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
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Investment Q&A
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Q: My first impression of 5i is a positive one. My hope is that you don't try to be all things to all people by covering every hole in the ground with a ticker symbol. I like your focus on solid, dividend paying small or mid caps. My question is on Constellation (CSU) -- what do you think of the stock at current prices? Thanks for your comments.
Q: I was about to take a position in CSU ---was hit hard today ----?why & do you have an opinion re this company
Thanks ---Great site ----made my investment back in 1st week !!! Don
Thanks ---Great site ----made my investment back in 1st week !!! Don