Thomson Reuters
TRI.TO (TSX)
Thomson Reuters, a key player in subscription-based information and workflow tools, is well-positioned for long-term growth through its investments in AI and a strong revenue model. Despite a 1-year return of -19.85%, the stock has delivered an impressive 71.17% return over the past five years, making it an attractive option for investors seeking stability and growth potential. With a dividend yield of 1.76%, it remains a solid choice for those who value reliable income amidst a challenging macro environment.
Pros:
- Sticky revenue from subscription model
- Strong long-term growth potential
Cons:
- Recent underperformance compared to market
- High volatility in stock price
Thomson Reuters (TRI.TO) may be suitable for long-term investors seeking exposure to a company with a strong revenue model and growth potential, particularly in the evolving landscape of AI-driven information services. While the recent performance has been challenging, the solid five-year return and consistent dividend yield could appeal to those prioritizing stability and gradual appreciation in their investment portfolio.