The Dun & Bradstreet Corp

  • Investment Analysis is Overrated

    By Ted Cooper - April 24, 2013 | Tickers: COP, DNB, WFC

    When it comes to investment analysis, talent is overrated. Don't misunderstand me; investors should always seek to hone their analytical capabilities in order to arrive at better conclusions, but the value of analysis is not what it seems.

    The most basic analytical skill is the ability to read and understand SEC filings, including financial statements and their footnotes. Every investor who has had long-term success likely knows how to more »

  • Lou Simpson Is Betting Big on This Rating Agency

    By Anh HOANG - February 25, 2013 | Tickers: MHFI, MCO, DNB

    Lou Simpson is one of the best investment managers that Warren Buffett likes. When he managed investments for GEICO Insurance, he had delivered a 20% compounded annualized return for more than 30 years. He now runs a quite concentrated portfolio with his own investment advisory firm, SQ Advisory LLC. In the fourth quarter 2012, he bought more than 1.16 million shares of Moody’s Corporation (NYSE: MCO). As of more »

  • Dun & Bradstreet Gets A Poor Rating

    By Marshall Hargrave - February 21, 2013 | Tickers: ACXM, CLGX, EFX, FICO, MCO, DNB

    Dun & Bradstreet (NYSE: DNB) tanked earlier this month after posting fourth quarter numbers below Wall Street expectations, which was a result of weakness in its North American business. D&B's stock fell more than 7%, but I think it's worth taking a look at the company to see if it could be a buy on the weakness (check out the hedge funds owning Dun & Bradstreet). However, I have more »

  • Do People Believe In Ratings After the Recession?

    By Shas Dey - February 14, 2013 | Tickers: MHFI, MCO, DNB

    Recently, shares of McGraw-Hill Companies, Inc (NYSE: MHFI) fell by 11% on Tuesday after the US Department of Justice (DOJ) announced that it is filing a lawsuit against its Standard & Poor’s rating service unit. McGraw Hill has lost $3.7 billion in market capitalization in last two days and the US government is seeking $5 billion in compensation.

    What Went Wrong? 

    The US government believes that S&P mislead more »

  • Want to Invest Like Buffett? Then Don't Buy BRK

    By Ted Cooper - January 29, 2013 | Tickers: BRK-B, FICO, DNB | Editor's Choice

    I recently enjoyed reading an article by Jake Mann of Insider Monkey titled "Want to Invest Like Buffett?" The article makes several good points; it notes that Buffett likes to buy simple businesses that have durable competitive advantages and strong management teams. He then argues that it is difficult to know how to invest like Buffett, so we should just buy Berkshire Hathaway (NYSE: BRK-B) and call it a day more »

  • A Board Member Bought About $50,000 Worth of IHS

    By Meena Krishnamsetty - January 28, 2013 | Tickers: HIS, FDS, MCO, DNB, TRI

    According to a Form 4 filed with the SEC, Jean-Paul Montupet, a Board member at IHS (NYSE: HIS) purchased 500 shares of the stock on Jan. 22 through a trust at an average price of $99.26. Montupet also owns a little over 3,400 shares of IHS directly. IHS is an information, analysis, and consulting company with a market capitalization of $6.8 billion. Studies show that stocks bought more »

  • The Information Handler

    By Nitika Agrawal - January 22, 2013 | Tickers: IHS, DNB, TRI

    IHS Inc. (NYSE: IHS), a global source of information and analytics, offers its products and services in areas like energy and power, supply chain, defense, and so on. IHS thinks of business in the context of the four P's: people, platform, processes, and products, and hence this year it marked the highest level of investment and greatest progress in these critical areas. Vanguard is its platform to support business more »

  • Billionaire James Dinan’s High Upside Potential Picks

    By Meena Krishnamsetty - January 9, 2013 | Tickers: AIG, HTZ, TMUS, DNB, TYC

    Value investors know that low price-to-earnings multiples are a good place to start looking for good values, but this metric gives no weight to a stock’s growth potential. In order to consider future growth at the cost of less accuracy, we can consider the PEG ratio as well: This metric combines the P/E multiple and analyst expectations of earnings growth rates. As such it’s one way to more »

  • Billionaire James Dinan’s New Stock Picks

    By Meena Krishnamsetty - November 30, 2012 | Tickers: GGP, NXY, TMUS, DNB, YHOO

    James Dinan founded York Capital in 1991 and now has a net worth estimated at $1.4 billion. In November the fund filed its 13F for the third quarter of 2012, disclosing many of its long equity positions as of the end of September (see the full list of stocks form the 13F). This is the most complete information that market watchers get about hedge fund moves, though it comes more »

  • Activist Investor: Moody’s is in the ‘Fifth Inning’ of a Nine-Inning Game

    By Meena Krishnamsetty - November 13, 2012 | Tickers: EFX, MCO, MORN, DNB, TRI

    At the 2012 Invest for Kids conference, Jeff Ubben of ValueAct Capital made two financial stock recommendations, with one being the credit rating company Moody’s (NYSE: MCO). Ubben really likes Moody's business model, saying about the business: "What a model this is...Moody's monitoring fees they get paid to monitor debt, like the maintenance fees for a software company, are almost 60% of the company." Ubben founded more »

  • This Company Had a Board Member Buy In

    By Meena Krishnamsetty - October 14, 2012 | Tickers: DGI, FDS, IHS, DNB, TRI

    Michael Armstrong, a Board member at IHS Inc. (NYSE: IHS), directly purchased 5,550 shares of the company’s stock on Oct. 10 at an average price of $89.96. IHS is an information company whose product line includes energy statistics, supply chain consulting, and intelligence for both national security and business customers. The stock price had consistently risen throughout 2012 up until mid-September, when it peaked around $118 per more »

  • Price the Market Part 44

    By Glen Bradford - January 16, 2012 | Tickers: ETN, GD, GR, DNB, GWW

    287. Grainger (W.W.) Inc. (NYSE: GWW) has literally gone parabolic. Danger! Sell this one on the chart alone. I may be off $20 from the high but eventually even the longest of the long term holders will find a price that they are willing to ring the register. You can bet on it.