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Constellation Software Inc. Stock Symbol: CSU-T

Last Price Recorded: 265.0100 on 2014-04-21 01:14:50

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Date Signal Expert Opinion Price
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
2014-01-10 DON'T BUY Patrick Horan

Quite phenomenal just how well this company has been run, and how well their acquisitions have improved their earnings. In making acquisitions, the challenge over a period of 5 years is finding big competitors that want to be acquired. These are the challenges this company is going to face over the next couple of years. This looks fully valued to him.


Price:
$222.610
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2013-12-30 BUY Norman Levine

Specialty software company that buys niche companies in niche businesses. 


Price:
$226.230
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-12-24 TOP PICK Jason Donville

15 times cash earnings growing at at least 35%.  Best performing large cap stock in Canada over the last 5 years.  Made an acquisition a week ago that will contribute 15% growth on their current base of earnings.


Price:
$214.990
Subject:
GROWTH & FINANCIALS
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2013-12-19 HOLD Peter Imhof

Been a tremendous story.  Likes the management team.  Growth through acquisition.  Multiple is high but they have done a good job.  Don’t sell here.


Price:
$216.670
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Unknown
2013-11-26 BUY James Telfser

Fantastic company. Run very well making acquisitions of technology companies and rolling them in. Going to be a good stock for a long time. He has been waiting for an entry point for a long time. As they get bigger, they can make more and bigger acquisitions, accelerating their growth plans. Thinks they have a pretty decent runway for the next little while.


Price:
$190.480
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2013-10-29 DON'T BUY Bill Carrigan

Hit a new five-year high. Volume was 72,000 that is normally 33,000. Trending higher. He would be careful as it is a thin trader. There are some money managers that favour this stock. Any bad news on earnings and there will be a rush for the exits and he wouldn’t want to be in the way. Very expensive and he feels there are better places to be.


Price:
$190.410
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2013-10-18 TOP PICK Jason Donville

Look at the chart.  Another good year for the chart, 10 fold rise since ’09.  39% return on equity.  RBC raised their target price.


Price:
$189.500
Subject:
GROWTH & FINANCIALS
Bias:
SELECTIVE
Owned:
Yes
2013-10-01 HOLD Patrick Horan

Probably the smartest software guys in Canada, but smart from an acquisition standpoint. They are not focused on the growth side. Their whole thing is growth by acquisition. When a stock gets to be 14 or 15 times EBITDA he really looks for the Exit sign. He did on this one but was way too soon. Thinks it will always have a premier cachet to it. If it pulled back to $140, he would be looking to buy it.


Price:
$183.900
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2013-09-03 PARTIAL BUY Michael Smedley

Their business model seems to be fairly firmly entrenched. They don’t really vary from the typical type of software companies that they are involved in. Smart management. He has been getting numbers above $171 stocks but it doesn’t seem to matter. If you don’t own, you could do a little.


Price:
$171.500
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-08-27 BUY on WEAKNESS James Telfser

A good, long-term stock and it is getting better with time. They acquire more software companies allowing them to make even bigger acquisitions. They take all of that and then funnel the free cash flow down. Has been waiting for a good entry point. Not overly expensive.


Price:
$168.680
Subject:
Canadian Equities
Bias:
CAUTIOUS
Owned:
No
2013-08-22 TOP PICK Jason Donville

Best capital allocator management in Canada. Thinks the stock will go to $250 in the next 12 months. Only trading at 12.5X earnings.


Price:
$169.780
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 44 entries
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