In short: BUY. ER 10.81%; fwd PE 13.6 vs 25.4 (46.5% under); fair value 4.00 vs 3.80 (5.5% under). YTD −28.0%.
In short: BUY. Fwd PE 13.6 against a 25.4 average (46.5% under); ER 10.71%; RDCF 0.5% required vs 5.0% expected. But the fair value is $4.00 against a $3.78 price — only 4.8% under, the narrowest gap on the all-methods sheet. YTD −28.4%; ten-year CAGR −8.9%. The name Slegers once called "the next Constellation Software".
In short: BUY on a 5.5% discount — the smallest on the list. FV CA$3.9 vs CA$3.7; fwd PE 13.6 against 25.4 (46.5% under); RDCF −1.4% vs 5.0%. YTD −30.1%, ten-year CAGR −9.8%: the weakest long-run record of any Buy.
In short: BUY. FV CA$3.9 vs CA$3.8 = 4.8% under — the smallest discount on the entire list; fwd PE 13.6 against 25.4 (46.5% under); RDCF −0.6% vs 5.0% expected. YTD −28.6% and a −9.6% ten-year CAGR, the worst long-run record of any Buy.
In short: BUY, barely. EPS growth 5.0%, dividend 1.0%, FWD PE 13.6 against a fair exit 20.0, expected return 10.7%, fair value 4.2 against 4.0 = 4.8% undervalued.
In short: BUY — and the only Buy on the sheet whose earnings-growth model says it is overvalued (fair value $3.7 against a $3.9 price, −9.9%). It is carried by the multiple screen instead: 15.2x forward against a 25.4x five-year average, 40.2% under. Expected return 9.2%, the lowest on the list, on 5.0% growth. Down 25.4% year to date and −9.6% over ten years.
In short: BUY, and top-six on the reverse-DCF screen. The largest undervaluation on the Earnings Growth Model of any Buy at 56.1% — a $11.4 fair value against $5.01 — with a 15.4% expected return and a reverse DCF needing 3.5% against 15.0% expected. Against that: a −4.7% ten-year CAGR, the worst on the Buy list.
In short: "A small Canadian business is quietly copying Constellation Software's winning formula… a cash-generating machine backed by a top-tier M&A team ready to deploy capital." Deep switching-cost moat (98%+ renewals, 80.7% gross margin, ROIC 16.9%, net cash), CEO Pramod Jain growing revenue 26.3%/yr since 2022, insider ownership 27.1%. Trades at 22.6x forward vs a 26.9x 10-yr average; reverse DCF needs only 6.2% FCF growth for a 10% return. Total Quality Score 8.3/10; −35.1% YTD "might provide opportunities for long-term investors."
Computer Modelling Group sells software that lets oil and gas companies simulate what is happening inside an underground reservoir — how the oil will flow, where to drill, what a change in pressure will do — so they can make expensive decisions without guessing. Three quarters of the 25 largest oil companies use it, two thirds of the revenue arrives as recurring subscriptions, and over 98% of contracts get renewed. Engineers learn it at university, which quietly locks in the next generation of customers, the same trick Adobe and Autodesk use.
But the reason Slegers is writing about it is a change of plan. Since 2022 the CEO, Pramod Jain, has been turning a single-product software company into a machine that buys other small software companies — the model Constellation Software used to compound for two decades. The people around him make that credible: Constellation's Mark Miller chairs the board, the biggest shareholder is another Constellation director's fund, and the head of acquisitions came from Constellation. Insiders own 27% of the company, and revenue has grown 26% a year under Jain after years of shrinking.
The stock had fallen 35% for the year when he wrote, and the sell-side actually forecasts declining earnings long term — a forecast he says he disagrees with. On his three valuation checks the price implies very little: only about 6% annual cash-flow growth is needed to earn 10% a year. He scores the business 8.3 out of 10 and treats the drawdown as the opportunity. The row uses the Toronto ticker (CMG.TO) because bare "CMG" is Chipotle; the US over-the-counter line is CMDXF.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.