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FBR Capital Maintains an 'Outperform' on Marsh & McLennan (MMC); Thoughts From MMC's Investor Day: We Are Excited About Growth

October 1, 2010 7:23 AM EDT
MMC Hot Sheet
Rating Summary:
    9 Buy, 4 Hold, 1 Sell

Rating Trend: Down Down

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38
FBR Capital maintains an 'Outperform' rating on Marsh & McLennan Cos. (NYSE: MMC).

FBR analyst says, "On Thursday, September 30, 2010, we attended MMC's first investor day with CEO Brian Duperreault at the helm. Overall, the tone was positive and the outlook favorable. We outline our key take-aways below: 1) Overall strategy. Focus on businesses that can grow, generate healthy cash flows, exhibit minimal volatility, and do not consume much capital; 2) Emerging markets remain the major revenue growth driver; 3) Emerging market growth at a price; 4) Consulting poised to grow faster than insurance brokerage. Management believes that MMC's consulting arm should grow faster than the brokerage segment; and 5) AON (NYSE: AON)/Hewitt (NYSE: HEW) transaction is positive for MMC."

To see all the upgrades/downgrades on shares of MMC, visit our Analyst Ratings page.

The 52-wk trading range is $20.21 - 25.47. Shares finshed at $24.12 yesterday.


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