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
HOLD

Has found focus in the last 5 years. Pruned its portfolio, sold non-core assets. He'd keep holding. Don't buy today, as valuation is too high.

COMMENT

It is the best data based business in the world. It There was a recent special dividend and it might be fully priced now.

BUY ON WEAKNESS

Fundamentally a strong company.
Recent increase in shares makes name expensive.
Waiting for shares to fall before buying.
Long term is a good investment.
Very strong assets and management. 

DON'T BUY

Great, strong company, strong brand. Made transition to digital. Tremendous business model on paper. Profitability is tepid at best, below TSX. Eye-popping PE of 78x.

WAIT
Provides data to end markets for a variety of industries. Unique. Likes what they do. Capital light. Still, shares have run up. He'll wait until there's a good buying opportunity.
BUY ON WEAKNESS
Great defensive company. Subscription-based services to legal, accounting, and tax. Even in a recession, those sectors need access to data to do their jobs. It's all about owning it at the right price. Strong numbers last quarter. Always trades expensively. Intellectual assets have high returns with low capex. Not a bad entry here around $125. Consistent EPS growth. He's looking at it.
HOLD
They did a major restructuring but when they sold their business analytics business. Earnings have declined, but they sit on a lot of cash. Very well managed. Shares ran up during lockdowns. Pays a 2% dividend and trades at 9x. You can hold on, but wait and see what they do, like whether they will buy a new business like software or buyback shares. No need to panic.
BUY ON WEAKNESS
Really nice run, well deserved. PEG of 1, but doesn't trade at a lofty valuation. Likes it. Add on weakness, below $130.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A company that can slowly but surely compound capital. Buybacks and dividend increases will continue. Fundamentally, it is a strong company. On average a slower growth company, and trades at 40x forward earnings. Unlock Premium - Try 5i Free

BUY ON WEAKNESS
Absolutely should be on your buy list. Rough start to the year. Core business is tremendous with strong, organic growth. Over time, has become more shareholder friendly. Volatile. Future should provide share buybacks and dividend increases. Reasonable valuation, 18-19x cashflow.
SELL ON STRENGTH
Not impossible to get a bounce between now and April. But there are better neighbourhoods to focus on. A tough group. Market's moving away from this group to things that have an immediate impact from stronger pricing. No great pricing power.
DON'T BUY
Model price is $82. Moving sideways, and will keep doing so. Rich valuation. Yield is 1.4%, meager at best. Look farther afield for value. Leave the space alone.
PARTIAL SELL
If you've made money, take some off the table. He's not 100% sure there's huge upside from here. Quite acquisitive, so they could buy some growth. Big, stable businesses that will perform well over time. Valuation is extreme. Not attractive at these levels.
PARTIAL SELL
Includes great technology pieces. Not sure what the ceiling or floor is, as a lot is policy and interest rate driven. Dividend not growing at an attractive enough rate. If you've done well, perhaps reduce your position or just hold if you have a big capital gain. Not a buyer at these levels. Better value in other sectors.
HOLD
They sell database software to healthcare, legal, accounting, and others. Margins have kept ticking higher. Steady grower. Big moat, as the dominant provider of information. As long as it continues to perform, stay with it.
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