TSE:CSU
Constellation Software Inc. (CSU.TO)
2,969.32
+67.76 (2.34%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
339 watching
Financials 
Technical Analysis 0
PAST TOP PICK
(A Top Pick May 14/10. Up 80.65%.) Expect they will be sold in the next 90 days at over $90.
Jason DonvilleOwned
computer softwareprocessing
STRONG BUY
His top holding. His guess is that they put themselves up for sale. These guys aren’t dummies and won’t sell it cheap. His guess is they won’t take an offer under $100. Doesn’t think the process will take more than 90 days.
Jason DonvilleOwned
computer softwareprocessing
TOP PICK
Software that are probably in 35-40 different silos. Very good at identifying best-of-breed software and making acquisitions. Everything from transportation to government services to housing, etc. Capital management of this company is superb. Growing at about 35% per annum. Very undervalued.
Jason DonvilleOwned
computer softwareprocessing
TOP PICK
Software company that mainly grows by acquisition. Excellent top line growth. ROE is somewhere in the 35%-40% range. Great “buy and hold”.
Jason DonvilleOwned
computer softwareprocessing
TOP PICK
Big company without a huge profile. 30-40 companies under it to do all kinds of things in Canada and the US. Able to buy companies at a very good valuation. Single digit P/E. Thinks stock is worth double.
Jason DonvilleOwned
computer softwareprocessing
PAST TOP PICK
TOP PICK
Niche software. 70% of its business is government related. Growth is mostly through acquisition but lately has 6%-7% organic growth. Most of its revenues are recurring ones. (Recommends you do partial buys on a gradual basis.)
Norman LevineOwned
computer softwareprocessing
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