Another Top PickFirst stock in the clip. He and his family also own the stock personally. GLTA
https://www.bnnbloomberg.ca/video/jason-del-vicario-s-top-picks~2291244
Topicus (TOI TSXV)
We received shares of Topicus as a result of being shareholders of Constellation Software (CSU TSX) which is our largest equity position. We added to the position in the high-$70s during a recent swoon in May. In retrospect we should’ve added more as the stock has nearly doubled from this point.
We expect Topicus to perform very well over the long term as they execute on their strategy to acquire and optimize small to medium software companies. Think CSU 2.0. Valuation is stretched but for the long-term minded investor, acquiring some shares now and adding on weakness would be a wise move.
TOP PICK
Topicus.com Inc.(TOI-X)
28/09/2021
A large percentage still owned by CSU after being spun off. Will do the same thing as CSU but, as it's smaller, it can grow a bit more rapidly. He added in the low $70s and would add on weakness again. No dividend.
TECHNOLOGY
Jason Del Vicario
$128.885
Owned