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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (50800)	2/6/2013 10:27:17 PM
From: AFed	Respond to of 78710

Thanks EKS I had looked at Moody's before as well based on the Buffett / Greenblatt investments. I was leaning more toward MHP because I think it's a bit cheaper -- this was before the DoJ litigation, but even more now notwithstanding the ??? liability from the eventual settlement(s). Plus some other smaller items: + S&P Ratings has some room for margin improvement vis a vis Moody's Ratings + Potential for meaningful share gains with the Capital IQ business vs. FactSet, Thomson Reuters, et. al. (if you've ever used any of them, you'll know what I mean) + The Indices business is phenomenal, although it is lower margin so tends to cloudy the WholeCo financials a bit Anyway, both nice companies that will regain their shine after these issues are forgotten in the cobwebs of history.