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Roper Technologies Inc. (ROP $515.60)
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Constellation Software Inc. (CSU $4,532.95)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $26.73)
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TerraVest Industries Inc. (TVK $139.94)
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Waste Connections Inc. (WCN $245.42)
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Heico Corporation (HEI $321.28)
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