Selling Refinitiv unlocks value: Thomson Reuters

THOMSON REUTERS CORP. $104 is a buy. The company (Toronto symbol TRI; Consumer sector; Shares o/s: 495.3 million; Market cap: $51.5 billion; Dividend yield: 1.9%; Takeover Target Rating: Lowest; www.thomsonreuters.com) sold 55% of its Financial & Risk business (now called Refinitiv) to a consortium led by Blackstone Group LP (New… Read More

Sale set to fuel your Thomson gains

THOMSON REUTERS CORP. $105 remains a buy. The company (Toronto symbol TRI; Conservative Growth Portfolio, Consumer sector; Shares o/s: 497.1 million; Market cap: $52.2 billion; Price-to-sales ratio: 8.7; Dividend yield: 1.8%; TSINetwork Rating: Above Average; www.thomsonreuters.com) sold 55% of its Financial & Risk business (now called Refinitiv) to… Read More

Their recent dividend hikes seem secure

THOMSON REUTERS CORP. $101 is a buy. The company (Toronto symbol TRI; Conservative Growth Dividend Payer Portfolio, Consumer sector; Shares outstanding: 500.0 million; Market cap: $50.5 billion; Dividend yield: 2.1%; Dividend Sustainability Rating: Highest; www.thomsonreuters.com) last raised its quarterly dividend with the March 2020 payment. Investors now receive $0.38… Read More