Dividend increase: Thomson Reuters

THOMSON REUTERS CORP. $68 (Toronto symbol TRI; Conservative Growth Dividend Payer Portfolio, Consumer sector; Shares o/s: 505.0 million; Market cap: $34.3 billion; Divd yield: 2.7%; Dividend Sustainability Rating: Highest; www.thomsonreuters.com) recently sold 55% of its Financial & Risk (F&R) business to a consortium led by Blackstone Group LP… Read More

Here’s our top spinoff pick for 2019

We first recommended Lamb Weston as a spinoff buy at $47 in our first issue of TSI Spinoffs, Takeovers and Special Situations. Since then—October 2017—the stock has risen 49%.
We feel Lamb Weston has more gains ahead as it continues to expand sales and profits. The company’s high… Read More

Spinoff Spotlight

VF CORP. $72 (New York symbol VF; Consumer sector; Shares outstanding: 396.8 million; Market cap: $28.6 billion; Dividend yield: 2.7%; Takeover Target Rating: Medium; www.vfc.com) is one of the world’s largest apparel suppliers.
The company will spin off its Lee and Wrangler jeans business in the first half of… Read More

Transformation cuts Thomson’s risk

THOMSON REUTERS CORP. $68 (Toronto symbol TRI; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 504.9 million; Market cap: $34.3 billion; Price-to-sales ratio: 3.0; Dividend yield: 2.8%; TSINetwork Rating: Above Average; www.thomsonreuters.com) recently sold 55% of its Financial & Risk (F&R) business to a consortium led by Blackstone… Read More