Donville kent asset management commentary for the month of april 2019, titled. May 07, 2014 coming in at number one, software conglomerate constellation software has been a favourite of mr. Enghouse sys ltd stock and software application market discussion. The firm acquires, manages, and builds verticalspecific businesses. More than 10 years ago, the torontobased hedge fund began buying shares of the upstart software. Mar 08, 2016 three top stock picks from donville kents jason donville. Jason donville is a principle of donville kent asset management, and he joins midas letter to discuss constellation software inc and concordia healthcare corp more room for canadian tech winners. Ackroo appoints jason donville to board of directors. Get breaking news and analysis on constellation software inc. Donville kent managment yes thats jason donville from the old. Dec 17, 2018 ackroo appoints jason donville to board of directors home. Valeant pharmaceuticals intl inc, concordia healthcare corp. Cnswf stock, price quote and chart, trading and investing tools.
Strengths, domain expertise, and key differentiators. Search 27 constellation software jobs now available on, the worlds largest job site. Email me now for a free copy of my new book capital compounders. 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. Buffettology was the book that got it right, in my opinion, with many actionable ideas. Jason donville is president and ceo of donville kent asset management. Canadian tech stock revival led by constellation software constellation software s acquisition strategy has helped it surge 483% in five years, helping to lead a resurgence in the long. Jason donville, president and ceo at donville kent asset. You can see on that donville recommended constellation software tse. If this is your first visit, be sure to check out the faq by clicking the link above.
Be 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 plowed 50 percent of his clients assets into. The prices of constellation are not regulated by any state public utility commission. We acquire, manage and build industry specific software businesses which provide specialized, missioncritical software solutions that address the particular needs of our customers. A lacrosse pro turned top hedge fund manager goes allin on. 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. Having just announced its largest deal to date, the torontobased company is showing signs of taking its growththroughacquisition strategy to a new level. Mar 26, 2020 constellation software is a leading provider of software and services to a select group of public and private sector markets. 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.
Minority shareholders of one of canadas hottest technology companies, constellation software inc. You cant buy on a monday and sell on a friday and make money. This year, ill try to prove myself by playing the game against donville and against all the others analysts im talking about from time to time. My interview with jason donville of donville kent asset management originally appeared in my national bestselling book, market masters, which is available at chapters, indigo, and coles as well as costco and amazon. Constellation shareholders cry foul over possible sale of. Constellation knows your dollars are hardearned and that managing your energy budget, whether for your home or business, is critical. Savaria, mty food group, firstservice, constellation software all multibaggers. 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. Focus on companies that have enduring qualities that will be able to sail through the turbulence.
Constellation software sets its sights on bigger acquisitions. Ackroo appoints jason donville to board of directors, stocks. 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. Constellation shares have gone up about 36fold over. Jason thinks that over 2016, as they pay down debt each quarter, the stock will be able to go. As of right now we dont anticipate inflation in the market and well highlight. Click here for information about xbrl software and viewing xbrl financial statements. So how attractively priced is the canadian stock market right now. That can be painful at times, the same as it is for professional investors. Constellation collections is an huge database with awesome photos, detailed info and specifications. 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. Speziale, a graduate of the university of waterloo, is the national bestselling author of market masters, which features exclusive conversations with canadas top investors, as well as lessons from the successful investor, which contains 85 important investment lessons that he learned throughout his own trials, tribulations, and winnings in the market. Announces results for the third quarter ended september 30, 2017 and declares quarterly dividend.
Constellation shares have gone up about 36fold over the past decade, helping donville s capital ideas fund, which is managed by former toronto rock player jesse gamble and jason donville, generate returns of more. Sometimes you get them right and sometimes you get them wrong. Canadian tech stock revival led by constellation software. Constellation software crh medical the first four names represent more than 30% of my portfolio. 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.
Steal these ideas from one of canadas top fund managers. My talk at the fairfax financial shareholders dinner 25. A lacrosse pro turned top hedge fund manager goes allin. For example, hedge fund manger, jason donville, and his top pick in 2010.
The book of the torontobased erp apps vendor constellation software inc. Our mission is to acquire, manage and build marketleading software businesses that develop specialized, missioncritical software solutions to address the specific needs of our. Constellation software has obviously rebounded well from the late 2018 selloff. Constellation has a 30% roe and is trading on 21x 2020 cash earnings. This is the constellation software company profile. 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. Jul 26, 2016 companies like donville kent use software and it services in our daytoday operations, and the use of these companies software and services is now quite entrenched in our firm. Over the course of his career, jason has enjoyed considerable success investing in software asaservice saas. Jason donville francois rochon aubrey hearn gerry wimmer john ewing. Jason donville of donville kent asset management on. Brand names and product names are trademarks or service marks of their respective holders.
