What are your toughts on Lumine Group?

Hey there,

It's not that we aren't bullish on Lumine - in fact, I'd argue that we are bullish on everything that CSU does! It is mainly because it is a recent spinoff and we want to see how it does standing on its own. It's been less than a year since the spinoff and we won't add anything to our lists with that little of an operating history.

That said,we know how strong of an operator both CSU and TOV are and if Lumine follows in their footsteps, which is looking more likey by the day, then it could provide strong performance in the years to come. Still early in the game here though, and anything can happen. Personally, I like it and I was planning on picking some up in the new year.

Mat