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Moody's boosts 2023 earnings guidance, trims free cash flow outlook (NYSE:MCO)
Will football related stocks rally on "MCO" acquisitions?
Financial Times says "Multi Club Football Ownership" is big business. Any Penny Stocks in that sector?
$MDGS $PEGY $NU-- Midday Momentum Movers
Pluristem (PSTI) Receives a Buy from H.C. Wainwright
$OBSV - DD - This can be a multi bagger in months to come. $15 PT by 2 analysts.
Clover Health (CLOV) DD - The Confirmation Bias Bag Holders Want
Clover Health (CLOV) DD - The Confirmation Bias Bag Holders Want
$OBSV - DD - This can be a multi bagger in months to come. $15 PT by 2 analysts.
Mentions
MCO puts 
MCO out da-win-doh!
Trump will play his Uno card with MCO…
Put it all into a weekly put for Moody (MCO)
Moody's (MCO) literally dropped their own stock.. idiots
Jeez, wish MCO had done that before the bell, would loaded up on puts.
SPGI, MCO, GOOG, HWKN. All wonderful companies, but not all lines go up simultaneously. I just think it's really stupid how so many people on this sub are opposed to going ex-US, when there's opportunities everywhere.
I nibbled a bit more on MCO. I also rethought my positioning across the board during the whole initial liberation day fiasco. I sold out of V and MA completely and went international. Dip bought Nintendo and ASML while entering positions in Constellation Software and Ferrari for the first time.
The three of them are quite similar. SPGI and MCO are the two largest credit rating agencies with Fitch coming in as the third. The credit rating business is heavily oligopolistic and they generally can increase prices above the rate of inflation while keeping their costs down, leading to incremental increases in margins over the years. SPGI is a little bit more diversified than MCO and they have another great business. This is their indices business, which is highly profitable. I’m sure you’ve heard of the S&P500 and Dow Jones. SPGI owns and manages these and many more indexes. Then they both have their data and analytics business which is okay. MCO is more of a pure play on credit. FICO is much the same, except their focus is on individual people’s credit, as opposed to companies and countries credit. All three of them are great businesses. I tend to go after monopolistic companies if you can’t tell.
uncertainty too high for now. i was buying when SPY was below $500. got my eye on GOOG, CRM, MSFT, NKE, MCO. bought some VIX calls expiring 4/9 and 4/15 on the 2nd. that was a solid trade.
Roth IRA and 401K are in S&P 500 mutual funds. Taxable brokerage is as follows: SPGI 25% MCO 19% QQQM 18% ASML 16% GOOGL 12% BRK.B 7% FICO 3%
I loaded up on Nintendo, ASML, and MCO as everything went down. This price action is fucking insane. I hate this administration.
This company screened well for me too, but they have strong competition from Bloomberg and a more limited TAM than others like SPGI, MCO, etc
BKNG, FICO, AXON & MCO paper value are bloated fantasies too
Bull thesis comes down to buying a company with proven accretive organic growth with little acquisitions in it's track record. The company has a deal win rate of over 70% while competing in mission critical WMS industry. The company is also expanding into Omni channel enterprise software which expands their SAM. Biggest risk is the macro over the retail industry. If the current environment turns into a recession, the company would still be a little overvalued, as their service revenue would drop further (they handle implementations internally as opposed to a company that outsources systems implementation like Oracle). I put money in the company, but am cautious about keeping my money there as I see attractive opportunities like Adobe or buying more of my favorite companies like ASML, MCO, GOOG, and SPGI at current valuations.
Bought my first (fractional) shares in both MCO and SPGI.
That makes sense—SPGI and MCO are solid long-term plays. ASML is definitely volatile with the broader semiconductor swings, so being cautious there seems smart. Are you leaning toward adding more GOOG first, or just waiting to see how the market moves across the board?
I'm slowly adding to two of my large holdings (SPGI, MCO), and am seeing how much more ASML and GOOG will drop before adding more. I don't want to have too much volatility from semis, so am cautious on adding more to ASML. I would say all four firms are in my sights. Most of my portfolio looks attractive to be fair as things stand.
