TMX Group

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Hi Dan,

Do you think the pull back here is a good buying opportunity. Do you think AI threatens their growth engine you mention in the foundational pick list? I am looking to add for a LONG TERM hold.

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Asked on February 20, 2026 10:25 am
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I do believe the pullback is an opportunity. Situation for a lot of these companies is throwing the baby out with the bathwater.

I don't see much of a disruptive element for a lot of TMX's core business operations, that being the indexes and transactional based stuff, and then their recurring revenue segments I don't believe they'll be disrupted either.

I'm looking to fit this one into the portfolio eventually here, just finding out what I need to shuffle around.

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Posted by Dan Kent
Answered on February 23, 2026 10:02 am
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