Morneau Shepell Inc

MSI-T

TSE:MSI

34.15
0.55 (1.64%)
Morneau Shepell is a human resources services and technology company headquartered in Toronto, Ontario, Canada. Established in 1966, Morneau Shepell serves approximately 20,000 clients in North America.
More at Wikipedia

Analysis and Opinions about MSI-T

Signal
Opinion
Expert
BUY
BUY
May 23, 2019
They do benefit plans and pension plan management. They expanded in the US. He thinks there is going to be slow steady grow. Low risk, high quality investment. Solid.
They do benefit plans and pension plan management. They expanded in the US. He thinks there is going to be slow steady grow. Low risk, high quality investment. Solid.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$29.570
Owned
Unknown
COMMENT
COMMENT
September 17, 2018

They've done acquisitions in the US and UK. They own the market in Canada and had to expand beyond. They paid a rich price for their purchaes. Well-managed and is growing its dividend.

Morneau Shepell Inc (MSI-T)
September 17, 2018

They've done acquisitions in the US and UK. They own the market in Canada and had to expand beyond. They paid a rich price for their purchaes. Well-managed and is growing its dividend.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$27.200
Owned
Unknown
HOLD
HOLD
March 7, 2018

A steady-Eddy stock. Well-diversified. Dividend is fine with a decent yield. Stick with it. They are growing their business through small acquisitions.

A steady-Eddy stock. Well-diversified. Dividend is fine with a decent yield. Stick with it. They are growing their business through small acquisitions.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$23.880
Owned
Unknown
SELL
SELL
February 16, 2018

Is the dividend safe? He has owned it for quite a while and it has never raised the dividend – although they could he feels. They have been selling it at these levels and feels the dividend is safe. He feels there is no headline risk associated to the Finance Minister.

Morneau Shepell Inc (MSI-T)
February 16, 2018

Is the dividend safe? He has owned it for quite a while and it has never raised the dividend – although they could he feels. They have been selling it at these levels and feels the dividend is safe. He feels there is no headline risk associated to the Finance Minister.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$23.780
Owned
Yes
BUY
BUY
December 28, 2017

It has been a favourite for him for some time. He bought it for income but it is providing some growth as well. They are overdue to raise their dividend but they are using their cash to grow. He does not mind that. He is buying for new clients. It’s a little rich but he is still buying it because there are some onetime items and the PE ratio is not too bad.

Morneau Shepell Inc (MSI-T)
December 28, 2017

It has been a favourite for him for some time. He bought it for income but it is providing some growth as well. They are overdue to raise their dividend but they are using their cash to grow. He does not mind that. He is buying for new clients. It’s a little rich but he is still buying it because there are some onetime items and the PE ratio is not too bad.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$22.460
Owned
Yes
COMMENT
COMMENT
December 13, 2017

We are in a market where things that have been working have changed over the last couple of years. When that happens, institutions look at their investment managers to see if they’ve been keeping up or not. Because markets have been going through structural changes and institutions have been going through reallocations, there are lots of searches going on for managers. This company is right in the heart of that business and participates. It has been a pretty good performer and he would have no trouble owning the stock.

Morneau Shepell Inc (MSI-T)
December 13, 2017

We are in a market where things that have been working have changed over the last couple of years. When that happens, institutions look at their investment managers to see if they’ve been keeping up or not. Because markets have been going through structural changes and institutions have been going through reallocations, there are lots of searches going on for managers. This company is right in the heart of that business and participates. It has been a pretty good performer and he would have no trouble owning the stock.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$22.490
Owned
Unknown
COMMENT
COMMENT
December 6, 2017

A pension consultant type of company. It’s a good company and well-managed. This is a competitive business, but the stock has done pretty well this year. Pays a decent dividend and the dividend is fully covered. It’s pretty small for his company. Dividend yield of 3.5%.

A pension consultant type of company. It’s a good company and well-managed. This is a competitive business, but the stock has done pretty well this year. Pays a decent dividend and the dividend is fully covered. It’s pretty small for his company. Dividend yield of 3.5%.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$22.080
Owned
No
TOP PICK
TOP PICK
November 29, 2017

Valuation is pretty decent, and actually trades at a discount to its US peer group. It is a large player in Canada. Ultimately it should continue to benefit by growing in the US. Has a very decent free cash flow yield. Has a very predictable reoccurring revenue model that will support its earnings growth. (Analysts’ price target is $24.)

Morneau Shepell Inc (MSI-T)
November 29, 2017

Valuation is pretty decent, and actually trades at a discount to its US peer group. It is a large player in Canada. Ultimately it should continue to benefit by growing in the US. Has a very decent free cash flow yield. Has a very predictable reoccurring revenue model that will support its earnings growth. (Analysts’ price target is $24.)

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$21.430
Owned
Yes
HOLD
HOLD
August 23, 2017

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.

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.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$19.990
Owned
No
BUY
BUY
July 25, 2017

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

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

Norman Levine
Managing Director, Portfolio Management Corp
Price
$20.660
Owned
Yes
BUY
BUY
May 31, 2017

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.

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.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$21.210
Owned
Yes
BUY
BUY
March 23, 2017

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.

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.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$19.460
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 10, 2017

(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.

Morneau Shepell Inc (MSI-T)
February 10, 2017

(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.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$18.980
Owned
Yes
BUY
BUY
February 2, 2017

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.

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.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$18.590
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
January 20, 2017

(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.

(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.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$18.400
Owned
Yes
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