穆迪是中等持有；在375美元买入目标价、24倍市盈率和10%的EPS增长下，预期5年内12.1%的年回报可接受但不出色。
逐段跳播
这条视频里关于 $MCO 说的每一段，按说话顺序排列。点任意一行，上面的视频跳到那一刻。
接下来是穆迪，这是我第11大持仓，所以它排在比较靠后的位置。它只占3.5%的权重。持仓价值为53,000美元，其中12,600美元为盈利。穆迪一直是一个不错的持仓，但并不出色。
我想它算是撑住了。它取得了一点收益，但并没有出现特别突出的表现。我将穆迪的买入目标价设定为375。当我们审视对穆迪的假设时，我们可以采用一些保守的假设。每股收益增长率略高于10%。
我认为24倍的市盈率是合适的。如果我们以375的价格买入该公司，我们将获得12.1%的回报。这会是较低的水平，但仍然不错。没有人真的应该抱怨每年赚12%并持续5年。与其他股票相比，这看起来较低，但仍然很棒。
Next up, we have Moody's, which is my 11th largest position. So, it's towards the bottom. It's only a 3.5% weighted position. The holding's $53,000 with 12,600 in the green. Moody's has been an okay position, but not amazing. I guess it's held up. It's made a little bit of gains, but it hasn't had some radical outperformance. I'm setting the buy target for Moody's at 375. When we look at the assumptions on Moody's, we can have some conservative assumptions here. Just above a 10% earnings per share growth rate. I believe a 24p is appropriate. If we buy the company at 375, we get a 12.1% return. It'd be on the lower end, but it would still be good. Nobody should really complain about earning 12% per year for 5 years. It seems low compared to these other stocks, but it's still great.
他说在等什么
他自己说在等的东西，一段话一条记录。同一件事说过几次就出现几次，我们不合并，也不判断它有没有兑现。
这个频道对 $MCO 的历次判断
Joseph Carlson After Hours 在这只股票上只有这一条判断。