139

Constellation Software Inc. (CSU-T)

ON STOCKCHASE SINCE Nov 2008

computer software/processing

Constellation Software In...
CSU-T

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What the experts are saying about CSU-T

Signal	Opinion	Expert
DON'T BUY	Constellation Software Inc.(CSU-T) February 27, 2019 They have done well over a long time period. He thinks it may be over valued right now. Without a sizable dividend, he is staying away. With a marketcap of $23 billion, they need to take on bigger and bigger ventures. computer software/processing 0 0 0 0 0 0 comments	They have done well over a long time period. He thinks it may be over valued right now. Without a sizable dividend, he is staying away. With a marketcap of $23 billion, they need to take on bigger and bigger ventures. computer software/processing 0 0 0 0 0 0 comments Ryan Bushell President, Newhaven Asset Manag... Price $1114.800 Owned No

PAST TOP PICK	Constellation Software Inc.(CSU-T) February 21, 2019 (A Top Pick Aug 21/18, Up 26%) We saw a choppy consolidation. Then it broke to all time highs. He loaded up even more in late December. computer software/processing 0 0 0 0 0 0 comments	(A Top Pick Aug 21/18, Up 26%) We saw a choppy consolidation. Then it broke to all time highs. He loaded up even more in late December. computer software/processing 0 0 0 0 0 0 comments Javed Mirza Technical , Canaccord Genuity ... Price $1159.970 Owned Yes
TOP PICK	Constellation Software Inc.(CSU-T) February 21, 2019 It just broke out to new all time highs with strong, strong volume. (Analysts’ price target is $1163.67) computer software/processing 0 0 0 0 0 0 comments	It just broke out to new all time highs with strong, strong volume. (Analysts’ price target is $1163.67) computer software/processing 0 0 0 0 0 0 comments Javed Mirza Technical , Canaccord Genuity ... Price $1159.970 Owned Yes
TOP PICK	Constellation Software Inc.(CSU-T) February 20, 2019 At 23 times earnings, it is still good value. There is really no great competitor. They have a mountain of cash and management is well invested. They do great acquisitions, are cost conscious, and he has great confidence in their strategy. Yield 0.45% (Analysts’ price target is $1163.67) computer software/processing 0 0 0 0 0 0 comments	At 23 times earnings, it is still good value. There is really no great competitor. They have a mountain of cash and management is well invested. They do great acquisitions, are cost conscious, and he has great confidence in their strategy. Yield 0.45% (Analysts’ price target is $1163.67) computer software/processing 0 0 0 0 0 0 comments Peter Hodson CEO & Head, 5i Research Inc.... Price $1158.440 Owned Yes
HOLD	Constellation Software Inc.(CSU-T) February 20, 2019 Another 10 bagger. Growth by acquisition. Latest quarter was way better than expected. They've now started to declare the value of the assets. There's also some organic growth. Management team's fantastic. Paid a one-time dividend, which is good, but does it mean they have nothing else to spend their money on. Hang on to it. computer software/processing 0 0 0 0 0 0 comments	Another 10 bagger. Growth by acquisition. Latest quarter was way better than expected. They've now started to declare the value of the assets. There's also some organic growth. Management team's fantastic. Paid a one-time dividend, which is good, but does it mean they have nothing else to spend their money on. Hang on to it. computer software/processing 0 0 0 0 0 0 comments Veronika Hirsch Chief Inve, Arrow Capital... Price $1158.440 Owned Unknown
BUY	Constellation Software Inc.(CSU-T) February 14, 2019 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. computer software/processing 0 0 0 0 0 0 comments	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. computer software/processing 0 0 0 0 0 0 comments Jason Mann CIO & Co-F, Edgehill Patners... Price $1129.310 Owned Unknown
HOLD	Constellation Software Inc.(CSU-T) February 11, 2019 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) computer software/processing 0 0 0 0 0 0 comments	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) computer software/processing 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $1002.850 Owned No
TOP PICK	Constellation Software Inc.(CSU-T) December 28, 2018 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) computer software/processing 0 0 0 0 0 0 comments	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) computer software/processing 0 0 0 0 0 0 comments Javed Mirza Technical , Canaccord Genuity ... Price $864.000 Owned Yes
COMMENT	Constellation Software Inc.(CSU-T) December 10, 2018 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. computer software/processing 0 0 0 0 0 0 comments	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. computer software/processing 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $910.710 Owned Unknown
DON'T BUY	Constellation Software Inc.(CSU-T) December 4, 2018 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. computer software/processing 0 0 0 0 0 0 comments	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. computer software/processing 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $928.170 Owned No
HOLD	Constellation Software Inc.(CSU-T) November 16, 2018 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. computer software/processing 0 0 0 0 0 0 comments	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. computer software/processing 0 0 0 0 0 0 comments Elliott Fishman Director o, Trading Services Gro... Price $913.500 Owned Unknown
PAST TOP PICK	Constellation Software Inc.(CSU-T) November 1, 2018 (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. computer software/processing 0 0 0 0 0 0 comments	(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. computer software/processing 0 0 0 0 0 0 comments Javed Mirza Technical , Canaccord Genuity ... Price $903.240 Owned Yes
DON'T BUY	Constellation Software Inc.(CSU-T) October 29, 2018 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. computer software/processing 0 0 0 0 0 0 comments	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. computer software/processing 0 0 0 0 0 0 comments Larry Berman CF Chief Inve, ETF Capital Manageme... Price $865.410 Owned Unknown
HOLD	Constellation Software Inc.(CSU-T) October 9, 2018 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. computer software/processing 0 0 0 0 0 0 comments	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. computer software/processing 0 0 0 0 0 0 comments James Telfser Partner & , Aventine Management ... Price $917.010 Owned No
PAST TOP PICK	Constellation Software Inc.(CSU-T) September 24, 2018 (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. computer software/processing 0 0 0 0 0 0 comments	(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. computer software/processing 0 0 0 0 0 0 comments Jason Del Vicar Portfolio , HollisWealth... Price $949.510 Owned Yes

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