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Constellation Software Inc.

Stock Symbol: CSU-T

Last Price Recorded: 143.2100 on 2013-05-24 01:14:50

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Date Signal Expert Opinion Price
2013-04-03 TOP PICK Jason Donville

Just reported Q4 earnings a couple of weeks ago. While the market was down 250 points, this stock hit a new all-time high. Thinks the stock goes way higher this year and that the analysts underestimate how big the earnings jump is going to be for 2013. Dividend yield of 3.22%.

 Price:
$126.550
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
Yes
2013-04-01 DON'T BUY Larry Berman CFA, CMT, CTA

They go around buying up software companies.  He likes the business model.  The stock is probably fully valued and there is a risk of a correction of 15-20% so he would be cautious.

 Price:
$125.000
Subject:
N/A
Bias:
CAUTIOUS
Owned:
Unknown
2013-02-06 PAST TOP PICK Jason Donville

(A Top Pick March 5/12. Down 39.35%.) This is a “growth through acquisition” model so they do a lot of acquisitions. He Buys because he feels it has a rapidly expanding net present value of its future cash flows.

 Price:
$124.070
Subject:
CANADIAN SMALL & FINANCIALS
Bias:
BULLISH
Owned:
Yes
2013-02-04 DON'T BUY Ian Ainsworth

Prefers companies that have organic growth with good margins and a business model that makes them competitive in a way that they can gain market share. Great management who knows how to put businesses together but are basically driven by acquisitions. Have to do an acquisition almost every 2 weeks.

 Price:
$124.150
Subject:
GROWTH & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2013-01-08 PAST TOP PICK Jason Donville

(A Top Pick Jan 13/12. Up 49.75%.) Has been a ton of acquisition announcements over the last 3 months so he expects to see some positive revisions up from analysts as we go into 2013. Still a Hold.

 Price:
$120.050
Subject:
CANADIAN SMALL & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2012-12-28 BUY James Hodgins

Not too late to get into this one as long as the fundamental change factors continue to be positive. Not super expensive. Trades at almost 17X next year’s earnings but less so on cash flow, which is something like 10 or 12 times.

 Price:
$119.340
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2012-12-07 HOLD Keith Richards

Chart shows a strong uptrend. What’s not to like? He likes to buy a stock in an uptrend near the trend line. If it breaks the trend line, you bailout but not until then.

 Price:
$117.250
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2012-11-23 PAST TOP PICK Jason Donville

(A Top Pick Dec 12/11. Up 58.3%.) A software company that buys other software companies. Best at buying best-of-breed software companies for very low multiples. Superb management team. Almost a 4% dividend.

 Price:
$118.380
Subject:
CANADIAN SMALL & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2012-11-15 BUY David Burrows

(Market Call Minute) Predictable cash flow.  Mature software gives them licensing revenue.  Performing well and tightly held.

 Price:
$114.450
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2012-10-03 PAST TOP PICK Jason Donville

(Top Pick Oct 17/11, Up 54.69%) Return on capital makes it a profit machine. A lot of acquisitions this year and expects spectacular growth next year.

 Price:
$104.990
Subject:
CANADIAN SMALL & FINANCIALS
Bias:
BULL on TECHNOLOGY
Owned:
Yes
2012-06-04 BUY on WEAKNESS Robert McWhirter A large software company that basically grows by acquisition. Reported earnings around May 1 was a negative 8% earnings surprise. This was unusual for this company. This stock ranks in the top 15% of his database. This is one that you could buy and put away for a year. Would look to buy at around $85. $100 would be a reasonable target in 12 months.
 Price:
$89.870
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2012-04-26 COMMENT Norman Levine Good growth. Yielding 4.4%.
 Price:
$91.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-04-09 BUY on WEAKNESS James Hodgins Recent pullback was the function of a large secondary placement of shares from insiders. Nothing has changed and the company is hitting on all cylinders. Would look at any further weakness as a buying opportunity.
 Price:
$88.360
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
No
2012-03-05 TOP PICK Jason Donville Going into a bit of correction so it is timely. Analysts won't put any growth in because they haven't acquired anything but it's only March. Phenomenal cash flow.
 Price:
$92.780
Subject:
CANADIAN SMALL & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2012-01-16 TOP PICK Jason Donville Own about 45 different software businesses globally. Recently doubled their dividend. Has phenomenal free cash flow.
 Price:
$84.500
Subject:
CANADIAN SMALL & FINANCIALS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 26 entries
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