Enghouse Systems | StockChase
32
Enghouse Systems (ENGH-T)

Last Price Recorded: $65.7300 on 2018-05-19

ON STOCKCHASE SINCE May 2001

automated mapping/geographic, etc

computer software/processing
32
Enghouse Systems (ENGH-T)

Last Price Recorded: $65.7300 on 2018-05-19

ON STOCKCHASE SINCE May 2001

automated mapping/geographic, etc

computer software/processing

Enghouse Systems


Signal Opinion Expert
COMMENT

The original owner of the company was responsible for some very good acquisitions.  He continues to grow the business by acquisition.  The challenge is the valuations are under tight scrutiny.    He would prefer Open Text (OTEX-T). 

computer software/processing

The original owner of the company was responsible for some very good acquisitions.  He continues to grow the business by acquisition.  The challenge is the valuations are under tight scrutiny.    He would prefer Open Text (OTEX-T). 

computer software/processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$66.160
Owned Owned
Unknown

COMMENT

A software company that has been pretty aggressive on growth through acquisition, using their relatively highly valued equity paper to buy all these small companies, roll them in, and get synergies. Software in general is becoming a much more competitive from an M&A standpoint, so it is going to be harder to find cheap deals. Also, it is not the cheapest stock. He is not interested in this.

computer software/processing

A software company that has been pretty aggressive on growth through acquisition, using their relatively highly valued equity paper to buy all these small companies, roll them in, and get synergies. Software in general is becoming a much more competitive from an M&A standpoint, so it is going to be harder to find cheap deals. Also, it is not the cheapest stock. He is not interested in this.

computer software/processing
Colin Stewart

CEO & Portfolio manager, JC Clark Investments...

PricePrice
$59.660
Owned Owned
No

DON'T BUY
Enghouse Systems(ENGH-T) 

April 12, 2017

Doesn’t follow this closely. The price has come down quite a bit. A software company that have been growing primarily through acquisitions. Thinks Amazon (AMZN-Q) has indicated they are going to enter into the same software market, and some analysts have indicated the space is going to get more competitive. A high multiple stock to begin with, and is not considered inexpensive.

computer software/processing

Doesn’t follow this closely. The price has come down quite a bit. A software company that have been growing primarily through acquisitions. Thinks Amazon (AMZN-Q) has indicated they are going to enter into the same software market, and some analysts have indicated the space is going to get more competitive. A high multiple stock to begin with, and is not considered inexpensive.

computer software/processing
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$57.470
Owned Owned
No

WATCH
Enghouse Systems(ENGH-T) 

April 3, 2017

It was very much consolidating all of last year.  It looks like it is now trying to break out.  It tested recently.  You don’t want to see that broken. 

computer software/processing

It was very much consolidating all of last year.  It looks like it is now trying to break out.  It tested recently.  You don’t want to see that broken. 

computer software/processing
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$56.510
Owned Owned
Unknown

HOLD
Enghouse Systems(ENGH-T) 

March 30, 2017

RBC left a buy on the stock after issuing a terrible report on this company.  AMZN-Q has said it will offer similar software to ENGH-T.  That is the negative story.  But she does not think it will make much difference in the short run.  Don’t write them off.

computer software/processing

RBC left a buy on the stock after issuing a terrible report on this company.  AMZN-Q has said it will offer similar software to ENGH-T.  That is the negative story.  But she does not think it will make much difference in the short run.  Don’t write them off.

computer software/processing
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$56.830
Owned Owned
Unknown

BUY on WEAKNESS
Enghouse Systems(ENGH-T) 

March 29, 2017

It is consolidating here.  He would like to see it take out its previous highs based on improved financial metrics.

computer software/processing

It is consolidating here.  He would like to see it take out its previous highs based on improved financial metrics.

computer software/processing
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$57.100
Owned Owned
Unknown

DON'T BUY
Enghouse Systems(ENGH-T) 

February 15, 2017

This has been a very successful company over the last number of years. It is a growth through acquisition type of model, buying a bunch of small software companies, cutting out the costs, and trying to put it together in a bigger rollup strategy. It has always been expensive.

computer software/processing

This has been a very successful company over the last number of years. It is a growth through acquisition type of model, buying a bunch of small software companies, cutting out the costs, and trying to put it together in a bigger rollup strategy. It has always been expensive.

computer software/processing
Colin Stewart

CEO & Portfolio manager, JC Clark Investments...

