Review of Lumine Group Inc.

JUL 16, 2024 - The story of LMN as an “early CSU” remains largely intact. There is room for improvement in terms of organic growth. CSU’s group of companies have mostly been very conservative when it comes to debt financing. We think putting slightly more debt on the balance sheet to do more acquisitions totally makes sense given the recurring revenue business model. We think LMN’s story remains intact, and we expect the company can continue to compound free cash flow per share at a decent rate going forward - we are maintaining our rating at B+.

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ARC Resources Ltd. (ARX $27.20)
- $27.20 Fwd P/E: 11.83X Cap: $15.64B
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.86)
- $49.86 Cap: $18.15B
- View BEPC Profile
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Topicus.com Inc. (TOI $194.70)
- $194.70 Fwd P/E: 98.05X Cap: $24.62B
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Brookfield Corporation Class A Limited Voting Shares (BN $92.31)
- $92.31 Fwd P/E: 244.24X Cap: $154.32B
- View BN Profile
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Lumine Group Inc. (LMN $53.89)
- $53.89 Cap: $13.39B
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Q: Hello,
Any idea why Lumine Group and Topicus are surging? Lately Arc resources has been going down and is it simply due to the price of natural gas? Also, i was thinking i am down alot on brookfield energy partners from the time i bought it, should i stick to it for long term or take a loss and move the monies into the parent company? Thanks very much

Read Answer Asked by umedali on July 18, 2025

Topicus.com Inc. (TOI $194.70)
- $194.70 Fwd P/E: 98.05X Cap: $24.62B
- View TOI Profile
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- View Reports on TOI
Lumine Group Inc. (LMN $53.89)
- $53.89 Cap: $13.39B
- View LMN Profile
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- View Reports on LMN

Q: Lumine stock has been firm over past few days and seems to have broken out to new highs Today. ( Relative to TOI and CSU ). Is there any news, you are aware of, or, it's the stock technically coming out of consolidation ?

Thanks

Read Answer Asked by rajeev on July 10, 2025

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Booking Holdings Inc. (BKNG $5,702.90)
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- $389.40 Fwd P/E: 52.55X Cap: $148.62B
- View SYK Profile
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Constellation Software Inc. (CSU $4,984.83)
- $4,984.83 Fwd P/E: 105.25X Cap: $106.80B
- View CSU Profile
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kneat.com inc. (KSI $5.80)
- $5.80 Cap: $554M
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- $756.09 Fwd P/E: 180.16X Cap: $58.86B
- View AXON Profile
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Celestica Inc. (CLS $160.12)
- $160.12 Fwd P/E: 46.68X Cap: $18.73B
- View CLS Profile
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Propel Holdings Inc. (PRL $35.79)
- $35.79 Fwd P/E: 18.71X Cap: $1.42B
- View PRL Profile
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Brookfield Corporation Class A Limited (BN $67.27)
- $67.27 Fwd P/E: 244.24X Cap: $112.26B
- View BN Profile
- View Questions on BN
Lumine Group Inc. (LMN $53.89)
- $53.89 Cap: $13.39B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN
Nebius Group N.V. (NBIS $52.79)
- $52.79 Cap: $12.78B
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Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.

Along with some additional free capital, I am considering adding four new positions.

I am indifferent to industry, size or region. This is all about growth.

I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.

How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?

If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.

Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.

Subtract as many credits as needed.

Read Answer Asked by Robert on July 08, 2025