Q: Considering the fundamentals, cash flow. P/E ratio, balance sheet and general business practices and opportunities what are your predictions for this company in the short term (1 year). The stock has been trading around $52 for a while. At what price would you consider selling it??
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: My RIF contains FTS, AQN, EIF, KXS, ENGH, IPL as well as XLF, VWO, & KRE US ETFs. I have held ENGH since 2012 & IPL since 2009 for a large CG of nearly $400K. With the somewhat flattening of these 2 over the past 2yrs. I was thinking of selling at least 50% of each. I have somewhat resisted this move over the past year simply based on overall excellent results as well as the high quality of each company. However, it may or may not be time to lighten up & add some new diversity. If you agree with this change, I would have approx. $200K to invest in at least 6 new equities & would appreciate your recommendations. Thank you.
Q: Do you see Enghouse or Open Text as having more potential?
Thank you
Thank you
Q: Hi - have owned ENGH for a number of years and now see it as a bit of an anchor ( not in a good way). Watching SHOP crushing it and now need to hear your
analysis on a switch for a Growth account that is well diversified. thanks
analysis on a switch for a Growth account that is well diversified. thanks
-
Sylogist Ltd. (SYZ $6.16)
-
Constellation Software Inc. (CSU $3,869.33)
-
Enghouse Systems Limited (ENGH $20.74)
Q: In reference to a question from Peter concerning Enghouse and Boyd, when or how do you determine winners(former?) are no longer winners? I have a few positions in which I have done quite well and despite nothing materially changing in the company, the stock price has stagnated or has been range bound for months.
I am reluctant to change companies just for the sake of change or to try to chase returns but often I am enticed by companies that seem to have momentum But this often throws off sector weighting?
I am reluctant to change companies just for the sake of change or to try to chase returns but often I am enticed by companies that seem to have momentum But this often throws off sector weighting?
-
Enghouse Systems Limited (ENGH $20.74)
-
Boyd Group Income Fund (BYD.UN)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
Q: I have held both Boyd and Enghouse since 2012 and they have both served me well. However of late their share price has stalled and they seem range bound. Would now be a good time to take profits (50%) in both of these companies and use that amount to take an initial position in Shopify?
Thanks
Peter
Thanks
Peter
-
Descartes Systems Group Inc. (The) (DSG $135.85)
-
Enghouse Systems Limited (ENGH $20.74)
-
Raging River Exploration Inc. (RRX $5.99)
-
TORC Oil & Gas Ltd. (TOG $3.21)
Q: Hello Peter,
I am currently underweight commodities and overweight technology. What would you think of selling DSG and ENGH and buying TOG and RRX? Do you think whatever incremental return expected by this change would justify the increase in volatility and risk?
Also, what are the approx wait times in terms of weeks for a portfolio review?
Regards.
I am currently underweight commodities and overweight technology. What would you think of selling DSG and ENGH and buying TOG and RRX? Do you think whatever incremental return expected by this change would justify the increase in volatility and risk?
Also, what are the approx wait times in terms of weeks for a portfolio review?
Regards.
Q: I'm thinking of selling CSU after a 125% gain and moving the funds into ENGH. I'm looking for long term growth of 10+ years. Thoughts?
-
Gildan Activewear Inc. (GIL $85.86)
-
Stella-Jones Inc. (SJ $81.25)
-
Enghouse Systems Limited (ENGH $20.74)
-
K-Bro Linen Inc. (KBL $36.36)
Q: 3 months ago I purchased full positions in engh, kbl, gil and sj as value plays looking for growth. My thought is to give the companies 2 years to get back on track. Do you still consider these good companies and do you think they will become good stocks within my 2 years time frame? Thank you
-
TIO Networks Corp (TNC $3.33)
-
Enghouse Systems Limited (ENGH $20.74)
-
Kinaxis Inc. (KXS $186.06)
-
Open Text Corporation (OTEX $53.95)
Q: Technology is 15% of my equity portfolio. It is made up of KXS, TNC and OTC at 27% each and ENGH at 19% of the technology component. BTW thanks so much for recommending these. ENGH is "resting" after an amazing run up to about Jan/16. I suspect it will start to move up again if I remain patient. So just asking, would you change anything here?
