The company has been hamstrung by the COVID-19 environment and sky high tech valuations. This is a company that drives growth through acquisition. But, it is a very strong capital allocator and also refuses to overpay for acquisitions. So, it hasn't been able to make many. That's exactly why the company issued a $1.50 special dividend in January 2021. We could see the same thing next year if it isn't able to close on anything considerable.
The exploration to sell is definitely an interesting one, and one we are keeping an eye on. There are not too many companies here in Canada that would have the capital to purchase Enghouse.
I'm holding Enghouse, with no plans to sell. This is one of the strongest tech stocks in the country, with one of the most reliable dividend growth streaks as well. Mat also holds this one.