Review of Topicus.com Inc.
JUN 02, 2021
- TOI is a strong investment in our view. While it may not be flashy, we think the guidance from Constellation cannot be ignored. Over time, we think TOI has plenty of potential to unlock. Rating initiated at ‘A-’.
Q: Good Morning 5i Team,
I hold TOI, CTS, ENGH in one account as my small cap technology allocation. Price action of course has been brutal since last fall. Would you continue to hold all three names or would you recommend getting rid of one or more ?? Would you add to any ?? Do you have any alternatives that may have better risk / reward in an eventual tech recovery ?? Thanks very much for your help. DL
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Stewart Information Services Corporation (STC)
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Topicus.com Inc. (TOI)
Q: I bought NVIDIA years ago and have been considering trimming as I’m overweight, and now want to take advantage of stocks that have recently dropped. I am a long term investor focused on growth with medium-high risk, what 3-4 stocks Canadian and U.S. do you recommend to help compliment my holdings? My US holdings are GOOG, COST, ISRG, V and my CAD tech holdings are CSU, TOI, KXS, and STC.
Read Answer Asked by Nick on June 22, 2022-
Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Topicus.com Inc. (TOI)
Q: Hi 5i - at current prices, how would you rank the following Canadian tech stocks: SHOP, KXS, TOI and LSPD?
Thanks, Neil