skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. CSU: Hi, just wondering if you had a chance to listen to the AGM of these companies this morning. [Constellation Software Inc.]

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, just wondering if you had a chance to listen to the AGM of these companies this morning. I listened to it and they discussed a whole range of topics. They're all down 2-4% today. I'm assuming investors have some concerns of rising competition, ease of capital deployment, M&A opportunities, lowering hurdle rates, etc. Any concerns or thoughts going forward and do you see them continuing to outperform over the long term? These are long term holds for me. CSU is my largest holding at 5.8%, followed by LMN at 5.2% and TOI at 2.2%. Do these allocations look reasonable or should I balance them all out more evenly? Thank you!
Asked by Keith on May 14, 2025
5i Research Answer:
We did not make or listen to the AGMs. There could be any number of reasons for any decline, but...
Sign up today for a free 14-day trial and continue your reading!

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!