Q: Hi, CSU continues its much awaited correction. Still same thesis as a week ago? As far as you can see, no fundamental change? Tempting to dip a toe in at current levels?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Do you know what happened today with CSU? I own the stock, should I be concerned? Thanks Peter and team you are doing a great job.
Q: Hi.
CSU: Curious: How does a stock go from ~ $120 to ~ $117 in no time flat with no news today?
CSU: Curious: How does a stock go from ~ $120 to ~ $117 in no time flat with no news today?
Q: Hi 5i Team, What is your opinion of CSU and is it a good entry point now and do you think the dividend is safe going forward.
Thanks, Dennis.
Thanks, Dennis.
Q: 3% drop in 30 minutes at end of trading day ?
Does someone know something we don't know ?
Does someone know something we don't know ?
Q: GIB.A
What would your prefernce be, CGI Group or Constllation Software?
Thanks!
What would your prefernce be, CGI Group or Constllation Software?
Thanks!
Q: Peter, CSU jumped $4.42 on Friday. Only news was on the new transport system contract in Germany. Have been waiting long time for a pull back to buy, while it continues to rally on. What do you think a good entry level is now? Thanks for the grat service. Much appreciated.
Q: I would like to add a software company to my portfolio and I have been looking at Constellation Software. I am concerned that the stock price is very high. Do you think it is over bought at this time. It is trading at $120.02 today.
thanks Peter and team for your great work.
thanks Peter and team for your great work.
Q: Hi Peter,
What is your outlook for constellation software given the fact that it is currently hovering around a 52 week high? Do you anticipate another dividend increase in the near future?
What is your outlook for constellation software given the fact that it is currently hovering around a 52 week high? Do you anticipate another dividend increase in the near future?
Q: In my stock evaluiation I use a number of criteria taking .For value stocks one significant one is that the Market price should not be more than 2.5x book value. I weas interested in your report on Constellation. It passed all the benchmarks except market is 10x book.How significant do you think this is?
Q: Can I please get your comments on CSU's quarterly results, in particular any areas of potential concern. Thanks.
Q: Hello Peter. Constellation Software (CSU) has jumped to $117+ recently. Do you see more upside coming or would it be best to wait for a dip? Thank you.
Q: Hi Peter,
New member about 2-3 months ago. Have asked 4 questions and read the others Q&A, and your tweets.
Great Service - exceeded my expectations.
Jim(Mr. CMG lover and recently, CSU-T owner (both at All Time High's today - can we spell "Happy Face))
New member about 2-3 months ago. Have asked 4 questions and read the others Q&A, and your tweets.
Great Service - exceeded my expectations.
Jim(Mr. CMG lover and recently, CSU-T owner (both at All Time High's today - can we spell "Happy Face))
Q: IBM vs CSU. Are they comparable? Which is a better investment at this time. I recently sold my position in IBM as I am somewhat concerned of the effect of the fiscal cliff in the U.S.
Q: Hi Peter,
I am very pleased with your service. Exceeded my "high" expectations.
My question is to do with Constellation Software (CSU-T)
My favorite company is computer modeling (CMG-T). It is also in the tech space. I have seen CMG split several times, I think in the $30 area and at 2 for 1, providing the lure of affordability to potential buyers. CSU-T is over $100, which I think can be a psychological barrier to some folks. You have just rated CSU an "A." How strong to you see the potential for CSU to split. Would that increase your rating for the equity ? (I know "A" is kinda scratching the ceiling.)
Thanks Peter,
I am very pleased with your service. Exceeded my "high" expectations.
My question is to do with Constellation Software (CSU-T)
My favorite company is computer modeling (CMG-T). It is also in the tech space. I have seen CMG split several times, I think in the $30 area and at 2 for 1, providing the lure of affordability to potential buyers. CSU-T is over $100, which I think can be a psychological barrier to some folks. You have just rated CSU an "A." How strong to you see the potential for CSU to split. Would that increase your rating for the equity ? (I know "A" is kinda scratching the ceiling.)
Thanks Peter,
Q: re: CSU....up from $15 6 yrs ago...have we missed the boat on this one?
Q: Could you comment on Constellation's Management's Discussion indicating Organic Revenue Growth being negative for current quarter with all revenue growth coming from acquistions.
Is that not a serious concern?
Is that not a serious concern?
Q: I have reviewed the financials for Constellation Software (CSU) and it strikes me as a attractive investment for both yield and growth. As it is outside the space I usually invest in I wonder if you have any thoughts on this company?
Q: constellation software csu buy sell hold?
Q: Hi Peter. I'm wondering what you think of Constellation Software. I own Enghouse, and Constellation seems to have the same business model but just 5 years and a billion in market cap further down the road. Would it be inherently more stable than Enghouse in a recession? Is the fact that OMERS owns a big chunk of it and wants to get out too big a stumbling block in your opinion? Thanks, Mike