I think this is doable and has a good chance of success provided you follow the right investors who are into long term buy and hold. Chuck Akre first spoke about Visa and MA and MCO 8 years earlier at Google Talk. He is the kind of buy and hold investor. So could have copied his trade years later and still made a huge amount of money. The idea that you need to find some esoteric stocks that haven't been discovered yet to make money is really silly. Identify good businessss in plain sight and if held by super investors who like to hold for long term bet on it (DCA even)
I have other investments. But I do set "pie in the sky" alerts for things I think may be around a while. LMT, COST, MCO, and even RDDT. So, if it hits $40...I just might take your bags and see how I do.
My 2cents will be don't reinvent the wheel. There is no need to go out looking for esoteric unheard of names of either a cheap stock or yet to be discovered amazing business. Some of the best business are in plain sight - available to all - google, MCO, spgi, AXP, ice, V, MA etc. They alone held with conviction over long term will do fabulous.
$MCO "Moody's (NYSE:MCO), a provider of credit ratings, research, and risk analysis, recently unveiled its earnings for the fourth quarter of 2024 on Feb. 13, 2025. The company's earnings were highlighted by an Adjusted Diluted EPS of $2.62, aligning with market expectations. However, its revenue of $1.7 billion fell short of the anticipated $1.71 billion, suggesting potential hurdles in its topline performance. Overall, the quarter showcases solid earnings amid a slight revenue shortfall. During the fourth quarter, Moody's recorded a revenue of $1.7 billion, representing a 13% year-over-year increase. Despite this growth, revenue did not meet the anticipated $1.71 billion, reflecting complexities within certain business segments. Moody’s Analytics posted an 8% rise in revenue to $863 million, with strong contributions from banking and insurance segments. Meanwhile, MIS saw an impressive 18% growth to $809 million, fueled by a 29% spike in transactional revenue attributed to higher corporate finance activities. Looking forward to 2025, management forecasts a high-single-digit growth in revenue with an Adjusted Diluted EPS range between $14.00 and $14.50. Moody’s remains optimistic about leveraging favorable market conditions through strategic execution in both its segments." Flat earnings with a solid outlook. It's really hard to find lower risk businesses that provide excellent returns like the credit ratings agencies.
I’m gonna quote Yogi Berra to answer your question: “It’s hard to make predictions, especially about the future.” …but yeah, there’s seems to be a rotation out of the Mag 7 (aside from META), investing in finance (JPM, GS, MCO, V), mid caps and industrial.
my roth atm is 100% the following 5: QXO AZO MCO PRM RACE
MELI looks very interesting right now. I wish I had more money available, because that would be top of my buy list. Either that or adding to MCO.
Visa (V) + Mastercard (MA) (combined 80% of market effective monopoly by owning both) Moody's (MCO) & S&P (SPGI) (combined 80% of global market effective monopoly) ASML (pure monopoly)
One quick gut check I like to do is compare to similar market cap stocks. For ABNB, interesting ones with good moats at similar market cap: -MCO - Moody’s. -BN - Brookfield. -WM - Waste Management Tough choice. But I personally really like Brookfield, it would be my first choice.
All Railroads and big garbage/recycling companies like WM and RSG that buy every competition. Amazon,Google,VISa,Mastercard,SPGI,MCO. To create a other company like them from scratch is basically impossible,it requires years of time and billions of investment at a lost for a few years.
I can't imagine ever selling: MCO, SPGI, CNI, CP, CPRT, IDXX, RY
Bought some as well as MCO on the post earnings dip. It's hard to find better businesses out there, especially with their competitive advantages and their growth rates.
Ya. You need to find buy and hold investors that have concentrated positions. I don't blindly copy, but I do research on companies that these investors hold: * Chris Hohn * Dev Kantesaria * Mark Massey * Stanley Druckenmiller I "copied" FICO, SPGI, MCO, V, and MA because of their MSFT level margins and stable growth. Been beating QQQ and SPY for 5 years straight. Mostly because of NVDA and PLTR (Stanley owns both).
