Constellation Software Inc.

CSU-T

TSE:CSU

1,292.15
28.97 (2.29%)
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
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.
TOP PICK
TOP PICK
January 16, 2012
Own about 45 different software businesses globally. Recently doubled their dividend. Has phenomenal free cash flow.
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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.
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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.
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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.
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(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.
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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.
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(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.
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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.
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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”.
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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.
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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.
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(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.)
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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.)
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