Investment Q&A

Q: Hi Peter,
My Question is about ESL's recent acquisition of Locus Holdings. The shares are up over 5% since the announcement, despite the acquisition's small size relative to ESL itself. Would now be a good time to take some profits and move over to CSU or MDF?

Regards,
Mike

Q: hi, do you think [esl] enghouse would qualify as a stock that you could buy and forget about for 5 yrs,thanks as always.

Q: Hello,
In my TFSA, I own STN, BAD, WIN, BEP.UN, and SLW. I recently made my $5500 contribution for 2013 and was wondering if you might suggest how I should make use of this money. I am currently in my early 30s and am very much in favour of seeing growth in my portfolio. As always, thank you for the great advice.
Bashir

Q: Enghouse systems (esl). After a 2 dollar rise in its share price in the past month , does (esl) continue to be a buy or should a person wait for a pull back or consolidation? Thanks .

Q: Peter, what is your opinion on ESL's 4th quarter numbers? Very little reaction in their trading today
Thank you

Q: Hi Peter, you have profiled two companies that have recently run up, ESL and BAD, and I am wondering which you feel is cheaper not on a strict valuation basis but based on where you think they should be trading. Thanks.

Q: Hello,

Do you still view ESL as favourably as you did when you first issued the research report. I am thinking of taking a small position in the company and wonder if today's price would be considered a good entry point. Thank you for the very valuable opinions.

Q: Good Morning Peter and Team,
Looking forward to the Canadian Moneysaver Seminar this Saturday. My question is about Enghouse Systems (ESL-T). I know you have rated it highly (A-) and for very good reason. Would you consider this company a mini Constellation Software where one should just purchase it at a fair price (like now) and enjoy the ride ??? Just as an aside, I am finding that, over time, the smaller, well run, wealth creating, companies (i.e. Constellation Software, Paladin Labs, etc.) seldom, if ever, get really cheap in a Graham and Dodd sense. Therefore someone with a deep value orientation, fixated on price versus value, ends up tripping over the dollars to pickup the pennies. Thanks, Dennis

Q: I know you don't like to make it a practice to comment on quarterly earnings reports, but ESL has now gone through two mediocre quarters, and since you have only 3 companies rated higher in your Reports, and only another 3 rated as high, I wonder if there is some reason to be concerned that the company may fall short of your long term expectations, especially since, although the company pays a dividend it is such a small one there is little incentive to keep the stock for that reason alone.

Q: I have a question about Enghouse
What are you expecting for Revenue and Earnings for Q3?
Do you know what the consensus on the street is?

Thanks,
Sandy

Q: Thanks for your insightful report. Software development in general is a highly competitive industry. The amount of competition will likely affect a company's growth rate and chances of being acquired. Can you please comment on the competition that Enghouse has to deal with? Thanks.

Q: I have a question about Enghouse: Given the results announced on June 6 and that the stock is down over 6 % today, is ESL a buy ?

Thanks
Dave

Q: Iam a recent new member.I notice that Enghouse Systems Limited was recommenmded at a price of $12.08 on Dec 31. I presume that the rating still applies now that the price has risen to the present $13.64 in April?