Q: In January 2015, you gave Enghouse a rating of A-. ESL just released its second quarter results. Revenues are up by profits for the first six months are down. The stock dropped over 3% in one day. Is it time to sell my position?
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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 would appreciate your comments on Enghouse'e earnings release. Thank you, Peter
Q: I have had quite a nice return with Enghouse but how does one decide when its time to lighten up or dispose of a position completely? It still only represents a 5% position of my portfolio but I feel that it must now be fully valued if not overvalued. Notwithstanding its attractive fundamentals (no debt, high growth rate, dividend increases) given its high P/E I'm thinking that there will be little upside over the next 12 -18 months with the possibility of a significant drop if there is a market correction. Your thoughts would be appreciated.
Q: Could you tell me when ESL will report their latest earnings?
Thank you. Don.
Thank you. Don.
Q: I notice you do a report on ESL, around the Jan/Dec each year. Any ESL reports for 2015?
Q: In the tech space I own ESL and OTC. I have down very well with ESL, thank you, but I am concerned about the high valuation. I am considering selling ESL and purchasing GIB.A to replace it; Gib.A is trading at a much lower valuation. May I please have your opinion. Thank you.
Q: I've made some good gains on Enghouse having owned this for the past 6 months. I am wondering what you think has better growth potential: Enghouse (ESL) or Open Text (OTC)? OTC fell along with the tech sector today, and I'm wondering if you would rotate out of Enghouse to pick up OTC "on sale".
Q: Enghouse and Descarte will report earnings tomorrow. Could you please provide their revenue and earnings per share expectations? Thank you, Peter
Q: Help!
In my TFSA I have ATD, XTC, BIN, QST, SGY. I would like to add one more and I need to choose between ESL, SJ, SCU, HCG because I have equal weights in all of these in other accounts and I don't want to add another stock.
You are the best.
Bryan
In my TFSA I have ATD, XTC, BIN, QST, SGY. I would like to add one more and I need to choose between ESL, SJ, SCU, HCG because I have equal weights in all of these in other accounts and I don't want to add another stock.
You are the best.
Bryan
Q: On BNN Thurs, Jason Donville stated that ESL is fully valued and hence would not recommend buying it. He also stated that it is a good well run company. Do you have any comment on this?
Gary
Gary
Q: A follow up question on ESL. In previous answer on ESL you suggested that a 4 to 5% position in ESL should be the max weighting. Is this because of the potential risk with the stock, or are you expecting ESL to slow in growth? Some extra clarity please.
Happy Holiday to all the 5i Team
Darcy
Happy Holiday to all the 5i Team
Darcy
Q: Comments on the results please. What do you suggest adding or keeping the existing holding
Q: Hi 5i,
Any news out there on ESL? Seems to be quite strong last few days.
At what point does this great company get too expensive?
I am looking to trim a little, but worried that when I do - they get taken out for $50+!
Is cash flow multiple a better metric on this company than P/E?
Thanks,
JS
Any news out there on ESL? Seems to be quite strong last few days.
At what point does this great company get too expensive?
I am looking to trim a little, but worried that when I do - they get taken out for $50+!
Is cash flow multiple a better metric on this company than P/E?
Thanks,
JS
Q: If you could only buy one of DSG or ESL, which would you choose?
Q: Sorry it is BMO suggesting I sell
Q: On Oct 2 Elann wrote Enghouse (ESL) is dropping a fair amount in the last 5 days and TD is notifying to SELL.
I don't know who at TD said sell, but the last word I have from TD was on Sept 12 when they updated their report after ESL's results were released on Sept 10 and they called ESL a Buy and raised their outlook from 40 to 43.
I don't know who at TD said sell, but the last word I have from TD was on Sept 12 when they updated their report after ESL's results were released on Sept 10 and they called ESL a Buy and raised their outlook from 40 to 43.
Q: Hello team. Enghouse (ESL) is dropping a fair amount in the last 5 days and TD is notifying to SELL. Thoughts????
Welcome home Peter ..congratulations on your ride
Welcome home Peter ..congratulations on your ride
Q: Good morning everyone. Enghouse released what I thought were good results. The stock is down and there is virtually no volume. Can you explain this, and are you still enthused about ESL?
Thanks Cam.
Thanks Cam.
Q: ESL
Hi Team, Can yo share your insight on Enghouse's most recent quarter? How does it measure up to expectations.
Regards and thanks for everything.
Philip
Hi Team, Can yo share your insight on Enghouse's most recent quarter? How does it measure up to expectations.
Regards and thanks for everything.
Philip
Q: Why the almost 5% pop in ESL today. I hold a small position and I was quite pleased. Earnings report comes out on this Wednesday.