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Strategies & Market Trends : Dino's Bar & Grill -- Ignore unavailable to you. Want to Upgrade?

To: Goose94 who wrote (45342)	6/20/2018 8:15:25 PM
From: Goose94	Read Replies (2) \| Respond to of 202216

Canstellation Software (CSU-T) top pick from Jason Del Vicario on BNN.ca Market Call Wed June 20th @1200ET Dovetailing from the previous comments on Dollarama, the management team of Constellation Software are the best capital allocators in Canada. This stock remains poorly understood by the Street in that they look at the lofty price-to-earnings ratio and quip: "nice run; too expensive." All you should do is pull out a calculator and their financial statements and look at the cash ROE or cash earnings. You'll see that the company, in relation to their ROE and return on invested capital (ROIC) metrics, is inexpensive. 99 per cent of analysts, portfolio managers and the investing public will think I’m crazy suggesting a stock that's up as much as this company is inexpensive, but the math supports my opinion. Either way, they have a proven track record of adding significant shareholder value. They have increased their deal hunting team, expanded their geographical reach and I expect them to continue to compound shareholder wealth at above-average rates for years to come. They remain to be our largest position. We have neither added nor reduced since we last featured them.