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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Constellation Software Inc. (CSU $2,473.89)
- $2,473.89 P/E (TTM): 72.95X Cap: $51.79B
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- View Reports on CSU
Topicus.com Inc. (TOI $93.57)
- $93.57 P/E (TTM): 299.49X Cap: $12.34B
- View TOI Profile
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MDA Space Ltd. (MDA $41.54)
- $41.54 P/E (TTM): 47.24X Cap: $5.75B
- View MDA Profile
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Lumine Group Inc. (LMN $20.22)
- $20.22 P/E (TTM): 34.58X Cap: $5.18B
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Q: Hi Team,
I have positions in CSU,TOI, LMN with LMN position being the smallest. Being that I own all of these and all of them have poor momentum, I was looking possibly selling LMN being that is the smallest position and smallest company and using the funds to add to my position in MDA to top it up to full position. Would this be advised at this time?

Thanks,
Shane.

Asked by Shane on May 01, 2026

5i Research Answer:

The following is with the caveat that we would not view LMN as an outright sell today.

LMN, as the smallest, could also have the most leverage to a recovery or a single M&A transaction. But, with the others owned, and with the prospects of MDA, we would be fine with such a proposal.

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