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Constellation Software Inc T.CSU

Sector: Technology | Sub-Sector: Software - Application
Alternate Symbol(s):  CNSWF | T.CSU.RT

Constellation Software Inc is engaged principally in the development, installation and customization of software relating to the public and private sectors in Canada, USA, UK and Europe. It also provides related professional services and support.
Price: $295.45 | Change: +$12.85 | %Change: +4.55%
Volume: 51,557 | Day High/Low: 296.77/283.70 | 52 Week High/Low: 297.10/178.50
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0 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

Great contrary indicator ;)  rate and reply
5 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

According to Capital IQ, adjusted EPS for 2015 is expected to be ~$330 million. At our current market cap. of ~$6 billion, we are trading ~18x F2015 earnings.  However I think we still have...read more
3 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

I am out also.     Definitely don't like the markets in general right now.     Could end up being close to another very big correction.  rate and reply
5 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

I am out.  Way too risky out there now.  The market wants to go down.  rate and reply
5 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

In  a similar boat.  This thing only goes up, so it's tricky to time your buys since we're probably all pretty accustomed to buying on dips.  That said, trading at all time highs with the TSX down...read more
0 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

I was actually looking to buy more of CSU had it dropped more but it didn't . I guess we shall see what next week brings  rate and reply
0 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

This was a fascinating thread and a great read.  I was unaware of Mr. Leonard's comments as to the strength of VMS companies.  Thank you to all of you.  Very well written, informative, and intelligent...read more
0 stars

RE:RE:NEW ALL TIME HIGH

Markets as a whole are getting pummelled, while CSU is going up up up. DJIA and S&P are down 1-2% last 30 days, CSU is up almost 8%.  rate and reply
3 stars

RE:NEW ALL TIME HIGH

And another new high once again today as seen below.    Possibly their " big European acquisition" will start showing some profits in the coming quarters.       Quote Details   Open 285.60  ...read more
3.5 stars

NEW ALL TIME HIGH

It took awhile but has now hit a new all time high as seen below.    Let's see if we can break the $300 mark now.       Quote Details   Open 288.35   P/E Ratio (TTM) 56.0x Last Bid/Size...read more
0 stars

Price for Incognito

Can anyone verify what they paid for Incognito?  rate and reply
5 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

These guys are masters at buying good companies and then leaning these companies out in terms of processing and internal functions.  They are in fact geniuses at it.  There are so many companies these...read more
0 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

So I just noticed that I have 800 RT units in my account. What does this allow me to buy and how much? The prospectus is too complicated for me to understand :) Thanks!  rate and reply
0 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

The rights trade under CSU.rt if I remember correctly. There's a writeup on Seekingalpha about them. 5 years is a long time. The idea is that if you borrow from a bank, you don't want to trip some...read more
0 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

Thanks for your comments. Is this capital they are raising callable? I thought I read that the investor can force the company to pay back the loan at par every 5 years or so. Is this debt going to...read more
0 stars

RE:RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

The forward PE infers significant growth expectations, where the market expects that the company will continue its pace of acquisitions. I think this is unlikely. If I'm correct, the stock is...read more
0 stars

RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

I didn't say they had trouble finding assets in 2008-2009. They obviously bought a lot of things then and since. I just said that they expected the VMS businesses to be distressed like the rest of the...read more
0 stars

RE:RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

They're levering up so that they have the cash available to take advantage of good deals as they present themselves.  CSU is an underlevered company as it is. Forward P/E is in the teens.  Therefore,...read more
0 stars

RE:RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

Interesting, I wasn't aware that in 2008-2009, they had trouble finding candidates. Regarding levering up, I got the impression from reading one of the president's letters that they were levering up...read more
0 stars

RE:RE:RE:RE:RE:RE:The real cause of stagnant share price

I still think you have to be careful. CSU could definitely slow down for a bit, but that's not the same as stalling on the M&A front. Management is very conservative and constantely under-promises...read more

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