TSE:TRI

Thomson Reuters Corp (TRI.TO)

114.51
-0.36 (0.31%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 33 opinions in the last 12 months.

Thomson Reuters Corp (TRI) has faced skepticism in the market largely due to fears it may be disrupted by AI, particularly in its legal and accounting divisions. However, many experts express confidence in its proprietary data and strong brand reputation, suggesting that its offerings differentiate it from competitors in a commoditized information industry. Significant focus is placed on its capability to enhance existing products with AI, which could prove advantageous in the long run. While valuations have moderated from previous extremes, sentiment remains mixed as some experts see potential for TRI to maintain its competitive moat, even if the revenue outlook may face downward pressure due to AI advancements. Despite considerable uncertainty, TRI's solid earnings growth, subscription-based revenue model, and the loyalty of its customer base provide a foundation for positive long-term performance.

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Consensus
Hold
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Valuation
Fair Value
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Similar
FISV
PAST TOP PICK
(A Top Pick Aug 3/07. Down 25% excluding dividend.) Sold his holdings. Recommend that you continue to Hold.
BUY
(Market Call Minute.) Have some debt to pay off, but they are clearly the elephant in the room in that industry.
TOP PICK
(A Top Pick April 25/08. Down 17% giving a net 20% profit.) Pair trade Long on Thomson Reuters (TRI-T) and Short Torstar (TS.B-T) but wouldn’t Short newspapers at this time as they are close to bottom. High-margin and high profit. Their financials have not done badly.
HOLD
(Market Call Minute.) Has had a fairly healthy pullback. Very strong franchise.
TOP PICK
One of the true global Canadian companies. Looking out 1 to 3 years, the current weakness will be a thing of the past. A great free cash flow generating company. Expecting much higher dividends. Balance sheet is in great shape.
DON'T BUY
(Market Call Minute.) In a sector that she is not crazy about because of what is happening in the financials.
BUY
Has been hit because of their dependence on the financial services sector. Trading at about 8X EBITDA.
BUY
A great story. Reuters acquisition will prove to be a superb deal once they get all of the synergies working. Should have significant earnings growth. (Note: If you but on the TSX it trades at about $5 a share more than in London England.)
PAST TOP PICK
(A Top Pick Aug 2/07. Down 27%.) Reflects concerns of people about unemployment in financials. Acquisition of Reuters gives them good exposure to commodity markets and Asia. Still buying but through TRIN-Q, which is 20% cheaper.
BUY
Electronic data base systems for lawyers, medical and financials. Dreadful performer, which is surprising. Sufficient cost cuts from the Reuter’s acquisition to drive earnings for the next couple of years at least. If you own, you can dollar cost average here. Expects a couple of decent quarters to come.
DON'T BUY
Sector that is largely out of favour right now. Too expensive for him. Other companies such as Torstar (TS.B-T) or Lee Enterprises (LEE-N) are more attractive. An area that will survive but you have to pick your spots.
PAST TOP PICK
(A Top Pick July 13/07. Down 27%.) Fears of what is happening in the financial services are punishing the stock. With more layoffs, there may be less demand for their services but the market overlooks the strength they have in the legal and scientific areas. Still a Buy.
BUY ON WEAKNESS
Information services company. Acquired Reuters, which is directly tied to the financial industry. Have been some concerns about the headwinds they are facing. Overall he very much likes the company. Synergies will be realized over the next few years. 13X forward earnings is starting to look interesting. Would like to see it under $30.
PARTIAL BUY
Reuters was a major acquisition and he thinks this will be fabulous in the long run. Given them an even bigger footprint in the financial area, which the market doesn’t like. Buying when it is out of favour is a great idea. He bought a half position only.
DON'T BUY
This is a work in progress. The stock is cheap enough but looking at what Thomson paid for Reuters, somebody got hosed. He can't see the upside yet.
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