PricePrice
$52.190
Owned Owned
No

COMMENT
Enghouse Systems(ENGH-T) 

February 6, 2017

A sideways trading stock, but there is not a lot of downside unless it breaks $50. Also, there is not a lot of upside, beyond $55 maybe. If you can make 10%, 12%, 15% on every trade over and over, this is a no-brainer. For a “buy and hold” investor, he would probably avoid this stock.

computer software/processing

A sideways trading stock, but there is not a lot of downside unless it breaks $50. Also, there is not a lot of upside, beyond $55 maybe. If you can make 10%, 12%, 15% on every trade over and over, this is a no-brainer. For a “buy and hold” investor, he would probably avoid this stock.

computer software/processing
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$52.520
Owned Owned
Unknown

COMMENT
Enghouse Systems(ENGH-T) 

January 24, 2017

This does not meet his criteria. A software company. His preference would be to own Constellation Software (CSU-T) or Open Text (OTC-T).

computer software/processing

This does not meet his criteria. A software company. His preference would be to own Constellation Software (CSU-T) or Open Text (OTC-T).

computer software/processing
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$52.730
Owned Owned
No

BUY
Enghouse Systems(ENGH-T) 

August 12, 2016

Essentially a consolidator of software companies. Think of it as a smaller/younger version of Constellation Software (CSU-T), but trading at a little bit lower multiples. Like Constellation they have had a rough 2016. Likes the name, but probably prefers Descarte (DSG-T) in the sector. They have proven to be relatively disciplined as an acquirer. Not a bad name to hold as a long-term investment.

computer software/processing

Essentially a consolidator of software companies. Think of it as a smaller/younger version of Constellation Software (CSU-T), but trading at a little bit lower multiples. Like Constellation they have had a rough 2016. Likes the name, but probably prefers Descarte (DSG-T) in the sector. They have proven to be relatively disciplined as an acquirer. Not a bad name to hold as a long-term investment.

computer software/processing
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$52.110
Owned Owned
No

HOLD
Enghouse Systems(ENGH-T) 

July 27, 2016

(Market Call Minute.) If it pulled back, he would look at entering this.

computer software/processing

(Market Call Minute.) If it pulled back, he would look at entering this.

computer software/processing
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$52.860
Owned Owned
Unknown

COMMENT
Enghouse Systems(ENGH-T) 

July 21, 2016

This has done well, but the stock has pulled back because of recent negative earnings surprise. However, it still ranks at 50 out of 700 stocks, being in the top 10%. PE on a trailing basis is not cheap at 35X earnings, compared to 13% earnings growth. The stock looks expensive. This typically grows by acquisition.

computer software/processing

This has done well, but the stock has pulled back because of recent negative earnings surprise. However, it still ranks at 50 out of 700 stocks, being in the top 10%. PE on a trailing basis is not cheap at 35X earnings, compared to 13% earnings growth. The stock looks expensive. This typically grows by acquisition.

computer software/processing
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$52.770
Owned Owned
Unknown

HOLD

This is a really long term thing.  There is no need to switch.  He is doing well with it.  Don’t overweight it, though.  Stay with it.

computer software/processing

This is a really long term thing.  There is no need to switch.  He is doing well with it.  Don’t overweight it, though.  Stay with it.

computer software/processing
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$57.920
Owned Owned
Yes

HOLD
Enghouse Systems(ENGH-T) 

March 7, 2016

Sold his holdings, not because there was anything wrong with the business, but the stock just got expensive in relation to its growth rate. The stock is looking pretty rich. Fundamentally it is a great company and he thinks you will still make money on the stock. This is a Hold, but if it goes lower it would be a Buy.

computer software/processing

Sold his holdings, not because there was anything wrong with the business, but the stock just got expensive in relation to its growth rate. The stock is looking pretty rich. Fundamentally it is a great company and he thinks you will still make money on the stock. This is a Hold, but if it goes lower it would be a Buy.

computer software/processing
Jason Donville

President & CEO, Donville Kent Asset ...

PricePrice
$56.010
Owned Owned
No

TOP PICK
Enghouse Systems(ENGH-T) 

February 22, 2016

A software company.  They had a shaving this year.  It is still projected to be an $80 stock.  They quickly absorb acquisitions.

computer software/processing

A software company.  They had a shaving this year.  It is still projected to be an $80 stock.  They quickly absorb acquisitions.

computer software/processing
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$53.330
Owned Owned
Yes

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