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Most Anticipated Earnings: SLF-T, REAL-T and more Canadian Companies Reporting Earnings this Week (Nov 13-17)Risk tolerance and safety2 Top American Beer StocksThis summary was created by AI, based on 49 opinions in the last 12 months.
Experts are generally positive about Constellation Software Inc., noting its strong business model, high margins, consistent growth, and successful M&A strategy. The company is seen as a long-term investment with potential for continued success, although some caution that the stock may be overvalued. The management team is highly regarded, and the company's ability to integrate and manage acquisitions efficiently is highlighted. Overall, Constellation Software Inc. is viewed as a solid performer in the tech sector with potential for further growth.
Very strong company with high margins and cash flow growth. Capital allocation skills very strong. Re-investment into the business allows company to compound company at a high rate. Would recommend investors buy.
Currently in long term up trend. Very good for investors. Excellent chart and technical analysis. Is a great option for the long term investor. High margin business with excellent management team.
Likes it, adding. Keeps marching up and to the right. Executes game plan flawlessly. Tons of runway.
Doesn't think stock will split. Executes incredibly well with acquiring and growing assets. Price is up, but keeps outperforming. You could buy 1 or 2 shares, it's the percentage return that's the important part. Yield is 0.15%.
A formula that works. Can't argue with it, just look at the chart. Really good at what they do. Often trades at a new, all-time high, and it's OK to buy at those times, because all the shareholders are happy and company continues to execute.
He'd prefer CSU over TOI, but you should also look at LMN. LMN has done tremendously well since it was spun off. LMN was a vertical business that catered to agri, financial services, and education.
MSFT has software that goes horizontally across a whole bunch of industries, whereas CSU is more vertical. It's been very steady, even when the market goes into selloff mode. Has 5 operating segments.
TOI is out of Europe, and more on the engineering side.
His fault for not owning this great growth company. They could a number of things like raise their dividend, split the stock or spin off a business. This will continue to do well.
Grows 20% annually. Trades at 20x PE and has a fortress balance sheet. Well run. Had grown quickly. Owns a ton of software companies.
A good long term investment that will continue to own. Very strong business with high margins. Good at M&A and has proven business plan extensively. Founder led with CEO owning large amount of shares. Return in capital remains strong. Vertical market software very profitable and sticky. Friendly "off ramp" for entrepreneurs who are looking to sell. ~36% compounding return since 2006.
Very high margin business with strong management team. Very good at capital allocation. Recent stock price at all time high. 2024 looking to be strong year in M&A field. Earnings grew in 2023. Organic grown and margins increasing. Very disciplined management team.
Has grown 31%, on average, over the past 10 years. Chart looks really good. A darling. Paused in 2023, seems to be doing that again. Pauses can last 3-6 months. Buy and hold. Loves the business. You'd want to be out around $3400.
Overbought. Look at the chart and draw a trendline. As with a lot of stocks, has arced up and moved way above its 200-day MA. Good company, but may retreat to the trendline. Don't buy now. If you own it, hold.
Has owned shares since 2014. Once of the best companies across the globe. Excellent capital allocation skills. Problem is that valuation is very high. Excellent business model (software acquisition) with high returns on capital. #1 position in company and is favorite business.
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, 42 stock analysts published opinions about CSU-T. 36 analysts recommended to BUY the stock. 1 analyst 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.
42 stock analysts on Stockchase covered Constellation Software Inc. In the last year. It is a trending stock that is worth watching.
On 2024-04-18, Constellation Software Inc. (CSU-T) stock closed at a price of $3700.18.
Probably one of the best capital compounders in the world. But the secret's out. Very few years that it hasn't had a positive return. (Research reveals that going back to 2006, 2022 was the only year not positive.) Excels at small deals that private equity firms won't do, and this lets them keep growing. Spins off lots of cash. Loves it. Valuation is rich.
Don't focus on PE. There are some nuances to amortization that make earnings look quite low, and PE look in excess of 100x. Look at price-to-cashflow or FCF yield. Trades somewhere around 30-32x cashflow, fairly reasonable multiple, comparable to a MSFT. Wait for a pullback, if you can get it.
Everyone wants it, so they pay up for it. There hasn't been a year in his career that he hasn't been able to add it to client portfolios. Take advantage of volatility on a bad quarter or headline news. Don't chase, just be patient.