Review of Topicus.com
MAR 04, 2025 - TOI possessed some of the most solid organic growth profiles among the serial acquirer’s landscape and CSU’s entities. TOI continues to apply Constellation Software’s playbook of capital allocation, and decentralization in the European market. The company paid out a special dividend in 2024, and the attitude toward that policy was quite conflicting as investors were concerned about the deal pipeline. Shareholders would be more than happy to see the company deploy that into acquisitions given the company’s track record. That being said, the company has shown an acceleration in recent quarters in terms of the pipeline of acquisitions and revenue growth. We think the long-term investment thesis as a capital-light serial acquirer or “mini-CSU” remains intact. We are maintaining our rating at “A-”.
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Constellation Software Inc. (CSU)
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Knight Therapeutics Inc. (GUD)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
I dont have any credits and if you can assist in answering the question would appreciate it. Is CSU, LMN, and TOI still buys at today's prices . At this point, Is Knight worth holding? Thanks for your service