Thomson Reuters Corp (TRI-T)

One of the stronger companies and brands in Canada. Successful transition to a digital company, offering subscriptions to data. Low capex, recurring revenue. Profitability was challenged, but now improving nicely. Very expensive at 43x PE. Small yield of 1.3%.

Stay away for now on valuation, but watch, consider buying if shares correct.

Great business, you'll do really well. He hasn't done enough research into it to compare it to what's already in his portfolio. But charts don't lie.

Its ability to repurpose from newspapers and radio into data is just breathtaking. Loves the capital-light, subscription-type businesses. AI has not hurt its business. See his Top Picks.

Once you subscribe to their platform, you won't leave. TRI would benefit from AI, given all the data they already have.

Checks a number of boxes. Founder-run, founder-owned. Nice ROIC. However, growth hasn't been there, in mid-single-digits. Very expensive at 33x PE. Classic example of excellent business, but challenging valuation.

Gently sloping uptrend since October 2022, but has now jumped up off trendline. Could be considered overbought, but you have to watch momentum indicators. He really likes the money flow indicator you can get from stockcharts.com.

He uses a weekly chart for momentum. If it's overbought, he lets it rest awhile. Could be starting a pullback, when it would be a good opportunity to buy.

Company has large amount of product lines. Data and and financial markets very profitable. A.I. tech will also help company continue to grow. Company working hard to integrate machine language into business model. Very good for long term investors. 

More of a growth-oriented stock. Since it's had such a run, dollar cost averaging would make sense on this one. It could potentially slide back after the runup. A smaller yield, so you're trying to buy cheaper to get the capital growth.

A rare quality company in Canada (like DOL-T). The Thomson family still owns a ton of shares, great cash flow and are capital-lite. All good. PE is high but worth it. That said, he prefers US stocks like Moodys and Costar. Would watch this.

Strong Canadian brand. Successful transition to digital economy. Subscription services for legal, financial, news, and tax data. Low capex, recurring revenue. Profitability improving. Expensive multiple, too high, he's patient and will wait for it to come down.

Refocused, and the stock chart reflects that. Well run. Attractive market niche. Valuation too high to buy today. But if you hold, keep on holding and let it work for you. GAARP idea, not for the dividend. See his Top Picks for dividend ideas.

Very good company that has owned for years. Recent A.I. acquisition good for business. Trading at high valuation. Would be good for long term investors. 

They transitioned well into digital by offering data. A low capex, recurring revenue business. Likes that, but profits need to catch up to the new business model. Not quite there yet. Trades at a high 40x PE. Is sitting on the sidelines. Charlie Munger says the money is made in waiting.

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.

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

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.