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GARP investing outside the United States


berkshire101
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There are some great GARP businesses here in the states.  But I'm wondering what are some abroad.  I found some great ones like Constellation Software (CNSWF) and Computer Modelling Group (CMDXF) in Canada.  That's about it.  They're pretty difficult to find, especially using a screener. 

 

Any other hidden gems floating around out there?  Thanks.  :)

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Both Constellation and Computer Modelling Group seem pricey right now.  The Constellation shareholder letter talks about Constellation's current valuation and suggests that it is a little pricey.  CMG insiders are selling.

 

You could take a look at Sirius XM Canada.  You could also look at stuff that Donville Kent owns... though I would short some of his current and former holdings if they were easy to borrow (e.g. Rifco, China Greenstar).

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  • 2 months later...

There are some great GARP businesses here in the states.  But I'm wondering what are some abroad.  I found some great ones like Constellation Software (CNSWF) and Computer Modelling Group (CMDXF) in Canada.  That's about it.  They're pretty difficult to find, especially using a screener. 

 

Any other hidden gems floating around out there?  Thanks.  :)

 

Tim Hortons was the ultimate Canadian GARP until it got acquired. You can still own it as part of QSR, it's a significant chunk of it too. Not sure how valuation looks as part of it but the show runners are 3G capital so I bet you'll be paying a premium compared to before.

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