Q: Hello Peter. Constellation Software (CSU) has jumped to $117+ recently. Do you see more upside coming or would it be best to wait for a dip? Thank you.
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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: Hi Peter,
New member about 2-3 months ago. Have asked 4 questions and read the others Q&A, and your tweets.
Great Service - exceeded my expectations.
Jim(Mr. CMG lover and recently, CSU-T owner (both at All Time High's today - can we spell "Happy Face))
New member about 2-3 months ago. Have asked 4 questions and read the others Q&A, and your tweets.
Great Service - exceeded my expectations.
Jim(Mr. CMG lover and recently, CSU-T owner (both at All Time High's today - can we spell "Happy Face))
Q: IBM vs CSU. Are they comparable? Which is a better investment at this time. I recently sold my position in IBM as I am somewhat concerned of the effect of the fiscal cliff in the U.S.
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,
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,
Q: re: CSU....up from $15 6 yrs ago...have we missed the boat on this one?
Q: Could you comment on Constellation's Management's Discussion indicating Organic Revenue Growth being negative for current quarter with all revenue growth coming from acquistions.
Is that not a serious concern?
Is that not a serious concern?
Q: I have reviewed the financials for Constellation Software (CSU) and it strikes me as a attractive investment for both yield and growth. As it is outside the space I usually invest in I wonder if you have any thoughts on this company?
Q: constellation software csu buy sell hold?
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
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