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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 $2,632.05)
- $2,632.05 P/E (TTM): 74.51X Cap: $53.68B
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Descartes Systems Group Inc. (The) (DSG $93.28)
- $93.28 P/E (TTM): 37.33X Cap: $7.94B
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Kinaxis Inc. (KXS $138.92)
- $138.92 P/E (TTM): 41.17X Cap: $3.76B
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Lumine Group Inc. (LMN $20.29)
- $20.29 P/E (TTM): 33.88X Cap: $5.15B
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Q: I have both CSU and LMN in an account at approximately equal weights. I would like to sell 1 and re-invest 1/2 of the proceeds in the other, thus reducing my exposure to these by 25% overall. Which should I keep?
I also will be doing the same with DSG and KXS in another account. Again, which is the keeper?

Asked by Robert on May 15, 2026

5i Research Answer:

With CSU owning a majority of LMN, there is already exposure, so we think selling LMN makes the most sense. For the second question we would keep DSG.

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