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: 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.
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
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.
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?
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.
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
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.
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
Q: I have owned Enghouse (ESL) for several months and while it has not shown any price growth I know that you are quite high on the stock. However, you seem to equally like Evertz (ET) for many of the same reasons you like ESL but given that ET pays a healthy dividend , I was wondering if I should switching from ESL to ET.
Q: Hello Peter,
Below is an extract from S"E"D"I" showing an officer of Enghouse being short 20,000 shares of the company. He is long 30,000 options but it seems strange that an officer would actually sell his companies shares short. Not a big short position but still strange in my opinion. Any comment on the short position, and any thoughts on the merit of adding to an initial ESL position at this time. The other holdings in this area are AVO and CSU.
Many thanks.
Insider Name: May, Todd
Insider Relationship: 5 - Senior Officer of Issuer
Ceased to be Insider: Not Applicable
Q: Hello. From a technical perspective ESL seems to have incurred a slight setback in the April/May timeframe and appears to be recovering and resuming it's trend. Are you aware of whether this setback was related to some specific event or whether it was related to external events and is this still considered a viable entry point for this stock? Thank you.