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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: $284.66 | Change: +$3.17 | %Change: +1.13%
Volume: 40,735 | Day High/Low: 284.66/278.56 | 52 Week High/Low: 284.72/176.82
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Price for Incognito

Can anyone verify what they paid for Incognito?  rate and reply
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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
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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
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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
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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
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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
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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
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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
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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
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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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RE:RE:RE:RE:RE:The real cause of stagnant share price

Fair points. Note I love the company and was originally long from $100 and just recently sold and went short. It's just a question of valuation and comments management said in the last call regarding...read more
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RE:RE:RE:RE:The real cause of stagnant share price

Aren't there much easier ways to make money than to short a business with superlatively good management, operating great, diversified businesse, with a track record of deploying capital at high ROICs...read more
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RE:RE:RE:The real cause of stagnant share price

Yup, I agree 100%. I'm short this name until they do something. I'm confident that the total deal flow this year will be materially less than needed to sustain such high expectations. Multiples are...read more
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RE:RE:The real cause of stagnant share price

They are doing a rights offering of debt for 95 million.  So when they announce a 100millon dollar deal with no dilution you will be scrambling.  rate and reply
1 star

RE:The real cause of stagnant share price

CSU hasn't announced a material acquisition in a while. If they don't continually acquire, the stock will go down as the growth rate will revert to the organic growth rate of 6%. All else being equal...read more
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The real cause of stagnant share price

Day trader infestation plus nervous nellies after a 10 bagger success.  This is ironically a victim of its past success too much too fast.  rate and reply
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RE:RE:csu.rt.to

Thanks. I got my package in the mail today.  rate and reply
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RE:csu.rt.to

They give you the right to purchase the CSU debentures that will hit the market next month.  The Debentures will be issued as a single series, in two tranches, and will have a maturity date of March...read more
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csu.rt.to

I have never come across this situation.  I see I have a few share of csu.rt in my account trading at 60 cents... what do I do with these... ?  is it a bond or a rt to by shares in csu.  if so how do...read more
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RE:RE:RE:RE:RE:Victim of too much success???

Those debentures are pretty attactive.  If you have soome fixed income money in need of a place to grow, I would certainll consider it.  rate and reply