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A-

Review of Topicus.com

NOV 20, 2025 - No one can call the bottom, but we think it should be close given how bad the sentiment has been. We think this is the first quarter TOI has demonstrated its capability to execute and compound capital by reaccelerating growth and announcing a healthy pipeline of deals. In the short term the market is a voting machine, but in the long term it is a weighing machine. We think over time investors will evaluate TOI’s prospects properly. This is the time investors should not let the noise and narrative affect rationality. We are maintaining our rating at “A-.”

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5i Recent Questions
Q: Hi Team,
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..

Thanks for any input you may have,

Shane.
Read Answer Asked by Shane on January 30, 2026
Q: I don't think I've ever started a question with an apology, but sorry I'm bringing up these companies again.

I've read your Q & A's BUT I feel with the constant and dramatic fall of all 3 of these companies during a tech boom for tech stocks something else is amiss.


CSY -21% YTD (back to 2023 levels)
LMN -18% YTD (back to 2023 levels)
TOI -17% YTD (back to 2024 levels)

I could go on with

DSG-10% YTD
KXS-16% YTD

What is this telling you?

Should we not be buying CDN tech stocks. When looking for tech and healthcare just buy US?

If we hold these and are still positive should we just sell to prevent a loss?

Not sure what to do here. Waiting is soooo painful.

Thanks


Sheldon

Read Answer Asked by Sheldon on January 28, 2026
Q: I currently don't hold any companies in the software space and I am looking to add some of these to my current portfolio. How would you rank them in order of purchase for a long term hold?
Read Answer Asked by Sean on January 29, 2026
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