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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 $3,891.40)
- $3,891.40 P/E (TTM): 98.78X Cap: $87.68B
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Topicus.com Inc. (TOI $152.00)
- $152.00 P/E (TTM): 73.89X Cap: $13.05B
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Lumine Group Inc. (LMN $39.87)
- $39.87 P/E (TTM): 161.38X Cap: $10.78B
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Q: Seems investors are not impressed by CSU and continue to sell off all these names. I have around a 10% allocation to the family (4% CSU, 4% LMN, 2% TOI). I'm contemplating reducing my positions and adding to MDA, ZDC, CLS, ISRG, TOU. What are your thoughts? I'm concerned because CSU and LMN are one of the larger positions in my portfolio. Thank you!

Asked by Keith on September 23, 2025

5i Research Answer:

We have more comments posted now on CSU. We cannot comment on personal position sizes. But other than to manage risk we think not reacting to the decline (not selling) and waiting for stability before buying is the best move. But we would want to have a position size where one is comfortable to withstand possible continued volatility.

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