Enghouse Systems

ENGH-T

Analysis and Opinions about ENGH-T

Signal
Opinion
Expert
HOLD
HOLD
May 12, 2014

He added it to his portfolio recently. Thinks they can continue to grow buy acquisition. He is watching for them to do more deals.

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He added it to his portfolio recently. Thinks they can continue to grow buy acquisition. He is watching for them to do more deals.

PARTIAL SELL
PARTIAL SELL
January 31, 2014

This is a quiet, sort of an “under the radar” type of company in spite of the fact that it has a large $840 million market cap. Ranks #7 in his database because they basically acquire companies and know how to make money. PE of 29X. Earnings are expected to grow by 21% so the PE to growth is basically 1.4 times. Free cash flow of about 4%. If you own, consider trimming back. If you don’t own, wait for a lower price.

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Enghouse Systems (ENGH-T)
January 31, 2014

This is a quiet, sort of an “under the radar” type of company in spite of the fact that it has a large $840 million market cap. Ranks #7 in his database because they basically acquire companies and know how to make money. PE of 29X. Earnings are expected to grow by 21% so the PE to growth is basically 1.4 times. Free cash flow of about 4%. If you own, consider trimming back. If you don’t own, wait for a lower price.

HOLD
HOLD
December 24, 2013

Likes the company, and was buying in the last day or two. The forward value is getting a little rich. Is a top 5 name of his.

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Enghouse Systems (ENGH-T)
December 24, 2013

Likes the company, and was buying in the last day or two. The forward value is getting a little rich. Is a top 5 name of his.

STRONG BUY
STRONG BUY
June 24, 2013

This is one of his favourite stocks right now. If you have owned this for more than a couple of months, you have done well and you can continue to hold. Generates a lot of cash, has a lot of cash in the balance sheet and has been good at acquiring a lot of things.

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This is one of his favourite stocks right now. If you have owned this for more than a couple of months, you have done well and you can continue to hold. Generates a lot of cash, has a lot of cash in the balance sheet and has been good at acquiring a lot of things.

BUY
BUY
February 6, 2013

One of his favourite tech names, a Top 10 name. ROE is moving up quite nicely from year to year. Could be $24-$25 in a year’s time. (See Top Picks.)

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Enghouse Systems (ENGH-T)
February 6, 2013

One of his favourite tech names, a Top 10 name. ROE is moving up quite nicely from year to year. Could be $24-$25 in a year’s time. (See Top Picks.)

TOP PICK
TOP PICK
November 23, 2012

Have a lot of cash. Will have to be around for another 5 years to be able to call themselves a consolation (?) software, but so far so good. Expecting it to be $18-$19 in a year’s time.

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Enghouse Systems (ENGH-T)
November 23, 2012

Have a lot of cash. Will have to be around for another 5 years to be able to call themselves a consolation (?) software, but so far so good. Expecting it to be $18-$19 in a year’s time.

DON'T BUY
DON'T BUY
August 26, 2011
Has typically grown through acquisition. Only covered by one analyst. Earnings estimates are for $.68 in 2012 compared to $.56 2010 so it is reasonable growth. Relatively illiquid. Doesn't rank well in his quant model.
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Has typically grown through acquisition. Only covered by one analyst. Earnings estimates are for $.68 in 2012 compared to $.56 2010 so it is reasonable growth. Relatively illiquid. Doesn't rank well in his quant model.
BUY
BUY
April 8, 2004
A stock that you can buy and leave alone. Have tons of cash. Well-managed.
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A stock that you can buy and leave alone. Have tons of cash. Well-managed.
DON'T BUY
DON'T BUY
February 20, 2002
In the bottom third of their database. Expects earnings to decline.
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Enghouse Systems (ENGH-T)
February 20, 2002
In the bottom third of their database. Expects earnings to decline.
BUY
BUY
May 31, 2001
No debt. Good cash flow. Good mngmnt. Lots of cash. Some risk.
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No debt. Good cash flow. Good mngmnt. Lots of cash. Some risk.
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