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Most Anticipated Earnings: IAG-T, BDT-T and more Canadian Companies Reporting Earnings this Week (Nov 04-08)Most Anticipated Earnings: MRE-T, PSI-T and more Canadian Companies Reporting Earnings this Week (Aug 05-09).Most Anticipated Earnings: BLDP-T, BOS-T and more Canadian Companies Reporting Earnings this Week (May 06-10)This summary was created by AI, based on 50 opinions in the last 12 months.
Constellation Software Inc. (CSU-T) is regarded as one of the leading software companies in Canada, known for its successful growth-through-acquisition strategy. Experts praise its ability to integrate newly acquired firms while demonstrating consistent revenue growth, generally exceeding 20% annually. However, many analysts express concerns about the stock's high valuation, often trading at excessive price-to-earnings (P/E) multiples, which raises the question of whether it is overheated at current levels. While some view it as a top pick with solid upside potential, the consensus suggests caution, recommending that potential investors wait for a pullback before entering the position. Overall, while the company showcases impressive fundamentals and management execution, its premium pricing and the prospect of a market correction lead to mixed sentiments among experts regarding the optimal buying strategy.
He targets $4,900. It hasn't been hit like Shopify or Celestica, because CSU has so many horizontals. Microsoft has a software that is applied in many ways, but CSU is different. CSU applies their various software to specific industries, like a healthcare vertical/software. This diversification lowers volatility. Likes it.
Awesome compounder, strong uptrend. Only concern is that if we are, indeed, late cycle, infotech is going to be at risk. Don't put too much new $$ to work here. Wait for the bigger correction of a hefty 15-20%, likely later this year.
This name has a higher beta, and beta tells you how sensitive a stock is compared to the market.
It is still growing by over 20% per year and trailing less than 20 X earnings. He is looking for a stock price 20 to 25% higher a year from now. It is getting international notice. Acquisitions are generally small and not big company changing ones. It is the best roll-up stock in Canada and one of the most attractive companies for new investors to buy. They don't do analyst calls.
Usually in technical analysis you buy the breakout, especially when the chart shows a staircase pattern. Rally, consolidation, rally, consolidation, and so on. Some people say wait for a retest, which is about $4400. Risk is that it doesn't retest and just keeps on going. It becomes a bit of a coin toss.
Technically, there's a very significant technical breakout underway. Highly ranked on an RSI basis.
Now in an uptrend. Tends to make a new high, pull back to the trendline, and repeat. Previous rallies each lasted a few months. This rally is just getting started, and he'd think you're going to get a little more upside before you get the pause that refreshes. Unless you're into super-short-term trading, stay with this until it ends.
How do you know when it ends? When it breaks the last low and takes out the 200-day MA. Doesn't look as though that will happen for a while.
Upward trend goes all the way back to 2013. Very strong stock. Adding at these prices seems daunting, but it is breaking to new highs (a good thing) and could consolidate (come back a bit). Lots of consolidation since July around $4400. No indicator of a turnaround, so you can continue adding.
To add to a current position, plenty of support around $4400. For a new buyer, taking a position now wouldn't be the end of the world. If you're looking to start reducing, it has to drop below $4200.
One of very few growth stories in Canada. Huge success over the years. Trades at over 50x earnings. If you look at the chart between 2022-2023, the stock drew down in the neighbourhood of 20%. Challenge is that if we go through difficult market conditions, the high-multiple stocks correct more.
For years and years, has missed growth, revenue, and earnings numbers. Overcrowded. Fully priced. You could buy on pullbacks, but it could easily correct 25% in a matter of weeks or months.
Last year was phenomenal. This year a little slower, but that doesn't change the thesis for him. Still believes it has ability to grow topline and bottom line close to 20% a year. If true, in 3-4 years you'll get another double. No end to the acquisitions it can make, as well as spinoffs to encourage faster growth. Don't get too miffed about the quarter-to-quarter acquisition growth.
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
In the last year, 18 stock analysts published opinions about CSU-T. 6 analysts recommended to BUY the stock. 6 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Constellation Software Inc..
Constellation Software Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Constellation Software Inc..
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.
18 stock analysts on Stockchase covered Constellation Software Inc. In the last year. It is a trending stock that is worth watching.
On 2025-04-01, Constellation Software Inc. (CSU-T) stock closed at a price of $4603.16.
One of a kind. One of the best compounders in the world. Big misconception is that the total addressable market is not that big. Fear that can't deploy capital for the same rate of return going forward as it has in the past. He very much disagrees with that.
(Analysts’ price target is $5259.18)The addressable market is huge. Of course with a larger acquisition, you can't expect the same 25-30% after-tax rates of return. But on a blended basis, can still compound at very high rates of return. Yield is 0.13%.