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  5. ENGH: I've looked over your recent comments and wonder if your opinion on this company has changed. [Enghouse Systems Limited]
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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.
Asked by Molly on November 08, 2024
5i Research Answer:

We issued an updated report on ENGH last night and lowered its rating. It needs a catalyst. With a 3.4% yield, it is becoming an income stock while the rest of the text sector surges higher. Certainly it has less risk than many, with too much cash and a low valuation. We consider it OK, but would be fine with a tax-loss-reexamine-later strategy.