CNSWF News and Press, Constellation Software Inc From 02/02/23

TORONTO, Feb. 02, 2023 (GLOBE NEWSWIRE) -- Constellation Software Inc. (TSX:CSU) announced today it will delay the release of its results for the fourth quarter and year ended December 31, 2022 until March, 2023. Complexities caused by the carve-out accounting associated with the acquisition...

Summary The Akre Focus Fund invests in a small number of what we believe to be extraordinary businesses that are run by talented and honest managers who wisely reinvest free cash flow. Based on internal analysis, the Fund’s 2022 performance was driven almost entirely by valuation...

Summary Analyzing my real-life portfolio's dividend growth for 2022. Dividend growth pulled back some compared to 2021; however, it was still a strong year of dividend growth. Among my holdings, weighted dividend growth for 2022 came in at 6.7%. For further det...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips The search for blue-chip stocks has really been lagging of late. The decade-long bull market we recently witnessed compensated investors for seeking growth over value. Thus, companies with rock-solid business models and fund...

Summary Topicus, the Europe-focused serial VMS-acquirer spun out from Constellation Software, is one of my highest conviction investments for the next decade. As a serial acquirer of small, profitable tech companies, I believe Topicus has a long runway of growth ahead of them as they co...

TORONTO, Jan. 17, 2023 (GLOBE NEWSWIRE) -- Constellation Software Inc. (TSX: CSU, TSX: CSU.DB) (the “ Company ”) announced today that the interest rate applicable to the unsecured subordinated floating rate debentures, Series 1 of the Company (the “ Debentures ”...

Summary 2022 was a painful year for tech investors, and especially so for Palantir investors. Ceding control to the founders seems nice, altruistic even. I like it when those in management are shareholders too, it can help to align interests. But in the case of Palantir, the F Class...

Summary I significantly pruned my watchlist, removing a number of companies and adding in some high quality companies. I discuss my strategy of focusing on high quality companies and the mistakes I made including some cheap companies on previous watchlists. I name the top companies ...

Summary We continue our roundtable series with value analysis. Today we have seven contributors sharing their insights for 2023 and one top idea. Next up we will have Commodities. ~ By Ashutosh Gowli, Marketplace Specialist Thank you to all readers of our first par...

Summary With PHX Minerals' 2020 hedges completely rolling in early 2023, it should lead to higher realized prices and cash flow, assuming commodity prices in 2023 are what they were in 2022. I like the company's acquisition model and explain why it should be a strong tailwind for PHX Mi...