Enghouse Systems

ENGH-T

Analysis and Opinions about ENGH-T

Signal
Opinion
Expert
COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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).

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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).

BUY
BUY
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.

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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.

HOLD
HOLD
July 27, 2016

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

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

COMMENT
COMMENT
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.

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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.

HOLD
HOLD
June 9, 2016

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.

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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.

HOLD
HOLD
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.

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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.

TOP PICK
TOP PICK
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.

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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.

COMMENT
COMMENT
October 21, 2015

How is this as a long-term (3+ years) hold? Just did a transaction which was one of the larger ones in their history. They continue to do roll ups and they see some organic growth every time they do the roll up. There is probably good growth ahead of it in the 3 year timeframe. In the short term, the one issue is valuation. Not cheap.

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Enghouse Systems (ENGH-T)
October 21, 2015

How is this as a long-term (3+ years) hold? Just did a transaction which was one of the larger ones in their history. They continue to do roll ups and they see some organic growth every time they do the roll up. There is probably good growth ahead of it in the 3 year timeframe. In the short term, the one issue is valuation. Not cheap.

BUY WEAKNESS
BUY WEAKNESS
October 19, 2015

For a long term hold of 5+ years? In the last 2 days, this has been hitting all-time highs. This is a great company with a great return on equity. His only issue is that the valuation is pretty rich. He would want to Buy this on a pullback. This is a superb company and have executed just wonderfully.

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Enghouse Systems (ENGH-T)
October 19, 2015

For a long term hold of 5+ years? In the last 2 days, this has been hitting all-time highs. This is a great company with a great return on equity. His only issue is that the valuation is pretty rich. He would want to Buy this on a pullback. This is a superb company and have executed just wonderfully.

COMMENT
COMMENT
September 23, 2015

Has done phenomenally well. Had good numbers in their last quarter. A grow by acquisition story. Not really well known or followed, but expects they will continue to do acquisitions. The multiple is a bit high, but that’s because management has delivered. If you have a 2-3 year timeframe, they will probably continue to grow their earnings to a point where even if they have some multiple contractions, the stock price would go higher.

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Enghouse Systems (ENGH-T)
September 23, 2015

Has done phenomenally well. Had good numbers in their last quarter. A grow by acquisition story. Not really well known or followed, but expects they will continue to do acquisitions. The multiple is a bit high, but that’s because management has delivered. If you have a 2-3 year timeframe, they will probably continue to grow their earnings to a point where even if they have some multiple contractions, the stock price would go higher.

COMMENT
COMMENT
September 15, 2015

(Market Call Minute.) Has been doing extremely well, and he thinks it is going to continue to. A very strong, underfollowed profiled company.

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Enghouse Systems (ENGH-T)
September 15, 2015

(Market Call Minute.) Has been doing extremely well, and he thinks it is going to continue to. A very strong, underfollowed profiled company.

BUY
BUY
May 14, 2015

No debt. A small dividend, but they surprise analysts on the upside.

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No debt. A small dividend, but they surprise analysts on the upside.

COMMENT
COMMENT
May 6, 2015

Very good management team. They kind of went quiet in the 2003-2008 era and then started acquiring more software companies. However, valuations are getting up there.

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Very good management team. They kind of went quiet in the 2003-2008 era and then started acquiring more software companies. However, valuations are getting up there.

HOLD
HOLD
February 5, 2015

A very good software company. Hasn’t been adding to his holdings because the valuation is pretty much a premium brand. Pretty much trading on a low 20s PE, and raises one of the challenges for people investing in this market. A lot of the good stuff, like this, is quite expensive.

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Enghouse Systems (ENGH-T)
February 5, 2015

A very good software company. Hasn’t been adding to his holdings because the valuation is pretty much a premium brand. Pretty much trading on a low 20s PE, and raises one of the challenges for people investing in this market. A lot of the good stuff, like this, is quite expensive.

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