Moody's Corp. (MCO-N) Stock Predictions - Stockchase
WATCH LIST
16
Moody's Corp. (MCO-N)

ON STOCKCHASE SINCE Apr 2008

Rating Agency

Financial Services

Moody's Corp.

MCO-N

4 watching          
Join the Discussion

Moody's Corp. (MCO-N) SAVE Apr, 19, 2019, 5:06 am

189.06 1.09 (0.58%)

About Moody's Corp. (MCO-N)

Moody's Investors Service, often referred to as Moody's, is the bond credit rating business of Moody's Corporation, representing the company's traditional line of business and its historical name. More at Wikipedia

What the experts are saying about MCO-N



  • All
  • Filtered
Signal Opinion Expert
PAST TOP PICK
Moody's Corp.(MCO-N) 

January 22, 2019

(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
Financial Services
0 0 0 0 0
0 comments
(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
Financial Services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$155.480
Owned Owned
Yes

HOLD
Moody's Corp.(MCO-N) 

January 7, 2019

Where do you see an exit point? Exit, never. He'll sell when Warren Buffet sells. Expecting a pretty lousy quarter. They have the most unbelievable pricing power. Diversifying. Can't guarantee there won't be a little volatility when earnings come out, but that's the time to buy more.
Financial Services
0 0 0 0 0
0 comments
Where do you see an exit point? Exit, never. He'll sell when Warren Buffet sells. Expecting a pretty lousy quarter. They have the most unbelievable pricing power. Diversifying. Can't guarantee there won't be a little volatility when earnings come out, but that's the time to buy more.
Financial Services
0 0 0 0 0
0 comments
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$143.810
Owned Owned
Yes

PAST TOP PICK
Moody's Corp.(MCO-N) 

June 22, 2018

(A Top Pick May 28/18 Down 1%)   There is only two rating agencies in the US that matter.  Warren Buffet is a long term holder.  Not cheap, but the fundamental metrics are great.  He likes the revenue growth and great returns on invested capital.  

Financial Services
0 0 0 0 0
0 comments

(A Top Pick May 28/18 Down 1%)   There is only two rating agencies in the US that matter.  Warren Buffet is a long term holder.  Not cheap, but the fundamental metrics are great.  He likes the revenue growth and great returns on invested capital.  

Financial Services
0 0 0 0 0
0 comments
Wolfgang Klein

Senior inv, Canaccord Genuity We...

Price Price
$172.410
Owned Owned
Yes

WATCH
Moody's Corp.(MCO-N) 

June 18, 2018

He's watching it. Everybody needs their services as a ratings agency. Moodys Analytics has good upside, because banks are recommending this service. Moodys and S&P are similar companies and both on his watch list. A fine company.

Financial Services
0 0 0 0 0
0 comments

He's watching it. Everybody needs their services as a ratings agency. Moodys Analytics has good upside, because banks are recommending this service. Moodys and S&P are similar companies and both on his watch list. A fine company.

Financial Services
0 0 0 0 0
0 comments
David Fingold

VP and Por, Dynamic Funds...

Price Price
$175.160
Owned Owned
No

COMMENT
Moody's Corp.(MCO-N) 

June 5, 2018

He's not a fan of this. This has good price momentum, though. It's in a rising channel, and you want to buy below the midpoint.

Financial Services
0 0 0 0 0
0 comments

He's not a fan of this. This has good price momentum, though. It's in a rising channel, and you want to buy below the midpoint.

Financial Services
0 0 0 0 0
0 comments
William Chin

Portfolio , Caldwell Investment ...

Price Price
$176.220
Owned Owned
Unknown

TOP PICK
Moody's Corp.(MCO-N) 

May 28, 2018

A bond-rating agency. Ranks near the top of his list. Not a cheap stock, but you pay for quality. (Analysts' price target: $180.00)

Financial Services
0 0 0 0 0
0 comments

A bond-rating agency. Ranks near the top of his list. Not a cheap stock, but you pay for quality. (Analysts' price target: $180.00)

Financial Services
0 0 0 0 0
0 comments
Wolfgang Klein

Senior inv, Canaccord Genuity We...

Price Price
$174.030
Owned Owned
Yes

BUY on WEAKNESS
Moody's Corp.(MCO-N) 

January 8, 2018

Chart shows this was moving sideways from early 2015 and then broke out in early 2017. It looks good. It’s probably due for some correction, but generally speaking the breakout is very bullish for the stock. If it pulled back at all, he would probably be all over it.

Financial Services
0 0 0 0 0
0 comments

Chart shows this was moving sideways from early 2015 and then broke out in early 2017. It looks good. It’s probably due for some correction, but generally speaking the breakout is very bullish for the stock. If it pulled back at all, he would probably be all over it.

Financial Services
0 0 0 0 0
0 comments
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$155.070
Owned Owned
Unknown

PAST TOP PICK
Moody's Corp.(MCO-N) 

January 4, 2018

(A Top Pick Jan 4/17, Up 59%)  They are good at putting language in their ratings documents.  It is a duopoly.  See Top Picks today.

Financial Services
0 0 0 0 0
0 comments

(A Top Pick Jan 4/17, Up 59%)  They are good at putting language in their ratings documents.  It is a duopoly.  See Top Picks today.

Financial Services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$151.600
Owned Owned
Yes

TOP PICK
Moody's Corp.(MCO-N) 

January 4, 2018

Credit ratings.  It is a duopoly, so they have pricing power.  In the next three years there is a tremendous amount of debt coming due.  Corporate bonds are the gift that just keeps giving to them as the bonds come due and have to be re-issued and the company has to be rated.  (Analysts’ target: $150.00).

