David BaskinThomson Reuters CorpTRI.TOCOMMENTJul 10, 2023

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.

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. 

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.

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.

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. 

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.

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