Investment Q&A

• Constellation Software Inc. (CSU)
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Q: Hi Peter,
CSU seemed to report good numbers but the market reaction is less than sanguine. Do see a problem in the recent report?
Thanks
Mike

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Read Answer Asked by mike on March 07, 2013

• Constellation Software Inc. (CSU)
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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?

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Read Answer Asked by Greg on February 20, 2013

• Constellation Software Inc. (CSU)
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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.

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Read Answer Asked by Joyce on February 14, 2013

• Constellation Software Inc. (CSU)
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Q: Hi.

CSU: Curious: How does a stock go from ~ $120 to ~ $117 in no time flat with no news today?

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Read Answer Asked by Paul on February 14, 2013

• Constellation Software Inc. (CSU)
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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.

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Read Answer Asked by William on January 31, 2013

• Constellation Software Inc. (CSU)
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Q: 3% drop in 30 minutes at end of trading day ?
Does someone know something we don't know ?

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Read Answer Asked by Paul on January 23, 2013

• Constellation Software Inc. (CSU)
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Q: GIB.A

What would your prefernce be, CGI Group or Constllation Software?

Thanks!

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Read Answer Asked by Newman on January 15, 2013

• Constellation Software Inc. (CSU)
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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.

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Read Answer Asked by Sue on January 12, 2013

• Constellation Software Inc. (CSU)
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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.

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Read Answer Asked by john on January 08, 2013

• Constellation Software Inc. (CSU)
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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?

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Read Answer Asked by Graham on December 11, 2012

• Constellation Software Inc. (CSU)
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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?

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Read Answer Asked by Gregor on November 11, 2012

• Constellation Software Inc. (CSU)
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Q: Can I please get your comments on CSU's quarterly results, in particular any areas of potential concern. Thanks.

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Read Answer Asked by Noel on October 31, 2012

• Constellation Software Inc. (CSU)
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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.

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Read Answer Asked by Harvey on October 27, 2012

• Constellation Software Inc. (CSU)
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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))

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Read Answer Asked by Jim on October 15, 2012

• Constellation Software Inc. (CSU)
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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.

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Read Answer Asked by Donald on October 10, 2012

• Constellation Software Inc. (CSU)
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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,

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Read Answer Asked by Jim on October 02, 2012

• Constellation Software Inc. (CSU)
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Q: re: CSU....up from $15 6 yrs ago...have we missed the boat on this one?

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Read Answer Asked by Art on October 02, 2012

• Constellation Software Inc. (CSU)
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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?

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Read Answer Asked by Peter on October 02, 2012

• Constellation Software Inc. (CSU)
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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?

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Read Answer Asked by Peter on August 18, 2012

• Constellation Software Inc. (CSU)
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Q: constellation software csu buy sell hold?

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Read Answer Asked by matt on July 09, 2012