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Constellation Software Inc. (CSU $4,507.58)
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Topicus.com Inc. (TOI $167.23)
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Lumine Group Inc. (LMN $48.48)
Q: My LMN has become 4% of my portfolio - bought most at $17.50 minus the amount given my CSU. I have a 5% position in CSU and virtually no TOI. Sell some LMN to buy TOI? Just buy TOI or considered myself covered by CSU? Growth investor, 10 year horizon. What would you do if it were your account?