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: $746.1700 on 2017-10-18

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Date Signal Expert Opinion Price
2017-10-06 COMMENT Robert McWhirter

Grows by acquisition. Expected to have earnings growth of 17%. Earnings are expected to go from $27.50 to $32, which is a 17% lift, but you are paying a 22X price earnings multiple. In the top 10% of his database.


Price:
$709.430
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2017-09-18 TOP PICK Jason Del Vicario

Debenture.Probably the best capital allocator in Canada. He likes this debenture, because it has a high yield of almost 7%. It is not well known and is under the radar. It also has an element of inflation protection. The yield is rather unique in that it is set at 6.5% plus the trailing CPI inflation rate. If you think inflation is going to pick up, you will get yield reset every year. Yielding 6.3%. (Note: This doesn’t qualify for the dividend tax credit, so Buy it in an RRSP, RIIF or a TFSA account.)


Price:
$687.000
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-08-03 COMMENT John Stephenson

This has been a good name in the past, and continues to be good. They have a decent footprint in Europe which is really helpful. Continues to post good numbers and will continue going higher.


Price:
$696.650
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-07 COMMENT Michael Sprung

A growth rollup strategy. They have grown a lot by acquisition as well as some organic growth. Trading at close to 50X earnings. It only needs to stumble a little in order to cause a great deal of disappointment. In order to continue the growth and the appreciation that we have seen, they have to continue to surprise people on the upside and continue on the growth pattern.


Price:
$700.280
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-03 COMMENT Kash Pashootan

Essentially a serial acquirer of companies, which they roll into their product offering. Focused on smaller size companies. He bought this at $100 a share, and sold it last year at $629. It is going to become increasingly difficult for them to move the share price higher.


Price:
$660.100
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-03-29 BUY Jason Del Vicario

He likes them a lot.  It is bullish when you see a company consolidate.  They are forming another base or handle around $650.  It would just take a large acquisition in order to move higher.


Price:
$654.490
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-03-14 PAST TOP PICK Kash Pashootan

(A Top Pick Jan 29/16. Up 29%.) Focused in software and they have traditionally made acquisitions of smaller software companies. The challenge is that this is a $13 billion company, so they need to do 40-50 acquisitions yearly to really move the needle.


Price:
$651.540
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-03-09 HOLD Teal Linde

A fabulously run company. A great case study if you want to study how a company can grow through acquisition. When they started off, the idea was to buy companies between $5-$7 million. They focused on smaller companies, because in that way they were not competing with private equity. However, today the company is a $13 billion company, and they are still going after these small $5-$7 million companies. If it pulled back, he would consider buying it then.


Price:
$648.990
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
No
2017-02-23 HOLD Brooke Thackray

We should see it fall back due to it getting to the end of the period of seasonality.  He would put a stop in place.  It was going down then the market is going up.


Price:
$630.440
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-24 COMMENT Jason Del Vicario

Recently added to his position as it broke through previous resistance in the high $500s. This has been the best performing stock on the TSX over the past 10 years. Their compound average growth rate of the stock price has been over 40% during those 10 years. Feels management are among the top 5 capital allocators in Canada. They feel there are more Canadian software companies that they could take over. Also, owns their debenture, and the interest rate is tied to inflation, so it is at 6.5% plus the trailing CPI.


Price:
$611.460
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-01-18 PAST TOP PICK Peter Hodson

(A Top Pick Jan 15/16. Up 17.36%.) This has been one of the greatest stocks in Canada over the last 10 years. They haven’t issued any more shares. Earnings have gone up tenfold. They’ve done great acquisitions. They have 100 people dedicated to acquisitions full-time in software.


Price:
$599.690
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-12 BUY James Telfser

(Market Call Minute.) You can’t bet against this company. One of these days they won’t find deals to do, but a very high quality company with lots of return on invested capital.


Price:
$589.190
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2016-11-04 COMMENT Michael Sprung

This has been a very interesting company over the years. It is one of the companies that has progressed on a rollup strategy through acquisitions. You have to give them credit for having made some very, very sharp purchases. Multiples are sort of dependent on that growth continuing. As a value investor, these are very difficult companies for him to Buy, because the multiple on the growth aspect is far ahead of the immediate fundamentals that underlie the earnings. Not one that he would purchase.


Price:
$629.000
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-10-26 COMMENT Bruce Campbell (2)

(Market Call Minute.) Their earnings are coming out right away and it will be interesting to see what happens. He likes it.


Price:
$588.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-10-20 TOP PICK Jason Del Vicario

This buys other software companies, and are now at the scale where they are really well diversified. Feels management is top in class if not the best management team in Canada. Excellent allocators of capital. They are in a whole slew of verticals. Very disciplined in terms of their acquisition strategies. Have just gone through a period of consolidation, and look to be set to head to new highs. Dividend yield of 0.89%


Price:
$590.370
Subject:
NORTH AMERICAN (GROWTH)
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 104 entries
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