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This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb's 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 08/14/2018. Please visit our Tracking Ruane, Cunniff & Goldfarb's Portfolio ar...
source: company website Constellation Software ( CNSWF ) has provided extraordinary returns of over 3,000 percent for its shareholders since it went public in 2006. Over the last decade that has resulted in the company being the top tech stock in Canada. What separates Constellation fr...
My last quarterly portfolio update was all about the drag of a heavy-weighting towards value stocks. The last 3 months looked set for more of the same. For most of July, my picks were barely doing better than the rest of my portfolio. Then, I woke up one morning to this: Since Aimia (GAP...
Constellation Software ( OTCPK:CNSWF ): Q2 EPS of $5.75 More news on: Constellation Software, Inc., Earnings news and commentary, Tech stocks news, Read more ...
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Cantel Medical ( CMD ) is a high quality growth company that is likely to significantly grow its earnings over the next 5 years. The company supplies a diverse set of very stable and growing medical end-markets. The company has a strong track record of generating organic growth but has also de...
This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 05/15/2018. Please visit our Tracking Ruane, Cunniff, & Goldfarb’...
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