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Constellation Software Inc. (CSU $4,399.47)
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Topicus.com Inc. (TOI $164.99)
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Lumine Group Inc. (LMN $45.07)
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.
5i Research Answer:
We would be quite comfortable owning all three, but if consolidating it makes sense to own CSU only since it already has exposure to the others through its high equity interest in its subsidiaries.