Review of Lumine Group Inc.

NOV 20, 2025 - Time will tell, a few years from now, whether this is truly an inflection point that fundamentally changes the VMS business model for the worse or if it is just investors’ fear and overreaction. For now, we would stick with a high-quality management team. We think now is the time that management’s track record really counts. Also, this is the point to test whether investors truly have conviction in LMN. Though the recent result is quite weak, it was driven largely by tough comparison last year. We think investors should remain calm and rational, evaluating facts rather than becoming pessimistic simply by looking at the share price. We are maintaining our rating at “B+.”

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Micron Technology Inc. (MU $414.88)
- $414.88 P/E (TTM): 57.35X Cap: $490.48B
- View MU Profile
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Constellation Software Inc. (CSU $2,512.96)
- $2,512.96 P/E (TTM): 60.39X Cap: $54.09B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
ServiceNow Inc. (NOW $117.01)
- $117.01 P/E (TTM): 19.04X Cap: $122.09B
- View NOW Profile
- View Questions on NOW
Topicus.com Inc. (TOI $101.00)
- $101.00 P/E (TTM): 906.36X Cap: $8.38B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
Lumine Group Inc. (LMN $22.43)
- $22.43 P/E (TTM): 85.94X Cap: $5.75B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN

Q: Hi Team,
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..

Thanks for any input you may have,

Shane.

Read Answer Asked by Shane on January 30, 2026

Constellation Software Inc. (CSU $2,512.96)
- $2,512.96 P/E (TTM): 60.39X Cap: $54.09B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
Topicus.com Inc. (TOI $101.00)
- $101.00 P/E (TTM): 906.36X Cap: $8.38B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
Lumine Group Inc. (LMN $22.43)
- $22.43 P/E (TTM): 85.94X Cap: $5.75B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN

Q: I don't think I've ever started a question with an apology, but sorry I'm bringing up these companies again.

I've read your Q & A's BUT I feel with the constant and dramatic fall of all 3 of these companies during a tech boom for tech stocks something else is amiss.

CSY -21% YTD (back to 2023 levels)
LMN -18% YTD (back to 2023 levels)
TOI -17% YTD (back to 2024 levels)

I could go on with

DSG-10% YTD
KXS-16% YTD

What is this telling you?

Should we not be buying CDN tech stocks. When looking for tech and healthcare just buy US?

If we hold these and are still positive should we just sell to prevent a loss?

Not sure what to do here. Waiting is soooo painful.

Thanks

Sheldon

Read Answer Asked by Sheldon on January 28, 2026

Constellation Software Inc. (CSU $2,512.96)
- $2,512.96 P/E (TTM): 60.39X Cap: $54.09B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
Thomson Reuters Corporation (TRI $150.45)
- $150.45 P/E (TTM): 29.36X Cap: $67.59B
- View TRI Profile
- View Questions on TRI
Topicus.com Inc. (TOI $101.00)
- $101.00 P/E (TTM): 906.36X Cap: $8.38B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
Lumine Group Inc. (LMN $22.43)
- $22.43 P/E (TTM): 85.94X Cap: $5.75B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN

Q: I currently don't hold any companies in the software space and I am looking to add some of these to my current portfolio. How would you rank them in order of purchase for a long term hold?

Read Answer Asked by Sean on January 29, 2026