Analyst CommentHe didn't like much of anything. Even CSU (his top holding) was rated as a Hold. GLTA
HOLD
Topicus.Com Inc.(TOI-X)
08/02/2023
Listed on the Venture Exchange because when CSU spun it out, wanted to keep it off the radar and didn't want to pay high listing fees of the TSX. He hasn't examined the latest results, probably relatively good. Financials are frustrating, messy. If it can come close to replicating the success of CSU, should do well. Higher organic growth rate than CSU. Note that CSU won't announce any acquisition unless it's more than 100-150M. To find this information, you need to look at the underlying business groups. TOI has been active. This environment is more favourable to both TOI and CSU making acquisitions. Exceptional capital allocation skills. Good for growth part of a portfolio.
Technology
Jason Del Vicario
$75.500
Owned