Constellation Software Inc. | StockChase
106
Constellation Software Inc. (CSU-T)

Last Price Recorded: $740.2700 on 2017-11-17

ON STOCKCHASE SINCE Nov 2008

computer software/processing

Constellation Software Inc.


Signal Opinion Expert

2017-11-13

COMMENT
Constellation Software Inc. (CSU-T)

CSU-T vs. FIH.U-T vs. GOOGL-Q.  You have several different options here.  He likes FIH.U-T’s exposure to India.  He thinks India is one of the great overlooked growth stories.  GOOGL-Q is one of the death stars.  It has run to quite an extent.  He thinks it has a good year to run yet.  This is one that will be around in one form or another for a long time.

computer software/processing
Brendan Caldwell

President, Caldwell Securities

Price: $737.980
Owned: Unknown

2017-10-25

DON'T BUY
Constellation Software Inc. (CSU-T)

A very successfully run company. They’ve been very successful with their acquisitions. In term of a technology company they’ve done very well. From a value investor perspective the multiple is a little out of reach. Feels it could be very vulnerable to a significant downturn in the market and wouldn’t recommend buying at this point.

computer software/processing
Michael Sprung

President, Sprung Investment Management

Price: $754.810
Owned: No

2017-10-06

COMMENT
Constellation Software Inc. (CSU-T)

Grows by acquisition. Expected to have earnings growth of 17%. Earnings are expected to go from $27.50 to $32, which is a 17% lift, but you are paying a 22X price earnings multiple. In the top 10% of his database.

computer software/processing
Robert McWhirter

President, Selective Asset Management

Price: $709.430
Owned: No

2017-09-18

TOP PICK
Constellation Software Inc. (CSU-T)

Debenture.Probably the best capital allocator in Canada. He likes this debenture, because it has a high yield of almost 7%. It is not well known and is under the radar. It also has an element of inflation protection. The yield is rather unique in that it is set at 6.5% plus the trailing CPI inflation rate. If you think inflation is going to pick up, you will get yield reset every year. Yielding 6.3%. (Note: This doesn’t qualify for the dividend tax credit, so Buy it in an RRSP, RIIF or a TFSA account.)

computer software/processing
Jason Del Vicario

Portfolio Manager, HollisWealth

Price: $687.000
Owned: Yes

2017-08-03

COMMENT
Constellation Software Inc. (CSU-T)

This has been a good name in the past, and continues to be good. They have a decent footprint in Europe which is really helpful. Continues to post good numbers and will continue going higher.

computer software/processing
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $696.650
Owned: No

2017-06-07

COMMENT
Constellation Software Inc. (CSU-T)

A growth rollup strategy. They have grown a lot by acquisition as well as some organic growth. Trading at close to 50X earnings. It only needs to stumble a little in order to cause a great deal of disappointment. In order to continue the growth and the appreciation that we have seen, they have to continue to surprise people on the upside and continue on the growth pattern.

computer software/processing
Michael Sprung

President, Sprung Investment Management

Price: $700.280
Owned: No

2017-05-03

COMMENT
Constellation Software Inc. (CSU-T)

Essentially a serial acquirer of companies, which they roll into their product offering. Focused on smaller size companies. He bought this at $100 a share, and sold it last year at $629. It is going to become increasingly difficult for them to move the share price higher.

computer software/processing
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $660.100
Owned: No

2017-03-29

BUY
Constellation Software Inc. (CSU-T)

He likes them a lot.  It is bullish when you see a company consolidate.  They are forming another base or handle around $650.  It would just take a large acquisition in order to move higher.

computer software/processing
Jason Del Vicario

Portfolio Manager, HollisWealth

Price: $654.490
Owned: Yes

2017-03-14

PAST TOP PICK
Constellation Software Inc. (CSU-T)

(A Top Pick Jan 29/16. Up 29%.) Focused in software and they have traditionally made acquisitions of smaller software companies. The challenge is that this is a $13 billion company, so they need to do 40-50 acquisitions yearly to really move the needle.

computer software/processing
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $651.540
Owned: No

2017-03-09

HOLD
Constellation Software Inc. (CSU-T)

A fabulously run company. A great case study if you want to study how a company can grow through acquisition. When they started off, the idea was to buy companies between $5-$7 million. They focused on smaller companies, because in that way they were not competing with private equity. However, today the company is a $13 billion company, and they are still going after these small $5-$7 million companies. If it pulled back, he would consider buying it then.

computer software/processing
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report

Price: $648.990
Owned: No

2017-02-23

HOLD
Constellation Software Inc. (CSU-T)

We should see it fall back due to it getting to the end of the period of seasonality.  He would put a stop in place.  It was going down then the market is going up.

computer software/processing
Brooke Thackray

President, Jov Investment Management

Price: $630.440
Owned: Unknown

2017-01-24

COMMENT
Constellation Software Inc. (CSU-T)

Recently added to his position as it broke through previous resistance in the high $500s. This has been the best performing stock on the TSX over the past 10 years. Their compound average growth rate of the stock price has been over 40% during those 10 years. Feels management are among the top 5 capital allocators in Canada. They feel there are more Canadian software companies that they could take over. Also, owns their debenture, and the interest rate is tied to inflation, so it is at 6.5% plus the trailing CPI.

computer software/processing
Jason Del Vicario

Portfolio Manager, HollisWealth

Price: $611.460
Owned: Yes

2017-01-18

PAST TOP PICK
Constellation Software Inc. (CSU-T)

(A Top Pick Jan 15/16. Up 17.36%.) This has been one of the greatest stocks in Canada over the last 10 years. They haven’t issued any more shares. Earnings have gone up tenfold. They’ve done great acquisitions. They have 100 people dedicated to acquisitions full-time in software.

computer software/processing
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $599.690
Owned: No

2017-01-12

BUY
Constellation Software Inc. (CSU-T)

(Market Call Minute.) You can’t bet against this company. One of these days they won’t find deals to do, but a very high quality company with lots of return on invested capital.

computer software/processing
James Telfser

Partner & Portfolio Manager, Aventine Management Group

Price: $589.190
Owned: Unknown

2016-11-04

COMMENT
Constellation Software Inc. (CSU-T)

This has been a very interesting company over the years. It is one of the companies that has progressed on a rollup strategy through acquisitions. You have to give them credit for having made some very, very sharp purchases. Multiples are sort of dependent on that growth continuing. As a value investor, these are very difficult companies for him to Buy, because the multiple on the growth aspect is far ahead of the immediate fundamentals that underlie the earnings. Not one that he would purchase.

computer software/processing
Michael Sprung

President, Sprung Investment Management

Price: $629.000
Owned: No

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