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Constellation Software Inc. (CSU $2,434.02)
- $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
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Topicus.com Inc. (TOI $94.72)
- $94.72 P/E (TTM): 822.13X Cap: $7.88B
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Lumine Group Inc. (LMN $20.00)
- $20.00 P/E (TTM): 76.45X Cap: $5.13B
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Q: I have all three of these with large unrealized gains and I understand the reason for the significant stock adjustment over the past few months, is it time to move on? What has to happen to get the companies back in favour?

Asked by stephen on October 29, 2025

5i Research Answer:

We think if the companies can continue to report good numbers, and in particular free cash flow,...

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