Wasatch International Select Fund Q3 2025 Contributors And Detractors
Constellation Software, Inc. (CNSWF) was the largest detractor from Fund performance during the quarter. While MonotaRO's results were a little disappointing, we have a lot of conviction in the company, as evidenced by its large position size in the portfolio. Another top contributor was BayCurrent; its stock was also up on the back of strong earnings results.
Constellation Software (CNSWF) Upgraded to Buy: What Does It Mean for the Stock?
Constellation Software (CNSWF) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Constellation Software Inc. - Special Call
Constellation Software Inc. - Special Call Company Participants Jamal Baksh - CFO & Director Mark Miller - President & COO Conference Call Participants Richard Tse - National Bank Financial, Inc., Research Division Thanos Moschopoulos - BMO Capital Markets Equity Research David Kwan - TD Cowen, Research Division Samad Samana - Jefferies LLC, Research Division Paul Treiber - RBC Capital Markets, Research Division Kevin McVeigh - UBS Investment Bank, Research Division Presentation Operator Good afternoon, and welcome to the Constellation Software Inc. Conference Call and Webcast. [Operator Instructions] Please note this event is being recorded.
Constellation Software Inc. - Special Call
Constellation Software Inc. - Special Call Company Participants Mark Leonard - Founder, President & Director Paul McFeeters Conference Call Participants Thanos Moschopoulos - BMO Capital Markets Equity Research Stephanie Price - CIBC Capital Markets, Research Division Paul Treiber - RBC Capital Markets, Research Division David Kwan - TD Cowen, Research Division Samad Samana - Jefferies LLC, Research Division Presentation Operator Good day, and welcome to the Constellation Software Inc. Conference Call and Webcast. [Operator Instructions].
Constellation Software Inc. (CNSWF) Q2 Earnings and Revenues Top Estimates
Constellation Software Inc. (CNSWF) came out with quarterly earnings of $24.31 per share, beating the Zacks Consensus Estimate of $18.71 per share. This compares to earnings of $22.66 per share a year ago.
Constellation Software: 7.6% Yielding, Inflation Resistant Bonds
Constellation Software's debentures offer a 6.5% real yield plus inflation, far surpassing comparable A-rated bonds in Canada. The debentures are BBB-rated, backed by low leverage and strong credit metrics, providing solid downside protection. Despite trading at a 17% premium, the five-year call notice and robust yield make the risk-reward attractive for inflation-conscious investors.
Is Constellation Software (CNSWF) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Constellation Software Inc. (CNSWF) and Greenland Technologies Holding Corporation (GTEC) have performed compared to their sector so far this year.
What Makes Constellation Software (CNSWF) a New Strong Buy Stock
Constellation Software (CNSWF) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Constellation's Trade-Off Between Profitability And M&A
Constellation Software Inc. reported a solid Q3, which portrayed the trade-off between profitability and M&A. I explain why in the article. Margin expansion is a highlight for any company, but more so for Constellation. Capital deployment was a bit muted, but there are signs that CNSWF will recover going forward. The company has substantial dry powder.
Constellation Software's Q2: Is The Law Of Large Numbers A Risk?
Constellation Software Inc. reported strong earnings again, showing highlights in both organic growth and capital deployment. Profitability skyrocketed, but this was primarily caused by how misleading net income was in the first place. I explain this in the article. Cash flows and capital deployment continued to move up and to the right despite the company's size.
3 Stocks to Buy Before They Go Parabolic: July Edition
Identifying top performing stocks early on can unleash significant long-term investment gains. The three stocks I've identified as potential buys for long-term growth investors fit a specific investor profile.
Merger Mania: 3 Stocks to Buy as Industries Consolidate
A recent article from Barron's discussing Focus Financial Partners' consolidation efforts in the registered investment advisor industry. Now owned by private equity firms Clayton, Dubilier & Rice and Stone Point Capital, it got me thinking about stocks to buy that are consolidating their industries.
