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 $3,936.19)
- $3,936.19 P/E (TTM): 97.2X Cap: $83.41B
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Topicus.com Inc. (TOI $140.00)
- $140.00 P/E (TTM): 65.67X Cap: $11.65B
- View TOI Profile
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Lumine Group Inc. (LMN $37.83)
- $37.83 P/E (TTM): 143.92X Cap: $9.70B
- View LMN Profile
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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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