$MCO Moody's raised its earnings outlook after reporting a jump in profit and revenue for the third quarter amid a rise in transactional revenue. The credit-ratings and research company said Tuesday it saw a profit $534 million, or $2.93 a share, compared with $389 million, or $2.11 a share, in the year-ago period. Adjusted EPS came in at $3.21, above analyst views of $2.87, taken from FactSet. Revenue came in at $1.81 billion, compared with $1.47 billion. Analysts were expecting $1.71 billion, according to a FactSet consensus. The company said transactional revenue grew 70%, reflecting heightened activity from infrequent issuers across all lines of business. Moody's Investors Service revenue rose 41% to $1.0 billion, while the Analytics division was up 7% at $831 million. Looking forward, the company raised adjusted EPS guidance for 2024 to between $11.90 and $12.10, from its previous range of $11.00 to $11.40.
IMO SPGI and MCO's are better bets now. With lowered rates, and a ton of debt coming due, the cyclical slowdown in their business model is ending. Plus they bring in a ton of money from other sources to.
no..... Have a concentrated portfolio with 10-15 stocks in it pick monopolies/dominant industry leaders and good growth companies HODL ...?... Profit Like, you had 10 years to pick stuff like AAPL, MSFT, Visa, Mastercard, SPGI, MCO, UNH, INTU, MSCI, ODFL, NVDA and so many others
It's a repeat of the MCO fully autonomous shuttle that has been taking customers to a restaurant miles away since 2019 (or at least it was still doing it last time I checked)
Except it doesn't fit the Boring tunnels already. And then there is already a fully autonomous shuttle ferrying passengers from MCO to a restaurant since 2019, so this van is already old tech despite the FSD vaporware
I know Stock YouTubers are hated but one named Joseph Carlon pumped FICO and MCO as long term holds.
Half of it is the common standard moat (reduces frictions for companies raising debt), half it is switching costs (built into workflows). Even if these products just light money on fire, institutional inertia says that so long as we are all lighting money on fire together, then no one gets fired. I'd rather own V/MCO than the companies trying to disrupt them. Regulation is the main bear case.
It's a common standard moat -- by coalescing around a common standard, we reduce friction, which creates value, and thus the only way to disrupt these “common standard” moats (outside of legal decree) is by having an order of magnitude improvement over the incumbent product, such that the benefits of switching standards outweighs the costs (i.e., digital vs kodak film). This is hard to do so long as the current standard is “good enough”. Other examples are SPGI/MCO, FICO, MSCI, PDF file formats, imperial verses metric measuring systems, etc.
SPGI, MCO, MSCI. All good picks. Chris Hohn, Dev Kantesaria, and Mark Massey have a substantial position.
For those who say it has always been expensive, no it hasn't. Fact check: just a decade ago, it had a P/E of 20. Multiple expansion has supercharged returns. We are currently in a quality bubble similar to the Nifty Fifty, which is why you have stocks like MCO, CTAS, COST, and CTAS at P/E ratios of 47, 52, 55, and 92, respectively. Read fund letters and there is no mention of valuation. They think they deserve to outperform the market because they identified an obviously great business.
The largest Medicaid MCO would love to hire them.
dividends are pointless. Companies make better returns to shareholders via stock buybacks and reinvestments into their business Buy monopolistic stocks with solids dividends and good growth, if you seriously care about it MCO/SPGI Visa/Mastercard MSCI ODFL WM/RSG MSFT AAPL Google META
Sure! In my opinion some high quality compounding machines that I have chosen to invest in over the past 5-10 years are as follows: MSFT GOOG MA V ASML SPGI MCO MSCI FICO UNH This isn’t an exhaustive list, just some of the ones I have chosen.
MCO. I have faith in my employer.
A month ago I would have said SPGI and MCO. But both have really shot up in the last month or so. They might still be a good deal today, but they're nowhere near as much on sale as they used to be.
