Topicus.Com Inc. (TOI-X)

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues were up 13%. EPS was $0.14, compared to a loss in prior years. The company did $43M in deals, including deferred payments. The share structure is getting cleaned up as well. Preferred shares are being converted to common shares. The company has been busy with deals and the market should like the momentum. Unlock Premium - Try 5i Free

Spinoff from Constellation Software. CFO salary is $1 which is very shareholder friendly. Very high alignment of executives with shareholders. Share price slightly over-valued. Will preform well for long term shareholders.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although it is hard to call a bottom, it looks quite attractive. Would be good for at least a 2 year timeframe. Although it does have risk as with any equity, it looks of good value here. Unlock Premium - Try 5i Free

Company is a spin out from Constellation Software (smaller version). Culture of exceptional capital allocation and discipline. European owners of software business' care a lot about culture and treat businesses well (competitive advantage). Looking to add more to position and likes the company.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no news to account for the good performance these last few days. The stock had been beaten up in the tech sell-off. It is only back to where it was about 3 weeks ago. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Growth was positive and recent acquisitions look good. The company is following the strategy set out by CSU buying and building. The stock is largely ignored by analysts. Better to pick a weighting than wait for the right price. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Consider anything below 7x sales a bargain for TOI and below 4x sales is attractive long term if underlying fundamentals don’t change. Likes its potential. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent decline makes the stock pretty attractive. There is no real fundamental reason for the pull back. The short public history and share liquidity are the drawbacks but it offers good potential. Unlock Premium - Try 5i Free

They were spun out of Constellation Software which excited him. They'll start buying companies and have many targets. Shares have run up and are too high now. He likes the company. It's still early, so pay attention to their next report. Hang onto shares if you already own.