TSE:TRI

Thomson Reuters Corp (TRI.TO)

158.85
-6.40 (3.87%)
as of Nov 6, 2026, 9:00:00 pm Market Closed.
227 watching
0
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.
TOP PICK
They sell added value information. Information is more important than it ever was. This is going to be an absolute cash machine. Feels it has decent level of 5% to 15% growth. Huge cash flow.
TOP PICK
Has come off quite a bit in the last year because of concerns on financial services area, which is a major market for them. However, they are also highly exposed to the legal and scientific areas. Think the market is underestimating what the synergies might be from the merger of Thompson and Reuters.
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