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  5. CSU: Hi 5i Team - With the continued downward trend of these three companies, do you think it is still now all AI fear related, and if so is there a chance some of these fears are legitimate. [Constellation Software Inc.]

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Q: Hi 5i Team - With the continued downward trend of these three companies, do you think it is still now all AI fear related, and if so is there a chance some of these fears are legitimate. I think you have stated that fundamentals remain the same. Have there been any announcements from CSU, TOI, and LMN supporting their businesses and attempting to reassure investors over the past several months.
Has there been any insider buying or selling over the past half year.
It seems that Lumine may be getting hit the hardest of the three. Would that be your opinion as well.
If trimming positions in these three stocks, in what order would you do it and would the reverse hold true if adding.
Thanks.
Asked by Rob on February 04, 2026
5i Research Answer:
CSU announced acquisitions today, and it is business as usual (comments posted). Other than last...
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