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MCO
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Author MCO
rffrydr
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PostPosted: Fri Jan 05, 2007 10:05 am    Post subject: MCO Reply with quote

Yes, another short idea: if the leverage in the Carry Trade comes off significantly and economy continues to surprise on the upside and china continues to cap commodities, all big ifs, Moodys should feel the brunt. The strain on these derivates is increasing and who really knows how stretched out--or strung out, things really are.

Great thing about this is the Private Equity risk is nil, Moodys would cease to be Moodys as a private company.

Insider sales starting to cluster:

http://www.secform4.com/insider-trading/1059556.htm
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rffrydr
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PostPosted: Sat Feb 24, 2007 8:36 am    Post subject: Reply with quote

This note has interest, given the date. But what is really interesting is the ad:

http://www.forbes.com/feeds/ap/2007/02/07/ap3403230.html
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PostPosted: Fri Feb 23, 2007 10:59 am    Post subject: Reply with quote

"Hedge funds may be the next big ratings vehicle for Moody's.
I just talked myself into buying more...."


http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_N/threadview?m=tm&bn=12547&tid=465803&mid=465803&tof=1&frt=2
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PostPosted: Wed Feb 21, 2007 9:24 am    Post subject: Reply with quote

High Yielding funds and Dow spread indices showing a hint of widening today. Thanks Novastar (the name says it all!).
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PostPosted: Thu Feb 08, 2007 1:17 pm    Post subject: Reply with quote

Legged out of the out-the-money puts today and hoping this another version of the skyscraper index--Moodys moving out of building held for 50years:

Quote:
``We've outgrown where we've been located for more than 50 years,'' Linda Huber, Moody's chief financial officer, said during a conference call. Construction began in 1951 on the Church Street building, which bears a relief of two men shaking hands and Daniel Webster's assessment of credit as ``man's confidence in man.''


I wonder what Daniel Webster would think of the Mid-East's faith in their american brothers?
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PostPosted: Wed Feb 07, 2007 8:43 am    Post subject: Reply with quote

Mortgage packaging, M$A and, surge in creditcard securitizatoins drive better than expected earnings:

http://www.bloomberg.com/apps/news?pid=20601103&sid=a9iSvg2MEF8U&refer=news
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PostPosted: Thu Jan 25, 2007 12:17 pm    Post subject: Reply with quote

Bought puts on this today: "credit event" in the making?
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