Enghouse Systems

ENGH-T

Analysis and Opinions about ENGH-T

Signal
Opinion
Expert
BUY
BUY
January 13, 2020

It's a mini-Constellation Software. ENG is a good company, well-run, and the stock has enjoyed a great rise. Smart managers make accretive acquisitions.

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Enghouse Systems (ENGH-T)
January 13, 2020

It's a mini-Constellation Software. ENG is a good company, well-run, and the stock has enjoyed a great rise. Smart managers make accretive acquisitions.

BUY
BUY
November 29, 2019
We've seen upside this year, with the stock up 30%. A software company that works in telecom and utilities. They chug along and do little acquisition. A very easy business. Good stock performance that should continue.
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Enghouse Systems (ENGH-T)
November 29, 2019
We've seen upside this year, with the stock up 30%. A software company that works in telecom and utilities. They chug along and do little acquisition. A very easy business. Good stock performance that should continue.
TOP PICK
TOP PICK
November 25, 2019
A grow by acquisition company that offers customer integration software and services. 1% yield with 16% increase in sales. Their return on equity is good, with a forecast to grow cash flow per share by 57%. There is a 21% chance of upside. (Analysts’ price target is $44.90)
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Enghouse Systems (ENGH-T)
November 25, 2019
A grow by acquisition company that offers customer integration software and services. 1% yield with 16% increase in sales. Their return on equity is good, with a forecast to grow cash flow per share by 57%. There is a 21% chance of upside. (Analysts’ price target is $44.90)
BUY
BUY
November 14, 2019
Impressed with last quarter and their acquisition. Turned it around. Created a lot of value for shareholders. Favours Descartes Systems, but still worthy of holding if you want to own one of the consolidators. (Analysts’ price target is $45.00)
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Enghouse Systems (ENGH-T)
November 14, 2019
Impressed with last quarter and their acquisition. Turned it around. Created a lot of value for shareholders. Favours Descartes Systems, but still worthy of holding if you want to own one of the consolidators. (Analysts’ price target is $45.00)
TOP PICK
TOP PICK
October 11, 2019
A software company that provides software for utilities and telecommunications. They are also in the video equipment business too. It's a steady income stock so it is protection against market downturn. It has performed much better than the market.
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Enghouse Systems (ENGH-T)
October 11, 2019
A software company that provides software for utilities and telecommunications. They are also in the video equipment business too. It's a steady income stock so it is protection against market downturn. It has performed much better than the market.
DON'T BUY
DON'T BUY
August 13, 2019
Based out of Markham, they grow by acquisition. She does not own it. They prefer a more balanced organic growth model for the tech space. It is priced fairly highly right now.
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Based out of Markham, they grow by acquisition. She does not own it. They prefer a more balanced organic growth model for the tech space. It is priced fairly highly right now.
WEAK BUY
WEAK BUY
August 12, 2019
It's been pricey and gone sideways. Earnings have grown and recently the valuation has become more reasonable. They acquire well and generate good free cash flow. He will watch this closer. A quality company.
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It's been pricey and gone sideways. Earnings have grown and recently the valuation has become more reasonable. They acquire well and generate good free cash flow. He will watch this closer. A quality company.
COMMENT
COMMENT
August 9, 2019
He admires the CEO/founder, an astute buyer of tech companies. But the ENGH valuation is high, reflecting recent acquisitions. If the buying pauses, the multiple may shrink and the stock may go sideways. It depends on his acquisitions.
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He admires the CEO/founder, an astute buyer of tech companies. But the ENGH valuation is high, reflecting recent acquisitions. If the buying pauses, the multiple may shrink and the stock may go sideways. It depends on his acquisitions.
John Kim

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Price
$36.360
Owned
Unknown
HOLD
HOLD
August 1, 2019
He has owned them in the past, but not now. His stock selection method does not select it, because the coming earnings quarter is negative. He would wait until after the next earnings in September. Earnings are up 8%. Payout ratio is only 21%. PE is relatively high at 23 times, but is in line with growth. A good long term hold. Yield 1.3%
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He has owned them in the past, but not now. His stock selection method does not select it, because the coming earnings quarter is negative. He would wait until after the next earnings in September. Earnings are up 8%. Payout ratio is only 21%. PE is relatively high at 23 times, but is in line with growth. A good long term hold. Yield 1.3%
WEAK BUY
WEAK BUY
July 26, 2019
He likes their strong 20% ROE and metrics. But earnings metric isn't cheap. ENG could be consolidated. Has decen't price momentum and a good valuation.
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He likes their strong 20% ROE and metrics. But earnings metric isn't cheap. ENG could be consolidated. Has decen't price momentum and a good valuation.
COMMENT
COMMENT
July 26, 2019

A valuation call, quite expensive. Growth by acquisition story similar to OpenText and Constellation Software. CEO is a big shareholder and has a very good track record. Nothing wrong here, he just doesn't like the valuation. Prefers OpenText, but they've run substantially this year. If you are looking for a value option in a growth by acquisition story, that is probably the one.

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A valuation call, quite expensive. Growth by acquisition story similar to OpenText and Constellation Software. CEO is a big shareholder and has a very good track record. Nothing wrong here, he just doesn't like the valuation. Prefers OpenText, but they've run substantially this year. If you are looking for a value option in a growth by acquisition story, that is probably the one.

WEAK BUY
WEAK BUY
July 25, 2019

Really good company. A software consolidator. Likes CGI and Constellation Software a bit better. Organic growth is quite reasonable. Valuation reasonable. Trading at a discount. Buy it to compound capital over the long term. Look elsewhere for dividend income. (Analysts’ price target is $43.00)

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Really good company. A software consolidator. Likes CGI and Constellation Software a bit better. Organic growth is quite reasonable. Valuation reasonable. Trading at a discount. Buy it to compound capital over the long term. Look elsewhere for dividend income. (Analysts’ price target is $43.00)

DON'T BUY
DON'T BUY
July 24, 2019

He liked it in the past. He prefers Descartes. Organic growth will be challenging and they've had some misses. The valuation has declined, but he needs to see more organic growth to get excited in this. Careful here.

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He liked it in the past. He prefers Descartes. Organic growth will be challenging and they've had some misses. The valuation has declined, but he needs to see more organic growth to get excited in this. Careful here.

COMMENT
COMMENT
July 8, 2019

They supply Canadian software to phone call centres. His owns Open Text and Shopify in this space instead.

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They supply Canadian software to phone call centres. His owns Open Text and Shopify in this space instead.

HOLD
HOLD
June 21, 2019
Software company. Has it in their TFSAs, because you get the full amount of the dividend, no withholding tax. Trading cheaply. Were dinged for not doing enough acquisitions, but he doesn't listen to the analysts. Dividend growth 10-15% range.
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Software company. Has it in their TFSAs, because you get the full amount of the dividend, no withholding tax. Trading cheaply. Were dinged for not doing enough acquisitions, but he doesn't listen to the analysts. Dividend growth 10-15% range.
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