Investment Q&A

Q: Hi- are there any equities on the TSX you see having compelling valuation right now, particularly for a young, longer term investor.
Jordan

Q: A tale of 2 companies. CSU is acquiring companies at a record pace and ENGH says everything is too expensive. Thoughts please?

Thx

Q: Thanks for your excellent work. I've recommended your service to friends and you now have made new clients.

Why is ENGH hated so much ? It's in a downtrend for more than 18 months now and I thought that they would find a near term bottom here with the last quarterly earnings report.

Let's recap, investors hate high growth high valuation stocks. Investors also dislike slow growth and decent PE. Where do you see fit ENGH ? I thought we would see the end of the death spiral with this earnings report. Nope, so I guess we are now just a few believers like me and the founder of course holding the bag.

Q: I had been wanting to buy Enghouse Systems for a few months but since it’s highs of 77$ it has been steadily coming down. Now sitting at 48$ and reporting good earnings for Q4 do you think it would be a good buying opportunity or should I wait until 2022? If so what would be a good entry price.

Q: Could I have your assessment of Enghouse earnings.
Thank-you.

Q: Hello Peter,
If one of your members wants to donate credits, I am happy to take some of them. There have been many questions on Nuvei, and do apologize for another one. However, my biggest concern is not the short sellers. Regulations take time and there will always be companies looking to profit from potentially fake news or reports. I am more concerned about the firms that are happy to raise money from companies like Nuvei, sell stock to their clients (as we see many analysts from firms having much higher targets for the company prior to short seller), but when a negative report comes out, very few come out and defend the company, especially when the company comes out with a release that their guidance is intact. In some ways, it makes one think whether it is really worth putting monies in high growth companies as when something goes wrong, the retail investor is left holding the bag with less monies than invested. I have two portfolios, one conservative with BAM, banks, costco, etc and other with high growth. The conservative portfolio over a ten year period has done much much better. Please comment on the investment industry on their lack of response (well some did but not to a great extent). Also, can you comment why Enghouse is lower and lower after the company announced a potential sale. I was expecting it would surge slightly. Many thanks for the service over the years and the various questions from the investors.

Q: Morning 5i Team,

I currently hold a full position in OTEX and am thinking of switching to either GIB or ENGH.

I would like to get your thoughts on this and which one of GIB and ENGH would be your choice if I indeed decided to switch. Or are there others options (regardless of sectors) that would be your choice.
Cheers,
H

Q: what does the market expect this quarter?

Thx

Q: Big drop today on top ofrecent sharp decline.Any news Buy,Hold or Sell.Are there better allternatives Txsfor u usualgreat services & views

Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,

Q: please rate these companies for 1. capital appreciation (next 3 years). 2. risk 3. best current entry price thanks Richard

Q: Does it make sense if Enghouse is to be bought by CSU? I've always thought that the Enghouse was kind of a mini-constellation.

Q: Do you have any insight into recent price action on Enghouse? There was a nice bump on sale speculation but since then it's not behaving well. Are you still constructive on Enghouse?
Thanks

Q: Assuming (I know, bad thing to do) ENGH is sold, what Canadian company would you replace it with? Small but growing divy, excellent management, etc.
Thanks for your always expert advice!! Ron

Q: Hello,
Enghouse is exploring options to sell. What is a reasonable price a buyer would be willing to pay given the company's state: balance sheet, market presence, etc .. Buying a company based on a potential takeover is tricky but do you think it is a good price today regardless of a takeover? Much appreciated. Thanks for the advice on the various stocks over the years.

Q: Hey guys, any news on ENGH ? stock is up 7%..

Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.

Q: ENGH....Earnings flat, enterprise value flat, no juice from the board or leadership, earnings misses for a year now, and no increase in business or value in two years
what is there to like about this Co. ?
you seem to be favorable about ENGH.
Between Syz,Engh,Abst,what would be your preference and why?

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Q: Engh traded in a range of high $60's to low $50's. this past year.Since reaching a H$6 in early Sept.,it declined almost straight down to current $53.25.It is a relative underperformer.Is this a good price to add to my small holding,p/p $64.Thanks for u usual great service & views.