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Constellation Software Inc. (CSU $3,949.97)
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Topicus.com Inc. (TOI $142.72)
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Lumine Group Inc. (LMN $39.02)
Q: You mentioned CSU year end tax selling as probable. Do you feel the same on TOI & LMN? How do you like these as a current discounted purchase? Especially if you were to leave as a 10 year hold.
5i Research Answer:
We would be quite comfortable now buying these for a 10-year hold. That being said, ANY stock well off its highs (not necessarily down for the year) can be potentially vulnerable to tax-loss selling. All three of course are well down from their peaks, with LMN down 2% and CSU down 13% for the year to date.