Investment Q&A

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

Q: Thoughts on latest results and market reaction? I hold it in a registered plan so it's not a tax loss candidate. Time to move on or hold for now? What are some possible alternatives if it is in fact time to move on??

Q: What does the market expect from Enghouse next week?

Thx

Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe

Q: hi, I am down on all these names. I am considering adding to (some of?) them. I am looking for some growth in share price ( to match or beat inflation ) and a consistent growing dividend ( matching or beating inflation ). I also don't want to end up with another AQN or BCE scenario. could you kindly give us your advice on these names and include your thoughts on whether they are a buy (add to ), sell, or hold please.
cheers, Chris

Q: I've looked over your recent comments and wonder if your opinion on this company has changed. I'm considering a tax loss and perhaps buying it back later, unless you have a different suggestion.

Thanks as always.

Q: With respect to a plan to sell ENGH, a recent question said “ Recently Ceo left,and in my humble opinion,the whole Board should be gone too.” In fact it was the president Vince Mifsud who left and the CEO Steve Sadler is still there. Personally, I am adding to my position in ENGH as it is hard to find asset-light businesses with no debt, lots of cash and generating more each quarter, paying a 3.33% yield and with a 15% return on invested capital. IMHO investors should focus on owning quality businesses and trust management to prudently grow the business. Who knows why Mifsud left? I trust Mr. Sadler to wisely invest the surplus cash as opportunities arise.

Q: Bought in the $60's in 2020.A great underperformer,Recently Ceo left,and in my humble opinion,the whole Board should be gone too,. What do U think of taking my losses.?Please provide best replacements,thinking of Nvda,Pltr,Amzn,Goog. Txs for U usual great services & views.

Q: Could you comment on this mornings news re the president leaving to pursue other opportunities, and what this may mean for the stock moving forward? Thanks in advance

Q: Good Morning

I had the misfortune of buying engh at its near high of 65$ in 2020
It is now trading around 30$ and has been for some time
Is their any chance it may reach its previous high within a reasonable time or should a person move on and put the money someplace else to work?

Thks
Marcel

Q: Please coment on latest results guidance & going forward. Txs for u usual great services & views

Q: Howdy!

CIX is conducting a NCIB at a price of $17.50. Should this be seen as a good sign that CIX will actually go beyond $17.50 within a year and that I should not tender?


I got in ENGH at around $31. I am itching to bail. Is staying put for a few more quarters a better plan?

Thank you!