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Opinions David Baskin
Thomson Reuters CorpTRI.TOCOMMENTDec 17, 2014
David BaskinStock price when the opinion was issued
As of Jun 19, 2026. Market Open.
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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.
Greg NewmanThey 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.
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
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Brian Acker, CA
Has had the best year in about a decade. If you own, you are just kind of breaking even after 10 years. This last year was the good year. He would think the low hanging fruit has been picked now. It is a very difficult area. There is so much content on the Internet and so much of it is free. Also, they are against a very formidable competitor in Bloomberg. He owns some of their bonds.