Morneau Shepell Inc

MSI-T

TSE:MSI

28.39
0.00 (0.00%)
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
PAST TOP PICK
PAST TOP PICK
December 3, 2009
(A Top Pick Nov 20/08. Up 37.78%.) Still likes.
Show full opinionHide full opinion
(A Top Pick Nov 20/08. Up 37.78%.) Still likes.
COMMENT
COMMENT
December 1, 2009
They may have to trim their distributions when they convert to a corporation in order to maintain growth. But it depends on management (50/50).
Show full opinionHide full opinion
They may have to trim their distributions when they convert to a corporation in order to maintain growth. But it depends on management (50/50).
DON'T BUY
DON'T BUY
November 27, 2009
Pension consulting, etc. is an expanding industry. However, they have a very high payout ratio so not sure their distribution will be sustainable post-2011.
Show full opinionHide full opinion
Morneau Shepell Inc (MSI-T)
November 27, 2009
Pension consulting, etc. is an expanding industry. However, they have a very high payout ratio so not sure their distribution will be sustainable post-2011.
HOLD
HOLD
October 16, 2009
Feels all the financial services income trusts seem to be working their payout ratios as trusts so that they can maintain these as common dividends. His only issue with this company is that it is one of the more expensive ones. 10.6% yield is safe.
Show full opinionHide full opinion
Feels all the financial services income trusts seem to be working their payout ratios as trusts so that they can maintain these as common dividends. His only issue with this company is that it is one of the more expensive ones. 10.6% yield is safe.
BUY
BUY
October 14, 2009
Investment consulting. Yielding close to 11% so on conversion there could be a bit of a cut. Growth business and cash flows are pretty dependable. Should do quite well longer term.
Show full opinionHide full opinion
Investment consulting. Yielding close to 11% so on conversion there could be a bit of a cut. Growth business and cash flows are pretty dependable. Should do quite well longer term.
BUY
BUY
September 29, 2009
(Market Call Minute) Safe play, leveraged to consulting services.
Show full opinionHide full opinion
Morneau Shepell Inc (MSI-T)
September 29, 2009
(Market Call Minute) Safe play, leveraged to consulting services.
PAST TOP PICK
PAST TOP PICK
September 17, 2009
(A Top Pick Sept 19/08. Down 13.91%.) Pension benefits consulting industry. Generates a lot of free cash flow. Acquired some tax losses so when they convert to a Corp. they won't be fully taxed. Still a Buy.
Show full opinionHide full opinion
Morneau Shepell Inc (MSI-T)
September 17, 2009
(A Top Pick Sept 19/08. Down 13.91%.) Pension benefits consulting industry. Generates a lot of free cash flow. Acquired some tax losses so when they convert to a Corp. they won't be fully taxed. Still a Buy.
BUY
BUY
September 11, 2009
Human resources, pension consulting, etc. Extremely secure payout that will continue after they have to incorporate. 11.3% yield.
Show full opinionHide full opinion
Morneau Shepell Inc (MSI-T)
September 11, 2009
Human resources, pension consulting, etc. Extremely secure payout that will continue after they have to incorporate. 11.3% yield.
HOLD
HOLD
July 13, 2009
Good strong management. Very active in pension consulting so are benefiting from bad times. Also moving towards employment consulting and benefiting from layoffs. 10.5% yield.
Show full opinionHide full opinion
Good strong management. Very active in pension consulting so are benefiting from bad times. Also moving towards employment consulting and benefiting from layoffs. 10.5% yield.
PAST TOP PICK
PAST TOP PICK
July 7, 2009
(A Top Pick June 23/08. Down 11.68%.) Consultants to pension funds. Very recession resistant. Nice dividend.
Show full opinionHide full opinion
(A Top Pick June 23/08. Down 11.68%.) Consultants to pension funds. Very recession resistant. Nice dividend.
TOP PICK
TOP PICK
July 6, 2009
Benefits/pension consulting firm. Also has an employee assistance program. One of the few companies that has revenue growth. Low payout ratio. Made an acquisition with some tax pools so won't have full taxing in 2011. Industry has some consolidation happening.
Show full opinionHide full opinion
Benefits/pension consulting firm. Also has an employee assistance program. One of the few companies that has revenue growth. Low payout ratio. Made an acquisition with some tax pools so won't have full taxing in 2011. Industry has some consolidation happening.
BUY
BUY
June 26, 2009
(Market Call Minute.) In a bit of a growth phase right now. Taking market share from some of the big players in their industry.
Show full opinionHide full opinion
(Market Call Minute.) In a bit of a growth phase right now. Taking market share from some of the big players in their industry.
TOP PICK
TOP PICK
June 8, 2009
Got its start as an actuarial company and is now one of the biggest pension fund benefit administrators in Canada. Companies outsource their pension funds to them. About 10% yield, which is. Not a lot of economic sensitivity.
Show full opinionHide full opinion
Got its start as an actuarial company and is now one of the biggest pension fund benefit administrators in Canada. Companies outsource their pension funds to them. About 10% yield, which is. Not a lot of economic sensitivity.
TOP PICK
TOP PICK
May 20, 2009
Specializes in human resources consulting such as pension plans, health benefits, disability, etc. Very little capital expenditure needed. Management owns a good piece of this.
Show full opinionHide full opinion
Specializes in human resources consulting such as pension plans, health benefits, disability, etc. Very little capital expenditure needed. Management owns a good piece of this.
TOP PICK
TOP PICK
March 30, 2009
One of the leading companies in the pension fund, benefits and administration. Great business. Company is a beneficiary when the economy goes down. Expects to maintain the payout after converting to a corporation. 12.1% yield.
Show full opinionHide full opinion
One of the leading companies in the pension fund, benefits and administration. Great business. Company is a beneficiary when the economy goes down. Expects to maintain the payout after converting to a corporation. 12.1% yield.
Showing 61 to 75 of 84 entries