Enghouse Systems

ENGH-T

Analysis and Opinions about ENGH-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 22, 2020
A new position he bought into in March. A great Canadian technology success stories. They have acquired some great businesses in the past few years and are now reaching critical mass into different business lines that generate very sustainable cash streams. This includes tele-health. He thinks there will be distressed assets that they may be able to acquire. Yield 1.05% (Analysts’ price target is $53.40)
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A new position he bought into in March. A great Canadian technology success stories. They have acquired some great businesses in the past few years and are now reaching critical mass into different business lines that generate very sustainable cash streams. This includes tele-health. He thinks there will be distressed assets that they may be able to acquire. Yield 1.05% (Analysts’ price target is $53.40)
TOP PICK
TOP PICK
March 16, 2020
Free cash flow is expected to increase 43% this year and 28% next year. (Analysts’ price target is $57.60)
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Free cash flow is expected to increase 43% this year and 28% next year. (Analysts’ price target is $57.60)
BUY WEAKNESS
BUY WEAKNESS
March 5, 2020
Runs a good shop. Rich valuation. Look for an entry level here.
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Runs a good shop. Rich valuation. Look for an entry level here.
BUY
BUY
February 14, 2020

ENGH is a very well-run company. They have more organic growth than Constellation Softwares.

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Enghouse Systems (ENGH-T)
February 14, 2020

ENGH is a very well-run company. They have more organic growth than Constellation Softwares.

BUY
BUY
February 7, 2020
He has it in TFSAs for his clients. He sees no reason to sell it. It's a software firm in telecommunication and utilities industry. It improves and takes care of what's going on in the company. Free cash flow is growing and dividend is growing. 2/3 of long-term growth comes from dividend growth.
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Enghouse Systems (ENGH-T)
February 7, 2020
He has it in TFSAs for his clients. He sees no reason to sell it. It's a software firm in telecommunication and utilities industry. It improves and takes care of what's going on in the company. Free cash flow is growing and dividend is growing. 2/3 of long-term growth comes from dividend growth.
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.
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.
COMMENT
COMMENT
May 17, 2019
A software company that grows through acquisition. Earnings growth is expected to be flat. ROE is 18%. Free cash flow positive. Good opportunity going forward. The market did not like the news of another large acquisition.
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A software company that grows through acquisition. Earnings growth is expected to be flat. ROE is 18%. Free cash flow positive. Good opportunity going forward. The market did not like the news of another large acquisition.
TOP PICK
TOP PICK
March 21, 2019
The banks and telecoms need call centers and they do also facility management for utilities. Quite little company. Last quarter they grew only by 1%. they have owned it for about 10 years. Payout ratio is only 8%. (Analysts’ price target is $42.25)
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The banks and telecoms need call centers and they do also facility management for utilities. Quite little company. Last quarter they grew only by 1%. they have owned it for about 10 years. Payout ratio is only 8%. (Analysts’ price target is $42.25)
COMMENT
COMMENT
January 7, 2019
Software company, which acquires other software companies. Similar to Constellation, which is a better opportunity than this one. Smart acquirers. They say they have lots of M&A opportunities, so as long as you're comfortable with that strategy (and he is with Constellation), you should do very well. Big runway of growth, but there's lots of competition, so do your research.
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Software company, which acquires other software companies. Similar to Constellation, which is a better opportunity than this one. Smart acquirers. They say they have lots of M&A opportunities, so as long as you're comfortable with that strategy (and he is with Constellation), you should do very well. Big runway of growth, but there's lots of competition, so do your research.
BUY
BUY
June 15, 2018

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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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.

COMMENT
COMMENT
May 11, 2018

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).

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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).

COMMENT
COMMENT
May 29, 2017

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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

WATCH
WATCH
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.

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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.

HOLD
HOLD
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.

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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.

BUY WEAKNESS
BUY WEAKNESS
March 29, 2017

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

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

Showing 1 to 30 of 56 entries

Enghouse Systems(ENGH-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 9

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 12

Stockchase rating for Enghouse Systems is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Enghouse Systems(ENGH-T) Frequently Asked Questions

What is Enghouse Systems stock symbol?

Enghouse Systems is a Canadian stock, trading under the symbol ENGH-T on the Toronto Stock Exchange (ENGH-CT). It is usually referred to as TSX:ENGH or ENGH-T

Is Enghouse Systems a buy or a sell?

In the last year, 12 stock analysts published opinions about ENGH-T. 9 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. Read the latest stock experts' ratings for Enghouse Systems.

Is Enghouse Systems a good investment or a top pick?

Enghouse Systems was recommended as a Top Pick by Bryden Teich on 2020-04-22. Read the latest stock experts ratings for Enghouse Systems.

Why is Enghouse Systems stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Enghouse Systems worth watching?

12 stock analysts on Stockchase covered Enghouse Systems In the last year. It is a trending stock that is worth watching.

What is Enghouse Systems stock price?

On 2020-07-09, Enghouse Systems (ENGH-T) stock closed at a price of $78.11.