Buy, Sell or Hold: Constellation Software Inc. (CSU-T) — Stock Predictions at Stockchase

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TSE:CSU

2,177.54

19.21 (0.87%) 1d

Showing 1 to 15 of 202 entries

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COMMENT

SHOP vs. Constellation Software E-commerce continues to proliferate our economy, and SHOP grows organically. In contrast, CSU is more of a growth-by-acquisition story, buying software companies to grow in size. Therefore, CSU is safer, but SHOP has much better growth prospects. SHOP recently did a deal with Facebook. SHOP and CSU are apples vs. oranges. SHOP has more pricing power in the stock than people think as they gain market share, but he isn't sure about this with CSU. CSU has great managers and acquire well.

computer software / processing

BUY on WEAKNESS

A wonderful software company. They focus on buying smaller companies. They are disciplined and buy a lot of companies and integrate them well. They compound capital very well over time. Loves it. The only caveat is its high valuation. They tend to have lumpy quarters, disappoint shareholders, so that is the moment to swoop in and buy. Because it has bought so many companies, it doesn't offer a dominant software, so it's not vulnerable if something happens to a particular software.

computer software / processing

HOLD

Business model is great, scalable, and repeatable. Disciplined process for capital investment. With high tech valuations, he was scared off by the growth by acquisition model, but shouldn't have been. A good long-term hold.

computer software / processing

PAST TOP PICK

(A Top Pick Jul 06/20, Up 13%) The best capital-allocating managers in the world anywhere. A Canadian gem. Still holds and likes it.

computer software / processing

TOP PICK

Always a top pick for him. Hold these types of companies for a long, long time and add on weakness, like now. (Analysts’ price target is $1997.50)

computer software / processing

COMMENT

Lots of Canadians seem to pour money into Constellation Software but for him, there is no real strategy. For Open Text there is a taxation issue with the IRS and also they need another acquisition. For an acquisition and control point of view, although CSU has outperformed, he thinks OTEX is the better choice. Has OTEX stocks and would buy at these levels.

computer software / processing

PAST TOP PICK

(A Top Pick Apr 15/20, Up 48%) At the time, even with the expensive price, price to growth perspective was good. Acquisitions are going well. It is getting a little rich at 37x 2022. Still holds it but there are better tech names to put new capital to work.

computer software / processing

BUY

One of the few companies in the world that respects shareholders and employees. Loves the company. A core holding. Excited about the spinoff Topicus. They're going to put more cash to work as they see opportunities. Fine over the long term.

computer software / processing

BUY on WEAKNESS

Fabulously run. Acquisition strategy. A 10-year ROIC of 32%. Price target of $1800, so not much runway left. Buy on a pullback between $1550-1600. Just be patient.

computer software / processing

BUY

They have shown they can consistently grow. He would combine it with SHOP-T as well in his TFSA portfolio.

computer software / processing

BUY on WEAKNESS

CSU-T incl. TOI-T. They acquire other software companies. He thinks TOI-T, which CSU-T spun out, may outperform CSU-T over time. He kept TOI-T and thought he might add to it, but it is a bit expensive right now. If you have a five or ten year horizon you would do well owning either one.

computer software / processing

TOP PICK

Management willing to do interesting things to increase shareholder value. This is a team you can trust to reinvest your capital. Next few years will still be really bright. Yield is 0.30%. (Analysts’ price target is $1793.13)

computer software / processing

PAST TOP PICK

(A Top Pick Jan 20/20, Up 20%) He bought more in the fall 2020 after a brief stumble around $1,400. It's run by one of the top 10 management teams in the world. They boast free cash flow return on invested capital (after all expenses) is an astonishing 59%, and have a free cash flow of 23%. They've increased their cash flow by 30% average over recent decades. Free cash flow yield now is over 4%. Tremendous value. CSU is his largest position. Eager to see how their Feb. 1 spin out will do.

computer software / processing

BUY

A tech pick? CSU are great acquirers and integrators. Why buy a US tech stock when you can buy a Canadian one at half the price (in terms of valuation)? Software will take over the world.

computer software / processing

BUY on WEAKNESS

He took profits recently. Fantastic Canadian tech story. Acquires software startups around the world. Multiple segments. He'd love to be able to pick it up on a correction in thirds at $1600, 1500, and 1400.

computer software / processing

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Constellation Software Inc.(CSU-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 13

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 15

Stockchase rating for Constellation Software Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Constellation Software Inc.(CSU-T) Frequently Asked Questions

What is Constellation Software Inc. stock symbol?

Constellation Software Inc. is a Canadian stock, trading under the symbol CSU-T on the Toronto Stock Exchange (CSU-CT). It is usually referred to as TSX:CSU or CSU-T

Is Constellation Software Inc. a buy or a sell?

In the last year, 15 stock analysts published opinions about CSU-T. 13 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Constellation Software Inc..

Is Constellation Software Inc. a good investment or a top pick?

Constellation Software Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Constellation Software Inc..

Why is Constellation Software Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Constellation Software Inc. worth watching?

15 stock analysts on Stockchase covered Constellation Software Inc. In the last year. It is a trending stock that is worth watching.

What is Constellation Software Inc. stock price?

On 2021-09-24, Constellation Software Inc. (CSU-T) stock closed at a price of $2177.54.

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