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Strategies & Market Trends : Dino's Bar & Grill

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To: Goose94 who wrote (108564)	1/21/2022 3:17:01 PM
From: Goose94	Read Replies (1) of 202156

Canstellation Software (CSU-T) revisited 4.0 top pick from Jason Del Vicario on BNN.ca Market Call Friday Jan 21st @ 1200ET We have owned CSU since inception in 2014. It is our largest position and our only high conviction position at this time. The CSU management group is compounding capital at a record setting pace. We were pleased to receive shares in Topicus (TOI) and expect more spinouts in the future as they continue to grow. The stock has sold off a bit; while not cheap, it certainly is nowhere near as expensive as many lower quality technology companies and we feel this would be a good time to initiate a position for those who have been waiting for a pullback.

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