Constellation Software Inc.

CSU-T

TSE:CSU

1,351.68
12.79 (0.94%)
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

Analysis and Opinions about CSU-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 17, 2011
Stock is up about 50% this year and feels the earnings will also be up 50% this year. Inexpensive on a PE multiple. Fantastic management.
Stock is up about 50% this year and feels the earnings will also be up 50% this year. Inexpensive on a PE multiple. Fantastic management.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$70.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 8, 2011
(A Top Pick Aug 30/10. Up 73.91%.) Varied software programs. They acquire relatively small “best of breed” software companies and keep the cash flows lean and mean and use cash flows to buy more companies. One of the top companies to own in Canada.
(A Top Pick Aug 30/10. Up 73.91%.) Varied software programs. They acquire relatively small “best of breed” software companies and keep the cash flows lean and mean and use cash flows to buy more companies. One of the top companies to own in Canada.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$69.250
Owned
Yes
BUY
BUY
July 11, 2011
Expectation that it will be sold and if that happens, it will be at $85 or better. If it doesn't get sold and the stock is still public 12 months from now, it will be worth way more than $85. Superb management.
Expectation that it will be sold and if that happens, it will be at $85 or better. If it doesn't get sold and the stock is still public 12 months from now, it will be worth way more than $85. Superb management.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$74.500
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 25, 2011
(A Top Pick May 14/10. Up 80.65%.) Expect they will be sold in the next 90 days at over $90.
(A Top Pick May 14/10. Up 80.65%.) Expect they will be sold in the next 90 days at over $90.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$75.500
Owned
Yes
STRONG BUY
STRONG BUY
April 26, 2011
His top holding. His guess is that they put themselves up for sale. These guys aren’t dummies and won’t sell it cheap. His guess is they won’t take an offer under $100. Doesn’t think the process will take more than 90 days.
His top holding. His guess is that they put themselves up for sale. These guys aren’t dummies and won’t sell it cheap. His guess is they won’t take an offer under $100. Doesn’t think the process will take more than 90 days.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$69.000
Owned
Yes
TOP PICK
TOP PICK
August 30, 2010
Software that are probably in 35-40 different silos. Very good at identifying best-of-breed software and making acquisitions. Everything from transportation to government services to housing, etc. Capital management of this company is superb. Growing at about 35% per annum. Very undervalued.
Software that are probably in 35-40 different silos. Very good at identifying best-of-breed software and making acquisitions. Everything from transportation to government services to housing, etc. Capital management of this company is superb. Growing at about 35% per annum. Very undervalued.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$41.350
Owned
Yes
TOP PICK
TOP PICK
May 14, 2010
Software company that mainly grows by acquisition. Excellent top line growth. ROE is somewhere in the 35%-40% range. Great “buy and hold”.
Software company that mainly grows by acquisition. Excellent top line growth. ROE is somewhere in the 35%-40% range. Great “buy and hold”.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$42.100
Owned
Yes
TOP PICK
TOP PICK
February 24, 2010
Big company without a huge profile. 30-40 companies under it to do all kinds of things in Canada and the US. Able to buy companies at a very good valuation. Single digit P/E. Thinks stock is worth double.
Big company without a huge profile. 30-40 companies under it to do all kinds of things in Canada and the US. Able to buy companies at a very good valuation. Single digit P/E. Thinks stock is worth double.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$39.750
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 16, 2009
(A Top Pick Nov 11/08. Up 25.84%.) Still likes.
(A Top Pick Nov 11/08. Up 25.84%.) Still likes.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$31.970
Owned
Yes
TOP PICK
TOP PICK
November 11, 2008
Niche software. 70% of its business is government related. Growth is mostly through acquisition but lately has 6%-7% organic growth. Most of its revenues are recurring ones. (Recommends you do partial buys on a gradual basis.)
Niche software. 70% of its business is government related. Growth is mostly through acquisition but lately has 6%-7% organic growth. Most of its revenues are recurring ones. (Recommends you do partial buys on a gradual basis.)
Norman Levine
Managing Director, Portfolio Management Corp
Price
$25.490
Owned
Yes
Showing 151 to 160 of 160 entries