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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold a small position in ENGH. Since peaking on Sept 4th at just over $80, it has been in a long steady decline for 9 months, to the low $50's, a drop of about 1/3 of its value. The results just released Thursday night look very weak to me, especially compared to the previous year, although covid helped their video division significantly last year, and the stock is still trading at pretty high multiples, despite the decline in the stock price. I know you have mentioned many times that you feel ENGH is a good long term steady business. Wondering if you still feel this stock is worth adding to, or is it time to sell and move on to something that offers more growth? Or do you still think there is reason to expect good revenue and income growth from ENGH over the next few years? Would you sell ENGH and add to existing positions in NVEI, TOI or DSG? Thanks.
Read Answer Asked by Dan on June 14, 2021
Q: Hi, Recent chatter on 5i suggests Topicus shares as Bargain at $44 and Very Attractive at $25 (Based on present Sales), while it is currently trading at $78 after touching a High of $94. So two Questions:
1. Is the stock Expensive at current valuation ($78-$80) or a Good Buy ?
2. If we need to revisit Constellation Software, let's say 10 yrs ago, when stock traded in $80-$90 range, did CSU stock look Expensive or different from TOI's valuation Today ?

I am trying to visualize TOI from the same lens as CSU ( and its history) and make a reasonable assumption and investment decision, although CSU performance may not necessarily be replicated.

Thank You
Read Answer Asked by rajeev on June 11, 2021
Q: Adobe and the nasdaq look ready to move up ( i recognize my rose colored glasses maybe on) with that in mind where do you think ADBE may rise to ?

IS 700 unrealistic within the year?

( If this year has taught me anything, uncertainty is the only constant especially with the inflation story having held the market hostage the last few months)
Read Answer Asked by Mark on June 11, 2021
Q: Hi,
Can you provide a list of 5 Canadian companies who specialize in automation in order stability and growth.
Thank you
Ed
Read Answer Asked by Edward on June 08, 2021
Q: Can you comment on their earnings report yesterday? Did you listen to the call and if so was there anything of interest (good or bad) that came up?

I know weightings are personal, but if you were holding DOCU what kind of weighting would you be looking at.

Thanks so much for the fantastic service and recommendation of DOCU at the beginning of the pandemic!
Read Answer Asked by Justin on June 07, 2021
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