Q: Would you buy a 5% position all at once if you could buy ESL at $55? Is $55 a great buying opportunity for a 5 year hold?
Thankyou
Thankyou
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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: Happy New Years Guys !
If you had a choice between CSU, ESL or DSG which we would you choose. And how would you rank/order them. Thanks !
Keep up the great service ! I took advantage of the special and renewed for an additional 2 years.
Dave
If you had a choice between CSU, ESL or DSG which we would you choose. And how would you rank/order them. Thanks !
Keep up the great service ! I took advantage of the special and renewed for an additional 2 years.
Dave
Q: Now that ESL has come down a bit, would this be a good time to buy if not currently owned? Or would you prefer DSG or KXS? Only other tech holding is CSU. Cheers.
Q: Thank you for the ESL recommendation. I bought it in the mid $40's and it is now just above $70. What do you think of the valuation at the moment? I am thinking of selling half of my position, thoughts?
Q: We have done well with Enghouse - I company I would never have heard of without 5i. Thank you.
Our weighting in Enghouse has reached 8.3%. This is due to ESL's stock price increase plus the declines in Energy, Materials, Financial & Utility sectors. Is it time to reduce ESL's weighting to 7% or not sell and hope for a recovery in the other sectors? If I were to sell I would probably increase our weighting in MDA to 5% or open a 2% weighting in XTC or KXS.
Our weighting in Enghouse has reached 8.3%. This is due to ESL's stock price increase plus the declines in Energy, Materials, Financial & Utility sectors. Is it time to reduce ESL's weighting to 7% or not sell and hope for a recovery in the other sectors? If I were to sell I would probably increase our weighting in MDA to 5% or open a 2% weighting in XTC or KXS.
Q: This is a note of appreciation rather than a question. I bought Enghouse in March 2012 for an average cost of $14 after your A- rating the previous December, for a return of over 400%. Many, many thanks, especially in this market.
Q: Could you please comment on ESL's fourth quarter and year-end earnings release? It looks very good to me.
Thank you, Peter
Thank you, Peter
Q: A comment of ESL's earnings please if you have not been asked already. Merry Christmas and Happy Holidays!
Q: Any thoughts on ESL's recent purchase of CTI Group?
Q: Hello Peter and 5i team,
We would like to add another tech name to our portfolio. Currently we have DH, ESL, and TNC. Can you please suggest a couple of names that would enhance are current holdings. We were thinking of DSG .
thank you for your opinion.
We would like to add another tech name to our portfolio. Currently we have DH, ESL, and TNC. Can you please suggest a couple of names that would enhance are current holdings. We were thinking of DSG .
thank you for your opinion.
Q: At present I hold three tech stocks (DH, MDA, and ET) and would like to add a fourth. Which of the following would you suggest at this time: ESL, CSU, or DSG. Thank you.
Q: Hi gang. Enghouse has now run up to 17% in a so called balanced portfolio. I pleaded with my broker to let it run since April. I will sell a half positing 500 shares. I was going to add Descartes or Kinaxsis. Your thoughts and suggestions beside half of each? Thanks for all you do for us. I will renew today. David.
Q: Hello Peter and 5i staff,
Thank you for your recommendation of Enghouse . We sold a portion as it was overweight in our portfolio. [ 3 bagger ]. We would like to add another growth stock. We were thinking of DHX or AYA. What are your favourite names at present?
We just renewed our subscription today for 2 years. Great value and great advice. We look forward to seeing Peter on BNN today. thanks again
Thank you for your recommendation of Enghouse . We sold a portion as it was overweight in our portfolio. [ 3 bagger ]. We would like to add another growth stock. We were thinking of DHX or AYA. What are your favourite names at present?
We just renewed our subscription today for 2 years. Great value and great advice. We look forward to seeing Peter on BNN today. thanks again
Q: I would appreciate your comments on Enghouse's press release regarding the intended acquisition of CTI Group. CTI looks like a good addition for Enghouse. Enghouse continues to look a lot like Constellation Software. Many thanks, Peter
Q: It seems every time ESL gets back to around $55, insiders unload a sizeable amount of stock. Does this suggest they see limited upside to the stock?
Q: Nice price rise for ESL today. Do you know what is behind the move?
Q: With respect to your recent research report on ESL, it appears as if at least 96% of ESL's revenue comes from outside Canada. It seems strange to me that one of our top IT companies does practically no business in Canada. Are your revenue mix figures correct? Thanks
Q: Hello 5i
Can you please comment on Enhouse's acquisition of Sweden's Aktavara AB, announced early this morning. Many thanks.
Can you please comment on Enhouse's acquisition of Sweden's Aktavara AB, announced early this morning. Many thanks.
Q: To follow up on my question regarding adding to CXI, would you prefer ESL or CGI for a 1-2 year timeframe. I already have ESL and it makes up about 3.5% of my portfolio. CGI seems to have had not the greatest past 6 months.
Thanks,
Jordan
Thanks,
Jordan
Q: Hello, I am up 55% with ESL and am thinking of reducing position and buying a half position of Western Forest Products (WEF) or First Quantum (FM). Your thoughts please.