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
BUY
(Market Call Minute.) One of his favourite stocks.
PAST TOP PICK
(A Top Pick Aug 2/07. Down 14%.) Has been a disappointment perennially, but still likes. Reuters acquisition was good. Going to be a great stock 2-3 years out. Sold this for a capital loss and bought Thomson Reuters PLC (TRIN-Q) (same company) which trades at a 12% to 13% discount.
TOP PICK
Off 20% over the last year. Reuters has a big exposure to the financial world. Their information product to lawyers, accountants, etc. becomes more valuable.
TOP PICK
Information provider by electronic delivery. As demand for information increases, this should be a decent story. Have exposure in the Asian Pacific region that could overcome their potential weaknesses in the financial industry in North America.
COMMENT
Has never been a fan of Thomson. It has now down this merger with Reuters and is getting away from the paper business into the electronic screen business. He would like to see 6 months to a year of operations to see what happens.
TOP PICK
Likes merger of Thomson and Reuters. Good concentration in the financials, which is a long-term opportunity for them. Near-term the market does not like this; so take advantage that the stock is down.
BUY
He bought this in 2 traunches at $33 and $35. It popped since then based on the closing of the merger and a good first quarter.
TOP PICK
You have a chance right now to get it at a bit of a discount. With the Reuters Thompson combination, you've got a powerhouse in the data management. Have a lot of growth going on in financials and legal systems.
HOLD
Has been going through a makeover in the last number of years. On the one hand, they have created a global player that could be a significant growth player. The big concern is that their customers are financial service companies. He has nibbled and taken a very small bite of this one.
TOP PICK
(A Top Pick July 13/07. Down 17%.) Doesn't expect a big move in the next couple of months, but for long-term holders, this is the place to get in. As the synergies begin to evolved, he can see this in the high $40’s - $50’s over the next couple of years.
TOP PICK
Probably the biggest e-commerce publisher in the world. Stock has gone nowhere for 10 years. Merger of Thomson and Reuters can create great cost savings and good growth down the way. In the near term, investors feel they are too exposed to the financial services business, which will hurt them. That's a short-term outlook and he will own it for the next 5 years.
TOP PICK
Pairs trade going Long Thomson Reuters (TRI-T) and Short Torstar (TS.B-T). One of the weird things happening is that people are still subscribing to newspapers but are not opening them. Contrast that with Thomson Reuters that is selling data.
BUY
The acquisition of Reuters was a great one. It increases the exposure to the financial services sector. Because of concerns on the financial, in the near term there will be some cyclical problems with this stock. Eventually they will throw off a ton of cash flow.
DON'T BUY
(Market Call Minute.) He is unconvinced. Thomson has a history of under performing and now he just gets to under perform on a bigger stage.
BUY
Just completed their merger, which created a lot of confusion with people trying to value the stock and hedge funds being involved trying to play the arbitrage. A wonderful second derivative way to play a rebound in financials. It fell with all the financials even though it is not a financial. Fabulously well run and well capitalized. A good one to salt away without the catastrophic risks of financials. Good for long-term.
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