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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In my stock evaluiation I use a number of criteria taking .For value stocks one significant one is that the Market price should not be more than 2.5x book value. I weas interested in your report on Constellation. It passed all the benchmarks except market is 10x book.How significant do you think this is?
Read Answer Asked by Gregor on November 11, 2012
Q: Hi Peter,

I am very pleased with your service. Exceeded my "high" expectations.

My question is to do with Constellation Software (CSU-T)

My favorite company is computer modeling (CMG-T). It is also in the tech space. I have seen CMG split several times, I think in the $30 area and at 2 for 1, providing the lure of affordability to potential buyers. CSU-T is over $100, which I think can be a psychological barrier to some folks. You have just rated CSU an "A." How strong to you see the potential for CSU to split. Would that increase your rating for the equity ? (I know "A" is kinda scratching the ceiling.)

Thanks Peter,
Read Answer Asked by Jim on October 02, 2012
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
Read Answer Asked by Michael on July 08, 2012
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.
Read Answer Asked by Noel on May 24, 2012
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