Thomson Reuters Corp (TRI-T) Stock Predictions - Stockchase
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628
Thomson Reuters Corp (TRI-T)

ON STOCKCHASE SINCE Oct 2000

One of the biggest suppliers of electronic media/data in the world

publishing/printing

Thomson Reuters Corp Thomson Reuters Corp
TRI-T

83 628
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Thomson Reuters Corp (TRI-T) SAVE

56.09

0.51 (0.92%)

Aug, 17, 2018, 12:00 am

OPINIONS

About Thomson Reuters Corp (TRI-T)

Thomson Reuters Corporation is a Canadian multinational mass media and information firm. The firm was founded in Toronto, Ontario, Canada, where it is headquartered at 333 Bay Street in Downtown Toronto. More at Wikipedia

What the experts are saying about TRI-T



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Signal Opinion Expert
BUY

They did M&A that did not add shareholder value until now.  They sold half their business to Blackstone.  It will be busy for the next couple of years as they deal with stranded corporate costs.  Their tax business should improve over time from the mid single digits.

publishing/printing

They did M&A that did not add shareholder value until now.  They sold half their business to Blackstone.  It will be busy for the next couple of years as they deal with stranded corporate costs.  Their tax business should improve over time from the mid single digits.

publishing/printing
Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$55.580
Owned Owned
Unknown

DON'T BUY

Always thought this was pricey at 50x forward earnings. He's wary. We're in a skittish market and this may have more downside. Don't rush into the current peak price.

publishing/printing

Always thought this was pricey at 50x forward earnings. He's wary. We're in a skittish market and this may have more downside. Don't rush into the current peak price.

publishing/printing
Michael Decter

President , Lawrence Decter Inve...

Price Price
$53.230
Owned Owned
No

DON'T BUY

It is a good entry point where the stock has pulled back to 2.5 times book, which has been a bottom.  Analysts are forecasting quite a drop in earnings, though.  The shareholders are going to have to see through a weak year.

publishing/printing

It is a good entry point where the stock has pulled back to 2.5 times book, which has been a bottom.  Analysts are forecasting quite a drop in earnings, though.  The shareholders are going to have to see through a weak year.

publishing/printing
Ross Healy

Chairman, Strategic Analysis C...

Price Price
$51.080
Owned Owned
Unknown

WATCH
Thomson Reuters Corp(TRI-T) 

February 14, 2018

They have an outstanding CEO. The deal with Blackstone at 11.5 EBIDTA was expensive. Long term it will be a volatile stock (especially for the next few months) with the company going through transition. At these prices it is getting more interesting. Yield 3.4%.   

publishing/printing

They have an outstanding CEO. The deal with Blackstone at 11.5 EBIDTA was expensive. Long term it will be a volatile stock (especially for the next few months) with the company going through transition. At these prices it is getting more interesting. Yield 3.4%.   

publishing/printing
Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$50.210
Owned Owned
Unknown

DON'T BUY
Thomson Reuters Corp(TRI-T) 

February 13, 2018

Hasn't done much in 10 years, though pays a steady dividend. Needs something to get it going. Not excited by it.

publishing/printing

Hasn't done much in 10 years, though pays a steady dividend. Needs something to get it going. Not excited by it.

publishing/printing
David Baskin

President, Baskin Wealth Manage...

Price Price
$50.180
Owned Owned
Unknown

DON'T BUY
Thomson Reuters Corp(TRI-T) 

February 1, 2018

The stock popped and then gave it right back.  He’d like to see the dividend hiked but that would be a signal they could not grow any more.

publishing/printing

The stock popped and then gave it right back.  He’d like to see the dividend hiked but that would be a signal they could not grow any more.

publishing/printing
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$53.020
Owned Owned
Unknown

TOP PICK
Thomson Reuters Corp(TRI-T) 

November 3, 2017

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.)

publishing/printing

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.)

publishing/printing
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$56.890
Owned Owned
Yes

COMMENT
Thomson Reuters Corp(TRI-T) 

October 3, 2017

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%+.

publishing/printing

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%+.

publishing/printing
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$57.560
Owned Owned
Yes

BUY
Thomson Reuters Corp(TRI-T) 

September 19, 2017

Generating a lot of free cash flow, buying back stock and increasing the dividend. The revenue growth is somewhat limited at the moment in various segments. Have done an extremely good job on cost savings, and the margins have been expanding for 2 quarters in a row.

publishing/printing

Generating a lot of free cash flow, buying back stock and increasing the dividend. The revenue growth is somewhat limited at the moment in various segments. Have done an extremely good job on cost savings, and the margins have been expanding for 2 quarters in a row.

publishing/printing
Nick Majendie

Director &, Scotia Wealth Manage...

