Constellation Software Inc.

CSU-T

TSE:CSU

1,349.99
0.01 (0.00%)
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
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.
TOP PICK
TOP PICK
January 16, 2012
Own about 45 different software businesses globally. Recently doubled their dividend. Has phenomenal free cash flow.
Show full opinionHide full opinion
Own about 45 different software businesses globally. Recently doubled their dividend. Has phenomenal free cash flow.
TOP PICK
TOP PICK
December 12, 2011
His top holding. Likes them because of value creation, return on capital. Had a great move this year. 52 week high today. Will perform very, very well next year. Has held it since he started the fund, but was buying a week and a half ago.
Show full opinionHide full opinion
His top holding. Likes them because of value creation, return on capital. Had a great move this year. 52 week high today. Will perform very, very well next year. Has held it since he started the fund, but was buying a week and a half ago.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
(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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
(A Top Pick May 14/10. Up 80.65%.) Expect they will be sold in the next 90 days at over $90.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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”.
Show full opinionHide full opinion
Software company that mainly grows by acquisition. Excellent top line growth. ROE is somewhere in the 35%-40% range. Great “buy and hold”.
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.
Show full opinionHide full opinion
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.
PAST TOP PICK
PAST TOP PICK
November 16, 2009
(A Top Pick Nov 11/08. Up 25.84%.) Still likes.
Show full opinionHide full opinion
(A Top Pick Nov 11/08. Up 25.84%.) Still likes.
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.)
Show full opinionHide full opinion
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.)
Showing 151 to 164 of 164 entries