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Lumine Group Inc. (LMN $20.21)
- $20.21 P/E (TTM): 76.79X Cap: $5.18B
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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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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.09)
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Descartes Systems Group Inc. (The) (DSG $92.98)
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TMX Group Limited (X $46.15)
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Thomson Reuters Corporation (TRI $120.95)
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KKR & Co. Inc. (KKR $99.17)
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Novo Nordisk A/S (NVO $43.34)
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Canadian General Investments Limited (CGI $47.43)
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Apollo Global Management Inc. (APO $126.08)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $29.52)
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Topicus.com Inc. (TOI $96.23)
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Cellebrite DI Ltd. (CLBT $13.59)
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Propel Holdings Inc. (PRL $24.02)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.67)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.64)
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Lumine Group Inc. (LMN $20.21)
- $20.21 P/E (TTM): 76.79X Cap: $5.18B
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Intuitive Surgical CDR (CAD Hedged) (ISRG)
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Blackstone CDR (CAD Hedged) (BX $15.99)
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1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.
2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.
3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.
Thanks
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Constellation Software Inc. (CSU $2,477.22)
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Topicus.com Inc. (TOI $96.23)
- $96.23 P/E (TTM): 794.3X Cap: $8.05B
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- View Questions on TOI
- View Reports on TOI
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Lumine Group Inc. (LMN $20.21)
- $20.21 P/E (TTM): 76.79X Cap: $5.18B
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Has there been any insider buying or selling over the past half year.
It seems that Lumine may be getting hit the hardest of the three. Would that be your opinion as well.
If trimming positions in these three stocks, in what order would you do it and would the reverse hold true if adding.
Thanks.
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Lumine Group Inc. (LMN $20.21)
- $20.21 P/E (TTM): 76.79X Cap: $5.18B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN