Q: ENGH continues to drift lower. It has missed earning estimates the last two months. Are earnings lumpy for this company or are there more fundamental factors at work? How is its balance sheet? Also, some months back the company was looking for strategic alternatives. Is this not usually a red flag?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Constellation Software Inc. (CSU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stella-Jones Inc. (SJ)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Miscellaneous (MISC)
Q: In 2015 your growth portfolio was down 4.8% and your income portfolio was down 5.5% as a result I would have expected your balanced portfolio to have declined yet it was up 9.5%
Could you explain that outperformance?
Could you explain that outperformance?
Q: You downgraded ENGH two notches in July 2022 but seem a bit more positive about their decisions and performance since then.
Informally, would you think they have earned a notch back?
Informally, would you think they have earned a notch back?
Q: what would be a good entry price forENGH
Thx
Thx
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: hi, can you summarize ENGH earnings compared to expectations, and what are your current thoughts on the stock as a long term hold (im a long term holder of it).
cheers, chris
cheers, chris
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Hi Peter and Team,
I have had ENGH for awhile and while having the dividend has been nice the performance over the last bit has been flat. What are potential replacements for it, regardless of sector.
Thanks.
I have had ENGH for awhile and while having the dividend has been nice the performance over the last bit has been flat. What are potential replacements for it, regardless of sector.
Thanks.
Q: Hello 5i Team,
What are your thoughts on ENGH's acquisition today? I've been a frustrated shareholder the last 2 years.
Thank you,
Brent
What are your thoughts on ENGH's acquisition today? I've been a frustrated shareholder the last 2 years.
Thank you,
Brent
- Adobe Inc. (ADBE)
- Microsoft Corporation (MSFT)
- Oracle Corporation (ORCL)
- Roper Technologies Inc. (ROP)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Tyler Technologies Inc. (TYL)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Hi 5i Team - Could you give a brief explanation of what VMS is. Also is this the main component of all three: CSU, Topicus and Lumine. I have some understanding of the operations of these three companies but am still somewhat confused as to their differences from each other. Are there any major competitors and if so could you name a couple. Thanks.
- Sylogist Ltd. (SYZ)
- Enghouse Systems Limited (ENGH)
- Converge Technology Solutions Corp. (CTS)
- ExlService Holdings Inc. (EXLS)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Are there reasonable tax-loss proxies for CTS and TIXT that can be suggested? Thank you!
Q: Good morning Peter, Ryan, and Team,
In our combined accounts, Portfolio Analytics indicates that the Technology sector is overweight by 4.53%.
To reduce the overweight position to 2.76%, ENGH could be sold at a reasonable profit, given the length of time it’s been held.
Our other holdings in this sector are CSU, KXS, TOI, and LMN. (If we also sold LMN, our new overweight position would drop to 2.62%) Would you endorse selling only ENGH or both ENGH and LMN to free up some $ for under-represented sectors?
Thanks as always for your thoughts.
In our combined accounts, Portfolio Analytics indicates that the Technology sector is overweight by 4.53%.
To reduce the overweight position to 2.76%, ENGH could be sold at a reasonable profit, given the length of time it’s been held.
Our other holdings in this sector are CSU, KXS, TOI, and LMN. (If we also sold LMN, our new overweight position would drop to 2.62%) Would you endorse selling only ENGH or both ENGH and LMN to free up some $ for under-represented sectors?
Thanks as always for your thoughts.
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hello, I received a few hundred shares of BAM from the BAM.A spin off. Between BAM and BN which one offers the better return?
Are KXS and ENGH keepers? Do they offer any real advantages over their competitors ?
How about LSPD? As I recall LSPD offered point of sale to restaurants and small businesses. Since the re-opening, LSPD has not gained market share. what is the problem with he company?
I appreciate your thoughts!
Thanks
CR
Are KXS and ENGH keepers? Do they offer any real advantages over their competitors ?
How about LSPD? As I recall LSPD offered point of sale to restaurants and small businesses. Since the re-opening, LSPD has not gained market share. what is the problem with he company?
I appreciate your thoughts!
Thanks
CR
Q: Do you think the 22% drop in ENGH Friday has any flow through to CSU? Both stocks had been performing very well.
Q: Hello 5i Team,
I haven't had been impressed with ENGH the last few years. Is there light at the end of the tunnel or should I sell it?
Thanks,
Brent
I haven't had been impressed with ENGH the last few years. Is there light at the end of the tunnel or should I sell it?
Thanks,
Brent
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Nuvei Corporation (NVEI)
Q: Besides csu what are the top canadian tech names with a good valuatin, good revenue, low debt and good growth potential
Q: Any ideas as to what has been driving ENGH so well? Would Zooms good numbers be a factor?
Thx
Thx
- Enghouse Systems Limited (ENGH)
- Fortinet Inc. (FTNT)
- Arista Networks Inc. (ANET)
- Columbia Sportswear Company (COLM)
- Ubiquiti Inc. (UI)
Q: Hello Peter & Team:
What is your thought about these companies with a high Insider ownership 20%+.
Could u rank them from 1 to 5 with 5 being most prefer as the best growth potential
in the next 3-5 years. Thank you.
What is your thought about these companies with a high Insider ownership 20%+.
Could u rank them from 1 to 5 with 5 being most prefer as the best growth potential
in the next 3-5 years. Thank you.
- Enghouse Systems Limited (ENGH)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Design Therapeutics Inc. (DSGN)
Q: Would you endorse a switch from ENGH to NVEI for more long term growth? Or is there another stock(s) that would have more growth than ENGH, if so, could you list it?
Thanks for your service!
Thanks for your service!
Q: ENGH was suggested as a mini CSU many years ago and has turned out to be a mediocre performer. Do you see a chance of being taken private? Please also advise a sell or hold in my RRIF account holding. Thank you. Bill.
- Enghouse Systems Limited (ENGH)
- TFI International Inc. (TFII)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
Q: between these 4 names which one would you think would have a greater gain in 3 to 5 years and safer as well please because it is going in to my rrsp contribution for 2022 tax season. Thank you like alway's
Q: I already own ENGH and was wondering how much confidence you have in it going forward? Would you hold for a few years or sell and why? Thank you.