Investment Q&A

• Constellation Software Inc. (CSU)
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Q: Hi Peter and team;
Thanks for the great service. I am building positions with A and B rated stocks. So far I have bought Stantec, Enghouse, BNS. I am looking at adding another stock, my goals are long term hold (5 years) and looking for dividend growth potential and stock price appreciation. At this time, is their one stock you would recommend.
Tks
Kevin

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Read Answer Asked by Kevin on September 24, 2013

• Constellation Software Inc. (CSU)
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Q: Based on current metrics what price would you consider Constellation Software CSU too expensive to buy?

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Read Answer Asked by Andrew on September 17, 2013

• Constellation Software Inc. (CSU)
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Q: Thinking of buying CSU and CSCO and Cineplex. Is it too late to buy these as they’ve taken quite the run.

Also are there other Canadian tech stocks you would recommend? I currently have no tech stocks in my portfolio.

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Read Answer Asked by Carla on August 21, 2013

• Constellation Software Inc. (CSU)
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Q: CSU is trading around $167 today. It is too late to buy? I keep missing opportunities to purchase on a pullback and now wonder if I should even try. Your opinion is greatly appreciated!

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Read Answer Asked by Brenda on August 08, 2013

• Constellation Software Inc. (CSU)
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Q: Hi Peter
CSU took another big jump yesterday which is good for the investors, and I understand that they will also pay a special dividend in Oct ($ 1 per share)
I got in around $ 150.
Has the volumes been up lately? Would this eventually be a take over target?
thanks

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Read Answer Asked by Michael on August 08, 2013

• Constellation Software Inc. (CSU)
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Q: peter, constellation(been in since 71.00) and sylogist(been in since 3.80), i am sitting on huge profits, would you sell into this strength or still hold. dave

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Read Answer Asked by david on August 01, 2013

• Constellation Software Inc. (CSU)
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Q: Contellation Software (CSU) has released its second quarter results which look very good to me. I would appreciate your comments. Thank you, Peter

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Read Answer Asked by Peter on July 31, 2013

• Constellation Software Inc. (CSU)
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Q: CSU- What is the concensus for Constellation's Q2?

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Read Answer Asked by sandy on July 30, 2013

• Constellation Software Inc. (CSU)
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Q: Hello,
I purchased Constellation Software almost a year ago, and am quite happy with the progress. My only concern with this company relates to the threat from cloud computing companies; is this a significant risk going forward in your opinion?

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Read Answer Asked by Darren on July 22, 2013

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

Looking to buy a full position in either ESL or CSU with no real holding time frame in mind (could be 6 months or 6 years), which would you go with at today's values? Thanks!

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Read Answer Asked by Ray on July 19, 2013

• Constellation Software Inc. (CSU)
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Q: Hi Peter:
I have been waiting patiently to buy some CSU which is graded as
"A" by your newsletter
It is trading at 145 and looking like it is forming another base
before taking off
Should I wait for a pull back ? or put in a 50% position now?
thanks!

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Read Answer Asked by Michael on July 16, 2013

• Constellation Software Inc. (CSU)
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Q: In my TFSA with long time horizon and a small part of my portfolio, I am down 84% on Arcan ARN, would you keep it or top up on STN, CSU or one of my A- rated stocks?

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Read Answer Asked by William on May 16, 2013

• Constellation Software Inc. (CSU)
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Q: I'm tempted to purchase Constellation (CSU) but am concerned about whether there is still much upside potential in the next couple of years. I know you did a report on it in Oct 2012, giving it an excellent grade, but it was $103.78. Today it's trading around $135 meaning it's gained around 30% in the last 7 months. Do you still recommend it at these levels?

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Read Answer Asked by Brenda on May 08, 2013

• Constellation Software Inc. (CSU)
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Q: Cct and csu are my core holding for many years in excess of 12% of my overall stock holding. Are there any concern on the recent quarterly report or just a normal profit taking? Thank you for your opinion.

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Read Answer Asked by Bill on May 02, 2013

• Constellation Software Inc. (CSU)
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Q: Could I please have your assesment of Constellation Software's (CSU) first Q earnings released today after the market closed? Thank you.Peter

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Read Answer Asked by Peter on May 01, 2013

• Constellation Software Inc. (CSU)
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Q: I have a question about Brookfield Renewable Energy. I am a new member just creating my 30K TSFA portfolio now. I need to decide between CSU and and BEP; I already own Stantec, and I want one more A level stock. Which one do you think would be best for total return for the coming year. I realize they are very different stocks. (I also plan to own SYZ, AYA, ESL.)

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Read Answer Asked by Gordon on April 09, 2013

• Constellation Software Inc. (CSU)
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Q: Hello Peter and the 5I team:
I am a new member and have a question on CSV (Constellation). This is an acquisition driven company. How long can they keep churning out increasing profits?
Do you have any recommendations on REITs? You do not have a single REIT in your model portfolio. Is that by choice?

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Read Answer Asked by Sirish on April 08, 2013

• Constellation Software Inc. (CSU)
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Q: Dear 5i Team
I would like to buy 2 of the best technology stocks that you think are out there . I m considering ESL , MDF and CSU . Any others you might suggest worth considering for 2013 and beyond ?
Thanks
Bill

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Read Answer Asked by Bill on April 02, 2013

• Constellation Software Inc. (CSU)
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Q: If CSU (Constellation Software) is planning on reducing acquisitions this year, do you expect a further reduction in its multiple? At what price would you be a buyer?

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Read Answer Asked by Douglas on March 18, 2013

• Constellation Software Inc. (CSU)
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Q: Hi Peter, any thoughts on CSU's earnings that came out yesterday? Thanks!

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Read Answer Asked by Hussein on March 07, 2013