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Andrey OmelchakInformation ServicesISC.TODON'T BUYOct 28, 2020

Monopoly in Saskatchewan. Disappointing performance. Yield is sustainable. Conservative investment that lets you sleep at night. Not much growth. Not interested until he sees change in strategy from management.

Andrey Omelchak

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Stock price when the opinion was issued

$50.74

As of Jun 02, 2026. Market Open.

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HOLD

Under strategic review.

His question is who's going to buy it? Not sure the list is that long. Likes the business overall, highly sticky, a monopoly. Dividend yield is sustainable and here to stay. Doesn't see high organic growth. You can hold for the dividend.

PAST TOP PICK

(A Top Pick Feb 19/25, Up 20%)

(Note the short timeframe.) Steady business. Lots of FCF, nice dividend. Good run, but still cheap.

TOP PICK

Monopoly-type business. 30-year contract on Saskatchewan land registry services. Trades at ~8x EBITDA. Generates about 11% free cashflow yield. Yield is 3.5%.

(Analysts’ price target is $34.00)

BUY ON WEAKNESS

He's long owned this, didn't do much for a while, but has made a good move this year. Trades at only 8x EBITDA. Strong managers. The stock has had a good pullback to $26, which an entry point now. They peaked in July-August, but doesn't know it has pulled back, maybe concerns over Saskatchewan's real estate market (Covid is hitting that province now). ISV is a high-quality business and pays a nice dividend.

HOLD

Really likes the business. Land registry technology in Saskatchewan, a monopoly position. Provide services globally. Earnings and EBITDA have grown, so there's been multiple expansion. It's a comparably cheap stock, nice dividend, tons of free cash. Opportunities to make acquisitions. Long-term outlook is very good.

PAST TOP PICK

(A Top Pick Jan 27/20, Up 66%) Very high quality business, and it's been growing. Acquisition in 2020 was quite attractive. Earnings last night very strong, beating estimates. A lot of free cashflow. Despite the run, still cheap. Easily upside to $30-35 over time. Yield is about 3.5%.

PAST TOP PICK

(A Top Pick Dec 26/20, Up 41%) They have a few different businesses including the land registry business in Saskatchewan. It is a very well run company. It is a top pick today. It is one of his largest positions.

TOP PICK

We don't often find a business that has this high quality profile, significant free cash flow generation, strong management, and the very good long term outlook that this business does. (Analysts’ price target is $27.00)

TOP PICK

It is a defensive name that is not priced like a defensive business. They are the operator of the land registry office in Alberta. They have a long term contract and have very steady cash flow. About 45% of their revenue is from their services and technology business. 5.5% dividend and they generate a lot of free cash flow. (Analysts’ price target is $17.75)

PAST TOP PICK

(A Top Pick Nov 19/18, Up 3%) They are in the land registry business in Saskatchewan and also a software service business. They offer services to legal and technology companies. A 5% dividend with no debt. They grow through acquisition. It is not well followed and the government of Saskatchewan owns around 30% of it.

BUY

A small, nichy name that he has owned. They operate in Regina where there have a lot of commodity-driven business. They have periods where the company doesn't do well, but they do generate cash to fund acquisitions. Has a decent balance sheet. The 5% dividend is safe and will slowly grow. Limited downside. But it's a small cap, so illiquid. He follows this.

TOP PICK

A dominant land registry business with a contract with the Saskatchewan government lasting 15 years. Their technology division provides registry software around the globe. Also have a services business to supply info to corporations. High barriers to entry and generates a lot of free cash flow. Trades at a discount valuation. 5% dividend. A steady business. (Analysts’ price target is $22.00)

PAST TOP PICK

(A Top Pick January 20/17 Up 1%). It is based in Regina and holds a monopoly on land registry services there. They have expanded into Ireland as well. A slow grower and he likes management and will continue to hold it.

TOP PICK

Located in Saskatchewan with a monopoly for land and property registration for the next 17 years. Trading at about 9.5X EBITDA. There is no debt. Bought a small company about 18 months ago, that provides services for law firms that are involved in real estate transactions in Ontario and Québec. Good management. He expects modest dividend increases over time. Dividend yield of about 4.5%. (Analysts’ price target is $19.67.)

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Andrey OmelchakInformation ServicesISC.TODON'T BUYOct 28, 2020

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