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Constellation Software Inc. (CSU)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: CSU or BAM? 5 year hold.
5i Research Answer:
It is a Sophie's Choice here (if you are too young look it up). We would side with CSU. We really like BAM, but with its plan to pay out most of its cash flow CSU may have a better re-investment plan for growth using its own capital.