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Roper Technologies Inc. (ROP $446.16)
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Constellation Software Inc. (CSU $3,362.09)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $29.39)
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TerraVest Industries Inc. (TVK $161.10)
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Waste Connections Inc. (WCN $242.07)
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Heico Corporation (HEI $326.82)
Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam
Thank you
Sam