Look up the Joseph Carlson show, I may not agree with his opinions all the time but the man does put out solid fundamental financial analysis; some of his portfolio choices include: Texas Roadhouse (TXRH) Chipotle (CMG) Costco (COST) Mastercard (MA) Moody’s (MCO)
I just invested in CME, Chicago Mercantile Exchange. Great dividend, solid balance sheet, dominant in its area, good growth. I mentioned to two people I bought this and they did not know you can own stock exchanges. This is a great area to invest. CME revenue shot up strongly when 2008 hit so that is also impressive it does even better in bad times. No one ever talks about this area and there are a bunch of exchanges to buy. I sold MCO to buy it. Moody's is way over priced and it suffers the Buffet effect (if Buffet owns it it must be good).
* SPGI * MCO * FICO * V * MA i.e. bet on financial stocks with strong moats, not the banks. The first two have a primary business of credit ratings and are a duopoly that dominate the industry, and have very profitable side businesses with strong moats as well. The third is quite literally so dominant that lenders are required to use their FICO scores for home loans. And the last 2 are a duopoly for credit cards, which continue to dominate and continue to eat away at cash transactions (which are still quite large in number).
Traditional equities you say.. in that case, you can never go wrong with moody's corp (MCO) Arther J Gallagher (AJG), fair Isaac corp (fico), Markel group (MKL) , and finally, the goat BRK-B. Also, can't go wrong with a smp500 ETF like VOO.
>Northland Securities analyst [Nehal Chokshi](https://www.tipranks.com/experts/analysts/nehal-chokshi) maintained a Buy rating on AvePoint ([AVPT](https://www.tipranks.com/stocks/avpt?ref=MCO_STOCK) – [Research Report](https://www.tipranks.com/subscribe/research-report/?symbol=avpt&ref=MCO_STOCK&refersTo=&merge=Markets)) today and set a price target of $18.00. The company’s shares closed last Friday at $9.04. Nice. Still one of about 3 out of 98,644 companies that SPAC'd worth a shit...
* SPGI & MCO - Make a lot of their money off of credit ratings on corporate & government debt. For the moment there's been a drop in debt issuance due to higher rates, but there's a big backlog of debt that's going to need to be renewed soon regardless of what interest rates do. And they both have other business segments that are very strong. * FICO - Similar to the above, except with consumer credit this time. * V & MA - AI isn't going to change the fact that people are spending more and more money with credit cards.
Haha right? I'm going to MCO next week. What? No not the Orlando Airport, obviously I was talking about Disney World.
Apple (AAPL) 43.3% $167.1 billion Bank of America (BAC) 10.2% $39.5 billion American Express (AXP) 9.4% $36.3 billion Coca-Cola (KO) 6.5% $25.1 billion Chevron (CVX) 5.4% $20.9 billion Occidental Petroleum (OXY) 4.1% $15.9 billion Kraft Heinz (KHC) 3.0% $11.6 billion Moody’s (MCO) 2.6% $9.9 billion Mitsubishi (MSBHF) 2.0% $7.7 billion Mitsui & Co. (MITSY) 1.6% $6.3 billion
They are no longer a MSO, they are MCO multi country operator.
Sorry guys. I am leaving MSO gang as of today because I am not a member of MCO gang.
MELI and DHI are about 10% lower than my entry price. DHI in particular had a great earnings report but sentiment needs to change around the reality of the business model. SPGI has barely dropped but I've been amassing a large stake there as well. MCO and V are starting to become more interesting options too as their respective prices drop. I would double my DHI stake at these levels, and maybe buy a bit more MELI if it continues to draw down. I have enough international exposure between MELI and ASML, and I'm not interested in adding more geopolitical risk to my portfolio.
I've been eyeing V or MCO for a while, but realistically I'll probably add more SPGI. I like the current pricing for it but I don't have liquidity anymore.
SPGI and MCO They're the two biggest credit rating agencies that rate like 90% of all corporate/government debt issued to the market. They're both currently down due to higher interest rates temporarily causing people to stop issuing new debt. Eventually that debt is going to need to be renewed however, and/or whenever rates drop eventually people will no doubt issue a bunch of new debt. And even if rates continued to go up the two of them are basically a duopoly so you'll still do quite well. And that's not even getting into their other business segments that are also quite good.
Did MCO-STT the other day nothing to complain about. Tried to cheat my carryon (low-mod sized backpack) to avoid the carryon fee and the bloody thing fit the sizer like a glove. 5 day trip (shorts and t-shirts) with a personal item and it worked.
