Thomson Reuters Corp | StockChase
622
Thomson Reuters Corp (TRI-T)

Last Price Recorded: $56.1000 on 2017-11-17

ON STOCKCHASE SINCE Oct 2000

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

publishing/printing

Thomson Reuters Corp


Signal Opinion Expert

2017-11-03

TOP PICK
Thomson Reuters Corp (TRI-T)

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 & Portfolio Manager, Scotia Wealth Management

Price: $56.890
Owned: Yes

2017-10-03

COMMENT
Thomson Reuters Corp (TRI-T)

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

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $57.560
Owned: Yes

2017-09-19

BUY
Thomson Reuters Corp (TRI-T)

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 & Senior Portfolio Manager, Scotia Wealth Management

Price: $55.930
Owned: Unknown

2017-07-17

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

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 Caldwell

President, Caldwell Securities

Price: $58.250
Owned: No

2017-05-02

PAST TOP PICK
Thomson Reuters Corp (TRI-T)

(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

Founder & Portfolio Manager, Sui Generis Investment Partners

Price: $61.140
Owned: Yes

2017-03-15

BUY on WEAKNESS
Thomson Reuters Corp (TRI-T)

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 & Portfolio Manager, Cambridge Global Asset Management

Price: $58.160
Owned: Yes

2017-03-14

TOP PICK
Thomson Reuters Corp (TRI-T)

*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

Founder & Portfolio Manager, Sui Generis Investment Partners

Price: $58.100
Owned: Yes

2016-11-11

WATCH
Thomson Reuters Corp (TRI-T)

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 President and Partner, Campbell Lee & Ross

Price: $56.150
Owned: Unknown

2016-10-13

COMMENT
Thomson Reuters Corp (TRI-T)

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 Management

Price: $52.640
Owned: Unknown

2016-09-23

HOLD
Thomson Reuters Corp (TRI-T)

(Market Call Minute.) He would love to call this a Buy but it is a Hold.

publishing/printing
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $54.480
Owned: Unknown

2016-09-14

HOLD
Thomson Reuters Corp (TRI-T)

A well-managed company. Diversified into electronic delivery of financial and legal information. They have started to get back on a growth path now. With the dividend yield this is worth while holding.

publishing/printing
Jim Huang

President, T.I.P. Wealth Management

Price: $53.290
Owned: Unknown

2016-09-07

BUY
Thomson Reuters Corp (TRI-T)

New management has greatly simplified the business and cut a lot of costs. It hasn’t been focused on doing large deals, but focused on improving their very attractive portfolio of companies. In addition, they have also divested businesses that they don’t feel have the same promise over the long-term.

publishing/printing
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $54.320
Owned: Yes

2016-07-13

WEAK BUY
Thomson Reuters Corp (TRI-T)

A great dividend payer and a wonderful company over the years.  They believe dividends will go up over the years.  It will not be a home run stock, however.

publishing/printing
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $55.280
Owned: Yes

2016-03-10

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

Chart shows a long upward trend from 2013 of higher highs and higher lows. It looks like the moving average was broken early this year. The stock is rounding over, but has some support that has been in place since 2015. You don’t want to see that support broken. The danger right now is that there are a series of lower highs and lower lows.

publishing/printing
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $49.490
Owned: Unknown

2016-01-07

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

Sold his holdings at just over $50, at a good profit. Profitability was beginning to improve as he had hoped, but the market was paying so much more for that and he wondered what the scope of growth in earnings was going to be, going forward. Today you are paying over 20X next year’s earnings, and about the same the following year. On a Price to Book basis it is 2.8X right now. He would buy this again, but it would have to be a lot cheaper than it is today.

publishing/printing
Michael Sprung

President, Sprung Investment Management

Price: $49.780
Owned: No

Showing 1 to 15 of 622 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.