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Constellation Software Inc. (CSU $2,434.02)
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Topicus.com Inc. (TOI $94.72)
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Lumine Group Inc. (LMN $20.00)
Q: Hi team,
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.
Thanks,
Shane.
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.
Thanks,
Shane.
5i Research Answer:
It is a tough prediction, but we would continue to see the smaller entities as having more...