Opinions Jason Del Vicario
Tucows IncTCXPAST TOP PICKJul 06, 2020
(A Top Pick Sep 23/19, Up 7%) The second largest Internet domain company in the world. They have very predictable cash flows. They have a high speed fiber optics network that they are setting up in small towns where they bring the fiber to your house.
Jason Del VicarioOwned
$60.01
Stock price when the opinion was issued
$10.47
As of Jul 14, 2026. Market Open.
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An under-the-radar Canadian company that's become the second-biggest domain-registry company in the world. A predictable business. They've invested their profits into fibre internet. (Analysts’ price target is $75.01)
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Essentially the GoDaddy.com of Canada. Have been around since the early 90s back in the days when you had an Internet service provider, and the ISPs have all gone with this company. Another high compounding stock. ROE is about 29%. Trades both in Canada and US. It is liquid in the US, but not very liquid in Canada, so try to buy the stock in the US. Has a huge amount of excess cash flow, so they are continuously buying back their stock.
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