Investment Q&A

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Constellation Software Inc. (CSU $3,970.35)
- $3,970.35 P/E (TTM): 97.2X Cap: $84.13B
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Topicus.com Inc. (TOI $137.61)
- $137.61 P/E (TTM): 74.22X Cap: $11.63B
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Lumine Group Inc. (LMN $37.34)
- $37.34 P/E (TTM): 143.92X Cap: $9.61B
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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...

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