Thomson Reuters Corp (TRI.TO)

Recently aggressively added to his holdings. You should definitely hold for a long time. It has a ways more to go. For the past 4 years, they have been developing a product called Eikon a Bloomberg competitor. Have finally got it out and it is really impressive. They eventually want to take the 30 other products that they have and scale their customers off of those and consolidate it all into one platform. If they can do that, margins are going to go a lot higher. 4.2% dividend yield.

Finally having a good year. Making money for its shareholders for the 1^st time that he can remember. Now it is fairly expensive. Still an excellent yield. He would consider this as a good income stock rather than as a growth stock.

This is an issue of the Woodbridge family been able to get the company moving in the right direction and consolidating the components of his business. Have been trying to do this for years. Wait for the stock to cool off from where it has been.

(A Top Pick April 23/12. Up 36.33%.) Have had an excellent turnaround. New CEO has done a good job of reorienting the financial part of the business. Has recently been trimming his position because of excellent gains.

58%-60% of their revenues come from financial services. One of their challenges is that financial services have been getting smaller over the last couple of years. The potential catalyst and the reason to own this is that they have just been in the process of launching a new platform called Icon, competing with the Bloomberg platform. Not expensive. 4% yield.

(Market Call Minute.) Interesting company. Needs the icon product to work for them. Net sales have been declining.

It’s all right but he finds it expensive. Growth is going to be a little bit challenged still. The financial industry is shrinking. Great competition from Bloomberg. 19x forward earnings.

Provide financial data to financial services and databases to the legal profession. Have gone through some management changes in the last couple of years. A lot of their business depends on employment levels in certain professions. When there is a recovery in those industries, they should do well. At the current level, he would Hold and buy more on weakness.

Sees it solely as an income play. It's always the stock that's going to perform tomorrow. Maybe a little capital growth, but he thinks it's about done.

Has a great yield. They are getting better operationally.

(A Top Pick April 23/12. Up 13.21%.) Increased dividends every year for the last 6 or 7.

Chart shows a mega long-term sideways trading channel. You can buy at the bottom of the range and sell at the top or, if you are long-term investor, buy on a breakout.

This is a tough one. What is really going to move the stock is when financials, banks and investment banks, start hiring again. Came out with a product to compete against Bloomberg and other financial information providers and it wasn’t very well received. Made some modifications and it is a pretty good product now and much more competitive. However, we are seeing the user base shrinking for the time being.

(Top Pick Nov 21/11, Up 2.93%) Has done nothing but he collects a fair dividend off it.

Would not touch this stock right now. Sees a lot of consolidation last year. There is a slight downward trend right now. He would need to see a turnaround. Start reducing your holding.