Q: I am looking for growth within a 7 to 10 year time frame and would like you to rank Enghouse, Spin Master, and Envirostar in order of preference. I have a diversified portfolio and would be comfortable adding one or all three to my current holdings. Could you provide a one liner for each equity outlining their merits. I included EVI as a possible US growth stock based on a previous answer you provided the past week. Thank you.
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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.
Q: I own both these IT companies and both are below my full position of 4%. Which one would you choose to add to at this time. I am a long term investor, to be perfectly honest I tend to marry my stocks and am reluctant to give up hope. I still own MCR Macro Enterprises. Could you also advise me on if there is any hope for this stock if there is an energy recovery. Thank you for your service.
Q: with the 6.00 share price drop in the stock would it be one of the better buys right now or was there a good reason for the drop?
Q: I heard the AMZN announced that they are getting into the same space as ENGH and suspect this is a large reason for the drop today. Can you please let me know if this changes your thoughts on ENGH going forward? Perhaps time to sell after a good run and look for better opportunities elsewhere?
Thanks for the help
Thanks for the help
Q: What is going on with Enghouse today? Down over $4.00? Is there a problem?
Q: thanks again for the service you provide. my question is this I held engh for a long time and sold it and replaced it with abt - gps - also msft and csco in the u.s. because they tended to perform better than engh until it's latest rise. other than this stock I own all of the balanced portfolio in the proper percentages. do you think that I should still own engh considering the above. thank you
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Enghouse Systems Limited (ENGH)
- Tricon Residential Inc. (TCN)
- Currency Exchange International Corp. (CXI)
- K-Bro Linen Inc. (KBL)
- A&W Revenue Royalties Income Fund (AW.UN)
- Global X Seasonal Rotation ETF (HAC)
Q: I already have ENGH, KBL, TCN, AW.UN, CCL.B, CXI and HAC in my TFSA together with about 40% bonds. Can you suggest any of the Canadian stocks you cover which would be most suitable to add here? I guess for a TFSA capital appreciation is paramount.
Q: Hi,I don't see a report on these companies since 2015, are you working on an updated report? Also I thought there was a report on GUD and HWO but they are not coming up on my symbol search. I could of sworn there was one on GUD. Thanks for all your help, I like how the reports are more detailed.
Q: Peter, I have some cash to add to either my Kinaxis or Enghouse positions in my TFSA. Both have done nicely over the past 6 months. ENGH, especially, has recent momentum. Which would you suggest to add to for a long-term hold. Thanks!
- Sylogist Ltd. (SYZ)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Methanex Corporation (MX)
- Enercare Inc. (ECI)
- Enghouse Systems Limited (ENGH)
- Exchange Income Corporation (EIF)
- Crius Energy Trust (KWH.UN)
Q: Hello 5i,
I want to buy two stocks to balance my portfolio which is overweight in Consumer, Financial and Health Care. In my watch list I have the following stocks.
Materials: MX
Industrials: ECI, EIF, KWH.UN
IT: ENGH, SYZ
Telecom: T
Utilities: BEP.UN
Which two stocks (sectors) would you buy at the present time? If (when) there is a correction, which sectors are more likely be on “sale”?
Thanks!
I want to buy two stocks to balance my portfolio which is overweight in Consumer, Financial and Health Care. In my watch list I have the following stocks.
Materials: MX
Industrials: ECI, EIF, KWH.UN
IT: ENGH, SYZ
Telecom: T
Utilities: BEP.UN
Which two stocks (sectors) would you buy at the present time? If (when) there is a correction, which sectors are more likely be on “sale”?
Thanks!
Q: It looks like a solid quarter with a dividend increase..
Thinking of buying and averaging my cost now that earnings look good. Looking for your sage advice.
Thinking of buying and averaging my cost now that earnings look good. Looking for your sage advice.
Q: It appears that ENGH has very positive results--both eps & rev beat esimates plus increase of div.by 14%.Will this be a catalyst?.please comment.Appreciate u normal great services & views
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Cognex Corporation (CGNX)
Q: Hi Peter et al
I’m overweight in the technology sector due to significant growth (20% of portfolio) and am thinking of trimming. I currently have ENGH, CSU, AAPL, NVDA and GOOG in fairly equal weighting. I’m not sure whether to sell one of these outright, or just trim one or two back. I’d appreciate your thoughts. With the proceeds, I am considering adding CGNX to my Industrials, which currently includes SIS, WSP and NFI. Do you think CGNX would be a good addition, or can you suggest another CDN or U.S. stock to add in this sector? Thanks so much!
I’m overweight in the technology sector due to significant growth (20% of portfolio) and am thinking of trimming. I currently have ENGH, CSU, AAPL, NVDA and GOOG in fairly equal weighting. I’m not sure whether to sell one of these outright, or just trim one or two back. I’d appreciate your thoughts. With the proceeds, I am considering adding CGNX to my Industrials, which currently includes SIS, WSP and NFI. Do you think CGNX would be a good addition, or can you suggest another CDN or U.S. stock to add in this sector? Thanks so much!
Q: ENGH reports Q1 on 3/9 after close.What is your opinion.Please give estimated EPS & Rev.Thanks for u usual great services & advices.
Q: My long term hold of ENGH has done very well. Would you endorse trimming some and putting into KXS at this time? (I have a very small position in KXS already)
Q: The employee opinions of ENGH on the website that I stumbled on are not favorable. I think that a company that is considered a " good company " would have a better employee rating. Does this information change your investment thesis?
www.glassdoor.ca/reviews/enghouse-interactive
Thank you
www.glassdoor.ca/reviews/enghouse-interactive
Thank you
Q: Considering the fundamentals, cash flow. P/E ratio, balance sheet and general business practices and opportunities what are your predictions for this company in the short term (1 year). The stock has been trading around $52 for a while. At what price would you consider selling it??
Q: My RIF contains FTS, AQN, EIF, KXS, ENGH, IPL as well as XLF, VWO, & KRE US ETFs. I have held ENGH since 2012 & IPL since 2009 for a large CG of nearly $400K. With the somewhat flattening of these 2 over the past 2yrs. I was thinking of selling at least 50% of each. I have somewhat resisted this move over the past year simply based on overall excellent results as well as the high quality of each company. However, it may or may not be time to lighten up & add some new diversity. If you agree with this change, I would have approx. $200K to invest in at least 6 new equities & would appreciate your recommendations. Thank you.
Q: Do you see Enghouse or Open Text as having more potential?
Thank you
Thank you
Q: Hi - have owned ENGH for a number of years and now see it as a bit of an anchor ( not in a good way). Watching SHOP crushing it and now need to hear your
analysis on a switch for a Growth account that is well diversified. thanks
analysis on a switch for a Growth account that is well diversified. thanks