Moody's Corp.
MCO-N
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About Moody's Corp. (MCO-N)
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(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.
(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.
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.
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.
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.
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.
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)
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)
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.
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.
(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.
(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.
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).
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).
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.)
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.)
(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.
(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.
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