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.
Here is how Constellation Software Inc. (CNSWF) and Greenland Technologies Holding Corporation (GTEC) have performed compared to their sector so far this year.
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 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 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.
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.
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.
Several top restaurant brands are starting to use Soundhound AI's voice-assistance technology. Constellation Software continues to deliver outstanding financial results that are driving market-beating gains for investors.