Q: To Peter:
You may wish to respond privately, if you feel this question is too long, and not of interest to anyone else. For me, it is very important. If you do publish it, I apologize to those members who feel that some questions are "way too long". To them I say: please skip ahead to the next question. : )
I like to be an informed consumer in all aspects of the market, and that includes the Stock Market, so that's why I buy into 5I and its philosophy. You provide exceptional value in helping "the consumers" of the stock market wade through all the gobbledy-gook of business-speak. A very technical term, I realize, for industry jargon. In that vein I need some clarification.
I've bought into -- both literally and figuratively -- the growth stories of Constellation Software, Enghouse, and Open Text, with nice returns. Thanks very much.
However, I don't know at all if I'm participating in an act of "department of redundancy department", because the jargon is drowning me.
In your report on Constellation Software, you state that it is a "global provider of enterprise software ...[which] ... manages and acquires vertical maket software solutions."
Your report on Enghouse states that it "develops enterprise software for a variety of vertical markets" and "specializes in customer interaction software and services".
You do not cover Open Text, as such, but the most I could glean from its own website is that it specializes in "information management software ...[that] helps businesses attain a 360 degree view of their big data and analytics by streamlining organizational workflow."
Huh????
Wading through this miasma of language, given that I am not a techie nor an MBA, the closest I can figure is that Enghouse provides some sort of software to expedite functions in call centers.
The other two escape me completely. They're very successful at what they do, obviously, and I'm glad of that, but ... what DO they do? With all due respect, their websites are drowning in as much jargon as are your reports. I don't mean that facetiously -- I just think investors are drowning in so much "industry speak" that they don't often know what they're buying -- they just go on gut instinct, and the recommendation of trusted managers, if they are lucky enough to find one.
Could you provide a plain-speak response to this, please?
Apart from being interested in the companies themselves, I would like to know if I'm simply duplicating an investment strategy by buying all three, because they may all be doing the same thing, and all seem to be "leaders in their space" ???
Thanks so much!
Sylvia F.
You may wish to respond privately, if you feel this question is too long, and not of interest to anyone else. For me, it is very important. If you do publish it, I apologize to those members who feel that some questions are "way too long". To them I say: please skip ahead to the next question. : )
I like to be an informed consumer in all aspects of the market, and that includes the Stock Market, so that's why I buy into 5I and its philosophy. You provide exceptional value in helping "the consumers" of the stock market wade through all the gobbledy-gook of business-speak. A very technical term, I realize, for industry jargon. In that vein I need some clarification.
I've bought into -- both literally and figuratively -- the growth stories of Constellation Software, Enghouse, and Open Text, with nice returns. Thanks very much.
However, I don't know at all if I'm participating in an act of "department of redundancy department", because the jargon is drowning me.
In your report on Constellation Software, you state that it is a "global provider of enterprise software ...[which] ... manages and acquires vertical maket software solutions."
Your report on Enghouse states that it "develops enterprise software for a variety of vertical markets" and "specializes in customer interaction software and services".
You do not cover Open Text, as such, but the most I could glean from its own website is that it specializes in "information management software ...[that] helps businesses attain a 360 degree view of their big data and analytics by streamlining organizational workflow."
Huh????
Wading through this miasma of language, given that I am not a techie nor an MBA, the closest I can figure is that Enghouse provides some sort of software to expedite functions in call centers.
The other two escape me completely. They're very successful at what they do, obviously, and I'm glad of that, but ... what DO they do? With all due respect, their websites are drowning in as much jargon as are your reports. I don't mean that facetiously -- I just think investors are drowning in so much "industry speak" that they don't often know what they're buying -- they just go on gut instinct, and the recommendation of trusted managers, if they are lucky enough to find one.
Could you provide a plain-speak response to this, please?
Apart from being interested in the companies themselves, I would like to know if I'm simply duplicating an investment strategy by buying all three, because they may all be doing the same thing, and all seem to be "leaders in their space" ???
Thanks so much!
Sylvia F.
