Constellation Software Inc.

CSU-T

TSE:CSU

1,568.81
2.07 (0.13%)
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.
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Analysis and Opinions about CSU-T

Signal
Opinion
Expert
COMMENT
COMMENT
June 24, 2013

Have been doing a lot of acquisitions over the last several years. If they could not make an acquisition they would have to use their cash flow to raise the dividend. As the stock market goes down, business valuations also go down making it easier for them to make acquisitions.

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Have been doing a lot of acquisitions over the last several years. If they could not make an acquisition they would have to use their cash flow to raise the dividend. As the stock market goes down, business valuations also go down making it easier for them to make acquisitions.

TOP PICK
TOP PICK
April 3, 2013

Just reported Q4 earnings a couple of weeks ago. While the market was down 250 points, this stock hit a new all-time high. Thinks the stock goes way higher this year and that the analysts underestimate how big the earnings jump is going to be for 2013. Dividend yield of 3.22%.

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Just reported Q4 earnings a couple of weeks ago. While the market was down 250 points, this stock hit a new all-time high. Thinks the stock goes way higher this year and that the analysts underestimate how big the earnings jump is going to be for 2013. Dividend yield of 3.22%.

DON'T BUY
DON'T BUY
April 1, 2013

They go around buying up software companies. He likes the business model. The stock is probably fully valued and there is a risk of a correction of 15-20% so he would be cautious.

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They go around buying up software companies. He likes the business model. The stock is probably fully valued and there is a risk of a correction of 15-20% so he would be cautious.

PAST TOP PICK
PAST TOP PICK
February 6, 2013

(A Top Pick March 5/12. Down 39.35%.) This is a “growth through acquisition” model so they do a lot of acquisitions. He Buys because he feels it has a rapidly expanding net present value of its future cash flows.

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(A Top Pick March 5/12. Down 39.35%.) This is a “growth through acquisition” model so they do a lot of acquisitions. He Buys because he feels it has a rapidly expanding net present value of its future cash flows.

DON'T BUY
DON'T BUY
February 4, 2013

Prefers companies that have organic growth with good margins and a business model that makes them competitive in a way that they can gain market share. Great management who knows how to put businesses together but are basically driven by acquisitions. Have to do an acquisition almost every 2 weeks.

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Prefers companies that have organic growth with good margins and a business model that makes them competitive in a way that they can gain market share. Great management who knows how to put businesses together but are basically driven by acquisitions. Have to do an acquisition almost every 2 weeks.

PAST TOP PICK
PAST TOP PICK
January 8, 2013

(A Top Pick Jan 13/12. Up 49.75%.) Has been a ton of acquisition announcements over the last 3 months so he expects to see some positive revisions up from analysts as we go into 2013. Still a Hold.

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(A Top Pick Jan 13/12. Up 49.75%.) Has been a ton of acquisition announcements over the last 3 months so he expects to see some positive revisions up from analysts as we go into 2013. Still a Hold.

BUY
BUY
December 28, 2012

Not too late to get into this one as long as the fundamental change factors continue to be positive. Not super expensive. Trades at almost 17X next year’s earnings but less so on cash flow, which is something like 10 or 12 times.

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Not too late to get into this one as long as the fundamental change factors continue to be positive. Not super expensive. Trades at almost 17X next year’s earnings but less so on cash flow, which is something like 10 or 12 times.

HOLD
HOLD
December 7, 2012

Chart shows a strong uptrend. What’s not to like? He likes to buy a stock in an uptrend near the trend line. If it breaks the trend line, you bailout but not until then.

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Chart shows a strong uptrend. What’s not to like? He likes to buy a stock in an uptrend near the trend line. If it breaks the trend line, you bailout but not until then.

PAST TOP PICK
PAST TOP PICK
November 23, 2012

(A Top Pick Dec 12/11. Up 58.3%.) A software company that buys other software companies. Best at buying best-of-breed software companies for very low multiples. Superb management team. Almost a 4% dividend.

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(A Top Pick Dec 12/11. Up 58.3%.) A software company that buys other software companies. Best at buying best-of-breed software companies for very low multiples. Superb management team. Almost a 4% dividend.

BUY
BUY
November 15, 2012

(Market Call Minute) Predictable cash flow. Mature software gives them licensing revenue. Performing well and tightly held.

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(Market Call Minute) Predictable cash flow. Mature software gives them licensing revenue. Performing well and tightly held.

PAST TOP PICK
PAST TOP PICK
October 3, 2012

(Top Pick Oct 17/11, Up 54.69%) Return on capital makes it a profit machine. A lot of acquisitions this year and expects spectacular growth next year.

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(Top Pick Oct 17/11, Up 54.69%) Return on capital makes it a profit machine. A lot of acquisitions this year and expects spectacular growth next year.

BUY WEAKNESS
BUY WEAKNESS
June 4, 2012
A large software company that basically grows by acquisition. Reported earnings around May 1 was a negative 8% earnings surprise. This was unusual for this company. This stock ranks in the top 15% of his database. This is one that you could buy and put away for a year. Would look to buy at around $85. $100 would be a reasonable target in 12 months.
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A large software company that basically grows by acquisition. Reported earnings around May 1 was a negative 8% earnings surprise. This was unusual for this company. This stock ranks in the top 15% of his database. This is one that you could buy and put away for a year. Would look to buy at around $85. $100 would be a reasonable target in 12 months.
COMMENT
COMMENT
Good growth. Yielding 4.4%.
BUY WEAKNESS
BUY WEAKNESS
April 9, 2012
Recent pullback was the function of a large secondary placement of shares from insiders. Nothing has changed and the company is hitting on all cylinders. Would look at any further weakness as a buying opportunity.
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Recent pullback was the function of a large secondary placement of shares from insiders. Nothing has changed and the company is hitting on all cylinders. Would look at any further weakness as a buying opportunity.
TOP PICK
TOP PICK
March 5, 2012
Going into a bit of correction so it is timely. Analysts won't put any growth in because they haven't acquired anything but it's only March. Phenomenal cash flow.
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Going into a bit of correction so it is timely. Analysts won't put any growth in because they haven't acquired anything but it's only March. Phenomenal cash flow.
Showing 151 to 165 of 177 entries