TSE:TRI

Thomson Reuters Corp (TRI.TO)

124.88
-1.74 (1.37%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 4, 2026, 12:00 am

This summary was created by AI, based on 37 opinions in the last 12 months.

Thomson Reuters Corp (TRI-T) is navigating a challenging landscape where concerns about AI potentially disrupting its dominant legal database and information services have clouded market sentiment. Despite showing stable topline growth around 8% and maintaining strong fundamentals, including solid free cash flow and a robust balance sheet, the stock has suffered from a significant selloff. Many experts believe that while AI might impact its business, TRI will benefit from its proprietary data, which remains a critical asset that AI tools cannot easily replicate. Stakeholders remain divided, with some seeing the current stock price as attractive due to a healthy yield and valuation adjustments, while others express caution due to management credibility and the need for the company to adapt to evolving technological trends. Overall, the potential for TRI lies in leveraging its existing capabilities to not only survive but thrive amidst the AI landscape.

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Consensus
Cautious
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Valuation
Attractive
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COMMENT
Ultimately this could be a good stock to own. He is not ready to purchase this right now because of their exposure to financial services. Will probably be somewhat challenged from a revenue standpoint in the near term. Has been consolidating very nicely.
HOLD
(Market Call Minute.)
TOP PICK
(A Top Pick Aug 31/07. Down 18%.) Got hit by the crisis in the financial sector. Earnings in their financial sector slowed from 9% to 7% last quarter but that is still positive organic growth. Offsetting the financial sector is there legal sector, which should do very well. Profitability is increasing. Cash flow could be well over $2 in the next few years and perhaps even $2.50.
BUY
Recently bought a half position to get his feet wet. Dominant in the electronic delivery of legal and financial advice. Market has not liked them since the merger as it is more dependent on financial information but he views it as a growth stock. Just reported good numbers.
BUY ON WEAKNESS
Right now it is very expensive and at a premium right now to the TSX earnings. Good earnings growth going out 2 to 3 years. Try to get it between $30 and $33.
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.
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