Constellation Software Inc. (CSU.TO) Buy,…

Constellation Software Inc. (CSU.TO)

3,408.57

+172.51 (5.33%)

as of Oct 22, 2026, 8:00:00 pm Market Closed.

642 watching

BUY

(Market Call Minute) Predictable cash flow. Mature software gives them licensing revenue. Performing well and tightly held.

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PAST TOP PICK

(Top Pick Oct 17/11, Up 54.69%) Return on capital makes it a profit machine. A lot of acquisitions this year and expects spectacular growth next year.

BUY ON WEAKNESS

A large software company that basically grows by acquisition. Reported earnings around May 1 was a negative 8% earnings surprise. This was unusual for this company. This stock ranks in the top 15% of his database. This is one that you could buy and put away for a year. Would look to buy at around $85. $100 would be a reasonable target in 12 months.

COMMENT

Good growth. Yielding 4.4%.

BUY ON WEAKNESS

Recent pullback was the function of a large secondary placement of shares from insiders. Nothing has changed and the company is hitting on all cylinders. Would look at any further weakness as a buying opportunity.

TOP PICK

Going into a bit of correction so it is timely. Analysts won't put any growth in because they haven't acquired anything but it's only March. Phenomenal cash flow.

TOP PICK

Own about 45 different software businesses globally. Recently doubled their dividend. Has phenomenal free cash flow.

TOP PICK

His top holding. Likes them because of value creation, return on capital. Had a great move this year. 52 week high today. Will perform very, very well next year. Has held it since he started the fund, but was buying a week and a half ago.

TOP PICK

Stock is up about 50% this year and feels the earnings will also be up 50% this year. Inexpensive on a PE multiple. Fantastic management.

PAST TOP PICK

(A Top Pick Aug 30/10. Up 73.91%.) Varied software programs. They acquire relatively small “best of breed” software companies and keep the cash flows lean and mean and use cash flows to buy more companies. One of the top companies to own in Canada.

BUY

Expectation that it will be sold and if that happens, it will be at $85 or better. If it doesn't get sold and the stock is still public 12 months from now, it will be worth way more than $85. Superb management.

PAST TOP PICK

(A Top Pick May 14/10. Up 80.65%.) Expect they will be sold in the next 90 days at over $90.

STRONG BUY

His top holding. His guess is that they put themselves up for sale. These guys aren’t dummies and won’t sell it cheap. His guess is they won’t take an offer under $100. Doesn’t think the process will take more than 90 days.

TOP PICK

Software that are probably in 35-40 different silos. Very good at identifying best-of-breed software and making acquisitions. Everything from transportation to government services to housing, etc. Capital management of this company is superb. Growing at about 35% per annum. Very undervalued.

TOP PICK

Software company that mainly grows by acquisition. Excellent top line growth. ROE is somewhere in the 35%-40% range. Great “buy and hold”.

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Constellation Software Inc. (CSU.TO)