All of them have an estimated growth of 15% or more for the next year, except for mty thats got an estimated growth of about 10%. Jason donville of donville kent asset management on constellation software inc csu and concordia healthcare corp cxr jason donville is a principle of donville kent asset management. We have been in search of a capital markets expert to join our. Constellation software leads canada tech revival bloomberg. Akrff, a gift card, loyalty marketing technology and services provider, announces the appointment of jason donville as a member of the board of directors. You cant buy on a monday and sell on a friday and make money. Join our community of business executives and technology companies today.
The companys success lies in its ability to grow through smart, strategic acquisitions, said jason donville, chief executive officer of donville kent asset management inc. Steal these ideas from one of canadas top fund managers. Sure, like our biggest position has been for years constellation software, which is a software company that has very high margins, and largely because it acquires other software companies that are like the number one player in their space, and that entrenched position comes from intellectual property, the quality of their. At the 2015 presidents club investment conference, jason donville, president. For example, if constellation software was a top pick on october 24th, i take the price on october 23. We are thrilled to welcome jason to the board of directors, said steve levely, chief executive officer at ackroo. Some people may aim much higher than that with their picks but i prefer to stay with agressive stocks that have high chances to achieve what is. Jason del vicario recently went to bnn and talked about viemed, a. Constellation software acquires, manages and builds vertical market software businesses that provide missioncritical software solutions. Jason is the president and ceo of donville kent asset management dkam, a highly specialized asset management firm that manages investments on behalf of individual investors as well as select institutions.
Microcap kitchen canadian stocks message board msg. The president and ceo of torontos donville kent asset management plowed 50 percent of his clients assets into. When you buy constellation software, you know the company has large revenues, large benefits, huge roe. I remember that the first comment i read about that stock was probably when donville said that enghouse was a kind of babyjunior constellation software. Ackroo welcomes jason donville to its board of directors. Three top stock picks from donville kents jason donville. Donville founded donville kent asset management, inc.
Jason donville vs fabrice taylor vs bruce campbell vs christine poole. Most of these have been recommended by jason donville, but some others have been recommended by me and some other bad analysts. Our analysts draw on their experience as practitioners to deliver pragmatic advice to cxos leading business transformation within their organizations. Sometimes you get them right and sometimes you get them wrong. Having just announced its largest deal to date, the torontobased company is showing signs of taking its growththroughacquisition strategy to a new level.
Speculation is to hope that something will happen with a stock. Constellation shares have gone up about 36fold over. Lily miao long investment thesis on constellation software slides. Dec 17, 2018 ackroo appoints jason donville to board of directors. To stock quote, history, news and other vital information to help you with your stock trading and investing. The president and ceo of torontos donville kent asset management. Jason donville of donville kent asset management on constellation software inc csu and concordia healthcare corp cxr jason donville is a principle of donville kent asset management, and he joins midas letter to discuss constellation software inc and concordia healthcare corp. Akrff, a gift card, loyalty marketing technology and services provider, announced the appointment of jason donville as a member of the board of directors. Jason thinks that over 2016, as they pay down debt each quarter, the stock will be able to go. V, akrff, a gift card, loyalty marketing technology and services provider, announces the appointment of jason donville as a member of the board of directors. At donville kent asset management, the firm has about a third of its assets in three tech companies. Constellation shareholders cry foul over possible sale of. Glta buy enghouse systems enght january, 2020 its a miniconstellation software. Click here for information about xbrl software and viewing xbrl.
Valeant pharmaceuticals intl inc, concordia healthcare corp. Names like constellation software, open text and enghouse. Ackroo appoints jason donville to board of directors other. These investments include other successful canadian software companies such as constellation software, tio. A lacrosse pro turned top hedge fund manager goes allin on. Some people might have read it, but the last number of roe reporter is out. On the last number, jason donville writes about stantec, mty food group, alimentation couchetard and cgi group, saying that these companies achieve great growth by acquisition along with tio networks, biosyent, spin master, constellation software, boyd and enercare. A lacrosse pro turned hedge fund manager goes allin on. Oct 26, 2015 jason donville, president and ceo at donville kent asset management, expects the company to grow by at least 25% in 2015 and to once again generate superior, risk adjusted returns for its. Investors who tuned out skeptics of constellation software inc. Csu will stop going up, but that wont happen in 2015, says one portfolio manager. A handful of analysts recently hiked their target price on the software giants stock, which has risen 25 per cent since the start of the year, but. Focus on companies that have enduring qualities that will be able to sail through the turbulence.
More than 10 years ago, the torontobased hedge fund began buying shares of. The firm acquires, manages, and builds verticalspecific businesses. Constellation software will keep the party going in 2015, says donville. Our clients represent a broad crosssection of industries and executive roles. That can be painful at times, the same as it is for professional investors. Minority shareholders of one of canadas hottest technology companies, constellation software inc. Over the course of his career, jason has enjoyed considerable success investing in software asaservice saas. Buffett disciple jason donville weighs energy stocks bloomberg.
