Marsh & McLennan Companies, Inc. (NYSE:MMC)

We'll need someone to help us understand Obamacare.

12/17

Covestor Model Manager SWAN-asset management sold MMC in his Christian Agape Hedged Equity Covestor Model ( http://covestor.com/SWAN-asset-management )

Trendspotter

Clout!

"Contingent Commissions" are coming back!
For perspective on how HUGE this is, before Eliot Spitzer obliterated Marsh Inc., MMC routinely traded between $40 - $50 and was widely held by institutions as a value play and for their steady dividends.

"Contingent Commisions" represented nearly $1 BILLION dollars of annual PROFIT for Marsh Inc.

If Marsh is allowed "Contingent Commissions" again, as other smaller firms are STILL allowed (this is totally unfair to Marsh), this could potentially once again add $1 BILLION dollars of annual PROFIT to Marsh's BOTTOM LINE!

Analysts will all have to raise both TOP and BOTTOM line earnings projections and their subsequent ratings on MMC will also be raised!

notes:

- expect a (typical) run-up in MMC's stock price prior to MMC's quarter-2 earnings release
- MMC HAS NOT participated AT ALL in this stock market rally
- China's growing business leadership will mean China's insurance industry will have to also grow from their current nascent stage which can only help MMC
- this new favorable "Contingent Commisions" news will help propel MMC higher for months until "Contingent Commisions" is either reinstated or eliminated entirely from the insurance industry - if its eliminated, then EVERY brokerage should be punished or Marsh would've been punished unfairly
- Marsh Inc. is a new LEANER company, with "Contingent Commisions" back, MMC's earnings will be greater than ever!
- will WSH make a leveraged buyout of MMC?
- will AON buyout MMC?
- will BRK buyout MMC?

Each unit of MMC is Tops in it's field.

MMC has enormouse cash available for acquisitions and mergers.

It's a company that has been in business for well over a hundred years, and has survived many severe market trends.

Although it has a staff of over 55,000, It's run like a family bussiness. Only recently it was voted as the Best place to work.

Insurance may be high risk but selling insurance is a sure thing. Largest broker in the business.

IN a word Brian. I have had the pleasure of having had worked for Brian when he first become CEO at ACE. His vision, leadership and knowledge fo the marketplace will lead MMC back to its glory days.

Insurance Industry to diversify portfolio.
Fair income/value measures.

MMC is trading at a 28% discount to its intrinsic value. They have all of their ducks in a row now. It's an inside value pick as well. I'm looking for it to double or more.

Now that the bad news is behind him, new CEO Brian Duperreault can focus on the turn-around. And the price is made for outperform with a nice little dividend to pay while-u-wait.

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.

With big, positive changes finally occuring, they are ready to take off. Their foundation is solid, there leadership has not been. With who they are now looking at, they could soar.

Growth has slowed, but the turnaround is going well and I really like the cashflows here. If they can re-acquire lost clients and make the business strong again, this could be a $50 stock.

Recovery underway ... just a matter of time till earnings and stock start to move

Market does not adequately value the non-Marsh risk businesses of this company. Great name, strong earnings, will outperform the market in the next 2-4 years.

GREAT FRANCHISE.

MAJOR PLAYER AVAILABLE ON THE CHEAP

MMC is still suffering from its past woes and errors. Has strong earnings and these will be recognized at some point.