Investment Q&A

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

Constellation Software Inc. (CSU $2,588.99)
- $2,588.99 P/E (TTM): 56.43X Cap: $55.26B
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Topicus.com Inc. (TOI $92.52)
- $92.52 P/E (TTM): 740.92X Cap: $12.07B
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Lumine Group Inc. (LMN $21.57)
- $21.57 P/E (TTM): 74.82X Cap: $5.70B
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Q: I own all three of these and am considering consolidating to simplify my portfolio. Would you recommending holding any one vs another or keeping all three.

Asked by John on September 22, 2025

5i Research Answer:

We would be quite comfortable owning all three, but if consolidating it makes sense to own CSU...

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