Marsh & McLennan Companies, Inc. (MMC)

brucebanner (59.51) Submitted: 1/03/08 4:16 AM : Start Price: $25.21 MMC Score: 23.91

Don't Miss the Boat!

In the current financial services (sector) environment, MMC is EASY MONEY!

Finally, after being ignored by the Street for nearly 4 years, the spotlight is shining on MMC and they'll be forcefully ripped apart like a stolen car in a chop shop.

1. MMC is worth TWICE as much broken up.
2. Which investment bank has been RECENTLY buying up tens of millions of shares of MMC? None other than GOLDMAN SACHS - the one investment bank that avoided the mortgage mess.
3. Thanks to large accelerated stock buybacks, Nelson Peltz's Trian Partners' public stock disclosure, and the desperate need for beleaguered Financial Services sector funds to make money, MMC can only trend sharply higher in the near-term.
4. With the exception of Marsh Inc., all their other multi-national operating companies have HUGE growth potiential.
5. STRONG earnings and revenue growth at Mercer, Kroll, Guy Carpenter, and their hidden gem, Oliver Wyman Group.
6. Mercer, Kroll, Guy Carpenter, and their hidden gem, Oliver Wyman Group, are ALL capable on their own and due to their enormous growth prospects, each deserve high multiples.
7. Mercer's growth can be exponential if they leverage themselves internationally, especially in the emerging and BRIC countries.
8. In this age of heightened concern, caution, regulation, and reliance on technology, Kroll will run away with the leadership position in their space.
9. Guy Carpenter's reinsurance business will do even better on its own but may look too attractive for a potential suitor to pass up.
10. Unfortunately or fortunately, Oliver Wyman Group is small enough that they may get swallowed up by a larger consultancy soon after they're on their own.

Don't forget to add all of the above to the January effect that's always experienced by companies with positive news and significant dividends.

Don't be surprised by the daring analyst recommendations SOON to follow.

Watch MMC, its going to be very interesting, if not entertaining.

After 4 years of treading water, MMC is well on their way to higher ground.

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