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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Q: I would like to know which stocks you would add to my portfolio as I head into retirement needing dividends but also would like to have growth. If none of the mentioned are options, which would you recommend?

Read Answer Asked by Leah on April 25, 2025

Topicus.com Inc. (TOI)

Q: TOI has outpaced the market by a wide margin this year.

I currently have less than a 2% holding accross all of my ports.

1) Why is performing so well, just so i fully understand.

2) Given its rise would you buy more at this point or, given the market, would you put a 'stink' bid in for it and let it sit?

Thanks

Sheldon

Read Answer Asked by Sheldon on April 15, 2025

Q: Hi 5i,

In which risk level would you place each of them?

CSU, LMN, TOI

High
Medium
Low

Read Answer Asked by Charles on April 14, 2025