Seeking Alpha

Macerich Co (MAC)

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Comments on MAC

  • General Growth Properties: Rebutting the Bears [View article]
    Reggie - You are incredibly intelligent, and your foresight, as well as your analytical talent are unmatched by anyone. Perhaps... More »
    Comment by District Banker
    Dec 18 13:42 pm |
    Rating: +1 0
  • General Growth Properties: Rebutting the Bears [View article]
    Liked your analysis. However, it seems to me that if the unsecured debt converts to equity. each share of the diluted "equity" would ... More »
    Comment by Bese
    Dec 18 12:18 pm |
    Rating: 0 0
  • General Growth Properties: Rebutting the Bears [View article]
    The use of cap rates is a good way to value a REIT. However, it is also useful to look at the equity cap rate when making peer to peer... More »
    Comment by REITBull
    Dec 17 20:36 pm |
    Rating: 0 0
  • General Growth Properties: Rebutting the Bears [View article]
    I think you have ignored 2 significant cash expenses:"property management costs" and "G&A". For the 9 months it was 220mil...Annualized... More »
    Comment by Sudhi Analyst
    Dec 17 17:57 pm |
    Rating: +1 0
  • General Growth Properties: Rebutting the Bears [View article]
    This is one of the biggest games going on @ Wall St. You have Goldman Sachs & their CNBC puppet & Sam Zell (who's big wig @ EQR : a... More »
    Comment by titans
    Dec 17 17:27 pm |
    Rating: +1 0
  • General Growth Properties: Rebutting the Bears [View article]
    I like reits and I own some. Reading this is interesting, but I get somewhat confused. I am holding on to my shares as they have been... More »
    Comment by mredwhinny
    Dec 17 14:20 pm |
    Rating: 0 0
  • General Growth Properties: Rebutting the Bears [View article]
    This is a classic case of the kettle calling the pot black after the pot has called the kettle black. You and Todd Sullivan offer many... More »
    Comment by Mark Alexander
    Dec 17 12:23 pm |
    Rating: 0 0
  • General Growth Properties Short Thesis Lacks Accuracy [View article]
    SPG book value of $15 per share vs $76 per share stock price today? GGP properties are at least as good and could argue better than SPG.... More »
    Comment by FreeMkts
    Dec 17 11:02 am |
    Rating: +1 0
  • General Growth Properties: Rebutting the Bears [View article]
    Just check the last 10Q and you will see that GGP is easily able to cover its interest payments. Why throw out red herrings like this... More »
    Comment by Brian McMorris
    Dec 17 10:39 am |
    Rating: +1 0
  • General Growth Properties: Rebutting the Bears [View article]
    BTW, T2 did short WFC to $9 and then went long to $25-30 or so. So maybe they should just do long/short on the same stocks? Their... More »
    Comment by Vegasjoe
    Dec 17 09:12 am |
    Rating: +1 0
  • General Growth Properties: Rebutting the Bears [View article]
    These comments are hilarious! Yes, T2 has piggybacked both winners and losers of Ackman and Einhorn and yes no one bats 900 in baseball... More »
    Comment by Vegasjoe
    Dec 17 09:02 am |
    Rating: +1 0
  • General Growth Properties: Rebutting the Bears [View article]
    I was the guy that publicly shorted GGP at $60 and laid out the full analysis and thesis for all to see while they had an investment... More »
    Comment by Reggie Middleton
    Dec 17 09:00 am |
    Rating: +3 -2
  • General Growth Properties: Rebutting the Bears [View article]
    NOI $2.4 billion Minus senior debt service* $1.1 billion Minus cap ex $0.3 billion Equals cash flow of $1.0... More »
    Comment by davidbdc
    Dec 17 05:11 am |
    Rating: +5 -3
  • General Growth Properties: Rebutting the Bears [View article]
    Long article but not much reality. Real estate, both residential and commercial, have a long way left to fall. It's just a matter of... More »
    Comment by Ewtman
    Dec 17 05:00 am |
    Rating: +2 -2
  • General Growth Properties Short Thesis Lacks Accuracy [View article]
    While I agree that the short position has mixed and matched some things, I think its really pushing things to believe that GGP will... More »
    Comment by davidbdc
    Dec 17 04:56 am |
    Rating: 0 0