Thomson Reuters Corp

TRI-T

TSE:TRI

92.22
0.93 (1.00%)
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.
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Analysis and Opinions about TRI-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
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.

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

DON'T BUY
DON'T BUY
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.

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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.

TOP PICK
TOP PICK
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.)

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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.)

COMMENT
COMMENT
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%+.

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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%+.

BUY
BUY
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.

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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.

DON'T BUY
DON'T BUY
July 17, 2017

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.

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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.

PAST TOP PICK
PAST TOP PICK
May 2, 2017

(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.

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(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.

BUY WEAKNESS
BUY WEAKNESS
March 15, 2017

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.

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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.

TOP PICK
TOP PICK
March 14, 2017

*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.)

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*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.)

WATCH
WATCH
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.

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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.

COMMENT
COMMENT
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.

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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.

HOLD
HOLD
September 23, 2016

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

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Thomson Reuters Corp (TRI-T)
September 23, 2016

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

HOLD
HOLD
September 14, 2016

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.

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Thomson Reuters Corp (TRI-T)
September 14, 2016

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.

BUY
BUY
September 7, 2016

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.

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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.

WEAK BUY
WEAK BUY
July 13, 2016

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.

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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.

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