Bullboard - Stock Discussion Forum Topicus.com Inc V.TOI

Alternate Symbol(s): TOITF

Topicus.com Inc. is a Canada-based provider of vertical market software and vertical market platforms to clients in a select group of public and private sector markets. The Company is engaged principally in the development, installation and customization of software and the provision of related professional services and support for customers across approximately 20 diverse markets primarily in... see more

Add To Watchlist

TSXV:TOI - Post Discussion

Topicus.com Inc > Top Pick

View:

Post by retiredcf on Mar 12, 2022 6:38am

Top Pick

Last stock in the clip; he and his family also own it personally. GLTA

https://www.bnnbloomberg.ca/video/jason-del-vicario-s-top-picks~2400735

Topicus.com (TOI-X)

Baby CSU (Constellation Software) is just that; the “little sibling” of one of the most successful capital allocation machines the world has ever seen. We were “given” shares as a result of our heavy CSU position and we like Topicus for all of the same reasons we are attracted to CSU. We recently added to our position in the low $80s and while the shares are by no means cheap we see great things ahead for TOI shareholders. Given the limited public history (IPO 2021) this is a low conviction level position for us; 3 per cent equity weighting.

345