Moody's Corp (MCO)

Number1CramerFan

Comment on this one? Sorry...not in the Mood.

thanks t&d

Beat up by bad press but still trusted.

Beaten down too far. A wide moat and a deep team. They will recover.

The sentiment from BRK selling $8 million shares may be adversely effecting recent pricing

Buffet pick & down 15% since recent high

one of buffetts favorites and its on sale

Credit rating agencies are going to change, that's inevitable.
They're currently the center of a crisis, but, as with everything, We have a short attention span. At some point we're going to pull out of this funky market everyone will forget all about what caused the problem. We never learn from history.

So, at an all time low it's a good buy, and in 3-5 years I expect it tol have climbed to at least mid-40s for a double.

There is the 1.4B in debt that's a little concerning, though...

a credit ratings company

Virtually a duopoly, with S&P. For all the bad press, ratings will continue to exist in future, and when they do MCO will be doing them. Marginal cost of adding business very low.

Determine the credit-worthiness of companies... Since money is becoming an illusion (it's all about credit nowadays) And noone can possibly understand what a companies balance sheet means since (a) companies lie, (b) noone knows what is an asset or liability is anymore with these silly CDS and MBSes. Basically these guys can "determine" whether a company is "good" or "bad" using super secret formula which has worked so well... I'm sure there is no conflict of interest here, everything is above the board, and they don't provide favoritism to partner companies through bribes favoritism or anything else. A real gem. Its nice how they can downgrade a companies credit rating and immediately you see the market respond negatively... 'Course that didnt exactly play out with all these AAA credit rated banks that suddenly needed to be bailed out... but that's ok, they have America's best interest in mind.

One of Buffett's major holdings.

It's Moody's. . . if you'll note, they haven't even so much as blinked after this little fiasco. Also, even if their business model changes, they'll still be around, generating gobs of money. I'm just grateful the stock went down as I started on my Roth IRA - it's going to be one of my linchpins over the years, and when I retire (still owning Moody's, complete with reinvested dividends) comfortably, I'll laugh at everyone who sold on the downward spiral this year.

Hopefully most the bad news is behind Moody's and they can focus on dominating and making fistfulls of money in a government granted Duopoly. While it's technically an oligopoly everyone knows theres no more than 3 real players in this market and MCO and S&P are the top two

We almost have to be at the bottom in the financial sector, lets watch this and others like it turn up.

This should work its way back up as shareholders get their confidence back.

chk999's tip, would put in real money if I have spotted it at 37.

still an incredible business, now it is on sale. no reason to panic if you own it, and a great time to get in, or buy more if you don't. a year or two from now you will lool back and wonder why it ever got so cheap.