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: $617.4300 on 2016-12-07

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Date Signal Expert Opinion Price
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
2016-09-01 COMMENT Barry Schwartz

The CEO is right up there with the top capital allocators ever. He’s done a remarkable job of growing the company, and using free cash flow for making more and more software acquisitions. They essentially own companies that have a lot of service and annuity revenue. The free cash flow comes back into that office, and they go out and buy more. Too expensive for him. Thinks the big run is over.


Price:
$577.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-08-29 BUY on WEAKNESS Brian Acker, CA

He likes it.  $400 model price, but they could do a lot of things to increase the model price, such as a stock split. 


Price:
$559.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-07-26 COMMENT William Chin

This has done extremely well. The 5-year chart shows a big range, and right now he is just neutral. The stock is not hanging around its highs. He suspects there will be some sellers coming in. It might have good support at around $380-$400, but then you have resistance from $500 and up with a very, very slight bearish bias.


Price:
$514.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
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
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