“It’s really hard to overpay for it” is the justification that so many quality investors use and it’s becoming tiring at this point. It’s actually pretty easy to overpay, especially when everyone is crowded in the same stocks like MCO, SPGI, MA, CSU, FICO, LLY, and MSFT. We already had the Nifty Fifty bubble in the 70s. Multiple expansion has supercharged returns over the past decade for many compounders and multiple contraction will be a real headwind going forward. “If all you had to do was figure out which companies were better than others, an idiot could make a lot of money. But they keep raising the prices to where the odds change.” - Charlie Munger
My portfolio almost entirely consists of V, MSFT, AAPL, MA, FICO, MCO
Not right now, but I'm looking at the ratings agencies (MCO & SPGI). They're boring businesses but in our modern economic scheme, they are as essential as they come. I'm just waiting for a bigger pullback to add one of them to my portfolio.
And because a flight is just better. Now, rail in service of flight would be nice. For example, a train line from Atl to MCO would be highly utilized
BRK is great and I personally hold some but they just didn’t have enough growth to make the cut, there’s other things in there like V, MA, MCO, AAPL that are in the list mirrored in the holdings of BRK if you wan that exposure but it’s mainly a stable dividend stock, just not enough to make the cut. Things like BAC & OXY that BRK holds wouldn’t make the list as it is
Too volatile, same thing with car brand stocks. I picked the list out without looking at the tickers to take out biases we generally have. This is one of the things that interestingly didn’t have many good choices when evaluating blind, same thing with major banks and some semiconductor companies that are way overpriced, from a purely numbers perspective there wasn’t enough stability, but there’s tons of credit rating issuance exposure like FICO and MCO and index issuance like SPGI and MSCI
SPGI and MCO will probably do great if interest rates fall. A lot of companies have been putting off issuing more debt with the higher interest rates, but if rates are lowered it'll help their business pickup. I personally own a lot of SPGI but not MCO.
Long 🇺🇸 credit. Short moodys corp $MCO. This is the 5Head play into the end of the year.
The bull thesis on MCO has never been about analytical quality. It's just a convenient shared language that plugs into bureaucratic rules. AAA will show lower defaults than BB, and that relative quality difference gets washed into indications of absolute quality by financial salespeople.
I would really like to know some of your picks. It is also possible to create your own portfolio of stocks that are less risky than the SP500 while also capturing more of the upside. Example: V, UNH, ROP, TDG, MCO, CTAS, ROST, MTD, BMI, LRCX.
I just had Shapiro’s at IND. if you know you know. Will be hitting up jersey mikes at MCO next week, though.
Biased but MCO is easily the worst airport I’ve ever been to and ORD is my “normal use” airport. 3 hour line at 4:45 am, the cause being lazy security giving 0 fucks about getting people through. The T1 line wrapped around the entire inside of the building 3 times.
In March 2009 my investment dropped from 48k to 13k in matter of weeks. Didn't sell a single stock. Several went bankrupt. Kept buying and buying. To this day sold out of maybe 5-10 stocks. Have held KO,DHI,UL,BAC,COST,PSX/COP,GIS,MCO,etc for decades now. Handful of sales occasionally to rebalance. I'm not a wealthy person and can only invest a few thousand a year, and yet today hold well over 7 figures. Need nerve to stay in no matter what. Follow buffet stocks. Buy the best and sit on them.
MCO - seem to have upped 2023 guidance a smidge
I started over in futures. I assumed to lose 1500. started in september,...so I am not feeling lonely on the loss subject. that graph is still sticking out like a bomb went off. when the 1099s and all that came though it was on only -596. Sure enough, there was 1k some place else. I thrashed so much I idnot even keep track of everything... 1. slow way down. boring crawl of a slowdown 2. keep 1 broker. 3. I chose the smallest of all bets available.. MES and MCO as my targets 4. no PDT. 5. I have used premarket and post market.. it's all night. 3 am has some fun with europe if you are so inclined. 6. my analytics are very cude and accurate about the market. if it does not go with my immediate decision.. I avoid any bet at all (my greatest win rate so far - no bets at all) 7. as confidence increases.. buy more than one contract. that is just me. I have even kept it at $300 daily.. just enough for most ATM in the 30 DTE range (or less).
