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MCO Analysis & Videos »
MCO: Bull or Bear?
Government regulation wall exists, why speculate?
MCO
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+7.90%
in
110 days
Moody's is doing all kinds of stupid things which put it in the limelight. The obvious is the horrendous misjudgement of risk on mortgage-related securities which has caused everything from insurance companies to teachers pension funds to lose plenty in their midguided un-researched speculations. While I don't blame Moody's like the rest of the world, that's a minority view. The madness of the crowd wants blook apparently. Moody's stands as the marquee brand name taking all the poop in the face, so they are at the forefront of the public focus. With all the negative headline risk, y...
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People still care about the ratings
MCO
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-32.33%
in
479 days
<> Yes, they have been beaten up. So have their peers. Yes, the Government is breathing down their neck. Still, they are a dominate player in an industry with few players and their margins are just great. Their net margin is 30.7% according to Morningstar. This stock is not for the faint of heart, but once we get through this time of trouble, they will still be rating, people will still care what their opinions are, and they will still be able to charge a great deal of money for their services. Even if the stock recovers to only the 40's or 50's (compared to a price in the 70's before t<>...
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Moody's Still Exposed to Risk
MCO
-38.15%
in
517 days
The company will face continuous pressure from negative headlines and likely face additional expenses related to increased regulation.
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Trouble abrewing...
MCO
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+1.09%
in
2 days
(closed on 04/21/08)
I noticed in a recent poll that Obama is favored over McCain to win the election. <> I decided to investigate what Obama's America might look like. One bullet I noticed was Obama's reaction to the credit crisis. Specifically, Obama vows to investigate how Moody's along with Standard & Poor's are paid by issuers of securities to make decisions on the stabilility and sentiment of credit ratings. Fitch, although guilty by association, saved some face by standing up to MBIA. The worst-case scenario is to regulate with limits on revenues generated, or other incentives credit ratings firms<><><><><><><><><>...
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Moody's Makes It's Excuses to Congress
MCO
-50.10%
in
775 days
Moody’s (MCO) made the requisite trip to Congress for the requisite spanking and reprimands. Michael Kanef Group Managing Director testified in front of the US Senate Committee on Banking, Housing Urban Affairs.
Moody’s is saying that they cannot smell the financial BS that issuers and interested parties can serve up. They are also saying that unless people stop lying to them they will continue to be unable to identify the terrible odour of BS.
The role of rating agencies will be debated for a long time. But if Moody’s feels that they have been lied to and have been unwit< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< /><>...
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Moody's facing significant headwinds near-term
MCO
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+0.00%
in
28 days
(closed on 09/18/07)
I'm still sticking with my previous analysis on holding Moody's for the long term. But whether I like it or not, the bears are having a field day with this one. As Todd Harrison (of Minyanville) says, "respect the ticker, but do not defer to it". I'm trimming back my position significantly, in the hopes of entering into it again at a much lower price point.
The reason for this change in opinion is two-fold. Despite the announcement of a 1 billion dollar share re-purchase (or at least borrowing 1 billion for it), the stock cannot seem to find a floor. Other being that I'm disappointe...
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Moody's: A wonderful opportunity to own a great business
MCO
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-17.41%
in
12 days
(closed on 08/21/07)
Moody's is facing headline risk due to litigation risk associated with the high ratings they had on CDO's and other structured finance paper. I expect they will continue to face this headline risk for a while so you will have to be patient with this investment. I believe this litigation issues are overblown. I'd be more concerned with loss of revenue due less structured finance issues coming to market . Okay, that was the bear case.
Bull case is pretty self-evident if you dig through their annual reports. It's nice non-capital intensive business that generates exceptionally high r...
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Buy Moodys (MCO) and get a 16.50% compounded rate of return
MCO
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-56.05%
in
836 days
I was able to buy Citigroup (C) today at $47 and I also started a new position in Moody's! Moody's Corporation (MCO), through its subsidiaries, provides credit ratings, research, and analysis covering fixed-income securities, other debt instruments, and the entities that issue such instruments in the global capital markets. This company has a hammerlock in bond market ratings. It has high
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Bearish on MCO ...
MCO
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+53.74%
in
408 days
(closed on 07/08/08)
Old money chasing old idea's.....this Company is stuck in the 60's and until they sell icicles in he!! and make a profit from that idea it ain't gonna change.
Pork bellies on the "short" end is "always" first before the Market goes burst.
Just watch pork bellies and your never get "moody" over the Market.
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About Moody's Corp.
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