Q: Pinterest and Docusign have recently replaced CEOs suggesting a need to change strategies. They, and companies like Enghouse seems to be facing uphill battles to regain the positive outlook they had a couple of years ago.
Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?
Q: Dear 5i,
I am thinking of eventually purchasing ENGH in the next couple of months for a 2% position in my TFSA.
Can you comment on their balance sheet. Are they pretty much debt free?
Can you see them continuing to increase the dividend every year?
Do they have significant insider ownership and are they buying back stock?
Is the recent price of $28.43 dirt cheap?
This stock will be a good test of my patience if I purchase it.
thanks
Q: Thoughts please on the latest acquisition.?
Thx