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Constellation Software Inc. (CSU $3,718.37)
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Topicus.com Inc. (TOI $139.20)
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Lumine Group Inc. (LMN $34.93)
Despite recent weakness and concerns on AI-threats, we are fairly confident these companies still have good long term potential. Much has been discussed about CSU's ability to keep up an M&A strategy. But (from company comments) there are still thousands of possible deals it can do. It has discussed in the past stopping its dividend in order to do a 'big' deal. AI worries may actually increase the deal pool as well. This would also apply to TOI/LMN though being smaller they already have a larger pool of potential acquisitions than CSU. CSU has discussed the possibility of more spin outs and must be pleased with its first two. There is no timing on this, however.