Seeking Alpha

Mike Maher

View as an RSS Feed
View Mike Maher's Comments BY TICKER:
Latest  |  Highest rated
  • American Capital results take hit from mREIT struggles [View news story]
    Buybacks are already running ~$130m/quarter. Once the share price gets to BV they'll likely put at least half that capital towards dividends. Assuming the share count is about 20 mil shares lower once that happens (another 2.5 quarters of buybacks at the current rate) and earnings stay flat (they should be increasing as the economy continues to improve) this should be able to pay out about $1/year in dividends and still have another $1 per share for buybacks or to reinvest. That equals almost a 7% div yield at the $15 pps in AH.

    Long ACAS
    Feb 10 08:29 PM | 2 Likes Like |Link to Comment
  • Antero Resources Midstream files for IPO of up to $500M [View news story]
    Hopefully it will - although I think MHR would rather take a lump sum of cash as this point. Maybe get some color from them on the cc at the end of the month.
    Feb 7 08:19 AM | Likes Like |Link to Comment
  • 3D Systems, Voxeljet fall AH after Citron's Left appears on CNBC [View news story]
    He's short, and hes been correct in the past. Great track record of finding questionable companies that are highly overvalued and making the people who listen to his advice a lot of money.

    I have no positions in any of the 3d printing stocks.
    Feb 5 09:33 PM | Likes Like |Link to Comment
  • Analysts question AGNC strategy [View news story]
    My guess is CIM. Huge volume in the name for a few days in Q4, and then no news. Im not positive, but it was the only mREIT name I remember seeing unusual volume in.
    Feb 4 03:46 PM | 1 Like Like |Link to Comment
  • Natural gas soaring again [View news story]
    Bottlenecks are because there isnt enough pipe in the ground to move gas to where it needs to go. Theres going to be shortages at peak demand times going up into New England for another 3-5 years at least.
    Feb 4 03:44 PM | Likes Like |Link to Comment
  • Atlantic Power -11%, continues slide after last week's debt refi [View news story]
    Electiricity prices collapsed along with natural gas prices. The high prices AT had secured (which supported the div) reset to much lower levels when those PPAs rolled off. Its the same thing that happens when an office building signs medium term leases with rents at a peak of the market, and then the leases reset to a much lower market rate. The long term leases allow for stability over the medium term, but when the contracts are up, there's a very instant adjustment to market rates.

    I've looked at this before, the first time it crashed a few months ago. I didnt like the fact that they put the poison pill in place. I actually was trying to remember the ticker today, since natural gas is up so much that I figured they might be able to get some better electricity prices. Glad I stayed away.

    For anyone who is reading this, consider the yield on a 10 year treasury as a baseline yield for no risk. When something yields 10% above that rate, that means it is an incredibly risky investment. High yield means high risk. Anyone who tells you otherwise is trying to sell you snake oil.
    Feb 3 06:46 PM | 2 Likes Like |Link to Comment
  • Altria makes strategic e-cig acquisition [View news story]
    Could be a useful metric to value mCig
    Feb 3 10:00 AM | Likes Like |Link to Comment
  • Update On Magnum Hunter Resources [View article]
    Is that dry gas or wet gas for the Horn River? That seems like an interesting region. Thanks for bringing it up.
    Feb 2 10:22 PM | Likes Like |Link to Comment
  • Update On Magnum Hunter Resources [View article]
    Thank you! Im planning another update as soon as we get a look at Utica results in the next quarterly release
    Jan 31 10:19 PM | Likes Like |Link to Comment
  • LyondellBasell says profitability rose across all key segments, +2.8% [View news story]
    Great great quarter.
    Jan 31 01:04 PM | Likes Like |Link to Comment
  • Amazon mulling Prime price hike; shares now -4.7% AH [View news story]
    The streaming really isnt that good - there's not a whole lot on there I watch, but I'm young enough that I torrent most of everything. I dont have a kindle, so theres no benefit there either.

    As for the shipping - there isnt a terrible amount of stuff I have to have in 2 days that I order online. Since I only have to spend what, $35 to get free shipping for 3-5 days, thats not a huge incentive to spend extra dollars for prime. I have it because I got suckered into a free trial and never canceled, and it lets me wait to the last minute to order books for class, or xmas, or birthdays. But its not a necessity by any means.
    Jan 31 12:59 PM | 1 Like Like |Link to Comment
  • Amazon mulling Prime price hike; shares now -4.7% AH [View news story]
    Yea they didnt raise prices $20 tho
    Jan 30 07:29 PM | 1 Like Like |Link to Comment
  • Keystone XL foes mount new challenge by linking it to Enbridge project [View news story]
    It is not the State Department's job to regulate the carbon emissions of projects in a foreign country.
    Jan 30 07:08 PM | 8 Likes Like |Link to Comment
  • Amazon mulling Prime price hike; shares now -4.7% AH [View news story]
    They raise the Prime price I'll cancel mine within 5 minutes of getting that email.
    Jan 30 07:06 PM | 1 Like Like |Link to Comment
  • McClendon's new company said to be $924M buyer of Hess Utica gas fields [View news story]
    Lets see how long before Aubrey starts consolidating some of the companies in that area. AR, GPOR, and MHR all also actively looking to expand leaseholds in the area. Land values are going up, and those names, plus PDCE should follow land values higher.
    Jan 29 07:30 PM | Likes Like |Link to Comment
COMMENTS STATS
2,365 Comments
2,703 Likes