Q: Which one of these two securities would you choose for a five year time frame? Thanks
-
Sylogist Ltd. (SYZ $6.16)
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.03)
-
Constellation Software Inc. (CSU $3,869.33)
-
Descartes Systems Group Inc. (The) (DSG $135.85)
-
Enghouse Systems Limited (ENGH $20.74)
-
Kinaxis Inc. (KXS $186.06)
-
Open Text Corporation (OTEX $53.95)
Q: I am considering consolidating at least one of my tech stocks as some seem to be in similar businesses. Which tech stock of the above would you recommend to sell at this time. If something is sold, which one might you recommend to buy more. Or just best to do nothing. I have about 2% - 2.5% of my total equity portfolio in each. Thanks.
Q: Good Morning: I hold a very small position in Enghouse and am considering an addition of shares. Your last report was in 2015 when everything seemed rosy but 2016 has seen some challenges emerge. From the Q&A section of your website I get the sense that you are still basically positive about the company. Is it your opinion that they will be able to successfully continue their acquisition strategy and who do you see as their major competitors in this area? As always, thanks for your help. Don
Q: Greetings!
Enghouse appears to be not a favorite tech stock for investors inspite of satisfactory performance year over year. I hold around 10% of this stock bought around $55 in my TFSA and see the price and volume of trade showing no sign of recovery. would you suggest to book loss and trim the holding? Thank you in advance.
Enghouse appears to be not a favorite tech stock for investors inspite of satisfactory performance year over year. I hold around 10% of this stock bought around $55 in my TFSA and see the price and volume of trade showing no sign of recovery. would you suggest to book loss and trim the holding? Thank you in advance.
-
Stantec Inc. (STN $157.82)
-
Enghouse Systems Limited (ENGH $20.74)
-
RB Global Inc. (RBA $147.54)
-
Applied Graphite Technologies Corporatio (AGT $0.07)
Q: thank you for reading my email - and for your assistance.
I have these above stocks in an rrsp, - can you suggest - how I can diversify
I have these above stocks in an rrsp, - can you suggest - how I can diversify
-
Sylogist Ltd. (SYZ $6.16)
-
TIO Networks Corp (TNC $3.33)
-
NVIDIA Corporation (NVDA $189.11)
-
Constellation Software Inc. (CSU $3,869.33)
-
Stars Group Inc. (The) (TSGI $37.49)
-
Descartes Systems Group Inc. (The) (DSG $135.85)
-
Enghouse Systems Limited (ENGH $20.74)
-
Kinaxis Inc. (KXS $186.06)
-
Open Text Corporation (OTEX $53.95)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
Q: I have listed the tech stocks I currently own. As much as I like all of them, I am very over-weight in that sector and need to re-balance my portfolio. I think I should sell 3 of them. Which 3 would you suggest?
Thank you, Peter
Thank you, Peter
-
Enghouse Systems Limited (ENGH $20.74)
-
NFI Group Inc. (NFI $15.65)
-
Open Text Corporation (OTEX $53.95)
Q: I am interested in purchasing the above securities, but currently only have the capital for one. Without regards to sector exposure, can you please rank the three in terms of potential from current price levels ?
Thanks
KR
Thanks
KR
Q: Happy New Year!
I am looking to buy a technology stock. Which of these two names would you prefer or is there another name you would suggest? If you had the option would you buy this in a TFSA or investment account?
Thanks
I am looking to buy a technology stock. Which of these two names would you prefer or is there another name you would suggest? If you had the option would you buy this in a TFSA or investment account?
Thanks
-
Constellation Software Inc. (CSU $3,869.33)
-
Maxar Technologies Inc. (MAXR $70.54)
-
Enghouse Systems Limited (ENGH $20.74)
-
Open Text Corporation (OTEX $53.95)
Q: Happy New Year to everyone, lets hope for a profitable 2017.
I have chosen a 15% weighting for my IT stocks. I own 4% of CSU, 3.7% of ENGH, 2.2% of MDA and 3% in OTEX-N. I'm underweight but unsure which stock to add to. I always appreciate your advice, thank you for all you do.
I have chosen a 15% weighting for my IT stocks. I own 4% of CSU, 3.7% of ENGH, 2.2% of MDA and 3% in OTEX-N. I'm underweight but unsure which stock to add to. I always appreciate your advice, thank you for all you do.
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.03)
-
Enghouse Systems Limited (ENGH $20.74)
-
Home Capital Group Inc. (HCG $44.26)
Q: I'm a conservative investor and have been looking at the valuations on these three companies for awhile. All have good grades and have had decent pullbacks. What order would you rate purchasing these companies, or any other ones, based on least risk and greatest capital appreciation over the next two years. Thank you.