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  5. DOL: Can you provide me updates on the 4 companies listed. [Dollarama Inc.]
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Q: Can you provide me updates on the 4 companies listed. Thanks very much.
Asked by Dave on February 21, 2025
5i Research Answer:

We have recent comments posted on NXE and LMN. CSU continues to chug along nicely, and is up 9% this year. There has not been a lot of news but we continue to see it as a solid company for growth and stability. DOL we continue to like, but it might see some tariff impact, and its premium valuation versus peers is the highest it has been in two years. We like it but might expect shares to flat-line a bit until tariff worries dissipate. 

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