Morneau Shepell Inc

MSI-T

TSE:MSI

28.22
0.18 (0.64%)
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.
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Analysis and Opinions about MSI-T

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Opinion
Expert
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.

TOP PICK
TOP PICK
January 22, 2016

Originally a pension benefits consulting firm. Also, provide employee assistance programs. Likes the strong recurring revenue, good cash flow and that the average client has been with them for 20 years. 90% of revenues are in Canada. Very stable dividend during uncertain times. They have the ability to grow in the US. Dividend yield of 5.45%.

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Originally a pension benefits consulting firm. Also, provide employee assistance programs. Likes the strong recurring revenue, good cash flow and that the average client has been with them for 20 years. 90% of revenues are in Canada. Very stable dividend during uncertain times. They have the ability to grow in the US. Dividend yield of 5.45%.

TOP PICK
TOP PICK
December 30, 2015

This is for income investors. It has a nice dividend of 5.4%. Haven’t grown their dividend for a while, but are getting near the bottom of their range for payout ratio of about 65%. They are in the outsourcing business, human resources, pension benefits, etc. Also, growing in the US.

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Morneau Shepell Inc (MSI-T)
December 30, 2015

This is for income investors. It has a nice dividend of 5.4%. Haven’t grown their dividend for a while, but are getting near the bottom of their range for payout ratio of about 65%. They are in the outsourcing business, human resources, pension benefits, etc. Also, growing in the US.

BUY
BUY
November 10, 2015

Human resource consulting and IT outsourcing. Most recently they added an employment assistance program. They will grow organically and with acquisitions. The dividend is safe, but growth will only be mid-single digits. Own it for income. There were specific issues with costs and credit and they recovered well from that, but the stock pulled back because of it.

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Morneau Shepell Inc (MSI-T)
November 10, 2015

Human resource consulting and IT outsourcing. Most recently they added an employment assistance program. They will grow organically and with acquisitions. The dividend is safe, but growth will only be mid-single digits. Own it for income. There were specific issues with costs and credit and they recovered well from that, but the stock pulled back because of it.

TOP PICK
TOP PICK
October 1, 2015

It is a great company. They are in the Human Resources outsourcing business and dominate that field. It grows nicely and is expanding into the US. They always make sure acquisitions are immediately accretive. They are starting to get closer to where the payout ratio will allow them to grow the dividend again. It is a slow growing, well run company. Their clients are the Who’s Who of Canadian companies.

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It is a great company. They are in the Human Resources outsourcing business and dominate that field. It grows nicely and is expanding into the US. They always make sure acquisitions are immediately accretive. They are starting to get closer to where the payout ratio will allow them to grow the dividend again. It is a slow growing, well run company. Their clients are the Who’s Who of Canadian companies.

COMMENT
COMMENT
September 14, 2015

This is investment dollar management, i.e. if you left a company, they would transfer your funds for you. A pretty stable business and they are pretty good at it. Mostly a growth by acquisition story. He always looks at it and finds growth is not high enough for its valuation.

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Morneau Shepell Inc (MSI-T)
September 14, 2015

This is investment dollar management, i.e. if you left a company, they would transfer your funds for you. A pretty stable business and they are pretty good at it. Mostly a growth by acquisition story. He always looks at it and finds growth is not high enough for its valuation.

HOLD
HOLD
May 26, 2015

This has been a surprisingly great stock for him. They are in the pension benefits HR outsourcing business and it has done quite well. He doesn’t see the dividend growing much. They have been moving into the US, and growth has been coming out of the US markets. 4.4% dividend yield.

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This has been a surprisingly great stock for him. They are in the pension benefits HR outsourcing business and it has done quite well. He doesn’t see the dividend growing much. They have been moving into the US, and growth has been coming out of the US markets. 4.4% dividend yield.

BUY WEAKNESS
BUY WEAKNESS
January 30, 2014

Tied to the benefit space; really for large corporate Canada. As corporate Canada adds bodies to its power house, there’s a bit of a growth spurt. Modest growth and the dividend is reasonable and is sustainable.

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Tied to the benefit space; really for large corporate Canada. As corporate Canada adds bodies to its power house, there’s a bit of a growth spurt. Modest growth and the dividend is reasonable and is sustainable.

WEAK BUY
WEAK BUY
December 9, 2013

Decent yield that has been growing and has grown well over the last year. You might get more bang for your buck with some of the insurers.

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Decent yield that has been growing and has grown well over the last year. You might get more bang for your buck with some of the insurers.

HOLD
HOLD
December 5, 2013

A pension consulting business. Tends to look after benefits packages. An outsource relationship. Relatively slow growing company, but has a decent dividend. Very defensive. A little expensive here.

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A pension consulting business. Tends to look after benefits packages. An outsource relationship. Relatively slow growing company, but has a decent dividend. Very defensive. A little expensive here.

BUY
BUY
August 13, 2013

Provides services to other companies in pension benefits, etc. Dividend is quite safe as it does not use up a lot of capital. Reported this morning and the numbers are fine, 10% up across the board. Had a big depreciation number which was a little unusual for a company like this. Doesn’t expect the dividend to be raised anytime soon. For an income name, it is a pretty good stock. 5.7% yield.

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Provides services to other companies in pension benefits, etc. Dividend is quite safe as it does not use up a lot of capital. Reported this morning and the numbers are fine, 10% up across the board. Had a big depreciation number which was a little unusual for a company like this. Doesn’t expect the dividend to be raised anytime soon. For an income name, it is a pretty good stock. 5.7% yield.

BUY
BUY
June 21, 2013

(Market Call Minute.) A pension consulting company and do all sorts of employee benefits for different companies. Very under followed and unknown. Slow and steady. Good name.

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(Market Call Minute.) A pension consulting company and do all sorts of employee benefits for different companies. Very under followed and unknown. Slow and steady. Good name.

HOLD
HOLD
January 31, 2013

Has been going sideways because there is not a lot of growth in this. That happens by the economy growing or be acquired. He is happy to own it. Yield is 6%.

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Has been going sideways because there is not a lot of growth in this. That happens by the economy growing or be acquired. He is happy to own it. Yield is 6%.

PAST TOP PICK
PAST TOP PICK
November 2, 2012

(A Top Pick Oct 24/11. Up 43.98%.) Pension fund and benefits consultant company. Not really economically sensitive. Nice yield. Not a great bargain here because it has had a great run. Hold.

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(A Top Pick Oct 24/11. Up 43.98%.) Pension fund and benefits consultant company. Not really economically sensitive. Nice yield. Not a great bargain here because it has had a great run. Hold.

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