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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: Hi 5i,
Presently below water on the 3 above stocks. Would you hold on today for dividend on these and hope they come back or let go for something more promising? What replacements might be better right now? Thanks.
kc
Read Answer Asked by Keith on November 27, 2025
Q: Hello,
I have Telus and Enghouse . I am down of the two of them.What do you think of selling Telus and buying more Enghouse? Thanks!
Nancy
Read Answer Asked by Nancy on November 19, 2025
Q: Hello, I am looking for a reason to keep my ENGH holdings. It's trading at $19 ( and I paid $31 orignially).

Would a pullback in prices of the massive U.S. A.I. companies affect ENGH's price? I understand that investors are questioning the high valuations of companies like Nividia.

Could a pullback in the A.I. industry valuations create buying opportunities for ENGH?

I am hesistating to sell ENGH at this point because it is profitable, has a good balance sheet, and the dividend is still attractive. But, if management continues to stay on the sidelines for investing its cash for much longer, I am concerned that the stock price will continue to fall.
Read Answer Asked by Cathy on November 19, 2025
Q: My portfolio is income based. I have capital losses in BCE, CAR,UN and ENGH. What order would you sell them in or should some be held? I am looking to replace some or all with the following; BIP.UN, NWC.UN and/or RCI.B. How would you rank them for acquisition?
Read Answer Asked by David on October 27, 2025
Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.
Read Answer Asked by David on September 29, 2025
Q: After reviewing past questions on ENGH and CSU (specifically June 19). When you preferred the CSU group of companies over ENGH.
Would give the same recommendation after today’s news regarding Mark Leonard?
Would selling my holdings in ENGH to buy CSU be a good move from your perspective. I appreciate your input.
Thank you, Mike
Read Answer Asked by Mike on September 29, 2025
Q: In reply to Patrik's question about whether he should hang on to ENGH, you said there was not a lot to get excited about here. However, I am excited about ENGH and bought more on Friday's sell-off. Here's why:

1) $5 a share in cash on the balance sheet, with no debt
2) Forward P/E ratio of less than 10 if you deduct this cash from Friday's closing share price
3) Utility-like 5.7% dividend yield while you wait for a turnaround.

I agree that there is a lot of uncertainty as to whether or not ENGH can return to growth, but I would argue that investors looking for income should by buying ENGH at current prices. If growth does return, the stock will pop.

Could you not get just a little bit excited?
Read Answer Asked by David on September 10, 2025
Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks
Read Answer Asked by David on July 28, 2025
Q: can you pls compare these software companies...are any of these are a buy?
Read Answer Asked by adam on July 14, 2025
Q: Have owned ENGH forever and enjoy the growing dividend but looking at the the ten year chart I shake my head and wonder what's wrong. With its balance sheet strength etc why is it so flat and going nowhere? Is this a management problem, industry issues? Could I get your opinion on this? Would you replace it and with what? Thanks
Read Answer Asked by Ronald on June 30, 2025
Q: Good evening!
Looking to add to my portfolio, and these are all high dividend payers. Could you rank them with regard to safety (primarily preservation of capital with low chance of potential problems on any visible horizon), and then also rank them from best grower to worst grower? Please take credits you think are fair.
Thanks! Paul K
Read Answer Asked by Paul on June 17, 2025
Q: Finally in profit territory with DRX.Have a significant holding of HPS.A.Considering bailing out of Drx and replacing with one of 3mentioned .Which would you consider best or due to current momentum of Drx would you consider a hold .Thanks for great t service.Larry
Read Answer Asked by Larry on June 12, 2025
Q: hi folks

both enghouse and descarte have taken a bit of a hit on results

both still solid companies; which would you prefer for the next 3+ years

or neither?

no current position in either currently

thx as always
Read Answer Asked by Robert on June 06, 2025
Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks
Read Answer Asked by Frank on June 06, 2025
Q: Perhaps am looking for unicorns. I have some money to deploy and I am looking for companies that have the balance sheet to ride out the current situation whether it lasts another two months or >12 months. My basic criteria were those potentially undervalued, dividend over 3%, div growth of at least 5% and a decent payout ratio. Any suggestions appreciated, thanks for your help.
Read Answer Asked by Art on March 28, 2025
Q: Hi Peter,

I would like to get your thoughts on CNR and ENGH. I am long CNR and would like to reduce it and add to my position in ENGH. My views are that I get more growth from ENGH and 4.5% dividend vs. CNR call it a 2.5% dividend. I know they are different businesses but comparing the two companies what provides more growth and income opportunity.

Thanks
Read Answer Asked by Frank on March 17, 2025
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