A meeting with jason del vicario last july, im walking across the vancouver bridge with some members of my family to visit the town dont know the name of the bridge, but its the main one. Jason donville is a principle of donville kent asset management, and he joins midas letter to discuss constellation software inc and concordia healthcare corp how to play market volatility as. Donville, president of donville kent asset management inc. A lacrosse pro turned hedge fund manager goes allin on tech. The guy known by me as the guy whos been saying for two or three years that well eventually meet in quebec city and have a few drinks together.
Over the course of his career, jason has enjoyed considerable success investing in software asaservice saas companies such as ackroo. Its takeover of a dutch company has lit a fire under its share price. Jason donville, whose fund has outperformed canadian stocks for five years using warren buffetts value investing strategy, is eyeing pulse seismic inc. The book of the torontobased erp apps vendor constellation software inc. Csu stellar stock chart is out of this world for canadian investors. Constellation softwares vela operating group completes. Jason has won numerous awards as both an analyst and hedge fund manager in asia and canada. To do the math, ive selected the price of the top pick the day before it was a top pick. The company was founded by mark leonard, a former venture capitalist, in 1996.
Mar 26, 2020 constellation software is a leading provider of software and services to a select group of public and private sector markets. Right location, right time for ontario precious metals projects. Lily miaol constellation software inc seeks to acquire market leader. Enghouse systems ltd is a canadabased provider of software and services to a.
Cgi, software maker enghouse systems and constellation. Constellation software inc leads canadian tech stock revival. Jason has won numerous awards as both an analyst and. Shop constellation energy services by state constellation. About us overview constellation software is an international provider of marketleading software and services to a number of industries, both in the public and private sectors. They look to constellation research to navigate industry disruption and major technology changes within their organizations. Constellation software is an international provider of market leading software and services to a number of industries across both the public and private sectors. Constellation web solutions, a part of constellation perseus operating group, is a real estate marketing company that provides industry leading top real estate websites, mobile technologies, interactive voice response systems, and home builder marketing services. Ackroo appoints jason donville to board of directors 17122018 ottawa, dec. Constellation software sets its sights on bigger acquisitions. Mar 19, 2014 jason donville is president, donville kent asset management.
Gender diversity board proposal at constellation software. You do not have to buy constellation electricity, natural gas or any other products to receive the same quality regulated service from your local utility. If this is your first visit, be sure to check out the faq by clicking the link above. Constellation software inc is a canadabased company that develops and customizes software for public and privatesector markets. Jason donville of donville kent asset management on. Brand names and product names are trademarks or service marks of their respective holders. The prices of constellation are not regulated by any state public utility commission.
F stock quote, history, news and other vital information to help you with your stock trading and investing. Constellation software is an international provider of market leading software and services to a select number of industries, both in the public and private sectors. We deliver strategic guidance to companies seeking to transform their businesses through the early adoption of exponential technologies. Ackroo appoints jason donville to board of directors. Canadian tech stock revival led by constellation software. We acquire, manage and build industry specific software businesses which provide specialized, missioncritical software solutions that address the particular needs of our customers. Jason donville, an investor in constellation software for the past decade, supports the call for greater diversity on the companys board. The guy known by himself at least, as the new jason donville. These investments include other successful canadian software companies such as constellation software. Constellation software is a diversified software company. Jason donville is a principle of donville kent asset management, and he joins midas letter to discuss constellation software inc and concordia healthcare corp. The company acquires, manages and builds vertical market software vms businesses. Dec 17, 2018 jason is the president and ceo of donville kent asset management dkam, a highly specialized asset management firm that manages investments on behalf of individual investors as well as select.
More than 10 years ago, the torontobased hedge fund began buying shares of the upstart software company. Jason is the president and ceo of donville kent asset management. Coming in at number one, software conglomerate constellation software has been a favourite of mr. Get sec filings for constellation software inc cnswf, including annual report 10k and quarterly report 10q. A lacrosse pro turned top hedge fund manager goes allin. Jason donville is a principle of donville kent asset management, and he joins us today to discuss constellation software inc. Earnings for constellation software are expected to decrease by 100. Call the constellation group of barnsley, south yorkshire, on 01226 771909 for quality construction work by domestic builders. May 02, 20 jason donville, whose fund has outperformed canadian stocks for five years using warren buffetts value investing strategy, is eyeing pulse seismic inc. Donville kent managment yes thats jason donville from the old bnn days. For the small investor, you cant trade in these markets.
We acquire, manage and build industry specific software businesses which provide specialized, missioncritical software solutions that. Constellation software is a leading provider of software and services to a select group of public and private sector markets. Buffettology was the book that got it right, in my opinion, with many. These investments include other successful canadian software companies such as constellation software, tio networks, enghouse, and open text. Buffett disciple jason donville weighs energy stocks. Is canadas tech giant is canadas tech giant why constellation software inc. More than 10 years ago, the torontobased hedge fund began buying shares of the upstart software. Announces results for the second quarter ended june 30, 2017 and declares quarterly dividend.