My biggest losses have been due to selling conservative stocks, that went up in value, to buy speculative ones that went down. A good example is I sold Moody’s (MCO) in the $20’s & last time I looked it was $300. One time I looked & it was almost $400 a share Lol…
>MCO, Invesco (IVZ), and BlueBay Funds were some of the largest. So the financial industry...
So far this year, Orlando International Airport(MCO) 8/10 busiest days of all time are in 2023. The busiest day of all time was broken most recently on 3/11/23 and 3/12/23. Calls on $Dis? [MCO Press Release](https://orlandoairports.net/press/2023/03/15/as-passenger-traffic-surges-goaa-board-approves-customer-convenience-measures/)
No Recession, But… Most experts we polled expect growth, however meager, in 2008. A few predict rougher times December 20, 2007 at 12:00 AM EST For 2008, the economic outlook is Topic No. 1 for almost all investors. Stock prices and bond yields already reflect recession worries, but an actual downturn would hit portfolios hard. To help get a handle on what to expect, BusinessWeek asked 54 forecasters in our annual outlook survey for their views on everything from housing and the credit crunch to Fed policy and global growth. (Click here for full survey results.) The bottom line looks like this: The economists project, on average, that the economy will grow 2.1% from the fourth quarter of 2007 to the end of 2008, vs. 2.6% in 2007. Only two of the forecasters expect a recession, although it might feel like one if there's sluggish growth over the next couple of quarters, as many predict. Almost all think the risk of a downturn has risen substantially in recent months. As a group, the forecasters say slow growth will lift the jobless rate from 4.7% in November to 5.1%, and it will hold down inflation. As oil prices level off or decline, the yearly growth in consumer prices will slide from 4.3% in November to 2.4%, while core inflation, which excludes energy and food, will hold steady at a tame 2.2%. Profits will grow in the low single digits. Home prices will fall about 7%, but housing starts will bottom out by midyear. Almost all "no recession" forecasts are predicated on further rate cuts by the Fed. The target rate is expected to drop from 4.25% to between 2.5% and 4%, with almost half of the analysts projecting it to fall below 4%. The yield curve will steepen a bit, as 10-year Treasuries edge up to 4.5% by yearend. On balance, the analysts are cautiously optimistic, but with plenty of hedging amid all the uncertainties. Here's how they see the hot-button issues shaping up: THE CREDIT CRUNCH Perhaps the biggest surprise of 2007 was the way the housing slump shook the economy. It wasn't just the direct drag of less construction activity, the shrinking outlays on home-related goods, and lost consumer wealth, as economists had expected. It was the way the subprime debacle hit the financial markets, setting off two things: a new downturn in housing activity and a liquidity crisis that now threatens a broad squeeze on credit availability. "The two main risks in the outlook are that sharp further declines in home prices will cause consumers to spend less, and that the ongoing credit crunch will curtail activity in a more general way," says Dana Johnson at Comerica Bank (CMA) in Dallas. Some worry the Fed isn't doing enough. "The Fed's response to the current financial market troubles and weaker economy has been slow, as they have underestimated the severity of the problem," says Mark M. Zandi at Moody's (MCO) Economy.com. Analysts are encouraged by the Fed's coordinated efforts with other central banks to auction off funds in an effort to relieve strains on liquidity. However, if key market rates, crucial to the short-term funding needs of businesses, fail to come down, most economists believe aggressive rate cutting will be the only way to protect the economy. With help from the Fed, consumers and businesses should be able to manage the crunch. "While consumers are likely to grow more cautious in 2008, solid income growth should prevent a sharp contraction in spending," says Ethan S. Harris at Lehman Brothers (LEH). Businesses will continue to expand their outlays and payrolls, since they are not overextended with debt, excess production capacity, or inventories, and the lower dollar is providing a stimulus for exports, especially since the rest of