Thomson Reuters is a buy, expected to benefit from AI, with a strong moat in legal, corporate, and tax software, trading at a decade low multiple and offering a dividend.
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6 Value Stocks to Watch
Ticker Take with Jon ErlichmanApr 2, 2026
Value investor Collin Stewart discusses his strategy of buying stocks in misunderstood or unloved businesses, highlighting six specific companies he's currently eyeing. He emphasizes the importance of a margin of safety, strong fundamentals, and buying at a discount, particularly in sectors like aerospace, defense, and software.
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Tickers discussed in this post
Altus is a buy, being the leading software provider for commercial real estate analytics and valuation (Argus system), now trading at a value multiple after a significant stock decline.
Standard Aero is a buy as the leading MRO provider for aircraft engines, benefiting from an aging global fleet and engine shortages, with predictable revenue and reasonable valuation.
Telesat is a buy with significant upside potential as it transitions to low earth orbit satellites, competing in a large market with government contracts and strong relationships.