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Greg NewmanThomson Reuters CorpTRI.TODON'T BUYJan 16, 2014

Getting kind of richly valued and they are not going to have a lot of free cash flow growth until 2015. Even when that happens, it is going to be rather modest. This is a cost reduction/margin improvement story.

Greg Newman

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$41.00

Stock price when the opinion was issued

$113.95

As of Jun 19, 2026. Market Open.

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HOLD

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.

BUY ON WEAKNESS

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.

WAIT

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.

HOLD

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.

COMMENT

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

BUY ON WEAKNESS

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.

DON'T BUY

Great, strong company, strong brand. Made transition to digital. Tremendous business model on paper. Profitability is tepid at best, below TSX. Eye-popping PE of 78x.

WAIT

Provides data to end markets for a variety of industries. Unique. Likes what they do. Capital light. Still, shares have run up. He'll wait until there's a good buying opportunity.

BUY ON WEAKNESS

Great defensive company. Subscription-based services to legal, accounting, and tax. Even in a recession, those sectors need access to data to do their jobs. It's all about owning it at the right price. Strong numbers last quarter. Always trades expensively. Intellectual assets have high returns with low capex. Not a bad entry here around $125. Consistent EPS growth. He's looking at it.

HOLD

They did a major restructuring but when they sold their business analytics business. Earnings have declined, but they sit on a lot of cash. Very well managed. Shares ran up during lockdowns. Pays a 2% dividend and trades at 9x. You can hold on, but wait and see what they do, like whether they will buy a new business like software or buyback shares. No need to panic.

BUY ON WEAKNESS

Really nice run, well deserved. PEG of 1, but doesn't trade at a lofty valuation. Likes it. Add on weakness, below $130.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A company that can slowly but surely compound capital. Buybacks and dividend increases will continue. Fundamentally, it is a strong company. On average a slower growth company, and trades at 40x forward earnings. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Absolutely should be on your buy list. Rough start to the year. Core business is tremendous with strong, organic growth. Over time, has become more shareholder friendly. Volatile. Future should provide share buybacks and dividend increases. Reasonable valuation, 18-19x cashflow.

SELL ON STRENGTH

Not impossible to get a bounce between now and April. But there are better neighbourhoods to focus on. A tough group. Market's moving away from this group to things that have an immediate impact from stronger pricing. No great pricing power.

DON'T BUY

Model price is $82. Moving sideways, and will keep doing so. Rich valuation. Yield is 1.4%, meager at best. Look farther afield for value. Leave the space alone.

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Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

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Greg NewmanThomson Reuters CorpTRI.TODON'T BUYJan 16, 2014

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