Constellation Software Inc. (CSU-T) Stock Predictions - Stockchase
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Constellation Software Inc. (CSU-T)

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computer software/processing

Constellation Software In...

CSU-T

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Constellation Software Inc. (CSU-T) SAVE Feb, 16, 2019, 6:06 am

1,095.31 37.36 (3.3%)

About Constellation Software Inc. (CSU-T)

Constellation Software is a diversified software company. It is based in Toronto, Canada, is listed on the Toronto Stock Exchange, and is a constituent of the S&P/TSX 60. The company was founded by Mark Leonard, a former venture capitalist, in 1995. More at Wikipedia

What the experts are saying about CSU-T



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Signal Opinion Expert
BUY
They had a nice beat today and they are declaring a special dividend. They always manage to hit their numbers and have a good return on equity.
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They had a nice beat today and they are declaring a special dividend. They always manage to hit their numbers and have a good return on equity.
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$1129.310
Owned Owned
Unknown

HOLD
It is well managed. They made a plethora of acquisitions. They are making tiny ones with a model that works. Don’t sell a company doing this well, although he prefers OTEX-T, which is a more sure bet. (Analysts’ price target is $11.32)
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It is well managed. They made a plethora of acquisitions. They are making tiny ones with a model that works. Don’t sell a company doing this well, although he prefers OTEX-T, which is a more sure bet. (Analysts’ price target is $11.32)
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$1002.850
Owned Owned
No

TOP PICK
The beautiful chart says it all. Going through a consolidation phase. Increased his exposure to this name. Yield is 0.6%. (Analysts’ price target is $1016.67)
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The beautiful chart says it all. Going through a consolidation phase. Increased his exposure to this name. Yield is 0.6%. (Analysts’ price target is $1016.67)
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Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$864.000
Owned Owned
Yes

COMMENT
Has been a tremendous stock to own over the last decade. But the sock is quite high at a tie when it is having its largest challenges to growth. It is difficult to grow.
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Has been a tremendous stock to own over the last decade. But the sock is quite high at a tie when it is having its largest challenges to growth. It is difficult to grow.
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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$910.710
Owned Owned
Unknown

DON'T BUY
An enigma. Sure, their managers have grown a small company into one of the largest software companies on the TSX. Doesn't trust them, because their reporting is not transparent. Also, this is a heavy growth by acquisition story, which itself is fine, but we are in a time of rising interest rates that will weigh on this stock.
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An enigma. Sure, their managers have grown a small company into one of the largest software companies on the TSX. Doesn't trust them, because their reporting is not transparent. Also, this is a heavy growth by acquisition story, which itself is fine, but we are in a time of rising interest rates that will weigh on this stock.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$928.170
Owned Owned
No

HOLD
It’s had a crazy ride. Getting sold off with the entire sector. As a holding, it looks as though it’s going higher. Hard not to see upside in the chart, it’s powerful. Unless you did it for a trade, no reason to sell it.
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It’s had a crazy ride. Getting sold off with the entire sector. As a holding, it looks as though it’s going higher. Hard not to see upside in the chart, it’s powerful. Unless you did it for a trade, no reason to sell it.
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$913.500
Owned Owned
Unknown

PAST TOP PICK
(A Top Pick Aug 21/18, Down 2%) It is one of the leadership names in the TSX but he is watching it closely for signs of a reset. You could reduce your exposure on this one. It has lost its leadership.
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(A Top Pick Aug 21/18, Down 2%) It is one of the leadership names in the TSX but he is watching it closely for signs of a reset. You could reduce your exposure on this one. It has lost its leadership.
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Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$903.240
Owned Owned
Yes

DON'T BUY

Here is a company that has gone around buying up other software companies.  Now we are late in the investment cycle.  The multiple got to a high level so he would expect consolidation.

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Here is a company that has gone around buying up other software companies.  Now we are late in the investment cycle.  The multiple got to a high level so he would expect consolidation.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$865.410
Owned Owned
Unknown

HOLD

Tricky name. Widely owned. They have to continuously do deals to show good return on invested capital and they might make a mistake. That is his fear on this stock. 

