Viewing Company Open Text | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Open Text Stock Symbol: OTEX-T

Notes:

search tools. Revenues from licence fees.

Last Price Recorded: $40.1900 on 2017-08-18

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-08-18 HOLD Norman Levine

A Software stock that he has owned for some time.  They are a consolidator, merging in companies and taking their costs out.  It was a buying opportunity when they slipped off after a bad quarter.


Price:
$40.190
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-11 BUY on WEAKNESS Darren Sissons

Open Text (OTEX-T) or CGI Group (GIB.A-T)? These are in different businesses. The New CEO on this has to pay more for acquisitions because they are bigger, which is needed to move the needle. Because of this, the company now carries more debt. They have a dividend, which CGI does not. He likes the company here, but if you can get it a little lower it would be alright. Periodically this stumbles, and you can pick it up.


Price:
$40.460
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-08-08 TOP PICK Lyle Stein

The stock has fallen. They made some acquisitions, and feels the market is concerned that the steady progression of cash might not quite be as steady as they go through the digestion of these acquisitions. He likes that they can grow and that it trades at a multiple of earnings, not a multiple of cash flow, revenues, etc. Likes the stability and the growth by acquisition. Dividend yield of 1.5%. (Analysts’ price target is $40.)


Price:
$41.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 BUY Brian Acker, CA

Historically, this is a volatile stock, and its earnings seem to be lumpy. It closed at $40.54, and he has a model price of $54.49, a 37% upside. A perfect example of a trader. If you are a trader, you take your gains and look elsewhere.


Price:
$40.830
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-30 HOLD Hap (Robert) Sneddon FCSI

When he sees a stock drop 10%, he wonders if he’s on the right track. Things are still lining up for this. His indicators are right at the 0 line so he is expecting it to turn up. Has not sold any of his holdings. If you don’t see this participating in the next few weeks, there might be better places to put your money, but he thinks a long-term trend of the stock is still really good.


Price:
$40.930
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
BULLISH
Owned:
Yes
2017-06-28 COMMENT Jason Mann

This is one he generally likes. It typically goes through a cycle where they miss on an earnings report. It hasn’t been caught up as much in this growth FANG thing. Valuation has been hurt a little by recent misses. Trading around 35X earnings and at 8.5X ROE and 16X EV to EBITDA.


Price:
$40.910
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-06-27 WATCH Ryan Bushell

Their acquisitions are going to take some time to consolidate and chew on, to get the synergies out and start moving the company forward again. He likes their business model. This is probably presenting an opportunity, but at the same time, that flow of funds has really gone out of resource stocks in Canada, and into anything but. He would be cautious and continue to watch it from here.


Price:
$41.240
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2017-06-06 BUY John Stephenson

He likes the name and the sector a lot. Technology is one, if not the best performing sector this year. It has really been strong. Tech is typically an early cycle mover, so once global growth picks up, tech is where you want to go. This company has done really well and continues to do so.


Price:
$43.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-05-15 HOLD Alex Ruus

One of the largest Canadian software companies which has a combination of some organic growth along with a consolidation play. Very well-run. The stock has done extremely well, and is probably going to be in a sideways pattern for a while.


Price:
$44.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-10 TOP PICK Hap (Robert) Sneddon FCSI

There are few pure tech plays that you can have in Canada. This will be a core position in that area. Their story has really been about acquisitions. Thinks the market has not recognized that they do a really good job of recurring revenues, 70% of their business. They’ve made a commitment to double their earnings per share by 2020, and he thinks the current management will do that. (Analysts’ price target is $39.50.)


Price:
$44.520
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-03-27 BUY Peter Hodson

They did a big acquisition recently.  Generally this would concern them, but they have been doing acquisitions for about 20 years.  Their record of integrating them is phenomenal.  He has no concerns about this company.  They can pay down the debt quite quickly.  It is one of his favourite large cap software companies.


Price:
$45.460
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-13 COMMENT John Zechner

One of the stories he still really likes. It has done really well lately and is trading at the high end of the range. A software company that has single digit organic growth sort of, not great, but alright. But they’ve always been able to augment that with acquisitions because of the free cash flow they generate. They roll in an acquisition, cut the costs, and continue to grow. You can only do that for so long, but these guys have continually been able to do that. Very strong management. The only issue is that growth will probably hit a wall at some point. The EMC deal is going to give them more earnings growth for the next couple of years. Did a financing, so it is all paid for. Still a good story.


Price:
$44.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-01-18 PAST TOP PICK Peter Hodson

(A Top Pick Jan 15/16. Up 28.69%.) There is a split coming here at the end of this month. One of his favourite software companies. It is very cheap in terms of valuation. Pays a dividend. Makes great acquisitions. They are really hitting it out of the park in terms of facilitating compliance across multi-industries.


Price:
$83.950
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-16 PAST TOP PICK Jason Mann

(Top Pick Feb12/16, Up 29.45%) Don’t buy now, but it has become less cheap than when he first bought it.  PE is now 26%.  The top could be defined by price momentum, he exited very recently.  You could buy on weakness now.


Price:
$84.650
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-12-28 PAST TOP PICK Hap (Robert) Sneddon FCSI

(A Top Pick Nov 26/15. Up 33.8%.) It broke out above its $76 range, and then came back and tested it a couple of times. He expects it to get above $88. His target is $91. This is still one of his top technology picks. Thinks it could end up being acquired at some point.


Price:
$83.390
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 216 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.