Had these on my watch list when they were tipped in a newspaper a couple of months ago at about 1.20.

Todays fall looks a bit overdone so I have bought a few at 57p

Moneysupermarket.com Group PLC [MONY] ex-divi 12th June '13 (12.92 p)

StockMarketWire.com
Moneysupermarket.com said it expects half-year revenues to be in the region of £112 million and adjusted EBITDA to be about £40 million, respectively up 10% and 29% on the prior same period.

"Group trading in the second quarter was slower than the first quarter," the company said.

This was mostly because of a lower rate of growth in the Insurance vertical, arising substantially following changes made by Google to its natural search algorithms, reducing our visitors and revenues from natural search in the month of June in the highly competitive insurance search area.

As has happened in the past, now the algorithm changes have settled down we are working on regaining our positions in natural search in insurance.

The Group's financial position remains strong. As at 30 June 2013 the Group had cash balances of £26m. The Group will make a special dividend payment of £70m to shareholders on 26 July, as previously announced.

StockMarketWire.com
Westhouse Securities has downgraded its recommendation on Moneysupermarket.com (LON:MONY) to "neutral" from "add", post the company's pre-close trading update, seeing the recent share price outperformance as providing investors with an opportunity to take profits. The City broker has left its price target unchanged at 210 pence per share. The broker said: We are pleased to note that MONY's performance for the half year is in line with expectations, believe it will successfully adapt to meet recent Google algorithm changes and expect an update on this front at the interim stage. We are not changing our full-year forecasts ahead of the interims, but see scope for profit taking following recent share price strength (+11% since we moved to Add on 21 June). We are not changing our 210p target price, but we have decided to moderate our recommendation to Neutral following this rise.
Separately, Canaccord Genuity and Investec both reaffirmed "buy" recommendations on the price comparison website operator, leaving their price targets unchanged at 213 pence and 225 pence per share respectively. Meanwhile, Numis reiterated its bearish "sell" call and maintained its 150 pence per share price target. In terms of the wider view, Broker Forecasts consensus data highlights that 70 per cent of brokers rate the shares of Moneysupermarket as a "buy", 20 per cent as a "hold" or "neutral" and 10 per cent as a "sell"

StockMarketWire.com
Moneysupermarket's first-half pretax profit rose to £19.8 million, from £11.6 million. Revenue edged up to £112.3 million, from £102.2 million.

The company, which compares prices, is to pay an interim dividend of 2.16p a share, from 1.8p. It was also issuing a special dividend for the first half of 12.92p.

Looking ahead, Moneysupermarket said revenue in July was flat year on year against a strong July last year when the new advertising campaign was launched.

"This year's new campaign launches in August. The Board remains confident in the long term prospects for the Group underpinned by the continued structural growth opportunities in the price comparison marketplace," the company said.

CEO Peter Plumb described the half-year performance as good.

"The benefits of our increasingly diversified business are evident. We grew our Insurance, Home Services and Travel businesses which more than offset lower demand in our Money business where savings revenues continue to be impacted by the Government's 'Funding for Lending' scheme which is reducing what savers earn on their deposits," Plumb said in a statement.

Canaccord comment:
"While Moneysupermarket has delivered stellar H1 growth, this has been more to do with the MSE acquisition than underlying performance. The good news is that the H2 comparables in Money are much easier, while in Insurance, its website is being reconfigured so that it should move up the natural search rankings. However, challenges remain, not least a sharp YoY decline in motor and home insurance premiums in H1 (which may reduce the savings from switching). And H2 has not started well, with July revenues “flat” year on year. This has been impacted by the later launch of a new TV campaign in August 2013 (vs July in 2012), but we think this puts some pressure on forecasts. We are downgrading our FY13 EBITDA from £83.5m to £79.8m (Bloomberg consensus £81.0m). This drives PBT (norm) down from £75.9m/11.0p to £72.2m/10.4p (subject to tweaking post analysts meeting).

Adjusted for the special dividend, Moneysupermarket shares are up 45% this year, driven by January upgrades and the 12.92p special dividend. The downgrades are clearly disappointing, and on revised numbers, the shares are on a FY13 PER of 20.3x and 14.6x EV/EBITDA. We maintain our 113p TP (13.5x FY14 EV/EBITDA and 3.4% dividend yield) and move from Buy to HOLD."

Just seen these Harry - bounce?@180p

Good luck with that! They are off my radar for the moment until they get their Google/algorithms sorted out. I note Canaccord have a TP of 113p but only say HOLD. I'm not sure if that is a broker note typo error , but maybe they think the divi is worth having even though the sp would drop 35%.

Yes it looks like it :-

Numis Sell 179.80 150.00 150.00 Reiterates

Canaccord Genuity Hold 179.80 213.00 213.00 Downgrades

Investec Buy 179.80 225.00 - Retains

N+1 Singer Buy 179.80 - 212.00 Retains

Ah, thanks. In that case it's now back on my radar! Hmmmm........decisions, decisions.......

I've had a small dabble @179.745

Westhouse Securities Neutral 182.35 183.00 210.00 195.00 Retains.

Help.........What is their problem with Google? Could you please explain?

Glad I stayed out. More by luck than judgement though as was distracted by other stocks!

JRM - As I understand it and to keep it very simple, in the past if you were to enter 'Insurance comparison sites' into the Google search engine, Moneysupermarket would have automatically appeared within the first few entries. This is crucial because most people generally use the first one or two options available on page one. Due to a change in the way Google searches and displays the options, Moneysupermarket slipped down the page and therefore received many fewer hits on it's website. Once MONY realised the problem they then had to modify their website, but this all took time and lost them visitors and revenue.

StockMarketWire.com
Analysts at Westhouse Securities have upgraded their recommendation on price comparison site operator Moneysupermarket.com to "buy" from "neutral" despite the ongoing challenges around optimising Google's natural search algorithms and the headwinds faced in Money vertical. The broker believes the recent interims highlight the company's strong market position and its clear ability to deliver on the cash front and views the recent sharp share price decline as presenting an attractive entry point. The shares have fallen by 21 per cent in the past month and are down by 26 per cent in the last three months. The City broker has cut its price target to 195 pence per share (from 210 pence) after lowering its 2013 earnings per share forecasts by 3.7 per cent to reflect the challenges in Insurance and Money.
JP Morgan Cazenove downgraded its recommendation on Moneysupermarket to "neutral" from "overweight", on 12 August, citing the recent decline in revenue growth and lack of clarity over the near-term outlook as the main reasons for its change of stance.

Showing over a 10% yield currently, 25% fall from 12 month high these now have my attention.

Got in these last week at 147 as it was clear that there was good support with a double bottom and a rising RSI. And they throw off lots of cash!!
Finished today at 159.70
Resistance at 180 which is my target

Can I assume that these are an Aim stock please?

FTSE 250.

FTSE 250.

Good yield from this company, but sp seems to have hit the buffers atm.