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TerraVest Industries Inc. (TVK)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Lot of people seem interested in TVK, current valuation, and if it's worth starting a position. Could you please answer the same for BN and TOI? Given current prices, what would be a good entry point price in your view? Thank you again!
5i Research Answer:
With 'great' companies, which we believe BN and TOI are, we tend to be far less worried about valuation. They should grow into a premium valuation, over time. TOI can be illiquid, so shares do bounce around. They have been VERY strong of late, so we might be more comfortable at $133. BN is also hitting new highs, so $65 might be a 'better' price. But we would still be comfortable buying a partial position today in either.