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: $610.9400 on 2017-02-17

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Date Signal Expert Opinion Price
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
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
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