Financial Services
0 0 0 0 0
0 comments

Credit ratings.  It is a duopoly, so they have pricing power.  In the next three years there is a tremendous amount of debt coming due.  Corporate bonds are the gift that just keeps giving to them as the bonds come due and have to be re-issued and the company has to be rated.  (Analysts’ target: $150.00).

Financial Services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$151.600
Owned Owned
Yes

TOP PICK
Moody's Corp.(MCO-N) 

January 4, 2017

This is part of a triumvirate in the bond/insurance business, along with S&P and Fitch. These 3 companies absolutely dominate the bond rating business. If you are going to issue bonds, you have to be rated, and you have to go to this company and get a rating, a guaranteed source of income. They are under a bit of a cloud because they are being investigated on their ratings of credit secured obligations prior to 2008, and that is probably baked into the stock. Dividend yield of 1.57%. (Analysts’ price target is $108.40.)

Financial Services
0 0 0 0 0
0 comments

This is part of a triumvirate in the bond/insurance business, along with S&P and Fitch. These 3 companies absolutely dominate the bond rating business. If you are going to issue bonds, you have to be rated, and you have to go to this company and get a rating, a guaranteed source of income. They are under a bit of a cloud because they are being investigated on their ratings of credit secured obligations prior to 2008, and that is probably baked into the stock. Dividend yield of 1.57%. (Analysts’ price target is $108.40.)

Financial Services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$97.090
Owned Owned
Yes

PAST TOP PICK
Moody's Corp.(MCO-N) 

November 3, 2016

(A Top Pick Nov 23/15. Down 4.75%.) When he recommended this, the market was fabulous. January and February were months of high yield, and nobody wanted to issue any bonds anymore. The company lowered its guidance and the stock plummeted. Then they started doing better than their guidance and last quarter they raised guidance. Unfortunately, they also got a subpoena from the Department of Justice for possible misdoings during the 2008-2009 financial crisis. Fundamentally, the business is doing fabulous. This is one that he could hold forever.

Financial Services
0 0 0 0 0
0 comments

(A Top Pick Nov 23/15. Down 4.75%.) When he recommended this, the market was fabulous. January and February were months of high yield, and nobody wanted to issue any bonds anymore. The company lowered its guidance and the stock plummeted. Then they started doing better than their guidance and last quarter they raised guidance. Unfortunately, they also got a subpoena from the Department of Justice for possible misdoings during the 2008-2009 financial crisis. Fundamentally, the business is doing fabulous. This is one that he could hold forever.

Financial Services
0 0 0 0 0
0 comments
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$98.060
Owned Owned
Yes

HOLD
Moody's Corp.(MCO-N) 

June 7, 2016

This has an excellent franchise with the S&P, and he thinks there is a long-term secular growth. They announced in December that their dividend growth is going to go from the high teens down to about 9%, which was well below the hurdle for inclusion in his portfolio.

Financial Services
0 0 0 0 0
0 comments

This has an excellent franchise with the S&P, and he thinks there is a long-term secular growth. They announced in December that their dividend growth is going to go from the high teens down to about 9%, which was well below the hurdle for inclusion in his portfolio.

Financial Services
0 0 0 0 0
0 comments
Mike Capombassi

President, Bristol Gate Capital...

Price Price
$100.190
Owned Owned
No

TOP PICK
Moody's Corp.(MCO-N) 

November 23, 2015

This fell 15%-20% from its all-time high in September. By 2019, $3 trillion of Moody’s rated bonds are going to come due. That is a lot of bonds that have to be refinanced and re-rated. There are a lot of bonds that are going to be issued over the next year or so. A high margin and high return on equity business.

Financial Services
0 0 0 0 0
0 comments

This fell 15%-20% from its all-time high in September. By 2019, $3 trillion of Moody’s rated bonds are going to come due. That is a lot of bonds that have to be refinanced and re-rated. There are a lot of bonds that are going to be issued over the next year or so. A high margin and high return on equity business.

Financial Services
0 0 0 0 0
0 comments
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$104.170
Owned Owned
Yes

PAST TOP PICK
Moody's Corp.(MCO-N) 

February 6, 2015

(A Top Pick Oct 20/14. Up 7.45%.) This industry is highly consolidated and this company controls 40% of the global ratings. They do 45% EBITDA margins. Putting that into context, the other 200 largest companies in the US have an average EBITDA margin of about 25%. This is a business that can increase prices every year. In the last couple of quarters, they announced an additional $1 billion buyback and increased the dividend by about 20%.

Financial Services
0 0 0 0 0
0 comments

(A Top Pick Oct 20/14. Up 7.45%.) This industry is highly consolidated and this company controls 40% of the global ratings. They do 45% EBITDA margins. Putting that into context, the other 200 largest companies in the US have an average EBITDA margin of about 25%. This is a business that can increase prices every year. In the last couple of quarters, they announced an additional $1 billion buyback and increased the dividend by about 20%.

Financial Services
0 0 0 0 0
0 comments
Chris Hensen

Co-Manager, Manulife Asset Manag...

Price Price
$98.040
Owned Owned
Yes

TOP PICK
Moody's Corp.(MCO-N) 

October 20, 2014

Credit/debt rating agency.  Control close to 40% of the market.  You can’t issue debt without a rating.  A lot of their revenues are recurring in nature.  They buy back stock as well.

Financial Services
0 0 0 0 0
0 comments

Credit/debt rating agency.  Control close to 40% of the market.  You can’t issue debt without a rating.  A lot of their revenues are recurring in nature.  They buy back stock as well.

Financial Services
0 0 0 0 0
0 comments
Chris Hensen

Co-Manager, Manulife Asset Manag...

Price Price
$91.490
Owned Owned
Yes

Showing 1 to 15 of 16 entries
Successfully Saved Company
Successfully Saved Company
4+
JOIN THE DISCUSSION
4 comments in the last 7 days