Review of Topicus.com

NOV 20, 2025 - No one can call the bottom, but we think it should be close given how bad the sentiment has been. We think this is the first quarter TOI has demonstrated its capability to execute and compound capital by reaccelerating growth and announcing a healthy pipeline of deals. In the short term the market is a voting machine, but in the long term it is a weighing machine. We think over time investors will evaluate TOI’s prospects properly. This is the time investors should not let the noise and narrative affect rationality. We are maintaining our rating at “A-.”

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Topicus.com Inc. (TOI $93.38)
- $93.38 P/E (TTM): 866.77X Cap: $7.78B
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Q: Another question about TOI...I've owned for a few years now, entry was at $120, so no under water by a decent amount. I have read your other recent answers on TOI describing that fundamentals have not changed. What would trigger you to give advice to sell with this stock? Thanks much

Read Answer Asked by Donald J on February 03, 2026

Constellation Software Inc. (CSU $2,288.91)
- $2,288.91 P/E (TTM): 57.48X Cap: $52B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.18)
- $163.18 P/E (TTM): 95.83X Cap: $235.03B
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Topicus.com Inc. (TOI $93.38)
- $93.38 P/E (TTM): 866.77X Cap: $7.78B
- View TOI Profile
- View Questions on TOI
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Lumine Group Inc. (LMN $20.30)
- $20.30 P/E (TTM): 84.85X Cap: $5.20B
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Q: These stocks are all down today. Does this have anything to do with Anthropic?

thanks

Read Answer Asked by Herm on February 03, 2026

Micron Technology Inc. (MU $419.44)
- $419.44 P/E (TTM): 54.66X Cap: $492.74B
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Constellation Software Inc. (CSU $2,288.91)
- $2,288.91 P/E (TTM): 57.48X Cap: $52B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
ServiceNow Inc. (NOW $109.77)
- $109.77 P/E (TTM): 17.18X Cap: $123.42B
- View NOW Profile
- View Questions on NOW
Topicus.com Inc. (TOI $93.38)
- $93.38 P/E (TTM): 866.77X Cap: $7.78B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
Lumine Group Inc. (LMN $20.30)
- $20.30 P/E (TTM): 84.85X Cap: $5.20B
- View LMN Profile
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- 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