Q: I am considering an initial investment in ESL. My main reservation is the current valuation. It trades at a very high p/e, even for its growth rate. I like to buy with a margin of valuation safety. Is the valuation stretched at this point relative to its historical trading valuation.
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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: Hello 5i team,
On April 11, ESL renewed a "normal course issuer bid" which had been in place for some time. Do you know whether any shares were actually purchased by the company during that period?
Thanks.
On April 11, ESL renewed a "normal course issuer bid" which had been in place for some time. Do you know whether any shares were actually purchased by the company during that period?
Thanks.
Q: Peter - ESL has been hammered lately, over 5% today. Any explanations on the background of the decline? Is this a good time to get in? I am looking at 3% to 5% position.
Thank You!
Thank You!
Q: Hi guys, ESL continues to slide -- really starting to scare me. Do you have any insight into what's going on there? Thanks for your great service!
Q: I already have AVO and doing very good as well as a small position in CMI and looking to buy another Technology co. but cannot decide between ESL & SYZ. Both look very good. What would you suggest and why. Good appreciation with less risk would be best right now. ESL has taken a substantial downturn and SYZ on the financing so I am undecided on what to buy, or would you suggest another from your list.
Thanks, Doug
Thanks
Thanks, Doug
Thanks
Q: Enghouse (ESL) is now in oversold territory . Do you think this represents a good entry point for a multi year hold.
Ed M
Ed M
Q: Further to Edwards question, do you have any insight why ESL continues its steady drift downward? Thanks
Q: At the very close of trading on Friday Enghouse dropped from around 35.00 to 34.00. Any idea why.
Ed
Ed
Q: Can you please comment on ESL first quarter financial results ending period Jan.31/14. Thanks.
Q: Hi Peter
I'd like your opinion ref the announcement from ESL dated March 4th of its purchase of IT Senix AG of Germany at the price of 7 million Euros.
Is this a good fit and a good price?
Would you be a buyer of ESL after this announcement?
Thanks,
Ron
I'd like your opinion ref the announcement from ESL dated March 4th of its purchase of IT Senix AG of Germany at the price of 7 million Euros.
Is this a good fit and a good price?
Would you be a buyer of ESL after this announcement?
Thanks,
Ron
Q: Hi, what are your comments on ESL earnings? Thanks
Q: Good Afternoon Peter
I already own a 1.5% position in Enghouse [ESL]. I am planning to put an additional 4.1% of my portfolio into other Infotech stocks and am focusing on Constellation [CSU], Open Text [OTC], and Descartes [DSG].
Would you spread the purchase over all three stocks or just pick one or two and what would your choice be?
Many thanks for your previous advice......Paul
I already own a 1.5% position in Enghouse [ESL]. I am planning to put an additional 4.1% of my portfolio into other Infotech stocks and am focusing on Constellation [CSU], Open Text [OTC], and Descartes [DSG].
Would you spread the purchase over all three stocks or just pick one or two and what would your choice be?
Many thanks for your previous advice......Paul
Q: ESL: there appears to be insider selling in January, should this be a concern.?
Q: WHICH SMALLER CAP STOCKS WOULD YOU RECOMMEND TO ADD TO MY PORTFOLIO. IF YOU COULD LIST THEM FAVORITE TO LEAST FAVORITE AND WHAT % OF EACH WOULD YOU RECOMMEND. I AM WILLING TO HOLD 6MOS TO 2YS. THANKS SO MUCH FOR YOUR VALUABLE SERVICE, IT IS EXTREMELY INFORMATIVE.
P.S. I OWN AVO,FLY,LOY,DND,E,ENT,MCB,PXT,SUM
I ALSO OWN TOG & MEG WHICH IS THE ONLY ENERGY STKS I OWN, THINKING MAYBE I AM LIGHT ON THAT SECTOR.
P.S. I OWN AVO,FLY,LOY,DND,E,ENT,MCB,PXT,SUM
I ALSO OWN TOG & MEG WHICH IS THE ONLY ENERGY STKS I OWN, THINKING MAYBE I AM LIGHT ON THAT SECTOR.
Q: In considering a purchase of ESL, would the low trading volume be much of a concern?
I've also been looking at CHE.UN, and found that the distribution hasn't changed in at least 7 years. Would you anticipate any increases going forward?
I've also been looking at CHE.UN, and found that the distribution hasn't changed in at least 7 years. Would you anticipate any increases going forward?
Q: Reading through my Enghouse 2013 Annual report. EPS of 0.94 which is up 15% over 2012. This implies a P/E of 33.85/.94 = 36 times. With duplicate growth in 2014 of 15% this implies a P/E of 33.85/.94 X 1.15 = 31 times. QUESTION - Does 31 times not seem a little rich for forward earnings?
Glad you put a limit on questions. Although occasionally insightful your time spent on company analysis is much more valuable. Thank you.
Glad you put a limit on questions. Although occasionally insightful your time spent on company analysis is much more valuable. Thank you.
Q: How do you determine an entry point for a growth company such as ESL? Do you go in at market and ride it up or would you wait for a pullback to say the 50 day moving average? What I am asking, it seems to me that the buy point for a growth company is determined differently from a value stock? Thank you.
Q: I see that Enghouse is listed in the US as well, as EGHSF:PNK. Its US price history is similar to ESL:T but not the same. Can you tell me why they are different and does it matter which is bought (aside from the different currency risk)?
Q: Any thoughts on why ESL dropped 5 percent since jan 6. Up 1 today though.
Q: Peter & company ... keeping with tech as possible leader this year ... does a balance between - DSG, MNW, ESL offer possible returns .. is there one of these MORE preferred by your analysis ..thx