Morneau Shepell Inc | StockChase
76
Morneau Shepell Inc (MSI-T)

Last Price Recorded: $21.3800 on 2017-11-20

ON STOCKCHASE SINCE Oct 2005

A benefits consulting firm.

Business Services

Morneau Shepell Inc


Signal Opinion Expert

2017-08-23

HOLD
Morneau Shepell Inc (MSI-T)

It pays a reasonable dividend.  Their business slowed down recently.  It is not as attractive as it used to be.  It is a fine company.  The dividend is safe.

Business Services
Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $19.990
Owned: No

2017-07-25

BUY
Morneau Shepell Inc (MSI-T)

The biggest in pension and administration and outsourcing of HR stuff.  It is diversifying into the US.  The dividend is quite safe. 

Business Services
Norman Levine

Managing Director, Portfolio Management Corp

Price: $20.660
Owned: Yes

2017-05-31

BUY
Morneau Shepell Inc (MSI-T)

Originally started out as a pension benefits consultant, and has moved into EAP (Employee Assistance Program). They are growing their US business. Very stable business, and about 90% of the revenue is recurring. Expects this will continue to grow in the US.

Business Services
Michael Simpson, CFA

Senior Vice-President, Sentry Investments

Price: $21.210
Owned: Yes

2017-03-23

BUY
Morneau Shepell Inc (MSI-T)

He continues to own it.  It was founded by the current finance minister’s father.  They are big in the outsourcing business.  They continue to grow in the Canada and in the US.  The dividend is very safe.  They are at the bottom of their payout ratio.  At some point they are going to raise that dividend.

Business Services
Norman Levine

Managing Director, Portfolio Management Corp

Price: $19.460
Owned: Yes

2017-02-10

PAST TOP PICK
Morneau Shepell Inc (MSI-T)

(A Top Pick Feb 3/16. Up 34.48%.) This is in the HR and outsourcing business for companies. Recently they have been expanding into the US. The stock has done well because earnings have been growing and because of the high-yield.

Business Services
Norman Levine

Managing Director, Portfolio Management Corp

Price: $18.980
Owned: Yes

2017-02-02

BUY
Morneau Shepell Inc (MSI-T)

Benefits and HR consulting.  Getting that outsourced is less costly.  They have expertise in doing that in the US.  They have done a pretty good job at it.  It has a 4.5% yield with growth behind it.  He likes it.

Business Services
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment Management

Price: $18.590
Owned: Unknown

2017-01-20

PAST TOP PICK
Morneau Shepell Inc (MSI-T)

(A Top Pick Jan 22/16. Up 34.16%.) A very solid, stable company. The original business was pension benefits, but have also expanded into employees’ system programs which is growing. They’ve acquired some contracts in the US and thinks there are good opportunities for acquisitions there. He still likes this. They’ve retained 97%-98% of their customers. They have the ability to grow their dividend at a steady pace.

Business Services
Michael Simpson, CFA

Senior Vice-President, Sentry Investments

Price: $18.400
Owned: Yes

2017-01-05

COMMENT
Morneau Shepell Inc (MSI-T)

As a consulting business, this company is all about assets, which are the people. There is not a lot of capital need in the business. Their cash flow covers the dividend and whatever they need to spend on R&D, etc. They are not going to grow a whole lot, but are pretty good about turning out cash flow. The 4.08% dividend is safe.

Business Services
Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $19.110
Owned: Unknown

2016-12-28

HOLD
Morneau Shepell Inc (MSI-T)

This company has a solid outlook, both in Canada and in the US where it is expanding. It hasn’t raised its dividend, but has publicized a range for earnings where it would raise its dividend, and it is right at the bottom of that range. As long as earnings are going to continue on an uptrend, he would think it should be raising its dividend anytime now. Dividend yield of 4.7%.

Business Services
Norman Levine

Managing Director, Portfolio Management Corp

Price: $19.170
Owned: Yes

2016-11-08

PAST TOP PICK
Morneau Shepell Inc (MSI-T)

(A Top Pick Oct 1/15. Up 34.38%.) In outsourcing of HR businesses. They manage companies HRs, benefits programs, pension benefits. It is also growing in the US now. This has a nice dividend, but has never raised the dividend since it stopped being an Income Trust. At the low end of the payout ratio, and he thinks it is getting ready to raise the dividend. Dividend yield of 4%.

Business Services
Norman Levine

Managing Director, Portfolio Management Corp

Price: $19.920
Owned: Yes

2016-10-18

PAST TOP PICK
Morneau Shepell Inc (MSI-T)

(A Top Pick May 31/16. Up 16.25%.) A business he likes a lot. Looking where we are in the cycle with potential increases from the Fed, you don’t want to have too much interest rate sensitivity in your portfolio. This one is really a growth stock with a yield. Sees this continuing to specifically grow in the US which he likes. Also, in 2007-2008, the business actually grew. Whether you are hiring or firing people, you need either services. The yield is safe.

Business Services
Steve DiGregorio

Portfolio Manager, Canoe Financial

Price: $19.460
Owned: Yes

2016-10-13

PAST TOP PICK
Morneau Shepell Inc (MSI-T)

(Top Pick Jan 22/16, Up 37.84%) They are winning contracts in pension management and are very good at maintaining clients.  The payout ratio is going down and he thinks they will continue to grow.  Yield of about 4%. 

Business Services
Michael Simpson, CFA

Senior Vice-President, Sentry Investments

Price: $19.410
Owned: Yes

2016-09-14

HOLD
Morneau Shepell Inc (MSI-T)

A pension consultant, but have also gone into things like employee services. They’ve expanded into the US. They execute well and have a very stable business model. If they can continue carrying on in their business and not suffer too many losses from Obamacare, that’s pretty good.

Business Services
Jim Huang

President, T.I.P. Wealth Management

Price: $18.790
Owned: Unknown

2016-09-09

HOLD
Morneau Shepell Inc (MSI-T)

This has been a beneficiary of the chase for yield, because of its healthy dividend. Earnings are growing and it hasn’t raised its dividend in quite a number of years, but the payout ratio is right at the bottom end of their window. Any quarter now we should see a positive move in the dividend. However, the stock is not a bargain anymore. 

Business Services
Norman Levine

Managing Director, Portfolio Management Corp

Price: $18.700
Owned: Yes

2016-07-18

BUY
Morneau Shepell Inc (MSI-T)

Tens of thousands of employees laid off in Alberta represent a source of growth to them.  When oil and gas companies start hiring again this will be a source of business for MSI-T.

Business Services
Ben Cheng

President and Chief Investment Officer, Aston Hill Financial Ltd.

Price: $18.200
Owned: Unknown

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