Morneau Shepell Inc

MSI-T

TSE:MSI

32.88
0.47 (1.45%)
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.
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Analysis and Opinions about MSI-T

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Opinion
Expert
COMMENT
COMMENT
January 5, 2017

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.

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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.

HOLD
HOLD
December 28, 2016

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%.

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Morneau Shepell Inc (MSI-T)
December 28, 2016

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%.

PAST TOP PICK
PAST TOP PICK
November 8, 2016

(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%.

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(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%.

PAST TOP PICK
PAST TOP PICK
October 18, 2016

(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.

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(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.

PAST TOP PICK
PAST TOP PICK
October 13, 2016

(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%.

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(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%.

HOLD
HOLD
September 14, 2016

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.

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Morneau Shepell Inc (MSI-T)
September 14, 2016

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.

HOLD
HOLD
September 9, 2016

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.

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Morneau Shepell Inc (MSI-T)
September 9, 2016

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.

BUY
BUY
July 18, 2016

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.

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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.

COMMENT
COMMENT
June 29, 2016

A great company and very well-managed. However, for him it is always too expensive. They’ve been able to grow organically, and he presumes they will increase the dividend as they continue to grow. A pricey stock.

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A great company and very well-managed. However, for him it is always too expensive. They’ve been able to grow organically, and he presumes they will increase the dividend as they continue to grow. A pricey stock.

HOLD
HOLD
June 9, 2016

A well-managed company in an industry that is fairly competitive. Has a good yield of around 4% that is stable. Their annual revenue growth is 5%-7%, and the dividend will go up over time.

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A well-managed company in an industry that is fairly competitive. Has a good yield of around 4% that is stable. Their annual revenue growth is 5%-7%, and the dividend will go up over time.

TOP PICK
TOP PICK
May 31, 2016

A human resources consulting firm. One that a yield investor could invest in and not be too worried about where rates go. 4.59% dividend yield is fully covered by cash flow. This business grows 6%-8% a year on the top line, so very healthy. They keep on getting more and more clients every year. About 12% of their business is in the US, and thinks they will eventually make some US acquisitions to accelerate their growth.

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A human resources consulting firm. One that a yield investor could invest in and not be too worried about where rates go. 4.59% dividend yield is fully covered by cash flow. This business grows 6%-8% a year on the top line, so very healthy. They keep on getting more and more clients every year. About 12% of their business is in the US, and thinks they will eventually make some US acquisitions to accelerate their growth.

COMMENT
COMMENT
May 18, 2016

Thinks the dividend is pretty safe, and is probably going to continue to grow over the next few years. This has very strong visibility and stability of their cash flows. 95%-99% of their annual revenues are recurring year-to-year. They are now growing in the US, so they are getting traction. The state of Illinois has just become a new customer. They keep making acquisitions to add to their cash flow and earnings. He definitely likes this. 4.5% dividend yield, which he thinks will grow nicely.

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Thinks the dividend is pretty safe, and is probably going to continue to grow over the next few years. This has very strong visibility and stability of their cash flows. 95%-99% of their annual revenues are recurring year-to-year. They are now growing in the US, so they are getting traction. The state of Illinois has just become a new customer. They keep making acquisitions to add to their cash flow and earnings. He definitely likes this. 4.5% dividend yield, which he thinks will grow nicely.

COMMENT
COMMENT
March 1, 2016

Primarily a pension and human resources consultant with a very solid history. A very good company and well-run. They have been in the US for the last few years and are continuing to grow their earnings. Dividend growth has been slow in the last few years because they were getting into acquisitions. Presumes dividend growth will resume in the next few years.

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Primarily a pension and human resources consultant with a very solid history. A very good company and well-run. They have been in the US for the last few years and are continuing to grow their earnings. Dividend growth has been slow in the last few years because they were getting into acquisitions. Presumes dividend growth will resume in the next few years.

TOP PICK
TOP PICK
February 3, 2016

Kind of a boring company, which is great in this kind of a market. They are in the human resources consulting and outsourcing business. They’ll monitor a company’s payroll for them as well as healthcare benefits and pension funds. Dividend yield of 5.29%, which he thinks they may raise.

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Kind of a boring company, which is great in this kind of a market. They are in the human resources consulting and outsourcing business. They’ll monitor a company’s payroll for them as well as healthcare benefits and pension funds. Dividend yield of 5.29%, which he thinks they may raise.

BUY
BUY
January 28, 2016

It is a well run business, focusing on the human resource area. They have long term relationships with companies and help with pensions and HR. Investors should take a close look at this one. This is a stable business and a good place for investors to hide.

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It is a well run business, focusing on the human resource area. They have long term relationships with companies and help with pensions and HR. Investors should take a close look at this one. This is a stable business and a good place for investors to hide.

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