
TSE:TRI
This summary was created by AI, based on 32 opinions in the last 12 months.
Thomson Reuters Corp (TRI-T) continues to evoke mixed opinions from experts, with many emphasizing its valuable proprietary data, especially for legal and accounting sectors. Some analysts recognize its potential to leverage AI technologies to enhance efficiency and product offerings. However, concerns around valuation persist, particularly with the stock's historical high PE ratios and recent downward trends. While there are varying perspectives on how AI may disrupt its core business, some analysts see TRI's unique data moat as a strong competitive advantage that may help it maintain resilience. Overall, while there are advocates for its long-term potential, there are also cautionary notes regarding its current market assessment and future revenue impacts from technological advancements.
(Past Top Pick Nov. 3, 2017, Up 9%) Cheap compared to its peers. Trading at a 4-year low. Liked its dividend growth, earnings prospects and share buybacks. They sold their financial risk business. They have $9-10 billion cash to deploy to add to their segments. He's been trimming this, because there are better names out there given the downturn, but TRI is still fine.
Just pulled back because of near-term concerns on upcoming European regulations, but believes that will ultimately create a tailwind as clients need to adapt a system to manage these new regulations. Trading at a 4-year low. He models a 6% EPS growth. They have an active Buy-back. Good balance sheet. Dividend yield of 3.1%. (Analysts’ Price Target is $49.)
Started purchasing this in 2008-2009 during the financial crisis at around $40. It went down to $26, and he averaged clients in. Has had a nice annualized return on this, but wonders how much further it can go. The space they operate in is reasonably mature. While there is always going to be growth in this industry, he isn’t sure it will continue at the rate it has. He is looking for a possible replacement on this. If it headed back up towards $60, he would take a harder look at selling. Dividend yield of 3%+.