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  5. CSU: After a nice gain on OTEX would you see switching some or all to CSU as a good move in a non-taxable account? [Constellation Software Inc.]
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Q: After a nice gain on OTEX would you see switching some or all to CSU as a good move in a non-taxable account?
Thanks.
Asked by Robert on September 29, 2025
5i Research Answer:

We would be ok with this, but with OTEX having good momentum currently and CSU having negative momentum, we don't think the switch needs to be rushed. Averaging in might be one approach in the short-term. 

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