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  5. CSU: Hello, The blog on the CSU call was well written and overall I thought the company was just being realistic, yet the three stocks especially CSU and LMN have taken a hit. [Constellation Software Inc.]
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Q: Hello,
The blog on the CSU call was well written and overall I thought the company was just being realistic, yet the three stocks especially CSU and LMN have taken a hit. It looks like investors just want positive views on AI rather than a balanced view. Is it a good time to load up? Much appreciated.
Asked by umedali on September 24, 2025
5i Research Answer:

We have multiple comments posted this morning. We do not think it is 'load up' time but we think the companies will ultimately recover well over time.