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Constellation Software Inc. (CSU.TO)

Toronto - Toronto Real Time Price. Currency in CAD
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2,150.00+37.91 (+1.79%)
At close: 04:00PM EDT
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  • M
    M
    -2% organic growth
  • J
    Jojo
    If you look at two level quotes the 5th highest bidder is $1,753 which means if someone needs to liquidate the shares price can fall fast.
  • G
    Gab
    I’m adding whenever it falls below 30x LTM FCFA2S. What points of reference do you guys use to determine when to add to your positions?
  • W
    Will
    What a beast!!!!!! Solid long term investment.
  • N
    Neil
    fractional buying this Giant.
  • N
    Nick P
    I put a list of all Constellation acquisitions on my substack, They are really aggressive this year :)
  • N
    Nick P
    I am making a list of all CSU companies for fun. Interesting. I found already 4 that serviced my existence without me knowing.
  • N
    Nick P
    48 acquisitions announced so far by the whole group. In total around USD 1170 million in revenues in prior year. Of my particular interest is TSS expansion in Serbia, where there are hundreds of good small IT companies that would be suitable candidates.
  • N
    Nick P
    From Constellation annual general meeting:
    Q: For non-VMS potential investments, there's a lot a lot of competition out there, can you give an update on how far you've gotten? Have you taken a close look on anything? Been outbid?

    Mark Leonard: Took a hard look at a thermal oil situation, looking close to a 1 billion investment and it was tax advantaged, at a time the sector could not get financing and unfortunately the price of oil ran away on me. I was trying to be opportunistic on a sector that was incredibly beaten up.

    Q: Does it fit any sort of template of business characteristics you would be looking for outside of VMS software?

    Mark Leonard: Very large tax assets because we pay an awful lot of cash tax and it's going up because of new regulation in the states. Would have the return through dividends from a public company and would have flown through us in a tax deferred way, so from a tax perspective incredibly attractive. One of the characteristics there, was complexity. Where there's a troubled situation with a peculiar circumstance and there's lots of complexity I think we can compete better than the average investor, particularly where people are willing to take capital forever.

    Q: If large VMS investments prove attractive and fruitful would you still pursue other markets outside VMS?

    Mark Leonard: Of course not.
  • D
    Dale
    Constellation Software beats on revenue
    Constellation Software (OTCPK:CNSWF): Q4 GAAP EPS of $7.02.
    Revenue of $1.09B (+14.0% Y/Y) beats by $20M.
  • M
    Mikhail
    Well, expected EPS was $10.35, right?. The stock will perhaps plunge on Tuesday..
  • J
    John
    My suggestion is to be patient. If you're look at the 1 year target for the stock, it's now at $2405. Tipranks targets are as follows: Low $2200, Average $2549 and High of $3048. It's almost a set it and forget stock. Look at it's history and you can see it has always gone up over time. Patience is the key. GL 😀
  • A
    Anonymous
    Thoughts on suspending the quarterly and special dividends to raise more cash for larger acquisitions?
  • A
    Anonymous
    SAN JOSE, Calif. and TORONTO, May 05, 2021 (GLOBE NEWSWIRE) -- FICO (NYSE:FICO), a leading predictive analytics and decision management software company, and Constellation Software Inc. (“Constellation”) (TSX: CSU) jointly announced today that they have entered into a binding agreement for the purchase and sale of FICO’s Collection and Recovery business to Constellation’s Jonas Software operating group, a leading provider of enterprise management software solutions. Great news! Hoping the stock price will reflect this going forward
  • M
    Matthew
    This company sells with a 2% free cash flow yield at its current valuation. Historically the company has barely been able to double its free cash flow in the last 5 years. That means in 5 years the yield will almost certainly be below 4% unless you have some sort of organic growth miracle. This is an incredibly dangerous price level to buy into this company.
  • D
    Doug
    I have no idea how a company with less the. 5% organic growth trades at almost 75x PE can someone explain that to me
  • M
    Matthew
    I’ve followed CSU for a long time. I’ve never been able to bring myself to invest because of some key questions. How big is their addressable market and how come no one else can come in and bid for their acquisitions? There doesn’t really seem to be any organic growth to speak of. Seems like eventually they will hit the end of the road - unless the vertical software market is like blue ocean massive and I’m missing that?
  • A
    Anonymous
    Top 3 holdings in my Covid proof portfolio: Berkshire Hathaway, Constellation Software, and Bell Enterprises.
  • s
    saur
    The best Canadian tech stock in terms of revenue growth, future 5 yrs earning growth, PEG ratios. I went heavily in this few weeks before the earnings. Also, I don't invest in tech sector for dividends. So, I am happy if they cut dividends and find better opportunities for future growth.
    Bullish
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