Moody's Corp (NYSE:MCO)

almost monopoly status in the corporate rating business

Taking advantage of short term weakness. I'd write puts if I could!

MCO has an illiquid balance sheet, with even a negative stockholders' equity. It also has a too high valuation compared to its sales potential. Its stock price may fall back to less than $23 as in 2010-09, providing a 30% return.

<< Ecellant news sir>>

<< We've determined that the value of your Jimmy Buffett Magaritaville Maker to be->>

<< 90 Trillion dollars>>

Moody's is a free cash flow machine with significant barriers to entry and limited competition. PE and FCF multiple should expand 3-5 pts as fundamentals show strength and Whitney competitive fears and regulatory risk wind down. Worth $50+

Has good fundamentals, will outperform the market in the long term.

This professional services business provides the necessary insight to evaluate the true value of a business. The more the environment changes, the more this service will be needed. No merger or major transaction can take place without this due diligence. MCO is a steady provider with proven record and steady profits. It practices what it preaches, and it is solid financially as well as adaptable. It is also diversified internationally. It is another financial industry that will skyrocket this coming year.

Moody's has to come under some strict regulation & positive honesty before it will be a viable trading stock.

Buffet is the top shareholder. Moody's is to credit raters as Toyota is to automakers; don't count either on of them out. The price is right.

Moody's reputation will not recover. Will be squeezed from new entrants.

bull

Credit and credit ratings are more important than ever in uncertain economic environments. Of course, most companies don't like the fact that they have largely been getting downgraded lately.

The first ever US insured municipal bond (Las Vegas monorail) defaulted very recently according to Bloomberg. That is bad for those that issue bond insurance, and goes to show that accurate credit ratings are all the more important.

The last 10 years has now been erased.
I wonder what will happen the next 10 years?

Buffet

If you were at your workplace and consistantly screwed up job your job, would you be fired? I believe so...
<br />&lt;br /&gt;
<br />&lt;br /&gt;Soverign Debt Crisis, Nice ratings MOODY'S but you have them wrong...
<br />&lt;br /&gt;
<br />&lt;br /&gt;In the words of Donald Trump
<br />&lt;br /&gt;
<br />&lt;br /&gt;YOUR FIRED!!!

Financial prostitution is no longer in style.

Fallout from the banking, investment, and ratings industry will keep stock prices down as government looks for people to blame and to penalize.

These guys may be the best-run outfit in their field, and legal action may not stick against them, but it's hard not to think they were acting shadily during the bubble. If you knew such a business owner personally, would you invest in him/her? I just don't think it's a worthwhile place to put money, and I think it's a little unwise for TMF to recommend it.

Corporate debt issuance is still growing and ratings franchise has adapted to regulatory changes. Costs have been cut and there are more savings to come.