Investment Q&A

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: In considering a purchase of ESL, would the low trading volume be much of a concern?
I've also been looking at CHE.UN, and found that the distribution hasn't changed in at least 7 years. Would you anticipate any increases going forward?

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Read Answer Asked by chris on February 25, 2014

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Reading through my Enghouse 2013 Annual report. EPS of 0.94 which is up 15% over 2012. This implies a P/E of 33.85/.94 = 36 times. With duplicate growth in 2014 of 15% this implies a P/E of 33.85/.94 X 1.15 = 31 times. QUESTION - Does 31 times not seem a little rich for forward earnings?
Glad you put a limit on questions. Although occasionally insightful your time spent on company analysis is much more valuable. Thank you.

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Read Answer Asked by Bob on February 12, 2014

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: How do you determine an entry point for a growth company such as ESL? Do you go in at market and ride it up or would you wait for a pullback to say the 50 day moving average? What I am asking, it seems to me that the buy point for a growth company is determined differently from a value stock? Thank you.

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Read Answer Asked by Richard on January 28, 2014

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: I see that Enghouse is listed in the US as well, as EGHSF:PNK. Its US price history is similar to ESL:T but not the same. Can you tell me why they are different and does it matter which is bought (aside from the different currency risk)?

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Read Answer Asked by Philip on January 16, 2014

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Any thoughts on why ESL dropped 5 percent since jan 6. Up 1 today though.

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Read Answer Asked by MANFRED on January 12, 2014

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Peter & company ... keeping with tech as possible leader this year ... does a balance between - DSG, MNW, ESL offer possible returns .. is there one of these MORE preferred by your analysis ..thx

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Read Answer Asked by Bob on January 06, 2014

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: I have been considering Enghouse (ESL) as I can now put some money in my TFSA. However, I noticed Descartes (DSG)and started comparing to ESL. I read your previous comments and they do not indicate any leaning to one or the other. The market caps are similar but ESL has a lower P/E. What is your opinion of these two? Thanks in advance.
Gary

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Read Answer Asked by Gary on January 06, 2014

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Hello,

Is ESL still a buy at this price?

Would you choose ESL or AYA if you could only buy one of them?

Thanks,
Carla

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Read Answer Asked by Carla on December 28, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Do you think enghouse(esl), could be a five or ten bagger like constellation software(csu), thanks?

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Read Answer Asked by Pat on December 23, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Hi Peter and Team,

I want to make one purchase at this time. My four choices are Stella Jones SJ, Enghouse Sys ESL, Canadian Energy Svcs CEU, or a choice from you.

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Read Answer Asked by Graham on December 18, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Can you comment on the Enghouse results?
Thanks
Peter

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Read Answer Asked by peter on December 18, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Enghouse (ESL) seemed to blow away consensus earnings estimates. Anything that you didn't like in the release and how positive is this? thanks.

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Read Answer Asked by Michael on December 17, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Hi Gang, happy holidays to you all. Hope you get a well deserved break! My question today is your views on Enghouse..ESL. It reports tomorrow, it feels like I'm the only one who owns its, lol. Thanks everyone.

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Read Answer Asked by Debbie on December 17, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Will you be updating your report on Enghouse soon?

Many thanks,
Tom Caldwell

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Read Answer Asked by Tom on December 16, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Could I please have the consensus figures for ESL's q4 revenue and eps?

Thanks,
Sandy

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Read Answer Asked by sandy on December 16, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: As an investor who is attempting to build a long term portfolio with an emphasis on growth + secondary consideration for future dividend yield, who do you favor between STN vs ESL? STN's more costly shares are a drawback but how real is the risk of ESL CEO Mr. Sadler moving on to other ventures given recent ESL success?

Much thanks for great insight..

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Read Answer Asked by Darren on November 11, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Hi Peter:

I enjoyed the show on BNN, you gave us great ideas
I got a half position on ESL and Paladin Lab, wonder should I
wait patiently for a market correction ?
(we had a strong Sept and with only one week left in Oct, the market has not corrected); thanks

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Read Answer Asked by Michael on October 25, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: which stock do you think is a better/ safer buy for long term growth potential between enghouse[esl], or sylogist[syz], thanks?

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Read Answer Asked by Pat on October 16, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Hi 5i, my question is regarding (ESL) Enghouse. they had a news release yesterday regarding a purchase of a German co. what are your thoughts on this purchase , please elaborate if possible. also ,unless my info is not correct, ESL had massive insider share sales in the last year. over 10 million, normally is this not a red flag ? thanx norm

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Read Answer Asked by NORM on October 08, 2013

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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Q: Can you tell me the ownership structure for ESL?
Specifically i would like to know %age of insider ownership.
What is a good source for this type of info for smaller companies such as ESL?
Thanks Shirley

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Read Answer Asked by Shirley on September 16, 2013