Investment Q&A

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?

Q: I have a position in ENGH. With the recent quarters revealing slightly negative growth and no catalyst in sight, would you recommend moving on from this name? Hence, sell or hold?

Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks

Q: can you pls compare these software companies...are any of these are a buy?

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

Q: Would 5I give any consideration to including this name to income portfolio?or?Seems to me with a 5+ dividend and growth potential as well.Would it not be a good candidate at current price? Not safe enough? Thanks Larry

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

Q: Is this a value trap now? Should one sell and move on,
thinking maybe KSI or LMN for tech exposure…..
Thank you

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

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

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

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.

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

Q: Hi Peter, I just started a position in Enghouse. I thought it looked oversold and attractive on free cash flow per share and it’s 4% yield. Also they are beginning to become more acquisitive. Can I get your thoughts on the latest qtr and do you think it is attractive at these levels.

Q: Enghouse just seems to be technically very negative here. I have been waiting for a bounce but would you advise selling at this point?

Q: Peter and His Wonder Team
I have followed this company for some time and considering wether I should buy it. I think it is inexpensive but not sure if it is a value trap...if you know what I mean and I know you do. Please give me your opinion on this company and what is the risk factor! Thanks your expertise is always helpful in my decisions.

Q: Some flyers of mine that I’m interested in future prospects. Thoughts?

Q: Is this stock a buy?

Q: I have two questions re: tax loss selling. I have a three year old gain that I can offset by selling the above holdings.

1. First please help me with the math. If I buy a stock for $100, sell it for $90, I have a loss of $10 which would mean I can expect a $2.50 tax loss at a 25% rate. Does this mean that if I wanted to buy the stock back after 30 days, I would only be better off if I buy it back at less than 92.50 per share? Do you have a threshold whereby you must be down by a certain amount to justify a tax loss sale? e.g. 20%? Unless of course you are walking away from a company.

2. Which of the companies listed would you consider buying back after 30 days? I have too many holdings as it is so may just let them all go unless something is particularly interesting. I am overweight technology, underweight everything else but otherwise have a broad mix of funds and stocks.

Q: Do you have any details on the ENGH acquisition?

Thx