Thomson Reuters Corp (TRI.TO)

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.

Makes most of its money from the financial and legal markets. Financial markets are not exactly thriving these days. They have opportunities to gain market share against Bloomberg but not sure that is enough. Better places to put your money.

(Market Call Minute.) 4.2% yield. Struggling with integrating Reuters and has been going sideways. Doesn’t see any downside. You hold and you get paid to wait.

(Market Call Minute.) End markets are not improving. Better places to put your money.

(Market Call Minute) They are going through a big shareholder turn-over and their major markets, financial services, are in cost cutting mode.

Thinks the only future you get with this company is the dividend yield, which is about 4.5%. His model price is $29.24 which is a 3% upside.

Financial services businesses are not getting bigger right now. There has been a lot of cost-cutting. This is more of a value investment. Better places to look.

(Top Pick Aug 03/11, Down 5.72%) Cash flow has not been bad and they returned lots of money to shareholders though dividend increases. 4% yield that dominates in the markets it is in. Owned it for years.

Bought this around $28 when it had a 4.2% yield. Knew there would have to be a little bit of patience required as the financial side (Reuters) is taking its time paying off. Starting to come. You get paid to wait.

Sold her holdings a while ago. Financials are a very big end market for them and none of them in the US or Europe are growing. That impacts their user base. Doesn't see a near-term catalyst. Stock provides a very nice yield and the dividend is safe. Looks like it has bottomed at these price levels.