Investment Q&A

Q: ENGH received a new contract with SIFY an India company.Any thoughts on this.Would this be a good time to step in to a position

Q: The stock has been trading lacklustre for nearly 2 months. Though the key performance indicators are good, it has not attracted the investors attention Is it worth holding?

Q: Enghouse has a new symbol (ENGH). I get different values for dividend/share and EPS from my various service providers (Investors Edge, TMXMoney, RBC Direct). what are the correct amounts for their current annual dividend/share and EPS?

Q: Has The Symbol changed for Enghouse Systems please?
ESL no longer works...?!?

Q: Enghouse just announced an acquisition. Why such low volumes? I expected more trading and price action around the news.

Q: These stocks are all down 2 to 7 percent in the last month. Given the experience of DH should I be concerned with any of these and sell?

Q: Hello Peter and 5i team,
I want to add a technology name to my TFSA.
Sylogist looks interesting as it has a nice dividend and the technicals look good. I am concerned it is too small and it is vulnerable to interest rate risks.
Absolute software also has a nice dividend and has no debt. Is it ready to grow?
Do you still think Constellation is doing almost everything right?
I sold Enghouse for a nice profit at higher prices. Is it time to get back into this name?
Open text has a small dividend
Which of these companies are your favourite for stability and growth .
thank you as always for your great service.

Q: Enghouse and Allergan have been weak and range bound for some time. Is there a strategy for stocks like this? Does one lower a portfolio weighting once a stock looses momentum? My hesitation has always been that at any time these stocks can report an acquisition and open higher in the double digits. As well, I feel like a hypocrite buying for the long term only to move on when things slow only to look back years later wishing I held. Allergan is a 4% weighting, Enghouse is a 2.5% weighting. Would you consider these core holdings?

Q: Hi 5i - at current prices, would you add ESL or KXS for some technology exposure (I already hold CSU). I will hold for ten years in my kids RESP. Thanks, Neil

Q: I have been watching ESL for several months and have taken a position in this company. Today it is trading near its low this year and I am thinking of buying another 200 shares at this price, Would you support this purchase? Thanks for your opinion

Q: Hi team, I am looking to start a position in SYZ, I have pretty well every position in the growth portfolio. I'm thinking 3% full position in one purchase . Is it a good idea?
I am thinking about the same with ESL, and have noticed the share price is lower now than a year ago. Is a full position same as above be acceptable?
Thank you as always for the service.

Q: Hi,

Within an already balanced portfolio, technology holdings include OTC, ESL, and SYZ. How would you view selling ESL and adding ABT?

Regards,

Robert

Q: Hi, As part of a portfolio cleanup I am considering replacing <1% positions in DSG and ESL, and adding some more cash and add a full position in OTC. Does this make sense? With the new purchase of DELL EMC enterprise..I think OTC has positioned itself for growth. Are the liabilities increasing due to this purchase? How does it plan to fund this purchase? Do you think it would be better idea to wait for the benefits/issues due to this purchase to sink in?

Q: Which would be a better buy right now? Open text or enghouse?

Q: Hi Team, In the recent quarter, ESL has fared better on many Key performance indicators(KPIs) and growth but the market has very negatively reacted. Is it because of the un-reasonable expectations of the analysts who mislead the public and market sentiments? And you have not answered to another readers specific question on this forum on ESL- to hold or sell?

Q: was something in the cc that caused a 6 % drop?

Q: Hi 5i Research team, I have a long term horizon, and more of a growth oriented investor profile. I prefer to well understand the companies I invest in. The technology sector represents a challenge for me in terms of software products, competition, rapidly changing conditions, obsolescence, variety of software portfolio, etc. So I would like to built a sector exposure based on a few companies instead of using an ETF. Based on reading 5i Research, I am thinking a combination of CSU, KXS, GIB.A, OTC, ESL, DSG, TCS, SYZ,SH. Do you agree with this strategy? Would you include some other companies in this list or replace some? In what order would you rank them in terms of total return potential over long term and overall quality? How many of them would be enough? Would you suggest another weighting than equal weight (2% each)? I also need criteria to manage this group since my understanding won't be up to par. How will I know when to sell, or when to over or underweight in some companies? I would not want to react too strongly to short term events (quarterly results). How would you suggest I implement this strategy (buying strategy)? Thank you, Eric

Q: Hello Peter and team,

ESL has a A minus rating so far. Do you still hold the rating after the recent quarterly results a and stock slide? I am holding ESL in my TSFA bought around $55 and would like your advice to hold or sell. Thanks

Q: What are your thoughts on ESL earnings. Would you consider hold, Buy or Sell

Thanks

Q: They report next week, how good are they at beating expectations ?
When stocks miss they go down sometimes 15-20%. When they beat, they go up only 3-5 %, so I am tempting to sell before results going forward, and buy back according to results, good or bad idea ?
thanks