Price Price
$55.930
Owned Owned
Unknown

DON'T BUY

He followed it for 20 years. The company got it right. They saw themselves as not a newspaper company, but as an information company.  It has been in a trading range for 15 months, then had a move up.  It has a ways to go.  It will probably end up breaking out to the upside, but he is unlikely to buy it.

publishing/printing

He followed it for 20 years. The company got it right. They saw themselves as not a newspaper company, but as an information company.  It has been in a trading range for 15 months, then had a move up.  It has a ways to go.  It will probably end up breaking out to the upside, but he is unlikely to buy it.

publishing/printing
Brendan Caldwel

President, Caldwell Securities...

Price Price
$58.250
Owned Owned
No

PAST TOP PICK

(A Top Pick March 14/17. Down 6%.) *Short* The company has reported twice since this was picked. Reported a very bad 4th quarter and a reasonably good 1st quarter. This revolves around the shift to passive investing, and the lack of a market for them to sell their financial products. A very competitive space. Any EPS growth they have is a result of share buybacks.

publishing/printing

(A Top Pick March 14/17. Down 6%.) *Short* The company has reported twice since this was picked. Reported a very bad 4th quarter and a reasonably good 1st quarter. This revolves around the shift to passive investing, and the lack of a market for them to sell their financial products. A very competitive space. Any EPS growth they have is a result of share buybacks.

publishing/printing
Daniel Lloyd

Portfolio , Forge First Asset Ma...

Price Price
$61.140
Owned Owned
Yes

BUY on WEAKNESS

This is a powerhouse. A well-run company with significant management ownership via Woodbridge. He has a lot of respect for the team. Not a cheap stock. Free cash flow this tear will be a bit lower, primarily due to one-time items. He looks 2-3 years out and the amount of free cash flow they can generate. The free cash flow yield is fair, not great. It gets out to about 6.5%-7% a little farther out. This gives you a healthy dividend and modest share repurchases. They are very good at allocating capital. He would own more at a lower price. A lower risk/high quality business.

publishing/printing

This is a powerhouse. A well-run company with significant management ownership via Woodbridge. He has a lot of respect for the team. Not a cheap stock. Free cash flow this tear will be a bit lower, primarily due to one-time items. He looks 2-3 years out and the amount of free cash flow they can generate. The free cash flow yield is fair, not great. It gets out to about 6.5%-7% a little farther out. This gives you a healthy dividend and modest share repurchases. They are very good at allocating capital. He would own more at a lower price. A lower risk/high quality business.

publishing/printing
Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$58.160
Owned Owned
Yes

TOP PICK

*Short* In today’s world this is in the financial data space. They sell terminals that sit on brokers desks. He would consider this as a 2nd tier product in a space that is under heavy attack. FinTech is something that is proliferating all through the West Coast. The result is that competition is really getting quite intense with new products, better than what this company does. Dividend yield of 3.1%. (Analysts’ price target is $45.)

publishing/printing

*Short* In today’s world this is in the financial data space. They sell terminals that sit on brokers desks. He would consider this as a 2nd tier product in a space that is under heavy attack. FinTech is something that is proliferating all through the West Coast. The result is that competition is really getting quite intense with new products, better than what this company does. Dividend yield of 3.1%. (Analysts’ price target is $45.)

publishing/printing
Daniel Lloyd

Portfolio , Forge First Asset Ma...

Price Price
$58.100
Owned Owned
Yes

WATCH
Thomson Reuters Corp(TRI-T) 

November 11, 2016

This has had a reasonable period since the selloff in the global financial crisis. Its clients are effectively all the banks, so looking forward to an environment where the banks are going to start stocking up, because they are going to have higher interest rates, this should be very positive for this company. Great story, but a very slow moving animal.

publishing/printing

This has had a reasonable period since the selloff in the global financial crisis. Its clients are effectively all the banks, so looking forward to an environment where the banks are going to start stocking up, because they are going to have higher interest rates, this should be very positive for this company. Great story, but a very slow moving animal.

publishing/printing
Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$56.150
Owned Owned
Unknown

COMMENT
Thomson Reuters Corp(TRI-T) 

October 13, 2016

A terrific company that for the longest time didn’t reward shareholders at all. A few years ago the stock took a 60% uptick, and his fear is that we are going to have another long period of time where it is going to kind of stuck there. Kind of a boring company. Too expensive now. 3.4% dividend yield.

publishing/printing

A terrific company that for the longest time didn’t reward shareholders at all. A few years ago the stock took a 60% uptick, and his fear is that we are going to have another long period of time where it is going to kind of stuck there. Kind of a boring company. Too expensive now. 3.4% dividend yield.

publishing/printing
David Baskin

President, Baskin Wealth Manage...

Price Price
$52.640
Owned Owned
Unknown

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