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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: $271.00 | Change: +$1.52 | %Change: +0.56%
Volume: 112,673 | Day High/Low: 274.00/268.95 | 52 Week High/Low: 284.72/169.53


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0 stars

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
3.5 stars

RE:RE:RE:RE:Victim of too much success???

In my opinion I think that a lot of people are not giving CSU the amount of credit they deserve.   Everyone tends to forget about their largest takeover yet which is the European acquisition which...read more
5 stars

RE:RE:RE:RE:Victim of too much success???

If their ROIC is in the 30%+ range and they can borrow under 10%, that's still a lot of value created. They have the discipline to not overpay for acquisitions. Small, $1m businesses aren't as bubbly...read more
1 star

RE:RE:RE:Victim of too much success???

Yeah, it's an interesting strategy they've suggested.. Borrowing money at 7%+ plus CPI, to acquire companies trading at 10+ year high multiples. I don't see how this works out for them. That said...read more
5 stars

RE:RE:Victim of too much success???

They've already stated their intentions, and it's not either of your choice. They'll start using a bit more leverage, using long-term money borrowed from shareholders. This will allow them to buy more...read more
0 stars

RE:Victim of too much success???

The problem is tech valuations are at multi-year highs and multiples keep expanding for the whole sector. Why would a company want to be sold when the market and multiples go higher every quarter? So...read more
5 stars

Victim of too much success???

This stock has gone up so much during the past 5 years, a 10X bagger so to speak, that the market appears to worried that there could be a significant downward correction, as a result, the stock price...read more
5 stars

new price target 325$, analyst report

read this excellent report http://www.globalmci.com/reports/csu-08012014.pdf any company like this growing 30% with this kind of ROIC's trade at 30x-40x PER in USA. 2014 earnings will be 13$ and...read more
5 stars

RE:RE:So far so good

Very true.  Easy money has been made.  Now, at it's current size, it is impossible for it to growth so fast and making so much profits as it did in the past, but compared with its peers of the same...read more
0 stars

RE:So far so good

I agree, given but the size of CSU, I wonder how they will evolve by being so big and diversified...  rate and reply
5 stars

So far so good

Mr. Donville 's in-depth knowledge and acumen of stocks is very exceptional to say the least.  His confidence about CSU has proven to be correct.  rate and reply
5 stars

RE:RE:Organic growth..

That is it exactly and there are plenty of undervalued companies out there in need of CSU's great management.  It is all about building synergies and CSU has proven time and again they are one of the...read more
0 stars

RE:RE:Organic growth..

yeah, OTC predicts to be involved in 3billion dollars worth of M&A deals, so as long as the economy doesn't collapse things look good for growth tech stocks. Along with OTC, I wouldn't be surprised if...read more
0 stars

RE:Organic growth..

Yes that is correct, if they no longer made any acquisitions, growth would be whatever their organic growth was for the particular quarter.  In reality, such a scenario is extremely unlikely.  For...read more
0 stars

Organic growth..

Hi, I'm trying to wrap my head around CSU's growth. -- If for whatever reason, there was never another acquisition competed by CSU, would growth eventually revert to the organic number which in this...read more
0 stars

beat

3.07 delivered vs 2.95 expected. If next year's eps gets bumped up to $15 from $14.74, then at $259 we are trading at 17.26 x forward earnings.  rate and reply
5 stars

RE:RE:My Follow-up on the once-great Donville of June 21st

What would we do without uchucker?  The comic relief is fantastic!  rate and reply
5 stars

RE:RE:My Follow-up on the once-great Donville of June 21st

ROFLMAO!  rate and reply
5 stars

RE:My Follow-up on the once-great Donville of June 21st

Haha. Wow, you have never seen the name Constellation Software on any products you buy? I guess that must mean the company doesn't exist. Or that, that's a better indicator of their financial health...read more
5 stars

RE:My Follow-up on the once-great Donville of June 21st

Thanks uchuck.  Appreciate your negative posts.  Keep it up!  rate and reply