Enghouse Systems
ENGH-T
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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.
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.
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)
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)
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.
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.
They supply Canadian software to phone call centres. His owns Open Text and Shopify in this space instead.
They supply Canadian software to phone call centres. His owns Open Text and Shopify in this space instead.
It is about the guy who is running it. He accumulated a serious of software companies that don’t get the premium multiple they deserve. It is like Constellation Software. He has tremendous cash flow. At some point he will sell this company. In the interim you have a nice steady company that generates a steady cash flow.
It is about the guy who is running it. He accumulated a serious of software companies that don’t get the premium multiple they deserve. It is like Constellation Software. He has tremendous cash flow. At some point he will sell this company. In the interim you have a nice steady company that generates a steady cash flow.
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