Some people might have read it, but the last number of roe reporter is out. Jason donville is president, donville kent asset management. These investments include other successful canadian software companies such as constellation software, tio networks, enghouse, and open. On the sixth day of chritmas, my true love gave to me, a book about war and killing. Many years ago, i bought the art of war by sun tzu. The site gave me access to other investors, and their opinions on stocks. 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. Gender diversity board proposal at constellation software. Constellation softwares acquisition strategy has helped it surge 483%. Csu will stop going up, but that wont happen in 2015, says one portfolio manager. 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.
Its takeover of a dutch company has lit a fire under its share price. At the 2015 presidents club investment conference, jason donville, president. For those who dont know that book, it was written about 2500 years ago and its mostly simple sentences about how to conduct war. Jason donville, whose fund has outperformed canadian stocks for five years using warren buffetts value investing strategy, is eyeing pulse. Everyone at donville kent is used to using the suite of software and it services that is in place. And for good reason both the company and its share price have. Jason donville is a principle of donville kent asset management, and he joins us today to discuss constellation software inc. Enght january, 2020 its a miniconstellation software. 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.
Constellation software inc leads canadian tech stock revival. Jason is the president and ceo of donville kent asset management dkam, a highly specialized asset management firm that manages investments on. 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. Mar 19, 2014 jason donville is president, donville kent asset management. Just as the bridge is over, we cross a guy whos injecting himself something, probably heroin. The company was founded by mark leonard, a former venture capitalist, in 1995. Our company is committed to helping you do exactly that. Csut january 31, 2014 stock has more than doubled over the last year. All content is posted anonymously by employees working at constellation software. A lacrosse pro turned hedge fund manager goes allin on tech. Two years ago, with the market rising and confidence slowly returning to the market, jason donville made a big bet. Jason donville, an investor in constellation software for the past decade, supports the call for greater diversity on the companys board. That being said, we still think the stock is a buy and we own it in size. Constellation software will keep the party going in 2015, says donville.
Not everyone is right, and doing well all of the time. Constellation software is a diversified software company. Ackroo appoints jason donville to board of directors ackroo. Robin speziale is the national bestselling author of market masters 2016, which features exclusive conversations with canadas top investors, as well as capital compounders 20172018, and lessons from the successful investor 2010. Message board online community of active, educated investors researching and discussing cipher pharmaceuticals inc. Ackroo welcomes jason donville to its board of directors. Buffett disciple jason donville weighs energy stocks. Constellation hr performance and compensation management software is an easy, simple and quick way to complete performance appraisals and merit planning for organizations. May 01, 2019 donville kent asset management commentary for the month of april 2019, titled, here we go again. More than 10 years ago, the torontobased hedge fund began buying shares of the upstart software company. Constellation software inc is a canadabased company that develops and customizes software for public and privatesector markets. Dec 17, 2018 ackroo appoints jason donville to board of directors.
A lacrosse pro turned hedge fund manager goes allin on. Donville kent asset management commentary for the month of april 2019, titled, here we go again. 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. Constellation, a cloudbased software helps your managers give employees the direction, feedback and development they need to be successful. Three top stock picks from donville kents jason donville. Donville kent capital ideas fund april 2019 commentary valuewalk. The first quarter of 2019 proved to be one of the best in recent memory, with stock markets around the world returning 815%. Market outlook the tsx last peaked in the autumn of 2014 and has been in correction mode ever since. The canadian market has been weaker than most of other countries because of its high weighting in natural resource stocks and the affect that the price of oil has had on the canadian dollar. Constellation software will keep the party going in 2015. Jason donville is a principle of donville kent asset management, and he joins midas letter to discuss constellation software inc and concordia healthcare corp.
Constellation software focuses on acquiring and managing a diversified basket of high margin software companies. The guy known by himself at least, as the new jason donville. 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. I share in this video my talk at the fairfax financial holdings shareholders dinner capital compounders today 25 market beating stocks. Coming in at number one, software conglomerate constellation software has been a favourite of mr. Over the course of his career, jason has enjoyed considerable success investing in software asaservice saas companies such as ackroo. These investments include other successful canadian software companies such as constellation software. The president and ceo of torontos donville kent asset management plowed 50 percent of his clients assets into the technology sector. Donville kent capital ideas fund april 2019 commentary. Its product offerings include scheduling, route optimization, staffing asset management, and communication systems. Jason is currently 55 years old and jesse is 20 years his junior. Buffett disciple jason donville weighs energy stocks bloomberg. For the small investor, you cant trade in these markets.
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