Investment Q&A

Q: Hi team,
I am curious about TRI, yet a bit critical at the same time as a growth stock. I see it is in the growth portfolio. In the last quarterly release, it just put out I see that overall revenue growth is only 3% or so. This number is not so appealing to me in a growth sense. However, the stock has been more than cut in half, and perhaps has good recovery potential with a decent dividend? I am trying to wrap my head around this name and if there is potential here buying it at these levels. What, if any are the catalysts to get the growth rate more than the current 3%? Do you see much upside for the name over the next few years? Would it be on your list as among one of the better buying opportunities out there in today's market? I already own the CSU family, and NOW but TRI seems to be beaten up even worse than most of those.

As a second question if you would be so kind as to touch base on...LMN is continually mentioned as having the most potential as a buy today in the CSU family. Is there any reason for this other than it is the smallest? LMN seems to consistently have the worst earnings numbers out of the 3, specifically in terms of organic growth. Is there a specific reason for choosing LMN over TOI for example in which TOI has superior organic growth numbers? Just trying to understand.

Thanks
Shane.

Q: I have some holdings in these stocks in non registered accounts at significant losses. At this time, would you recommend taking losses on these to trade for others? I don't mind switching sectors if you feel that future potential is understated, for example, compared to Shopify or Celestica or others.

Q: So XPO has outperformed TFI over the last year, would you buy it over TFI and do you feel that both are buys today.

Q: Hi Peter & Team,

Yes, it's great to see TRI bouncing back; very encouraging.

However, since TRI is 'partnered' with Anthropic, are there any 'red flags' at the moment, when considering the ongoing disagreements between the Trump administration and Anthropic? (Pete Hegseth, the US secretary of defence and his recent demands aimed at Anthropic).

Thanks as always for your insight.

Q: Hi 5i,


Thomson Reuters (TRI) has recently displayed several technical signs that could indicate a potential bottom, including bullish RSI divergence, improving MACD momentum, increasing rebound volume, and a possible inverse head and shoulders pattern around the 123–124 level.

Considering both the technical signals and fundamental strength, would you consider the probability of a near-term base formation to be high?

What specific fundamental or technical conditions would you need to see to confirm that TRI is forming a sustainable bottom?

Many thanks for the advise.

Q: How would you rank from best to average, BN:CA, BMO:CA, BAM:CA, TRI:CA and SLF:CA for my grandchildren's TFSA. The TFSA contents would be given to them in about 10 to15 years.
Thank you,
Frank

Q: Could you add anything beyond what I can read on yahoo finance why the stock jumped yesterday please?
Is the case to be made to average down based on this reaction? Within a reasonable position.

Q: A general question of capitulation on your part. At what point to you question your resolve (tenacity or patience) in holding with a company which, more that likely, has better alternatives amongst your many other alternative positions for either short or long term prospects than TRI (as an example) which has had steady MV losses for 3 years?

Q: Do you consider these all industrial?

uri ens grid.to png.v mda.to vrt stn.to gpgi wsp.to tri.to krmn eose ceco zdc.to axon

If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.

Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?

Q: Having wanting to diversify from my non registered account of mainly banks, utilities and pipelines, I have followed these 4 stocks for quite sometime. Bought BN ( up ) a year ago and WSP just recently; both half positions. Now is too early for TRI as it is impossible to determine the winners and losers in the software AI issue besides I already own LMN ( down down ) in my TFSA. Based on management’s handling of previous downturns, I have TFII on the radar. Are there any large Canadian companies with international exposure you would suggest ? Should I just bring BN and WSP up to full position? I am looking at BIPC but would that be too much Brookfield ?
I stay away from oil and commodity companies.
Thanks . Derek

Q: I hope I don't sound naive asking this question, but I keep hearing that proprietary data is something of a moat for TRI, and for companies like X, SPGI, and perhaps even businesses like yours.

What is to prevent an AI engine like Anthropic from simply buying a membership and then having access to that data with which to answer questions?

Q: Hi,
Been waiting to buy TRI as it is really oversold, but still dropping. How will we know when we get to total capitulation (and the bottom).

Is someone going to ring a bell? lol

Q: A number of your past favourites are getting crushed in the market. Based on fundamentals do you see red flags with any of these companies or do you feel it’s an overreaction by the market? Do you consider these companies Buy/Hold/Sell?

Thank You
Tim

Q: Good evening Peter and Team,

Lately, there's been quite a few questions about the current state of the markets. I'm reminded of the story of Bernard Baruch, who sold his stock holdings prior to the 1929 crash because he recognized signs of extreme market speculation and overextension. While popular legend often attributes his exit to a single encounter with a shoeshine boy giving stock tips, Baruch's decision was actually based on several analytical and psychological factors. Readers may ask AI to provide further information.

One day in July 2000, I was shopping at a Tip Top Tailors store and happened to overhear a store clerk giving financial advice to another customer. He urged the customer to buy Nortel stock immediately! As we know, Nortel's stock peaked at $124.50 on July 26. 2000, and last traded at $0.185 on June 26, 2009 when it was delisted from the TSX after its bankruptcy.

I appreciate your calm and rational approach, but must admit that I'm becoming more concerned, especially when great stocks like TRI are being so severely punished.

Your insights are always greatly appreciated.

Q: I’m down enough with TRI to consider selling it for tax loss harvesting. Would that be advisable? What stock could replace it for the requisite waiting period?

Q: Hi 5i. My question is prompted by Thomson Reuters' long, seemingly inexorable, decline, but it is more of a general question. I have a sense that companies that have either a controlling or at least a major interest held by a family tend to be less likely to pull out of a dive than do companies that are broadly held. Do you have any thoughts on this?

Q: Hello 5i,
First of all, I wold like to thank you for the "Five from 5i" in general, but specifically the "Is Inflation Higher Than We Think" article - a great read!!
Secondly, pertaining to the article about the fee reductions for some Vanguard ETF's, I notice that VIG is there, but not VGG. Would VGG receive any benefit from the VIG fee reduction, given that it isn't specifically mentioned. (unless it was there, and I missed it - always a very real possibility....)
Thirdly, I am looking for some current recommendations for my grandchildrens' RESP's. Their ages are 5 - 7 yrs. old. One Family RESP holds BN (up 112+ %) and the other holds VGG (+73+ %). I went through the existing RESP questions, but given the current volatility and market uncertainty, I thought I would ask for your current favourites, given the foregoing. I certainly like many of the options given in previous questions, but I feel that the environment is slightly different now than it was several months ago.
As always, thanks so much for the awesome service!!!!
Cheers,
Mike

Q: Buy, sell or hold and if hold, do you think this stock has good growth potential? If one has a gain would it be worth moving on if underweight Europe/Developed markets which are doing well. Already overweight banks. Thank you!

Q: What to do with $10864 in TFSA? At 74 years I exist on a public sector DB pension.

Transitioning my TFSA to be more growth focused. 14 holdings currently, major ones being BN, TRI, TFII, TVK, KXS, TOI, EQB, LMN, DSG, PNG, DRX, REAL, S, EGLX. Also have 41 equities in much larger balanced dividend growth non-reg account but Brookfield Group is pushing 15% of total portfolio with overall 65% Canada exposure. Overall below sector targets in consumer cycle, health, RE, Industrial, Utilities as well as International exposure.

Realizing you cannot get personal but I am looking for another viewpoint on how to use the funds in TFSA this year besides adding more Brookfield or software or financials. With available funds could only add 4 units of CSU anyway.

Q: Please comment the result and what is buy in price you would suggest for most safe.