CNQ-T 0.22 HBM-T -0.01 SLF-T 0.34 KEY-T 0.38 BIP.UN-T 0.26 POW-T -0.14 BBD.B-T 1.16
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Jason Del Vicario GAMES WORKSHOP GROUP PLC ORD 5P GAW-LSE PAST TOP PICK May 26, 2023

(A Top Pick Mar 11/22, Up 50%)

8% weight in portfolio - still owns shares.
Recently signed deal with Amazon Prime to create movie.
No debt, asset light, strong returns on capital.
UK dividends not subject to foreign withholding tax.

Jason Del VicarioJason Del Vicario
Owned
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TOP PICK

GAMES WORKSHOP GROUP PLC ORD 5P(GAW-LSE)

Mar 11, 2022
Software company based in the UK with fanatical fan base. Great company with high returns on invested capital and strong balance sheet. Recent selloff on stock price is good buying opportunity. Stock price should be around 70 pounds/share.
Jason Del VicarioJason Del Vicario
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TOP PICK

GAMES WORKSHOP GROUP PLC ORD 5P(GAW-LSE)

Oct 03, 2022
Shares trading below fair market estimate. Good time to be buying for long term investors. Business has a "cult like" following. No debt, high margin business with large competitive advantage. 4% dividend yield, with no holding tax for Canadian investors.
Jason Del VicarioJason Del Vicario
Owned
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GAMES WORKSHOP GROUP PLC ORD 5P(GAW-LSE)

Feb 08, 2023

His #2 position right now, at an 8% weighting from a 5% conviction rate. Shares have done quite well. No direct competitor. Rabid fanbase. Deal with Amazon Prime. Long-term, bodes well. Asset light. No debt. About 100% ROIC, exceptional. Majority of earnings as dividends. Canadian investors are not subject to withholding tax on UK or HK dividends. Not founder-run, founder-owned, but he's convinced the founder ethic has endured.

Jason Del VicarioJason Del Vicario
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PAST TOP PICK

GAMES WORKSHOP GROUP PLC ORD 5P(GAW-LSE)

Nov 17, 2023
(A Top Pick Oct 03/22, Up 91%)

Excellent business with high margins and strong cash flow. #3 holding in portfolio. Will continue to own for decades. Good for long term investors. Excellent fan base of customers. Strong dividend yield. 

Jason Del VicarioJason Del Vicario
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