Investment Q&A

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Constellation Software Inc. (CSU $2,399.73)
- $2,399.73 P/E (TTM): 56.8X Cap: $52.49B
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Topicus.com Inc. (TOI $94.41)
- $94.41 P/E (TTM): 833.17X Cap: $8.05B
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Lumine Group Inc. (LMN $20.30)
- $20.30 P/E (TTM): 77.81X Cap: $5.18B
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Q: Hi 5i, First a big thanks for your blog report on CSU's meeting to discuss AI impact on their businesses. Do you think the markets will re-rate these companies? If you owned these companies what would you do going forward? Will this impact your weightings in the 5i portfolios? Thx.

Asked by Christopher on September 24, 2025

5i Research Answer:

We would expect them to drift for a bit, as uncertainty may override potential for a period of...

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