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Tricky name. Widely owned. They have to continuously do deals to show good return on invested capital and they might make a mistake. That is his fear on this stock. 

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James Telfser

Partner & , Aventine Management ...

Price Price
$917.010
Owned Owned
No

PAST TOP PICK

(Past Top Pick Sept.18, 2017, Up39%) They will consolidate for a while. They've come off lately, but have performed well this year. Their challenge is that as they acquire software companies to grow, so they have to either buy bigger or more companies to maintain their pace of growth.

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(Past Top Pick Sept.18, 2017, Up39%) They will consolidate for a while. They've come off lately, but have performed well this year. Their challenge is that as they acquire software companies to grow, so they have to either buy bigger or more companies to maintain their pace of growth.

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$949.510
Owned Owned
Yes

DON'T BUY

Net income has been flat for three years. To move the needle, they have to make a lot of or bigger acquisitions. Historically, this has done well, but today it's expensive. Management is very arrogant--it won't do a conference call with investors. He doesn't like that; communicating with investors is fundamental. No clear strategy; it's a hodge-podge of small companies.

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Net income has been flat for three years. To move the needle, they have to make a lot of or bigger acquisitions. Historically, this has done well, but today it's expensive. Management is very arrogant--it won't do a conference call with investors. He doesn't like that; communicating with investors is fundamental. No clear strategy; it's a hodge-podge of small companies.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$954.160
Owned Owned
No

HOLD

One of the best run tech companies. Growth by acquisition. Not cheap at 35x earnings. Beautiful chart. Top-drawer management. If you’re not worried about the valuation, it’s fine to own it.

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One of the best run tech companies. Growth by acquisition. Not cheap at 35x earnings. Beautiful chart. Top-drawer management. If you’re not worried about the valuation, it’s fine to own it.

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Fabrice Taylor

Publisher, The President's Club...

Price Price
$943.670
Owned Owned
No

TOP PICK

They've bought a lot of little companies that specialize in "vertical applications" which fulfill a single purpose and do it well. They then divided them into six divisions they manage. They could aquire far more, so they have a big possibility of growth. The street didn't like their last quarter, but investors should look at the long-term: can they use their capital wisely to make these acqusitions? Yes. Based on the past, they are smart acquirers with 31% ROE on these purchases. Smart managers. (0.5% dividend, Analysts' price target: $1,073.58)

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They've bought a lot of little companies that specialize in "vertical applications" which fulfill a single purpose and do it well. They then divided them into six divisions they manage. They could aquire far more, so they have a big possibility of growth. The street didn't like their last quarter, but investors should look at the long-term: can they use their capital wisely to make these acqusitions? Yes. Based on the past, they are smart acquirers with 31% ROE on these purchases. Smart managers. (0.5% dividend, Analysts' price target: $1,073.58)

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David Baskin

President, Baskin Wealth Manage...

Price Price
$962.610
Owned Owned
Yes

TOP PICK

As long as its longer-term uptrend remains intact, he'll continue to like it, and consider the near-term pullback as a buying opportunity. (0.6% dividend, Analysts' price target $1,083.64)

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As long as its longer-term uptrend remains intact, he'll continue to like it, and consider the near-term pullback as a buying opportunity. (0.6% dividend, Analysts' price target $1,083.64)

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Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$926.420
Owned Owned
Yes

STRONG BUY

This is a good time to buy, he thinks.  Growth has been exponential and there is a pristine balance sheet.  There is no problems with this company and is a very attractive buy.  He thinks the lack of quarterly updates is reasonable as he thinks people should not focus on the last 90 days performance.  

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This is a good time to buy, he thinks.  Growth has been exponential and there is a pristine balance sheet.  There is no problems with this company and is a very attractive buy.  He thinks the lack of quarterly updates is reasonable as he thinks people should not focus on the last 90 days performance.  

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$935.550
Owned Owned
No

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