the world is doing O.K. But without effective Fed action, the credit vise could begin to squeeze too hard. THE HOUSING SLUMP When will the vicious cycle of falling home prices, mortgage defaults, and credit tightening be broken? " It's all about housing and the resolution of current excesses," says Richard DeKaser at National City Corp. (NCC) in Cleveland. The economists agree that, first, home sales have to stabilize. "Housing starts must fall low enough relative to sales to bring a significant reduction in inventories," says Robert Melman at JPMorgan (JPM). Only then can prices bottom out, as supply and demand rebalance. That will probably take all of 2008. Maybe longer. Keith Hembre at First American Funds in Minneapolis is not hopeful. "Substantial further adjustment in housing appears to lie ahead," says Hembre, who one year ago in BusinessWeek made the best forecast for 2007. He's one of the two economists who expect an economywide recession in 2008. (See "Hembre's Farsighted Forecasts".) Others are more optimistic. "Most of the decline is behind us," says Ken Mayland at ClearView Economics in Pepper Pike, Ohio. Housing starts have fallen to an annual rate of 1.2 million, from a peak of 2.3 million nearly two years ago. Economists expect them to bottom out around midyear at 1 million, so the drag from housing will ease. Inventories of existing homes are still sky-high, which is keeping downward pressure on prices, but builders' stocks of new homes have begun to shrink. THE FEDERAL RESERVE Investors are caught between what appears to be a deep divide at the Fed over how to balance the risk of a slowing economy with the risk of inflation. At the Fed's Oct. 30-31 meeting, one policymaker opposed the quarter-point rate cut because he felt it was too much. On Dec. 11, another member opposed the next quarter-point cut on the grounds that it wasn't enough. If the economists are right about slow growth in 2008, then inflation pressures will stay down. The potential for businesses to pass along the increased energy costs to the prices of their final products is one Fed worry. Another is tight labor markets at a time when slower productivity is providing less of an offset to rising wage costs. However, if the economy grows at a pace of only about 1.5%, as expected through the second quarter of 2008, the labor markets are sure to loosen up, and higher costs will squeeze profit margins more than they will push up prices. That would allow the Fed to ease as much as necessary to revive housing, relieve the liquidity and credit squeezes, and restore the economy's pep. Based on its recent words and actions, the Fed seems to be coming around to the thinking of most economists. "I believe the current risks fall more heavily on recession, and I don't think [energy-driven] headline inflation will affect near-term policy decisions," says Robert Shrouds at DuPont (DD).
MCO. Moodys is in the corporate data business. Hurting now that bond rates are high and no one wants to take on corporate debt but recovering slowly.
Wedbush analyst [Nick McKay](https://www.tipranks.com/analysts/nick-mckay) maintained a Hold rating on Roblox ([**RBLX**](https://www.tipranks.com/stocks/rblx?ref=MCO_STOCK) – [*Research Report*](https://www.tipranks.com/subscribe/research-report/?symbol=rblx&ref=MCO_STOCK&refersTo=&merge=Markets)) today and set a price target of $32.00. The company’s shares opened today at $34.61. According to [TipRanks](https://www.tipranks.com/?ref=investing.com), McKay is ranked **#7997 out of 8284 analysts**.
MCO and SPGI could be better than BLK
I have a long term etf portfolio but this is my growth portfolio focusing on wide moat companies with the goal to outperform the market that is why this is concentrated specifically. So I do understand it is higher risk I have a 5-10 year outlook however 25% NVDA 17% ADBE 13% GOOG 10% AAPL 9% MCO 9% MA 7% AXP 5% COST 5% CMG
Trades include: Sold ~$250K of $BMY Sold ~$1M of $CVX Sold ~$5M of $LLY Sold ~$5M of $XOM Sold ~$250K of $MCO Sold ~$15K of $OXY Sold ~$250K of $ZBH
MCO gives them the lowest score possible so people dont lone them money BBBY closes 10% (\~150 stores) of their stores in one go BBBY hires company that does chapter 11 BBBY stock circling the drain BBBY CFO commits suicide after chapter 11 lawyers BBBY cuts 20% of corp employees Sales down 25% the last 2 quarters ​ BBBY is doomed