Viewing Company Thomson Reuters Corp | StockChase
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Compiling comments that experts make about stocks while on public TV.

Thomson Reuters Corp Stock Symbol: TRI-T

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

Last Price Recorded: $59.6800 on 2017-05-25

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Date Signal Expert Opinion Price
2017-05-02 PAST TOP PICK Daniel Lloyd

(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.


Price:
$61.140
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-15 BUY on WEAKNESS Stephen Groff

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.


Price:
$58.160
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Daniel Lloyd

*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.)


Price:
$58.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-11-11 WATCH Darren Sissons

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.


Price:
$56.150
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2016-10-13 COMMENT David Baskin

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.


Price:
$52.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-23 HOLD John Stephenson

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


Price:
$54.480
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-14 HOLD Jim Huang

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.


Price:
$53.290
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-09-07 BUY Stephen Groff

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.


Price:
$54.320
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-13 WEAK BUY Bruce Murray

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.


Price:
$55.280
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-03-10 DON'T BUY Keith Richards

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.


Price:
$49.490
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-07 DON'T BUY Michael Sprung

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.


Price:
$49.780
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2015-11-13 COMMENT Brendan Caldwell

He has liked the way they have always been able to re-imagine its business for the last 20 years. It is coming out of a huge multiyear base. Has a solid dividend of about 3.5%. This is worth looking at going forward.


Price:
$51.930
Subject:
CANADIAN VALUE
Bias:
BULLISH on US MARKET
Owned:
No
2015-10-19 COMMENT Jason Donville

Sell and move into something else? This has been a long-term steady Eddie, but if you want to move, perhaps a Canadian bank stock. They seem to be pretty steady. If you want something more international, he likes DH Corporation (DH-T) as an income source.


Price:
$54.070
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Unknown
2015-09-22 HOLD Todd Johnson

Great company in terms of electronic data management for legal, health and financial services. Likes this company. Paying a reasonable dividend.


Price:
$52.500
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2015-08-28 HOLD Don Lato

Solid company, but the multiples have crept up. Have always had a bit of a higher multiple. It is currently 23 or 24 times earnings, and 22 times next year’s earnings. A little rich. They have never really recovered from the 2008-2009 financial crises, where a lot of terminals got pulled. A good solid hold, but not anything that is table pounding. Dividend yield of 3.3%.


Price:
$51.640
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
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