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Constellation Software Inc. Stock Symbol: CSU-T

Last Price Recorded: $317.2400 on 2014-11-22

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Date Signal Expert Opinion Price
2014-11-10 COMMENT Robert McWhirter

Growth by acquisition. Have done a very good job historically of buying companies. Ranks in the top 25% of his quantitative database. On a price to cash flow basis, it is trading about 14X 2015 earnings estimates, which is above the typical company. There is about a 13% cash flow growth forecast for 2015. He thinks they will continue to have organic growth as well as growth by acquisition.


Price:
$321.000
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-06 DON'T BUY Colin Stewart

Does not own it, but it is a hard company to bet against. Very high return on invested capital. They’re acquiring smaller companies. Their valuation allows them to do very accretive deals. It is expensive for his taste. Over the long term this is probably a good bet, however. The PE is over 20 today and he would get more interested at 15 times. It has been a great winner for growth investors.


Price:
$319.350
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
No
2014-10-24 TOP PICK Jason Donville

(A Top Pick Oct 18/13. Up 61.96%.) His target price for the end of 2015 is $400. They are the best allocators. Have a strong balance sheet. If you are only going to own one stock in Canada right now, this would be it. Trading at 16.5X 2015 earnings, and is growing at 30% a year.


Price:
$295.590
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-26 HOLD Bill Carrigan

There is no sign of a top.  He sees no reason to sell.  Technology is a very good sector to be in.


Price:
$279.150
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2014-09-11 BUY Teal Linde

The outlook is positive.  They buy small software companies that give them a good return on their investment.  They are an organic grower.


Price:
$273.500
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2014-08-13 HOLD Mike S. Newton, CIM FCSI

He was really impressed with the big spike in growth but exited in the March swoon, when anything that was highflying got hurt. Would like to get back in at some point. He would still be absolutely behind this name.


Price:
$278.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-06 HOLD Michael Decter

(Market Call Minute.) Great execution.


Price:
$271.000
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-07-29 STRONG BUY Peter Hodson

This has been a great stock performer. Even though revenue has gone from about $200 million to billions, the number of shares outstanding has been unchanged for 10 years. When you can grow without diluting your shareholders, it is brilliant. CEO owns $300-$400 million in stock. Now starting to do larger acquisitions. They have the ability to do third-party financing, where other people take the risk and they share in the profits. This is one of those great companies that you buy and 5 years later you will be happy.


Price:
$257.250
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2014-06-20 DON'T BUY Patrick Horan

The CEO is trying to be one of the few guys that actually can make an acquisition story work long term. They are going through trials right now because they issued a dividend and are now talking about possibly re-tracking it back if a bigger company came along that he could acquire. You can only acquire so fast, and then you’ve got problems and issues and legacies of stuff you are acquiring.


Price:
$248.530
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-06-19 TOP PICK Jason Donville

Has had a correction back from the $270 level. Just announced a new way of financing themselves, which takes away an equity overhang on the stock. Also, the new financing means that they are looking at some big acquisitions. This is going to solve the problem for people that are worried about an equity issue. This grows at 50% a year.


Price:
$252.210
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-05-06 COMMENT Mike S. Newton, CIM FCSI

Got stopped out on his holdings. This is a fantastic growth name that he is going to come back to shortly when it settles down.


Price:
$239.610
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2014-03-26 DON'T BUY Brian Acker, CA

This is a growth/momentum name and is still above his model price of $220. This is a 16% downside. On any dip, it would be of interest to him but too expensive right here.


Price:
$262.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-03-18 TOP PICK Jason Donville

(A Top Pick April 3/13. Up 113.04%.) Continues to rock. One of the best capital allocators in the market. A superb franchise. Fantastic management team. A stock that you could sleep at nights with. It should certainly be able to continue to outperform the market for the foreseeable future. Generates a lot of cash flow. Can see $350 in a year.


Price:
$264.110
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-01-31 BUY Robert McWhirter

Stock has more than doubled over the last year. Their whole purpose in life is to basically acquire companies and take the free cash flow, ploughing it back into other companies. Free cash flow yield is 2%, which is a B minus compared to the whole database. Year-over-year earnings growth was up 32% in October. Estimates have risen by 5% over the last 90 days. Earnings are expected to grow by 27% this year, so the PE of 19X against that, gives you a .7 PE to growth ratio. Generally speaking, a PEG of less than 1 is considered attractive.


Price:
$238.000
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-14 BUY on WEAKNESS Brian Acker, CA

(Market Call Minute.) This is a rollup, much the same as Valeant Pharmaceuticals (VRX-T) but Valeant is much cheaper. This stock closed at $223 and his model price is $181, 18% lower. Wait for a pullback.


Price:
$223.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
Showing 1 to 15 of 55 entries
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