter of revenue is high. Also gives no proof on them not having proprietary tech, or any data on VitaCig, or anything else. SA seems to like being able to influence small stocks, and the fact they're hyping both the long and short side of the "pot stocks" cheapens the site's integrity, to me at least.

    I get you're trying to make money, but the fact the website posted a negative fluff piece on a small cap, and it went down, isnt breaking news, just as its not breaking news that if you post on a small cap and it goes up.
    Mar 24 05:46 PM | 16 Likes Like |Link to Comment
  • Do Mortgage Rates Really Matter? [View article]
    "Higher interest rates won't have a significant impact for consumers who want to purchase a home. The difference between 4% and 6% is pretty negligible, especially if ARMs are available as Qualified Mortgages."

    As someone who works in real estate, I cannot possibly disagree with that more. A 1% rise in the mortgage rate will lower a buyers purchasing power by about 10%, assuming a 20% down payment. So a 2 point jump in mortgage rates will cut purchasing power 20%. Thats huge. For example, on a $200k home with a $160,000 mortgage, the difference between 4% and 6% mortgage rate is a couple bucks shy of $200 per monthly payment.
    Mar 21 10:13 AM | 2 Likes Like |Link to Comment
  • American Capital Agency Corp. declares $0.65 dividend [View news story]
    Decent, I'll take it.
    Mar 20 04:40 PM | 5 Likes Like |Link to Comment
  • More on Fed stress tests [View news story]
    Does it matter who the weakest name is? In the scenario the Fed tested stocks drop 50% and GDP drops around 7% - you dont want to own any bank stocks if thats the case, even if they all pass the test.
    Mar 20 04:19 PM | 5 Likes Like |Link to Comment
  • Walter Energy -11% premarket on gloomy BofA coal assessment [View news story]
    Coal prices are down globally, and US coal is more expensive in most of Asia than coal from that region.

    The EPA isnt helping, and the subsidizing of wind power is affecting power prices, especially in the MISO, but the coal companies are suffering as much from economics as they are from unfavorable policy.
    Mar 20 09:56 AM | 1 Like Like |Link to Comment
  • Walter Energy -11% premarket on gloomy BofA coal assessment [View news story]
    I didnt know WLT sold meth!
    Mar 20 09:16 AM | 1 Like Like |Link to Comment
  • Penn Virginia +8% as Soros discloses active stake, urges strategic alternatives [View news story]
    Fantastic news
    Mar 18 12:51 PM | Likes Like |Link to Comment
  • Time to buy refiners, especially Valero, Barclays believes [View news story]
    Yea I was gunna say what pain is there in refinery names? VLO has been great for me
    Mar 17 11:57 PM | Likes Like |Link to Comment
  • Kerrisdale Capital pushing hard at Morgans Hotel Group [View news story]
    They should be able to get double digits in a buyout, just hurry up and hire an investment bank and start an auction already!
    Mar 12 04:08 PM | Likes Like |Link to Comment
  • Incentives don't kick in for Coca-Cola [View news story]
    Poor guy, how's he going to raise a family on $18.2 million?
    Mar 12 02:49 PM | 7 Likes Like |Link to Comment