Viewing Company Constellation Software Inc. | StockChase
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Compiling comments that experts make about stocks while on public TV.

Constellation Software Inc. Stock Symbol: CSU-T

Last Price Recorded: $515.4900 on 2016-07-25

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Date Signal Expert Opinion Price
2016-07-15 COMMENT Michael Sprung

Who do you like in Canadian Tech? As a value investor, he may like a Canadian Tech company, but may not be able to buy it because of its valuation. Two that stand out are Constellation Software (CSU-T) and CGI Group (GIB.A-T), and CGI is probably selling closer to reasonable multiples. Both are extremely well-managed. He also likes that they are both much more software dependent, not mixing any hardware which can be so fickle in today’s technology market.


Price:
$500.130
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-04 BUY Jason Del Vicario

Probably the best managed company in Canada.  Strong on return on equity.  One of his larger positions.  Own it forever.  There is still a lot of runway for them. 


Price:
$508.100
Subject:
NORTH AMERICAN (GROWTH)
Bias:
SELECTIVE
Owned:
Yes
2016-06-24 COMMENT Barry Schwartz

A well-run company and the CEO has created an unbelievable free cash flow machine, buying up software companies and having annuity revenues, and using the free cash to continue to buy more, etc. They now have a suite of thousands of companies and are on the hunt to buy more. This is on his radar screen, but he just can’t stomach buying it at this valuation.


Price:
$500.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-03-07 PAST TOP PICK Jason Donville

(A Top Pick Feb 5/15. Up 41.69%.) Thinks they are shifting from a lot of little acquisitions to some really big ones that will come in once or twice a year. He continues to love this.


Price:
$527.720
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-02-25 BUY on WEAKNESS Veronika Hirsch

She likes this. Had gotten expensive last year. Their acquisition strategy has worked out really well. Acquisitions are now larger than what they used to be, but are not as frequent, so predictability is a little less. This is one that she would be picking away at on a really lousy day.


Price:
$551.120
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 PAST TOP PICK Robert McWhirter

(Top Pick Mar 19/15, Down 0.74%) The sale worked out well and one of his stop losses kicked in and he sold.  He is continuing to watch it before repurchasing.


Price:
$447.770
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
No
2016-02-08 COMMENT Jerome Hass

This is a serial acquirer in the software space and have done fantastically well with that business model. It has had a great 10 year run. He is generally very cynical about serial acquirers, so didn’t go into this. Doesn’t feel he can know this name as well as he would like to, because it is hard to see what the true organic growth is when they are making acquisitions. He wouldn’t look at this at these levels.


Price:
$447.770
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2016-01-29 TOP PICK Kash Pashootan

The challenge is that the stock just keeps going up and it is very difficult to find an entry point. It is now down about 15% since January, and is at an entry point that many have waited for. Their core business is niche acquisition strategy, so they are acquiring small software companies. The average acquisition size is about $3 million, and they are focusing on a space that the bigger players are not interested in.


Price:
$510.000
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-01-15 TOP PICK Peter Hodson

They do a lot of healthcare/government payroll sorts of things. They make organizations work more efficiently through software. This company is a huge acquirer. The founder still works at the company and has $500 million worth of stock. They don’t issue stock, the cash flow is great, balance sheet is really, really strong, they deliver on expectations, but they trade only in Canada and their earnings are in US$. They have had 11 days in a row where their earnings have gone up. Dividend yield of 1.06%.


Price:
$517.990
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2016-01-13 SELL Bruce Campbell (2)

Had been a long-term holder of this, but recently sold it when it broke down technically. This also has a lot to do with where we are in the market. Has been a fantastic performer, but doesn’t trade at a cheap multiple, so could be susceptible to lower prices.


Price:
$512.080
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2016-01-06 SELL James Telfser

(Market Call Minute.) This would be a Sell at this time, on valuation and a slowdown on deals.


Price:
$547.500
Subject:
CANADIAN
Bias:
BEARISH
Owned:
Unknown
2015-12-23 HOLD Jason Donville

There are certain business industries where you have recurring revenue, where clients are very, very sticky, and getting organic growth is relatively difficult, so it is cheaper to acquire.


Price:
$581.320
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-11-19 BUY Peter Hodson

(Market Call Minute.) One of the best companies in Canada. They have never issued stock in 10 years and they just make money and cash flow.


Price:
$559.000
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2015-11-02 COMMENT Larry Berman CFA, CMT, CTA

At some point you get too big and the growth numbers come down.  Maybe the pause in the last few months was the market seeing this coming.  He is not sure on this one.


Price:
$566.480
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BEAR
Owned:
Unknown
2015-10-19 BUY Jason Donville

Still likes this and would have no problem recommending it. Stock seems to be performing well. An outstanding great buy and hold company.


Price:
$554.980
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
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